2026-03-05
Deposit Matching in Workpaper StudioWorkpaper Agent / Overview
Workpaper Studio now supports Deposit Matching prepare/import with readiness checks, ERP account selection, and direct navigation to Deposit Reconciliations.
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Knowledge Base
Feature Release History
A chronological archive of public feature updates linked back to their related support content.
2026-03-02
Roll forward in Workpaper StudioWorkpaper Agent / Overview
Roll forward in Studio allows to reuse a SOP towards the next month-end, improving efficiency while working across periods.
2026-02-17
Introducing Workpaper StudioWorkpaper Agent / Overview
Edit workpapers in real-time with the new Studio experience. Use the results to generate SOPs and export for future rollovers via prepare.
2026-02-03
Credits now refillable!Workpaper Agent / Overview
Truewind is now integrated with Stripe to offer a la carte credit packages for Free-tier users!
2026-01-26
Workpaper agent run summaryWorkpaper Agent / Overview
Open the latest agent summary after each run to review results quickly.
2026-01-14
Workpaper agent + Deposit reconciliation workflowWorkpaper Agent / Templates
Use the "Deposit reconciliation" template on workpaper agent to import data from raw files into the deposit reconciliation flow.
2026-01-14
Workpaper agent review notesWorkpaper Agent / Overview
Review workpaper in Google Sheets without downloading it. If something looks off, you can leave review notes and let agent "apply feedback".
2025-12-17
Chat with PDF files directlyWorkpaper Agent / Overview
Ask questions and get answers from your uploaded PDFs.
2025-12-17
View agent thoughts while automation runsWorkpaper Agent / Overview
Follow the automation stream in real time while it prepares your workpaper.