Truewind for Family Offices
Streamlined Close
for High-Net-Worth Portfolios
Truewind platform streamlines the complexities of overseeing multiple family entities under one roof.
Truewind for Family Offices
Truewind platform streamlines the complexities of overseeing multiple family entities under one roof.
Streamlined Close
for High-Net-Worth Portfolios
Accounting Automation
Built for Software
Truewind platform streamlines the complexities of overseeing multiple family entities under one roof.
Truewind for Family Offices
Operational Simplicity
Handle the day-to-day: categorization, reconciliation, and monthly close.
Discretion and Trust
Truewind is SOC 2-certified and built for high-net-worth clients who value privacy.
Built for Complexity
Every entry is traceable. Every transaction is tied out. No last-minute scrambling before the audit.
Checklist
Deliver Timely Books
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.
checklist
Deliver Timely Books
Organize your close by assigning responsibilities and setting clear deadlines. Let AI agents execute the task so you can finish the work ahead of schedule.
Operational Simplicity
Handle the day-to-day: categorization, reconciliation, and monthly close.
Discretion and Trust
Truewind is SOC 2-certified and built for high-net-worth clients who value privacy.
Built for Complexity
Every entry is traceable. Every transaction is tied out. No last-minute scrambling before the audit.
Checklist
Deliver Timely Books
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.
Operational Simplicity
Handle the day-to-day: categorization, reconciliation, and monthly close.
Operational Simplicity
Handle the day-to-day: categorization, reconciliation, and monthly close.
Discretion and Trust
Truewind is SOC 2-certified and built for high-net-worth clients who value privacy.
Discretion and Trust
Truewind is SOC 2-certified and built for high-net-worth clients who value privacy.
Built for Complexity
Every entry is traceable. Every transaction is tied out. No last-minute scrambling before the audit.
Built for Complexity
Every entry is traceable. Every transaction is tied out. No last-minute scrambling before the audit.
Continuity
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.
Continuity
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.
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.
Continuity
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.
Without a compromise to accuracy. Truewind remembers categorization preferences, learns patterns, and flags anomalies for nothing slips through.
Technology
Technology
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.
Without a compromise to accuracy. Truewind remembers categorization preferences, learns patterns, and flags anomalies for nothing slips through.
Technology
Auto-classify and reconcile
Automatically sync, code, and reconcile high volume transactions in real time. Low-confidence entries (below 90%) are surfaced for review, ensuring clean books every time.
Data Security
Discretion and Trust
SOC 2 Compliant
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 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
Data Security
Discretion and Trust
SOC 2 Compliant
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 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
Data Security
Discretion and Trust
SOC 2 Compliant
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 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
AI
Features uniquely possible with AI
AI
Features uniquely possible with AI
Bank & Credit Card
Let AI auto-categorize your bank and credit card transactions to the right account, class, dimension, and more.
Bank & Credit Card
Let AI auto-categorize your bank and credit card transactions to the right account, class, dimension, and more.
Deposit Reconciliation
Automatically match bank deposits to customer payments, saving hours of manual reconciliation each month.
Deposit Reconciliation
Automatically match bank deposits to customer payments, saving hours of manual reconciliation each month.
Prepaid Expense
Track and amortize prepaid expenses automatically—no more spreadsheets or missed adjustments.
Prepaid Expense
Track and amortize prepaid expenses automatically—no more spreadsheets or missed adjustments.
Fixed Assets
Stay GAAP-compliant with effortless fixed asset tracking that updates your books as time passes.
Fixed Assets
Stay GAAP-compliant with effortless fixed asset tracking that updates your books as time passes.
Flux Analysis
With auto-prepared flux, drill down to the vendor level for every variation. One-click reporting with AI-generated explanations.
Flux Analysis
With auto-prepared flux, drill down to the vendor level for every variation. One-click reporting with AI-generated explanations.
AI Assistant
An AI accountant that identifies anomalies, highlights unique insights, and chats to you about the financials.
AI Assistant
An AI accountant that identifies anomalies, highlights unique insights, and chats to you about the financials.