Starts before the close checklist
Close-management tools help coordinate reconciliations once the work is already defined. Workpaper Agent begins with the source file itself: bank statements, PDFs, spreadsheets, and vendor records.
Workpaper Agent
AI Workpaper Automation for Journal Entries
Turn bank statements, spreadsheets, invoices, and vendor documents into review-ready workpapers and GL-ready entries for QuickBooks Online and Sage Intacct.
Differentiation
Built for the work that happens before the close platform
Most accounting automation starts after a process has already been standardized. Truewind is designed for the messy preparation layer where accountants turn client files, exports, and statements into support the general ledger can actually use.
Turns ad hoc cleanup into reusable SOPs
Instead of asking accountants to rebuild the same spreadsheet logic every month, Truewind captures the preparation rules as reusable workflows your team can review and improve.
Moves from evidence to GL-ready output
The goal is not another explanation draft or dashboard. Workpaper Agent prepares structured support and journal-entry-ready files for QuickBooks Online and Sage workflows.
Convert Your Statements into Journal Entries on QuickBooks or Sage in Minutes
Use the sample files to try (Processing usually takes under 15 minutes): Download Now
Data Flexibility
Upload an unstructured data file: PDFs, spreadsheets, statements, or raw reports.
Intelligent SOP Builder
Create SOP with a simple prompt. The agent adapts to your rules, building a fully customizable SOP you can reuse and refine.
Automated Reconciliation
Reconcile third-party payouts and brokerage data to accruals and post to your GL, JE-ready in one step.
Ready-to-Import Outputs
Generate clean journal entries in the exact format your ERP requires.
Create your first Workpaper
Start with a template and standardize how recurring close work is prepared and reviewed.
Prepaid expenses
Amortization schedules and journal entries
Fixed Asset
Depreciation and disposal tracking
Bank & Brokerage
Reconciliation and investment gains
Custom Templates
Build your own workpaper workflow
Ready for your next step?
Get a deeper dive into Truewind to see how it can work for you and your team.