AI accounting guides and product updates

See the best Sage Intacct add-ons finance teams use in May 2026 for AP automation, close management, and AI-powered transaction processing.

Truewind's field notes from Stanford GSB on agentic AI in accounting: why the future is workflows, auditability, reliability systems, and domain-specific agents.

Learn how to set up Sage Intacct bank feeds, configure reconciliation rules, and troubleshoot common issues. April 2026 guide with best practices.

Sage Intacct bank feed imports transactions but won't code them automatically. Learn why and how to automate transaction coding in April 2026.

Learn how to speed up bookkeeping in Sage 50 with database optimization, settings adjustments, and automation tips. April 2026 guide for faster processing.

Learn how workpaper automation for Sage Intacct cuts manual prep time by processing bank feeds, brokerage data, and journal entries automatically.

Compare the best AI tools for Sage 100 in April 2026. See how transaction coding, reconciliation, and close automation work with Sage accounting systems.

Upstream finance work in nonprofit accounting includes reconciling donation reports, grants, and bank data before posting to the ERP.

What is a rollforward in accounting? Learn how rollforwards explain balance changes over time, with nonprofit and family office examples.

Why nonprofit and family office accounting stays manual: messy upstream documents like PDFs and statements slow closes long before data reaches the ERP.

An AI accounting glossary showing how AI redefines traditional accounting terms for modern finance teams.

Explore the biggest accounting trends for 2026 and how AI is transforming workflows, pricing, and the role of accountants across finance teams.

Compare AI workflow automations and intelligent agents in accounting, and see how agents use memory + tools to produce audit-ready workpapers.

Traditional bookkeeping is manual work dressed up as software.You still forward receipts to your accountant.

20-40 hours saved every month 172% YoY revenue growth Clean, investor-ready financials Accurate marketplace accounting + month-end close

Truewind joins the Sage Intacct Marketplace Partner Program, offering AI-powered automation that streamlines reconciliations, journal entries, and month-end close.

The finance world is shifting fast - from manual checklists to continuous, AI-driven workflows.

Truewind's AI automates transaction coding in Sage Intacct: classifying, reconciling, and learning from your workflow for faster, cleaner closes

Truewind Joins Sage Intacct Marketplace: Accelerating the Future of Accounting Automation

Truewind posts prepaid schedules directly into Sage Intacct, saving hours each close with accurate, AI-powered amortization.

Truewind's AI automates AR reconciliation in Sage Intacct - matching invoices to payments with 80% less manual work for faster, more accurate closes.

Closing the books is one of the most demanding responsibilities in accounting. It's a process made up of countless moving parts, where one delay or missed handoff

How StartPlaying automated its back-office finance, saving 10+ hours a month and closing books 4 days faster with Truewind.

From September 8-10, Truewind participated in the AICPA Executive Roundtable in New York.

Compare top AI accounting platforms for firms. Truewind, Botkeeper, Docyt, Zeni & Keeper reviewed. Eliminate manual work with smart automation.

Compare top AI accounting platforms for startups. Truewind, Puzzle, Zeni, QuickBooks & Sage Intacct reviewed. Reduce manual work with smart automation.

Compare Pilot vs Fondo for startup accounting. See pricing, AI features, and why Truewind offers better automation for growing companies in 2025.

Compare Truewind vs Finta AI accounting platforms. See which offers better automation, scalability, and features for startups and accounting firms in 2025.

Last month, the accounting-tech world came together for Scaling New Heights 2025.

How EisnerAmper uses Truewind's AI to reduce manual work, improve workflows, and give accountants more time for clients.

Learn how Truewind automates cash and accrual accounting, improves accuracy, and helps firms scale reporting and reconciliation as clients grow.

Wiza is a startup that's redefining lead generation, making the process faster, easier, and more efficient.

AI is transforming accounting and bookkeeping. Learn how firms are using automation to improve accuracy, spot trends, and deliver better client guidance.

Truewind is based on a simple idea: accountants need better tools. This is the story of why we started, what we're building, and where we're going next.

In March, Truewind was invited to the AICPA and CPA.com AI Symposium. It was 70 people, all focused on the future of accounting and finance.

Over the past two years, we have struggled with our identity of being a remote company or an in-person company.

Classifying bank transactions Matching supporting documents for audits and reconciliations Running flux analysis to catch unexpected changes

The AICPA and CPA.com Startup Accelerator helps grow startups throughout the accounting ecosystem so that innovators and cutting-edge solutions can help transform

Note: After a recent merger, our customer Enturian is now part of HHL Advisors Group.

AI is everywhere, but in accounting, progress isn't just about having the technology - it's about using it effectively.

In accounting, conferences are one of the best ways to grow your business. They help us connect with our community, share expertise, learn a ton, and introduce

AI is moving fast - and accounting is coming along for the ride. In 2025, we'll see big changes in how firms work, hire, and deliver value to clients.

The following is a case study from Paraform, a recruiting marketplace. It shares the experience of two engineers, Davi and Push, who joined Truewind with Paraform's

At Truewind, engineering isn't just about building software - we focus on solving problems and delivering business value for customers.

Our Series A is co-led by Rho Capital and Thomson Reuters Ventures with participation from Pathlight Ventures.

"Truewind didn't just fix our books - they transformed how we understand and manage our business. Their expertise enables us to focus on growth, not spreadsheets."

We'd like to thank Sophia Loh, our partner at Frank, Rimerman + Co., for inviting us to speak on a technology panel.

(Note: for readers interested in the full, in-depth version of this article, it's available here through our partnership with The Woodard Report.)

From September 24-26, Truewind participated in the AICPA Executive Roundtable in New York.

Through our collaboration with Woodard, we'll be sharing in-depth articles about the impact of AI on accounting.

> With the help of AI, accounting can be transformed from a traditional cost center into a strategic effort, much like Financial Planning & Analysis (FP&A).

Recently, I've had the chance to speak at different tech events around SF. In this article, I made a list of my favorite topics that have come up, and why they

> By using AI, our engine helps firms dramatically improve their transaction coding.

> This week, we're speaking with our product manager, Melody Tong. We delved into what it was like joining Truewind in college, overcoming one of her most

This week, we're speaking with our staff engineer, Jia Ni. We delved into why he joined Truewind, the most fun/challenging parts of his work, and the best career

> Having a booth at a major conference can be a game-changer for your startup. Here are some tips from our experience at AICPA Engage 24, where we got a 20" x 30"

> Last week, Truewind launched its AI-powered accounting platform for accounting firms at the AICPA Engage 24 Conference.

Truewind's strategic partnership with Thomson Reuters span a wide spectrum of product applications Truewind's seed round has grown to over $4 million to bring its

In 2023, economic uncertainty poses challenges for startups. This blog discusses the current climate, explores the potential for a recession, and suggests key

Finance and accounting teams are still struggling with data entry errors and slow month end close. We raised money to help.

For too long, startups have tried to solve bookkeeping thru a set of rules But bookkeeping isn't a set of rules.

I recently spoke with finance leaders from a couple dozen startups. Their expertise ranged from seed stage start-ups, where the CEO also served as the in-house

Why no one had done this yet is beyond me. 54 Generative AI startups in the YC W23 batch.

In the current economic crisis, business leaders from early-stage startups to large multinational corporations have had to make difficult decisions.