Do It Right:
Contract Management
Auto-organize and track contracts, receipts, and invoices, ensuring nothing falls through the cracks.
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
Digital accountant
who files as she goes
AI-powered digital accountant digitizes, sorts, and links crucial documents to transactions — allowing accountants to quickly access and manage important records. Contract management system ensures this crucial step in accrual accounting is done correctly and automatically.
Organize using AI Agents
Automatically extract and manage contracts, receipts, and invoices in one place.
Track Obligations
Ensure important deadlines and terms are met, reducing contract risk.
Fast Access to Insights
Quickly locate, analyze, and assess contract impacts on financials.
Platform Benefit
Do it correctly
the first time
Reduces administrative burdens and improve compliance by doing things correctly on the first attempt. Help accountants analyze contract performance and terms proactively, so they can deliver deeper insights to clients and better understand the impact of contracts on the business’s financial health.
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Platform Benefit
Set the standards
for customer satisfaction
Eliminate back-and-forth between accountants and their clients by seamlessly digitizing, organizing, and tracking receipts, invoices, and other critical documents. Powered by advanced AI, the platform retrieves needed contract data automatically, ensuring accountants always have what they need at their fingertips. This means no more follow-up emails or delays than necessary, allowing accountants to focus on delivering value instead of chasing paperwork.
Reduce Client Friction
Faster Resolutions and Reconciliations
Deliver a seamless client experience with Truewind.
Get in touch ✤ See what AI can do
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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