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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.

Controller team reviewing close progress and account support in Truewind

Control Every Step of the Close

Give controllers a repeatable operating system for reconciliations, evidence review, and sign-off without adding manual oversight.

Structured close workflow with task ownership and reviewer checkpoints

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.

Reviewer validating source support against journal entry activity

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.

Audit-ready controls dashboard with standardized close evidence

Consistent documentation every period

Reduce team dependency and improve close quality with repeatable processes that preserve the same standard of support every month.

Automated reconciliation workflow surfacing discrepancies for review

Identify and resolve discrepancies faster

Automate recurring reconciliations and clear accounts with confidence so reviewers can focus on the exceptions that matter most.

Month-end dashboard showing sign-offs and open close items

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.

Truewind redacts all personally identifiable information, any data that can be used to identify a specific individual, either directly or indirectly through combinations of information.

Trusted by teams at

  • Circuit Avenue logo
  • Harness logo
  • Wefunder logo
  • Ralph & Ralph CPAs logo
  • HeyApril logo
  • Accumulus logo
  • HHL Advisors Group logo
  • EisnerAmper logo
  • ADKF logo
  • Frank Rimerman logo

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.