Customer Success Stories
and Case Studies

Discover why accounting firms, non-profits, family offices, startups, and enterprises choose us to close their books faster through our AI-driven digital accountant.

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Paul Fredrick

Retail

4–6x faster inventory reconciliation

“I would probably describe it as an extension of the accounting team. It's almost another employee without being another employee.”

Brady King

Director of Finance @ Paul Fredrick

Retail

Lavoie CPA

Accounting Firm

45-minute monthly close

“One of our clients, I was able to do everything through Truewind for the whole month, and I did it all at one time in about 30 to 45 minutes.”

Sherice Sims

Close Operations @ Lavoie CPA

Accounting Firm

ATTOM Data

Property Data

40% cost savings

“We continue to focus on what we are expected to do, accounting, and the operations behind it has been largely handed over.”

David Dam

CFO @ ATTOM Data Solutions

Property Data

HHL Advisors

Client Advisory Services

75% less categorization time

“On credit card transactions alone, I'd say Truewind has cut my categorization time by about 75%. And when you scale that across an entire firm, the impact is huge.”

Corbin Hanus

Partner @ HHL Advisors

Client Advisory Services

Wiza

SaaS

More time for strategic work

“Truewind takes care of the back-office. That lets our accountants focus on the high-leverage stuff. It's exactly what we needed for Wiza's next stage.”