With Confidence,

Reconcile

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

Match Up What
Pertains to the Bottom Line

Reconciliation is a cornerstone of accurate financial reporting, yet it’s one of the most time-consuming tasks for accountants. Truewind automates the reconciliation process, matching transactions across bank statements, invoices, and receipts in seconds.

Stay Audit-Ready

A clear, searchable audit trail saves time and improves transparency for audits and reviews.

Deliver Confidence for CPAs

Ensure every transaction is accounted for, building trust with clients and stakeholders.

Reliable Out of the Box

Real-time error detection minimizes financial discrepancies and ensures compliance.

Platform Benefit

Confidence Scores:
0-100

Providing accurate reconciliation at scale is one of the best ways to reduce a CPA's workflow. Reconciliation is manual and time-consuming. Truewind reconciles and provides confidence scores to portray accuracy level so the CPA pays attention to only what they need to.

Get in touch ✤ See what AI can do

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 manually matching items.

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.

QuickBooks Online

Continue using your accounting software. Truewind helps prepare your journal entries and syncs to QuickBooks Online.

QuickBooks Online

Continue using your accounting software. Truewind helps prepare your journal entries and syncs to QuickBooks Online.

QuickBooks Online

Continue using your accounting software. Truewind helps prepare your journal entries and syncs to QuickBooks Online.

Plaid

Truewind integrates with hundreds of banks. Grant us access to your bank data through Plaid with just a simple login and you're done.

Plaid

Truewind integrates with hundreds of banks. Grant us access to your bank data through Plaid with just a simple login and you're done.

Plaid

Truewind integrates with hundreds of banks. Grant us access to your bank data through Plaid with just a simple login and you're done.

Bill.com

Integrate with your favorite bill pay solution. We’ll send invoices directly to and sync accounts payables from Bill.com.

Bill.com

Integrate with your favorite bill pay solution. We’ll send invoices directly to and sync accounts payables from Bill.com.

Bill.com

Integrate with your favorite bill pay solution. We’ll send invoices directly to and sync accounts payables from Bill.com.

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.

Customers

Truewind

Partners + Clients

Join our growing network of clients that are experiencing the Truewind difference every day.

Customers

Truewind

Partners + Clients

Join our growing network of clients that are experiencing the Truewind difference every day.

Customers

Truewind

Partners + Clients

Join our growing network of clients that are experiencing the Truewind difference every day.

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