Truewind Referral Program
Give $250, get $250.
Know a finance team or accounting firm that should be using Truewind? Refer them. When they sign up and complete onboarding, you each get $250.
How it works
1. Tell us who to talk to
Fill out the form below with your details and the person you want to introduce. Each form covers one person, so submit it again for anyone else.
2. We reach out
Our team contacts them shortly, lets them know you referred them, and offers a walkthrough of their close and bookkeeping workflow. No pressure and no obligation.
3. You both get $250
When the company you referred signs up for Truewind and completes onboarding, you each get $250. Choose a digital gift card or a credit on your Truewind bill.
Rewards
$250 for you
For every company you refer that signs up for Truewind and completes onboarding. Take it as a digital gift card sent by email, or as a credit on your monthly Truewind bill if you're a customer.
$250 for them
The company you referred gets $250 too, as a digital gift card or a credit applied to their first Truewind bill.
There's no limit. Refer as many companies as you like, and each one that signs up and completes onboarding earns you $250.
Who makes a good referral
Truewind is AI accounting software for finance teams and accounting firms that close the books on Sage Intacct, QuickBooks Online, Intuit Enterprise Suite or NetSuite. Think of anyone you know who:
- Runs finance at a growing company. Controllers, CFOs, finance leads, and founders who still handle the books and want a repeatable close.
- Leads a CAS or accounting firm. Firms that want to take on more client books without adding headcount, and keep delivery consistent across clients.
- Spends too much time on reconciliations. Teams matching bank statements, payout reports, payroll registers, or POS batches by hand in spreadsheets.
- Works in an industry with messy source data. Nonprofits reconciling donations, family offices working through brokerage statements, e-commerce brands with marketplace payouts, hospitality groups, SaaS companies, and home services businesses.
The only requirement is that their company doesn't already use Truewind. Not sure if someone is a fit? Refer them anyway. We'll tell them honestly if Truewind isn't right for them.
Make an introduction
Tell us a bit about you and who you'd like us to talk to. We'll reach out to them shortly and keep you posted.
Frequently asked questions
- When do I get my reward?
- After the company you referred signs up for Truewind and completes onboarding. We send rewards to you and the company you referred within 30 days of onboarding being completed.
- How do I get paid?
- You can take your $250 as a digital gift card, sent to you by email, or as a credit on your monthly Truewind bill if you're a Truewind customer. We'll email you to confirm which you'd like before we send it.
- Does the person I refer get anything?
- Yes. The company you referred also gets $250, as a digital gift card or as a credit applied to their first Truewind bill.
- Is there a limit on how many people I can refer?
- No. Each form covers one referral, so submit the form again for each additional person. Every company you refer that signs up and completes onboarding earns you $250.
- Who can refer, and who counts as a qualified referral?
- Anyone can refer: customers, partners, accountants, and friends of Truewind. A qualified referral is a company that doesn't already use Truewind and isn't already in conversations with our team. If two people refer the same company, the first referral we receive counts.
- I'm already a Truewind customer. Can I take part?
- Yes. Customers can take their reward as a credit on their monthly Truewind bill or as a gift card. Your referral needs to be a different company, not more users or entities on your own account.
- What happens to the person I refer?
- Someone from our team reaches out shortly, says you referred them, and offers an intro call to look at their close and bookkeeping workflow. There's no obligation to sign up, and we only use their details to follow up on your referral.
- Who do I contact with questions?
- Email hello@truewind.ai.
Terms and conditions
Truewind Referral Program Terms and Conditions · Last updated: November 10, 2026
These terms apply to the Truewind Referral Program (the "Program") run by Truewind Technologies, Inc. ("Truewind," "we," "us"). By submitting a referral, you agree to these terms.
1. Who can refer
Anyone 18 or older can take part as a referrer, including Truewind customers, partners, and other contacts. Truewind employees and contractors are not eligible for rewards.
2. Qualified referrals
A referral qualifies when all of the following are true: (a) you submit it through the referral form on this page; (b) the referred company does not use Truewind and is not in active sales conversations with Truewind at the time of your referral; (c) the referred company signs up for a paid Truewind plan; and (d) the referred company completes onboarding.
3. First referral wins
If more than one person refers the same company, only the first referral we receive is eligible for a reward.
4. No self-referrals
You can't refer your own company, an affiliate of your company, or additional users or entities on an existing Truewind account.
5. Rewards
For each qualified referral, Truewind will give $250 to the referrer and $250 to the referred company. The referrer may choose a digital gift card or, if the referrer is a Truewind customer, a credit on their monthly Truewind bill. The referred company may choose a digital gift card or a credit applied to its first Truewind bill. Rewards have no cash value beyond their face amount, can't be transferred, and can't be combined with other Truewind referral offers for the same company.
6. Timing and delivery
Rewards are issued within 30 days after the referred company completes onboarding. Gift cards are sent to the email address provided on the referral form. Bill credits appear on the next eligible Truewind invoice. We may ask you to confirm your details before sending a reward.
7. No limit
There is no limit to the number of companies you can refer or the number of rewards you can earn.
8. Taxes
You are responsible for any taxes on rewards you receive. Truewind may request information needed for tax reporting where required by law.
9. Employer and gift rules
Some people, such as government employees or employees of organizations with gift policies, may not be allowed to accept rewards. It's your responsibility to check and follow your employer's rules. Truewind may decline to issue a reward where accepting it would break those rules.
10. Permission to share contact details
By submitting a referral, you confirm you have permission to share the referred person's contact details with Truewind. Truewind will use those details to contact them about your referral and will handle them in line with our Privacy Policy.
11. Fair use
Truewind may refuse or reverse a reward if a referral is fraudulent, misleading, or doesn't meet these terms, including referrals made through spam or bulk unsolicited messages.
12. Truewind's discretion
Truewind decides whether a referral qualifies, and that decision is final.
13. Changes and ending the Program
Truewind may change these terms or end the Program at any time by updating this page. Qualified referrals submitted before a change will be rewarded under the terms in effect when they were submitted.
14. Other terms
The Program is also subject to Truewind's Terms of Service (https://www.truewind.ai/terms-and-conditions) and Privacy Policy (https://www.truewind.ai/privacy-policy). These terms are governed by the laws of the State of California.
15. Contact
Questions about the Program? Email hello@truewind.ai.