Your AI-Powered Accounting Platform
AI Assisted Accounting
for Family Offices
Truewind platform meets the challenges of managing multiple family entities under one roof.
Platform Benefits
Deliver Timely Books with Truewind
Truewind’s digital accountant automatically tags transactions based on predefined rules and learned patterns.
Whether you’re categorizing expenses by entity, account, class, or location, Truewind ensures accurate tagging every time. The granularity provides the insight needed for more tailored financial reporting and improved decision-making.
Technology
Operational Simplicity
Your digital accountant handles the day-to-day: categorization, reconciliation, and monthly close. Every bank and credit card transaction classified daily. Without a compromise to accuracy. Truewind remembers categorization preferences, learns patterns, and flags anomalies for nothing slips through. |
Get in touch ✤ See what AI can do
Data Security
Discretion and Trust
Truewind is SOC 2-certified and built for high-net-worth clients who value privacy and control. Enterprise-grade security is build 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.
SOC 2 Certified
Enterprise Grade
Scalability
Scalability for Complex Structures
Whether it's a multi-entity setup or intercompany transactions, we keep the books clean and audit-ready. Truewind integrates with the popular general ledgers, Quickbooks Online and Sage Intacct.
Every entry is traceable. Every transaction is tied out. No last-minute scrambling before the audit.
Multi-Entity ✤ Built for Scale