Your AI-Powered Accounting Platform
Automate
Transaction Classification
Automate the sorting and categorization of financial data, saving yourself countless hours of disjointed, manual labor.
QuickBooks Online
QuickBooks helps small and medium-sized businesses with accounting
NetSuite
The accounting and enterprise resource planning software for the mid market
Bill.com
The bill pay and accounts payable solution for small businesses
Sage Intacct
Sage Intacct is the cloud accounting and financial management software
Xero
Xero helps small and medium-sized businesses with accounting
Platform Benefit
Everything depends on
classification accuracy
Your digital accountant leverages machine learning to learn, adapt, and improve classifications based on historical data and patterns. This ensures accuracy, reduces errors, and enhances compliance, allowing accountants to shift their focus from tedious data entry tasks to high-impact strategic analysis.
Automate with AI Agents
Categorize transactions automatically. AI is master at removing errors and learning from your data patterns. Use human accountants for tasks more difficult than data entry and matching.
Attain Book Accuracy with Confidence
Eliminate inaccuracies from manual data entry. Confidence scores given to each transaction present accountants with a feedback loop for discerning which aspects of the books to focus on.
Focus on Strategy
AI is masterful at matching up transactions. Doing the actual accounting involves having each transaction properly classified between bank feeds, bank statements, and workpapers.
Platform Benefit
Build the
classifications
as they're accrued
Truewind platform automatically categorizing transactions between documents containing transactions and the wider subledger. Simply connect bank feeds and upload bank statements so that AI can recognize, record, and classify each line item into the correct books.
Get in touch ✤ See what AI can do
Data-driven
Make data-driven decisions
in real time
Truewind lets you automate complex accrual workpapers. You can finally have full transparency into the month-end close process. With this visibility, Truewind surfaces the insights to reduce bottlenecks in your processes and identify areas for improvement.
By automating complexities that are traditionally done by hand, the platform provides insights into your company’s true financial position so you can make better-informed business decisions. CFOs and Controllers can confidently strategize around cash flow management, expense forecasting, and financial planning.
SOC 2 Certified
Enterprise Grade
Ready to simplify transaction
management and elevate your client services?
Get in touch ✤ See what AI can do
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Truewind seamlessly integrates with the software tools you know and love. We will ensure your system is set up. Manage end-to-end accounting workflows in one place.
Features uniquely possible with AI
Supporting Documentation
Streamline the process of gathering necessary documents for bank transactions, particularly for accountants and bookkeepers. It focuses on reducing repetitive communication with clients.
Contract Summarization
Summarizes contracts into structured, essential elements that can be directly used to create a revenue schedule. Give your accountants a summarized version of a contract, focusing on key fields and terms.
Transaction Audit Trail
Through a combination of AI-powered data categorization and tracking documents, Truewind provides a comprehensive audit trail for each transaction, essential for transparency and accurate record-keeping.
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