Non-Profit Workpaper Agent
Automated PDF to General Ledger for Nonprofits
Reconcile grant, fund, and program activity across entities and post audit-ready journal entries to Sage Intacct or QuickBooks
From Complexity to Clarity in Four Steps
ERP - Sage Intaact
ERP - Sage Intaact
Eliminate manual bookkeeping and donor reporting headaches. Get audit-ready financials while keeping your team focused on programs, not spreadsheets.
Truewind + Sage Intaact:
The Future of AI for Accountants
Eliminate manual bookkeeping and donor reporting headaches. Get audit-ready financials while keeping your team focused on programs, not spreadsheets.
Truewind + Sage Intaact:
The Future of AI for Accountants
ERP - Sage Intaact
ERP - Sage Intaact
Upload raw files directly from your nonprofit source data
PDFs, spreadsheets, grant reports, payroll files — no cleanup required.
Create nonprofit-specific SOPs with a simple prompt
Turn complex, manual processes into time-saving procedures.
Reconcile third-party activity and post to your GL
Match grants, donor deposits, and reimbursable expenses in one step across funds and programs
Pain Points Solved
We Know Your Month-End Struggles
Every nonprofit controller has faced these challenges. Workpaper Agent transforms manual processes into automated workflows.
Deferred revenue tied to grants requires manual waterfall scheduling
INPUT
Grant award letters, grant amendments, expense detail reports
OUTPUT
Deferred revenue entries, supporting waterfall schedules
Prepaids, allocations, and fixed asset activity are rebuilt monthly
INPUT
Vendor invoices, asset capitalization schedules
OUTPUT
JEs, allocation entries
Deferred revenue tied to grants requires manual waterfall scheduling
INPUT
Grant award letters, grant amendments, expense detail reports
OUTPUT
Deferred revenue entries, supporting waterfall schedules
High volumes of reimbursable expenses
INPUT
AP invoices, grant reimbursement forms
OUTPUT
Audit-ready schedules, grant receivable JEs
Difficulty matching deposits to designated vs. undesignated funds
INPUT
Bank statements, grant agreements, donor restrictions
OUTPUT
JEs tied to source records and documentations
Reconcile Smarter and Faster
Truewind’s AI layer learns from historical transaction data to automatically categorize bank, credit‐card and other feeds into the correct GL accounts in Sage.
It monitors connection health, auto-backfills missing items, handles duplicates and applies patterns to accelerate first‐pass classification.
Product
Continous Close with Sage Intacct
Behind Every Deposit
Match platform payout statements (Stripe, Amazon, Shopify, etc.) to lump sum bank deposits automatically, reducing the manual reconciliation work.
Reconcile Smarter and Faster
Truewind’s AI layer learns from historical transaction data to automatically categorize bank, credit‐card and other feeds into the correct GL accounts in Sage.
It monitors connection health, auto-backfills missing items, handles duplicates and applies patterns to accelerate first‐pass classification.
No More Spreadsheet Chaos
Turn your subledger and accrual processes into a single automated flow. Truewind detects prepaids, builds amortization schedules, and posts directly into Sage Intacct all without ever touching Excel.
Each entry is audit-ready, reviewable, and traceable, so you can focus on analysis instead of administration.
Behind Every Deposit
Match platform payout statements (Stripe, Amazon, Shopify, etc.) to lump sum bank deposits automatically, reducing the manual reconciliation work.
Reconcile Smarter and Faster
Truewind’s AI layer learns from historical transaction data to automatically categorize bank, credit‐card and other feeds into the correct GL accounts in Sage.
It monitors connection health, auto-backfills missing items, handles duplicates and applies patterns to accelerate first‐pass classification.
No More Spreadsheet Chaos
Turn your subledger and accrual processes into a single automated flow. Truewind detects prepaids, builds amortization schedules, and posts directly into Sage Intacct all without ever touching Excel.
Each entry is audit-ready, reviewable, and traceable, so you can focus on analysis instead of administration.
News
Latest Updates
Product
Continous Close with Sage Intacct ERP
Behind Every Deposit
Match platform payout statements (Stripe, Amazon, Shopify, etc.) to lump sum bank deposits automatically, reducing the manual reconciliation work.