40% Cost Savings. How ATTOM Data Handed Off AP, AR and Month-End Close to Truewind

Three Numbers That Changed

• 40% cost savings | What ATTOM pays Truewind relative to the role it replaced
• 3 functions powered by AI | AP, month-end close and AR handed to Truewind in under 12 months
• 0 days delayed | Delivered the same close date through the transition at a fraction of the cost

Company Snapshot

Company: ATTOM Data Solutions
Industry: Property data and analytics
Founded: 1996
HQ: Irvine, California
Systems: NetSuite, Bill.com, Salesforce
Products used: Truewind Workpaper Agents and AI-powered accounting operations for AP, month-end close and AR

ATTOM licenses property tax, deed, mortgage, foreclosure and neighborhood data to mortgage, insurance, real estate and government customers through APIs, bulk files and reports. The finance function is led by David Dam, Chief Financial Officer, and Vihang Desai, Controller.

A Team That Was Already Running Lean

ATTOM's accounting operation was organized the way most mid-market finance teams are: one person per workflow. "We had the traditional, you know, there's a person that focuses on each of these," David said. "An AR manager would focus on AR. An AP manager would focus on AP. And then the controller, with help from an assistant controller, would oversee the close."

The initiative to run leaner predated any AI. With the company focused on EBITDA, David sought to find savings inside his own team. "The drive is to close in a lower number of days. The drive is to do more with less people," he said. "Today we have about five people, supported by an outsourced model."

The first round of that outsourcing was conventional: AP went to a nearshore provider, the same work at a fraction of the cost. It held for about a year. Then David started watching the AI market, skeptically at first. He had seen robotic process automation promise the same thing and break the moment a process changed. RPA was rigid and LLMs, especially agents, were flexible, nimble. David had his operation buttoned up and one eye to the future: "with the solutions that are out there today, we don't need that large of a team anymore."

Starting with AP: Building Trust and Confidence

ATTOM did not start with its hardest problem. In November 2025 it handed Truewind accounts payable, the most predictable workflow it had.

"There was a consistency around it," David said. "So we thought, okay, this is a safe one to roll off."

The question was whether an AI-native vendor could run a critical operation at all. "One of our concerns was number one, can Truewind do it? If we hand off a critical operation to them, can they do it? Let's test it with this AP function. It's going to be up to the Truewind team to work out the workflows in the back and what can be optimized with AI," David said in April 2026. "It looks like it's working out and it's getting better and faster. So that confidence is there. We've developed a level of confidence where we can say, okay, what else can we hand off?"

Truewind wrote that guarantee into the contract. Bill.com stayed in place as the AP subledger; Truewind's system took over the daily processing, vendor communication and payment runs. By the time ATTOM was weighing a second handoff, David's view of AP was simple: "It's become relatively consistent now."

A Departure, a Budget, and 40% Cost Savings

The expansion moment arrived in early 2026, with an opportunity to take over the entire month-end close workload of a senior accountant. An accounting consulting firm stepped in as a bridge. David used the gap to ask a bigger question.

"As the accounting manager left, we really took a look at our structure, our team structure, and the workflows that we needed to manage," he said. "We said, is this now an opportunity for us to move to a not AI-native, but at least AI-forward, accounting ops model?"

The alternative was a backfill with a short shelf life. "With the accountant leaving, it really did come down to: am I going to hire someone, and then restructure and probably terminate that same person a year and a half from now? Or should I just move forward and dive in?" David said. "I'm very much landing on dive in, given what you've done with our first role."

The scope that came with it was the heavy end of a mid-market close: capitalized engineering labor and CapEx, fixed assets and depreciation through NetSuite's fixed asset module, prepaids and accruals, leases, debt tracking, revenue-share and royalty obligations, sales tax, recurring and reclass journal entries, and audit support. "The heavy lift is the CapEx pieces, the rollforwards, accruals, prepaids," Vihang said when he scoped it. "Pretty standard items," but pervasive, and previously one full-time accountant's job.

Workpapers Became Agents

Truewind learned ATTOM's close in June 2026 and ran it in July. Then rebuilt it with agents first.

Each of the close workflows was captured in a Workpaper Agent:

• engineering timesheets in, capitalized labor and CapEx entries out;
• the fixed-asset rollforward;
• prepaids and accruals;
• the recurring and reclass entries.

The agent does the assembly and drafts the entry in ATTOM's own NetSuite format. Vihang reviews and approves every posting, with supporting workpapers filed where ATTOM's auditors expect them.

That is the model ATTOM wanted. It handed over the workflow and the ownership of making it better. "It becomes Truewind's responsibility to optimize the manual process that we had before," David said. "Starting to see the application of agents to do that takes the risk of transitioning to an AI-first model away from us and into the hands of people that are just more capable than we are. We continue to focus on what we are expected to do, accounting, and the operations behind it has been largely handed over."

In October 2026 the same pattern reached accounts receivable. ATTOM's monthly invoicing, across three to four billing formats, is being moved onto Truewind's AR product, with connections into NetSuite and Salesforce, so that the runs happen without a person assembling them. The inbox that used to consume a quarter of the AR manager's time gets screened and routed instead of answered by hand.

Roles Moved. The Close Didn't.

The close role moved over at what David calls 40 cents on the dollar, on a fee that stays fixed. AP was the starting point and runs consistently. And within four months of the first Truewind-run close, ATTOM asked to move a third function. Mark Bezney, Truewind's Director of Agent Solutions and a former controller who cut his own close from four weeks to two on the platform, came out of that call with one note: they're impressed, and they want AR next.

David's yardstick is accuracy, and he expects the agents to raise it. "Once you get a software solution, whether it's human or not, to replace manual work, you should expect to see quality go up, accuracy go up," he said. By October, Truewind was preparing the fixed-asset schedules for ATTOM's year-end audit, work nobody wrote into the original agreement.

David frames the decision as staying ahead. He saw early that the next generation of companies would run finance on AI-native tooling at a fraction of the traditional cost, and he moved ATTOM there first. "We are already seeing companies that are newer than us able to run accounting ops with just pennies on the dollar, because they're AI native," he said. "If our competitors don't keep up with us, then it's an advantage on our end."

His approach was deliberate: rather than turn a strong accounting team into an engineering team, he partnered with one. "What I'm looking for is a partner where I would outsource my AI strategy to," David said. "We get to observe an AI-native company execute on what a traditional accounting function looks like, and a lot of that skill set and thought process is transferred." ATTOM's own people stay focused on judgment, controls and the close, and absorb the new model by working alongside it.

"It is not an option," he said. "It is a requirement in order for us to succeed in the market today."

Before and After

Asked what the model means for a CFO who has been through it, David put it in one sentence. "We continue to focus on what we are expected to do, accounting, and the operations behind it has been largely handed over."

See what Truewind can take off your team's plate. Schedule a demo.