Our AI-Powered Accounting Product
Month End
Close
Powered by AI
We help accountants close their books faster, without the administrative overhead costs that come with most month-end close management solutions
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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 Benefits
Truewind
is next generation
close management solution powered by AI
A digital accountant that does the journal entry work while you rest. Get into the office the next day with your morning queue of work prepared for you to review.
An AI assistant that finally does the work for you to review.
Integrated AI Agents
Automate data categorization, supporting documentation collection, and client follow-up
Security & Privacy
Your data is secure and protected according to the highest data privacy standards
Analytics & Insights
Find transparency in all your accounting operations and reduce bottlenecks in your processes
Technology
Integrated
AI-powered
Accounting Agents
Automate data categorization, supporting documentation collection, and client follow-up. With Truewind, you will never miss a deadline with an AI agent that follows up on outstanding actions items while you rest.
This is all fully integrated and unified across your accounting operations. We make it easy to get work done and get visibility into your team’s processes. This is all possible through integrations with Quickbooks, Plaid and the many software tools you love to use.
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Security
Enterprise grade
data
security and privacy
Truewind is SOC 2 certified. Enterprise-grade security is
build into every layer of the Truewind platform.
Data security and privacy are our highest priority. Further, we
adhere to OpenAl's newly implemented and strictest
data privacy policies for its API platform.
Inputs and outputs of the API do not become part of the training data or improve the underlying AI model. We use multiple layers of security and policies to safeguard the collection, use, and disclosure of your information, on our US servers.
SOC 2 Certified
Enterprise Grade
Analytics
Management
reporting
and insights
With Truewind, you will finally find transparency into the month-end close process. With this visibility, we will surface the insights to reduce bottlenecks in your processes and identify areas for improvement.
Optimize your accounting team's capacity and drive towards better process efficiency. Analytics and insights is the starting point to improve future month-end close’s. Get any level of detail report you need to understand your organization.
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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.
SOC 2
Truewind is SOC 2 certified. Enterprise-grade security is build into every layer of the Truewind platform. Further, we adhere to OpenAl's newly implemented and strictest data privacy policies for its API platform.
Enterprise-Grade
Truewind is the safest way to use AI on your financial data. Data security and privacy are our highest priority. Bring generative AI to the CFO office and unlock new strategic insights while maintaining full visibility and control.
Get in touch ✤ See what AI can do
