Truewind for Client Advisory Services
AI-Powered Accounting Platform for Faster Close
Truewind takes on the day-to-day accounting work: coding transaction, reconciliations, schedules so your team can close the books faster and cut down overtime.
Truewind for Client Advisory Services
Truewind for Client Advisory Services
Truewind takes on the day-to-day accounting work: coding transaction, reconciliations, schedules so your team can close the books faster and cut down overtime.
AI-Powered Accounting Platform for Faster Close
AI-Powered Accounting Platform for Faster Close
Truewind takes on the day-to-day accounting work: coding transaction, reconciliations, schedules so your team can close the books faster and cut down overtime.
Truewind for Client Advisory Services
Truewind for Client Advisory Services
Trusted by the most innovative accounting firms
Trusted by the most innovative accounting firms
Trusted by the most innovative accounting firms
Faster Close Cycles
Variance Insights
Sync with QBO & Sage
SOC 2 Certified
Checklist
Auto-classify and reconcile
Your digital accountant auto-codes transactions and reconciles with accuracy. Take deposit matching, we use ML to adapts to your historical data and patterns to improve the classifications.
The result: fewer errors, stronger compliance, and more time for accountants to focus on strategic analysis instead of data entry.
Checklist
Auto-classify and reconcile
Your digital accountant auto-codes transactions and reconciles with accuracy. Take deposit matching, we use ML to adapts to your historical data and patterns to improve the classifications.
The result: fewer errors, stronger compliance, and more time for accountants to focus on strategic analysis instead of data entry.
Platform
Live accrual workpapers
With automated accruals, prepaids, and fixed assets, Truewind eliminates manual schedules and spreadsheets. Entries are auto-prepared, synced to the GL, and continuously validated for accuracy.
Platform
Live accrual workpapers
With automated accruals, prepaids, and fixed assets, Truewind eliminates manual schedules and spreadsheets. Entries are auto-prepared, synced to the GL, and continuously validated for accuracy..
Analytics
Flux analysis by vendor level
With auto-prepared flux, drill down to the vendor level for every variation. One-click reporting with AI-generated explanations. Truewind platform is built with flux analysis to help CPAs identify changes and variances between accounting periods.
By applying advanced algorithms, it automates variance analysis and highlights key changes within desired time periods.
Truewind does the work so CPAs can do better client advisory
Flux analysis by vendor level
With auto-prepared flux, drill down to the vendor level for every variation. One-click reporting with AI-generated explanations.
Truewind platform is built with flux analysis to help CPAs identify changes and variances between accounting periods.
Analytics
Platform Benefits
Features uniquely possible with AI
Bank Transaction Matching
AR Reconciliation
Vendor Analysis
Accrual and Prepaid Expenses
Flux Analysis
Month-End Checklist
Corbin Hanuš
Partner at HHL Advisors Group
“On credit card transactions alone, Truewind has cut my categorization time by about 75 percent. And when you scale that across an entire firm, the impact is huge.”
Faster Close Cycles
Faster Close Cycles
Sync with QBO & Sage
Sync with QBO & Sage
SOC 2 Type-II Certified
SOC 2 Type-II Certified
Checklist
Auto-classify and reconcile
Your digital accountant auto-codes transactions and reconciles with accuracy. Take deposit matching, we use ML to adapts to your historical data and patterns to improve the classifications.
The result: fewer errors, stronger compliance, and more time for accountants to focus on strategic analysis instead of data entry.
Platform
Live accrual workpapers
With automated accruals, prepaids, and fixed assets, Truewind eliminates manual schedules and spreadsheets. Entries are auto-prepared, synced to the GL, and continuously validated for accuracy..
Flux analysis by vendor level
With auto-prepared flux, drill down to the vendor level for every variation. One-click reporting with AI-generated explanations. Truewind platform is built with flux analysis to help CPAs identify changes and variances between accounting periods.
By applying advanced algorithms, it automates variance analysis and highlights key changes within desired time periods.
Truewind does the work so CPAs can do better client advisory
Analytics
Corbin Hanuš
Partner at HHL Advisors Group
“On credit card transactions alone, Truewind has cut my categorization time by about 75 percent. And when you scale that across an entire firm, the impact is huge.”
Corbin Hanuš
Partner at HHL Advisors Group
“On credit card transactions alone, Truewind has cut my categorization time by about 75 percent. And when you scale that across an entire firm, the impact is huge.”
Features uniquely possible with AI
Platform Benefits
Transaction Matching
AR Reconciliation
Vendor Analysis
Accrual & Prepaid Expenses
Flux Analysis
Month-End Checklist
Transaction Matching
AR Reconciliation
Vendor Analysis
Accrual & Prepaid Expenses
Flux Analysis
Month-End Checklist
Corbin Hanuš
Partner at HHL Advisors Group
“On credit card transactions alone, Truewind has cut my categorization time by about 75 percent. And when you scale that across an entire firm, the impact is huge.”
Corbin Hanuš
Partner at HHL Advisors Group
“On credit card transactions alone, Truewind has cut my categorization time by about 75 percent. And when you scale that across an entire firm, the impact is huge.”
Features uniquely possible with AI
Platform Benefits
Transaction Matching
AR Reconciliation
Vendor Analysis
Accrual & Prepaid Expenses
Flux Analysis
Month-End Checklist
Transaction Matching
AR Reconciliation
Vendor Analysis
Accrual & Prepaid Expenses
Flux Analysis
Month-End Checklist