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.
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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 manually matching items.
Reduce Client Friction
Faster Resolutions and Reconciliations
Deliver a seamless client experience 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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