Built to close any

client's books faster.

Truewind centralizes and automates the closing process, from reconciliations to reviewing ledgers.

  • QuickBooks Online

    QuickBooks helps small and medium-sized businesses with accounting

    NetSuite

    The accounting and enterprise resource planning software for the mid market

    Bill.com

    The bill pay and accounts payable solution for small businesses

    Sage Intacct

    Sage Intacct is the cloud accounting and financial management software

    Xero

    Xero helps small and medium-sized businesses with accounting

Platform Benefit

Centralize and Comply

Close management is essential but often one of the most time-consuming accounting functions. Truewind centralizes and automates the closing process, from reconciliations to reviewing ledgers. This ensures consistency, compliance, and transparency through every stage of the complex close process.

Streamline Close Process

Shorten close cycles and deliver timely, accurate financial data

Ensure Compliance

Be audit-ready by eliminating the risk of reporting errors or delays.

Instill Accountability

Gain real-time visibility into the close status across the team, fostering accountability and collaboration at every stage.

Platform Benefit

Reduce
Stressful Closes

By automating closing activities, accountants can achieve a faster, more accurate close cycle, freeing them up to engage in strategic advisory services and making their firms more agile and responsive.

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Platform Benefit

Grow Firm Capacity
thru Strategic Resource Allocation

Centralizing the month-end close process where operational costs and revenue streams are transparently analyzed enables CFOs to align budgets with growth opportunities, ensuring resources are directed where they have the greatest impact on driving revenue.

Reduce Client Friction

Faster Resolutions and Reconciliations

Revolutionize your closing process and focus on what matters most.

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CUSTOMERS NAME DROP LOGOS

Truewind seamlessly integrates with the software tools you know and love. We will ensure your system is set up. Manage end-to-end accounting workflows in one place.

QuickBooks Online

Continue using your accounting software. Truewind helps prepare your journal entries and syncs to QuickBooks Online.

QuickBooks Online

Continue using your accounting software. Truewind helps prepare your journal entries and syncs to QuickBooks Online.

QuickBooks Online

Continue using your accounting software. Truewind helps prepare your journal entries and syncs to QuickBooks Online.

Plaid

Truewind integrates with hundreds of banks. Grant us access to your bank data through Plaid with just a simple login and you're done.

Plaid

Truewind integrates with hundreds of banks. Grant us access to your bank data through Plaid with just a simple login and you're done.

Plaid

Truewind integrates with hundreds of banks. Grant us access to your bank data through Plaid with just a simple login and you're done.

Bill.com

Integrate with your favorite bill pay solution. We’ll send invoices directly to and sync accounts payables from Bill.com.

Bill.com

Integrate with your favorite bill pay solution. We’ll send invoices directly to and sync accounts payables from Bill.com.

Bill.com

Integrate with your favorite bill pay solution. We’ll send invoices directly to and sync accounts payables from Bill.com.

Features uniquely possible with AI
Supporting Documentation


Streamline the process of gathering necessary documents for bank transactions, particularly for accountants and bookkeepers. It focuses on reducing repetitive communication with clients.

Contract Summarization


Summarizes contracts into structured, essential elements that can be directly used to create a revenue schedule. Give your accountants a summarized version of a contract, focusing on key fields and terms.

Transaction Audit Trail


Through a combination of AI-powered data categorization and tracking documents, Truewind provides a comprehensive audit trail for each transaction, essential for transparency and accurate record-keeping.

Customers

Truewind

Partners + Clients

Join our growing network of clients that are experiencing the Truewind difference every day.

Customers

Truewind

Partners + Clients

Join our growing network of clients that are experiencing the Truewind difference every day.

Customers

Truewind

Partners + Clients

Join our growing network of clients that are experiencing the Truewind difference every day.

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