Truewind vs. Basis
Basis builds agents across accounting, tax and audit for firms. Truewind is built for the close: reconciliations, journal entries and SOPs that post to each client's ledger.
Basis builds AI agents for accounting firms, including small firms, and for in-house teams, covering CAS and advisory, tax, audit and corporate accounting. Truewind is AI accounting software for CAS firms and lean in-house finance teams. Its agents turn each client's statements and source reports into reconciliations, GL-ready journal entries and SOPs in Sage Intacct, QuickBooks Online, Intuit Enterprise Suite or NetSuite.
What's the difference between Basis and Truewind?
Basis spans accounting, tax and audit. Truewind focuses on the close and posts directly to the client's ledger: Sage Intacct and QuickBooks Online, with Intuit Enterprise Suite and NetSuite supported.
How does Truewind standardize client delivery?
Each client workflow becomes an SOP. An SOP built for one client carries over to similar clients, so every client's close follows the same steps, and reviewers see only the exceptions.
How do client documents get into Truewind?
Clients email their statements and reports, and the documents route straight into the right workpaper, attachments and message included.
Why can finance teams trust Truewind's output?
Repeatable: the same answer every month (AI reads and explains, logic does the accounting). Reliable: accurate, expected results every month and at year-end. Auditable: audit-ready logs for every posting decision. Expandable: an SOP built for one entity or client is reused across others.
| Feature | Basis | Truewind |
|---|---|---|
| What it is | AI agents for accounting firms across CAS, tax, audit and corporate accounting | AI accounting software for the close: reconciliations, GL-ready journal entries and SOPs |
| Built for | Accounting firms, including small firms, plus in-house teams | Lean finance teams, and the CAS firms that serve them |
| Ledgers named | None named publicly | Sage Intacct, QuickBooks Online, Intuit Enterprise Suite, NetSuite |
| Standardizing delivery | Agents that run workflows end to end | SOPs reused across similar clients |
| Client documents | Client intake for tax returns | Client emails route straight into the right workpaper |
Based on publicly available information as of November 12, 2026. Product names are trademarks of their owners.
Send us your hardest client workflow
- Lavoie CPA: 45-minute monthly close
- HHL Advisors: 75% less categorization time
Frequently asked questions
- Is Truewind a Basis alternative?
- For CAS firms and in-house teams on Sage Intacct or QuickBooks that want repeatable close delivery posted to each client's ledger, yes. Firms looking for tax and audit agents as well should compare both on their own requirements.
- Does Truewind do tax or audit work?
- No. Truewind does close work: reconciliations, journal entries and SOPs that post to the client's ledger.
- 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.
See Truewind on one of your clients.
Bring the client whose close takes the longest.