Multi-Family Offices
Accounting
Truewind platform meets the challenges of managing multiple family entities under one roof.
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
Do Accrual Accounting Efficiently
Truewind’s advanced AI automatically tags transactions based on predefined rules and learned patterns. Whether you’re categorizing expenses by entity, account, or purpose, Truewind ensures accurate tagging every time. Also enable tagging at granular levels such as class and location. The granularity provides the insight needed for more tailored financial reporting and improved decision-making.
Portfolio Management
Track and tag investment transactions to optimize portfolio reporting.
Do Trust Accounting
Ensure compliance by accurately tagging trust-specific transactions.
Tax Preparation
Simplify tax season by delivering organized, tagged data for each family.
Platform Benefit
Customized Reporting
for Each Client
Leverage high-accuracy tagging and tracking to provide a clear financial picture for all stakeholders. Deliver detailed, entity-specific reports effortlessly, meeting the unique needs of each client.
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Platform Benefit
Grow Portfolio Complexity
With Ease
Successful portfolio management depends on abilities to increase capacity and complexity. Ensure compliance using AI document extraction, document management, and by doing trust accounting.
Reduce Client Friction
Faster Resolutions and Reconciliations
Simplify and scale your multi-family office operations with Truewind.
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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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