Pro Forma and
Budgeting
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
Cash Flow Projections
Plan ahead with confidence. Truewind’s 13-week cash flow projection tool offers detailed insights into your clients’ future cash positions. Predict cash flow fluctuations and address potential shortfalls. Help clients confidently make payroll, cover vendor obligations, and plan for strategic investments. Save time with automated forecasts that dynamically update based on real-time data.
Boost Client Confidence
Offer forward-looking financial insights that help clients plan for the future with certainty.
Save Time By Reducing Complexity
Automate tedious forecasting and budgeting processes with AI-powered tools.
Elevate Firm's Value
Use advanced tools to position your firm as a proactive advisor, not just accountants.
Platform Benefit
Pro Forma Statements
for Each Client
Truewind simplifies the process of creating these forward-looking reports based on accounting completed using Truewind, so you can generate accurate pro forma financial statements for every client with ease. Identify critical payment patterns to improve cash flow management. Offer actionable advice on speeding up receivables to improve liquidity. Deliver tailored insights for better decision-making on expansions, loans, and capital expenditures.
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Platform Benefit
Scenario Planning
for Large Purchases
Help clients explore “what-if” scenarios with dynamic tools that model the financial impact of key decisions. Create cash flow scenarios for large purchases, hiring plans, or unexpected expenses. Advise clients on whether to lease or buy assets based on accurate, data-driven insights. Provide confidence in navigating major decisions with financial clarity.
Reduce Client Friction
Faster Resolutions and Reconciliations
Help your clients plan smarter and thrive with pro forma & budgeting tools by 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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