FP&A Begins with:
Flux Analysis
Truewind automates variance analysis and highlights key changes to enable accountants to do better client advisory.
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
Track the Critical
Truewind platform is built with flux analysis to help CPAs identify changes and variances between accounting periods. By applying advanced algorithms, it automates variance analysis and highlights key changes within desired time periods so CPAs can do FP&A with depth.
Investigate Trends
Drill down into trends and anomalies quickly to catalog patterns in your books.
Generate Completeness
Produce accurate, comprehensive, and audit-ready financial statements with minimal manual effort.
Actionable Insights
Flux forms the basis of the "why". Gain insights into the “why” behind financial shifts in order to offer data-backed recommendations for clients.
Platform Benefit
Accountants are
Detectives
Enable your accountants to spot trends, investigate anomalies, and offer strategic recommendations with greater confidence. The automation provides clarity and insight to guide businesses through decision-making processes.
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Platform Benefit
Predict Revenue Opps
Based on Trends
Flux analysis can uncover unexpected trends, such as an increase in sales for a specific product or region. CFOs can use these insights to double down on successful strategies or allocate resources to capitalize on high-performing areas. By analyzing fluctuations in expenses and cost of goods sold (COGS), flux analysis can help pinpoint inefficiencies or unnecessary expenditures that eat into profit margins.
Reduce Client Friction
Faster Resolutions and Reconciliations
Do better financial planning and analysis from the get-go.
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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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