How Wiza Leveraged Truewind to Unleash their Accountants
Customer Stories
How Wiza Leveraged Truewind to Unleash their Accountants
Customer Overview
Wiza is a startup that’s redefining lead generation, making the process faster, easier, and more efficient. As the company scaled, manual accounting workflows were constantly being introduced. Their finance team had to spend a lot of time correcting errors and categorizing transactions, all to keep up with the growth of the company.
To learn more about how they addressed these issues and their experience with Truewind, we spoke with Harrison Apitz-Grossman, Wiza’s COO. He shared how partnering with Truewind gave the finance and accounting team more time for strategy, insights, and driving the company’s growth.
Challenges
“We’d get the books back and spend hours going through them,” Apitz-Grossman said. “It always felt like we were correcting the same things over and over again.”
Key Pain Points
Slow Close Cycles: Gathering inputs, receipts, invoices, and other data slowed the close process
Lack of Accuracy: Repeated corrections eroded trust in the data
Limited Visibility: With siloed data, it was difficult to get a real-time view of the company’s financial health
Why Wiza Chose Truewind
“We wanted software that would automate bookkeeping and make the work disappear,” Apitz-Grossman said.
By using AI for accounting, intelligent categorization, and real-time visibility, Truewind created a scalable system that could evolve with Wiza’s growing needs.
Truewind’s Value
With Truewind in place, Wiza’s accounting automation became faster, simpler, and more reliable. This allowed its accountants to spend more time reviewing financials for insights and trends.
Key Areas of Improvement
AI-Powered Categorization: Automatically learned from past corrections and categorized transactions without manual intervention
Real-Time Financial Data: Provided up-to-date insights that enabled faster decision-making
Anomaly Detection: Flagged duplicate transactions and other discrepancies, saving time and preventing costly errors
Minimal Oversight Required: Reduced the need for constant checks, allowing Wiza’s team to focus on more high-value tasks
Significant Impact
90% Less Time On Bookkeeping: Dropped from ~10 hours to under 30 minutes per month
Higher Accuracy: Automation ensured reliable categorization, eliminating the need for repeated corrections
Cost Savings: Truewind flagged a $30,000 recurring charge that was being duplicated across two systems, preventing unnecessary spending
Increased Confidence: Wiza now has greater trust in their data, enabling faster and more accurate decision-making
“It’s essentially perfect,” Apitz-Grossman said. “Categorization is accurate, and we stopped having to double-check everything.”
More Time for Insights
With Truewind handling the day-to-day accounting work, Wiza’s accounting team can focus more on strategic finance. This includes:
Building forecasts and planning
Supporting business decisions with timely, accurate financial data
Identifying risks and opportunities
Acting as strategic partners to leadership
Using AI accounting tools to generate smarter insights
“When we reach out to our accountants now, they actually have time to talk,” said Apitz-Grossman. “They’ve become one of the most important parts of our business planning.”
Looking Ahead
With Truewind, Wiza has built a system that supports their current needs, and positions them for the path ahead.
Automated accounting workflows handle the busy work. Real-time visibility keeps the team informed. And with less time spent on manual tasks, Wiza’s accountants can focus on strategic finance: helping the company navigate new opportunities, make better decisions, and grow with confidence.
“Truewind takes care of the back-office. That lets our accountants focus on the high-leverage stuff,” Apitz-Grossman said. “It’s exactly what we needed, and it’s setting us up for the next stage of Wiza’s journey.”
If you're ready to spend less time chasing numbers and more time delivering insight, we’d love to show you what’s possible.
Take a 30-minute demo to see how Truewind helps accounting and bookkeeping firms work smarter, move faster, and provide the guidance that clients need.
