Up your firm's capacity
at every level.
Truewind is positively transforming how accounting firms manage and optimize teams capacity for taking on clients.
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
AI Accountant doing
your grunt work
AI performs better than humans at complex tasks that require merging data sets. Truewind automates these complex tasks so that accountants can focus more on what AI cannot do: tailored advisory.
Boost Client Retention
Empower accountants to spend time on offering strategic advice and enhancing client experience, through optimized capacity and workload management.
Optimize Workflows
Enable accountants to take on more strategic projects by reducing time spent on repetitive, low-value tasks.
Maximize Growth Impact
Leverage AI to balance routine workflows and reduce accounting calculation bottlenecks.
Platform Benefit
Reduce workflow
blockers
By automating tedious tasks like reconciliations, transaction classification, and accrual workpaper preparation, Truewind frees up accountants to focus on value-added services such as financial advisory, tax strategy, and business consulting. These services command higher fees and can differentiate a firm in a competitive market.
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Platform Benefit
Scale without adding
headcount
Faster processes for tasks like close management and contract analysis mean firms can handle more clients without needing to scale headcount. Reduced turnaround times also improve client satisfaction, encouraging repeat business by growing their businesses.
Reduce Client Friction
Faster Resolutions and Reconciliations
Empower your accounting teams to take on more business.
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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.
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.
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