Own the month-end process
Track every account, task, and reviewer in one structured workflow so the team can move through close with clear accountability.
Controllers
Speed and Compliance, Built Into Every Close.
An AI-native accounting platform built for Controllers. Automate balance sheet reconciliations, validate supporting documentation, and maintain complete audit trails so every number is compliant before close.
Control Every Step of the Close
Give controllers a repeatable operating system for reconciliations, evidence review, and sign-off without adding manual oversight.
Every balance tied to a source
Reconcile bank activity, invoices, contracts, and supporting schedules directly to the ERP with evidence linked to each balance.
Controls that stay audit-ready all the way through close
Designed for controller teams that need cleaner evidence, faster discrepancy handling, and tighter execution every period.
Consistent documentation every period
Reduce team dependency and improve close quality with repeatable processes that preserve the same standard of support every month.
Identify and resolve discrepancies faster
Automate recurring reconciliations and clear accounts with confidence so reviewers can focus on the exceptions that matter most.
Run a controlled month-end
Track task status, outstanding items, and review sign-offs in one place to keep the close compliant before numbers go out the door.
Protected with enterprise-grade security
Truewind is SOC 2-certified and built for high-net-worth clients who value privacy and control. Enterprise-grade security is built into every layer of the Truewind platform.
Where enabled, organizations can anonymize selected transaction fields—such as User memo, Account owner, and Check number—before they reach supported AI workflows. Customer data is protected with encryption in transit and at rest, role-based access controls, and enterprise-grade safeguards. We do not remove all personally identifiable information from every AI input.
SOC 2 Compliant
Review current policy artifacts and trust resources:
Trusted by teams at
See how Truewind fits your close controls
Walk through your month-end process with our team and identify the reconciliations, support checks, and sign-off steps to automate first.