Transaction coding
Applies your rules to every transaction and builds prepaid and fixed asset schedules automatically.
#1 RatedSage Marketplace Partner
5 star review
Send AI Your Hardest Close Problem
Keep your GL as your source of truth. Truewind turns bank statements and workpapers into GL-ready journal entries, reconciliations, and SOPs you can review.
5 star reviewNative Accounting Integrations
Does Truewind work with Sage Intacct and QuickBooks?
Yes. Truewind connects directly to the general ledger and posts journal entries to Sage Intacct or QuickBooks Online, and also supports Intuit Enterprise Suite and NetSuite. On Sage Intacct, the chart of accounts, entity structure and bank feeds sync automatically, nothing migrates, and Sage stays the system of record.
Trusted by Hundreds of Global Companies
Built for every step of the close
What does Truewind automate?
Truewind is AI accounting software for finance teams on Sage Intacct, QuickBooks Online, Intuit Enterprise Suite and NetSuite. Its AI agents turn bank statements, payout reports and workpapers into GL-ready journal entries, reconciliations and SOPs. Your team reviews only the exceptions and keeps final posting authority, and your ledger stays the source of truth.
Automatic reconciliation
Extracts third-party data, reconciles it against your books and flags mismatches.
Flux analysis
Compares posted entries against historical patterns to flag anomalies before close.
Security
Is my financial data secure?
Truewind is SOC 2 Type 2 certified. Data is encrypted in transit and at rest, access is restricted by user role, and where a workflow requires it, people review AI outputs before anything is posted.
How is Truewind different from general-purpose AI?
AI reads and explains. Logic does the accounting. General-purpose AI can give a different answer each run; Truewind gives the same answer every month. The agent asks clarifying questions instead of guessing, and each month's workpaper rolls forward from the last. Anyone can build workpaper 1. Only Truewind can build workpaper 12.
Why can finance teams trust the output?
Truewind captures the context your team keeps in its head: scattered source data, manager comments and undocumented procedures become an SOP you teach once and can update anytime. Repeatable: the same answer every month. Reliable: accurate, expected results every month and at year-end, with each workpaper rolling forward from the last. Auditable: audit-ready logs for every posting decision. Expandable: an SOP built for one entity or client can be reused across others.
Which industries does Truewind support?
Solutions
Flexible workflows for every accounting data source
Purpose-built modules handle reconciliation and close work across brokerage, payroll, POS, donations, and more.
Brokerage
Family offices turn raw brokerage statements into audit-ready entries without manually reconciling trades, dividends, and fees.
Donations
Nonprofit teams reconcile donation exports and deposit data into clean revenue schedules with stronger visibility.
Point of Sale
Accountants match daily POS batches and fees to bank deposits for faster close cycles and tighter control.
Payroll
Reconcile payroll registers, taxes, and benefits into accurate accruals and close-ready journal entries.
Field Services
Reconcile job systems and billing platforms into deferred revenue and revenue recognition schedules automatically.
Fixed Assets & Prepaids
Turn invoices and schedules into clean rollforwards without manual amortization spreadsheets.
Testimonials
Hear Directly From Our Customers
Trusted by 500+ accountants.
- Paul Fredrick · 4–6x faster inventory reconciliation
- Lavoie CPA · 45-minute monthly close
- ATTOM Data · 40% cost savings
- HHL Advisors · 75% less categorization time
4–6x faster inventory reconciliation
“I would probably describe it as an extension of the accounting team. It's almost another employee without being another employee.”
Brady King
Director of Finance @ Paul Fredrick
45-minute monthly close
“One of our clients, I was able to do everything through Truewind for the whole month, and I did it all at one time in about 30 to 45 minutes.”
Sherice Sims
Close Operations @ Lavoie CPA
40% cost savings
“We continue to focus on what we are expected to do, accounting, and the operations behind it has been largely handed over.”
David Dam
CFO @ ATTOM Data Solutions
75% less categorization time
“On credit card transactions alone, I'd say Truewind has cut my categorization time by about 75%. And when you scale that across an entire firm, the impact is huge.”
Corbin Hanus
Partner @ HHL Advisors
More time for strategic work
“Truewind takes care of the back-office. That lets our accountants focus on the high-leverage stuff. It's exactly what we needed for Wiza's next stage.”
Harrison Apitz-Grossman
COO @ Wiza
From manual to repeatable close
“I did all the accounting and bookkeeping myself for 2+ years. It's such a relief to finally have experts handle it with a repeatable process.”
Jimmy Daly
CEO @ Superpath
Investor-ready books
“Before Truewind, I was buried in spreadsheets. Now our books are clean, consistent, and easy to explain to investors.”
Peter Fishman
Co-Founder @ StartPlaying
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Frequently asked questions
- What is Truewind?
- Truewind is AI accounting software. Its agents prepare GL-ready journal entries, reconciliations and SOPs from bank statements and workpapers, and post them to Sage Intacct or QuickBooks Online after your team reviews them.
- Do I have to switch accounting systems?
- No. Truewind works on top of Sage Intacct, QuickBooks Online, Intuit Enterprise Suite and NetSuite. Your ledger stays the system of record and nothing migrates.
- Who reviews the work Truewind does?
- Your accountants. Truewind routes only exceptions to reviewers, keeps final posting authority with your team, and keeps audit-ready logs for every posting decision.
- Who is Truewind built for?
- Finance and accounting teams, controllers, CFOs and CAS firms that close the books on Sage Intacct, QuickBooks Online, Intuit Enterprise Suite or NetSuite, including family offices, nonprofits, e-commerce brands, hospitality groups, SaaS companies and home services companies.
- Is Truewind SOC 2 Type 2 certified?
- Yes. Truewind is SOC 2 Type 2 certified, encrypts data in transit and at rest, and restricts access by user role.
Ready for your next step?
See where AI can remove manual close work while keeping reviewer sign-off intact.