Controllers
Speed and Compliance, Built Into Every Close.
An AI-native accounting platform built for Controllers.
Automate balance sheet reconciliations, validate supporting documentation, and maintain complete audit trails so every number is compliant before close.
Controllers
An AI-native accounting platform built for Controllers. Automate balance sheet reconciliations, validate supporting documentation, and maintain complete audit trails so every number is compliant before close.
Speed and Compliance, Built Into Every Close.
Speed and Compliance, Built Into Every Close.
Controllers
Turn bank-side activity into book-side clarity without spreadsheets or extra costs. Consolidate and reconcile brokerage data into consistent rollforwards across entities, accounts, and custodians.
Control Every Step of the Close
Own the month-end process
Track every account, task, and reviewer in one structured workflow.
Every balance tied to a source
Reconcile bank activity, invoices, contracts, and supporting schedules directly to the ERP.
Consistent documentation every period
Reduce team dependency and improve close quality with repeatable processes.
Identify and resolve discrepancies faster
Automate recurring reconciliations and clear accounts with confidence.
Run a controlled
month-end
Track task status, outstanding items, and review sign-offs in one place.
Own the month-end process
Track every account, task, and reviewer in one structured workflow.
Every balance tied to a source
Reconcile bank activity, invoices, contracts, and supporting schedules directly to the ERP.
Consistent documentation every period
Reduce team dependency and improve close quality with repeatable processes.
Identify and resolve discrepancies faster
Automate recurring reconciliations and clear accounts with confidence.
Run a controlled month-end
Track task status, outstanding items, and review sign-offs in one place.
Assurance and Reliability
SOC 2 Compliant
Protected with
enterprise-grade security
SOC 2 Compliant
Protected with enterprise-grade security
Truewind is SOC 2-certified and built for high-net-worth clients who value privacy and control. Enterprise-grade security is build into every layer of the Truewind platform.
Truewind redacts all personally identifiable information, any data that can be used to identify a specific individual, either directly or indirectly through combinations of information.
SOC 2 Certified
Enterprise Grade
Trusted by Controllers across firms and companies
Trusted by Controllers across firms and companies
Assurance and Reliability
Trusted by Controllers across firms and companies
Trusted by Controllers across firms and companies
Assurance and Reliability
Assurance and Reliability
Assurance and Reliability
Truewind is SOC 2-certified and built for high-net-worth clients who value privacy and control. Enterprise-grade security is build into every layer of the Truewind platform.
Truewind redacts all personally identifiable information, any data that can be used to identify a specific individual, either directly or indirectly through combinations of information.
SOC 2 Certified
Enterprise Grade
Control Every Step of the Close
Own the month-end process
Track every account, task, and reviewer in one structured workflow.
Every balance tied to a source
Reconcile bank activity, invoices, contracts, and supporting schedules directly to the ERP.
Consistent documentation every period
Reduce team dependency and improve close quality with repeatable processes.
Identify and resolve discrepancies faster
Automate recurring reconciliations and clear accounts with confidence.
Run a controlled month-end
Track task status, outstanding items, and review sign-offs in one place.