Everything You Need to Know about Truewind's Integration
Product
Everything You Need to Know about Truewind's Integration
Building the AI-Native Month End Close, on Sage Intacct
The finance world is shifting fast – from manual checklists to continuous, AI-driven workflows. Truewind’s native integration with Sage Intacct allows us to bring that future to all Sage Intacct users.
We call it your digital staff accountant: an AI-powered teammate that lives inside your Sage Intacct environment, automating reconciliations and managing subledger workpapers, so your accounting team can close faster.
Why Sage Intacct + Truewind
Sage Intacct has established itself as a market leader accounting software for accounting firms, family offices, real estate, and many mid market finance teams that deal with complex multi-entity operations.
While Sage Intacct is rolling out new agentic solutions such as Sage Copilot and Accounts Payable Automation with AI, there are opportunities for agents to do many of the manual month end close tasks. From categorizing transactions to reconciling accounts, Truewind is bringing AI-native solutions to accountants.
Truewind amplifies Sage Intacct with AI agents that handle repetitive accounting tasks end-to-end:
Bank and Credit Card Categorization: AI automatically matches transactions to your GL.
AR Reconciliation: Automatically link deposits to customer payments or inter-company transfers.
Prepaid and Fixed Asset Schedules: Generate and post amortization and depreciation entries.
Together, these modules form the backbone of a continuous close.
How the Integration Works
Truewind’s integration is built using Sage Intacct’s APIs, ensuring secure, real-time synchronization of your accounting data.
Two-Way Sync
Truewind connects directly to Sage Intacct’s general ledger, bank transactions, and entity structure. Any updates made in Truewind like reconciliations, journal entries, or notes — sync seamlessly back to Sage Intacct.Secure Data Handling
All data stays within a secure, encrypted environment. Truewind is a Sage-approved Marketplace Partner, meeting Sage’s data privacy and API usage standards.Auto-Redact PII
Truewind embeds an auto-redaction system, where we automatically redact any sensitive personal information from the data before it gets processed by an AI. For example, if you upload a brokerage statement, we will redact the family name, before using AI to complete the work, protecting you or your clients’ anonymity.Human-in-the-Loop Design
Automation doesn’t mean loss of control. Accountants are great at what they do when given the control. In Truewind, accountants can review, approve, and override AI suggestions at every step. This is done with full audit trails and version history.Entity-Aware Automation
For multi-entity environments, Truewind automatically detects intercompany transactions and maintains reconciliations at both the entity and consolidation level.
What It Feels Like to Use Truewind with Sage Intacct
Imagine this. It’s Monday morning and the start of the new month. You get to work and log into Sage Intacct. This is the first thing you’re seeing:
1. All accounts 90% reconciled before the first close meeting.
2. Prepaids and fixed assets fully rolled forward without a spreadsheet in sight.
3. A controller dashboard that tells you exactly where the books stand today, not two weeks from now.
That’s the Truewind + Sage experience: speed, accuracy, and satisfaction in one unified flow.
The Future Is A Continuous Close
If you’re a Sage Intacct user, Truewind’s Sage Intacct integration was built for you. We built this integration to bring an AI-native experience to you, without having to change your ERP.
Whether you’re a Client Accounting Services (CAS) team using Sage Intacct, a family office running multi-entity Sage Intacct environments or a mid-market controller / CFO managing complex consolidations, Truewind is here to help.
The old month-end model is breaking down. Accountants deserve better tools; ones that keep up with the pace of business and let them focus on judgment, not data entry.
With Sage Intacct as your system of record and Truewind as your system of intelligence, the future of accounting is not just automated, it’s continuous.
See Truewind's Integration with Sage in Action
