Truewind Enterprise

Generative AI for

the

CFO Office

Foundational AI, uniquely developed for the CFO Office. Truewind Enterprise is a finance & accounting centric foundational AI model that learns and takes actions across your global business, specially focused on the office of the CFO.

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  • Workflow Automation

    Automate tasks that required manual intervention, integrated in one platform

    Classification Engine

    AI agents that classifies data based on a wide range of company records

    Autonomous Agents

    Every team member gets AI agent that assists in the work, boosting productivity

    Document Management

    Streamline gathering supporting documentation, staying audit ready

    Work Collaboration

    Work better and faster with an AI-native workflow, elevating your organization

Platform Benefits

Truewind
is bringing
generative AI to the CFO

Integrate generative AI into your operations. Redefine business processes, train and up-skill workforces, and use this emerging technology to tackle some of the toughest financial operation challenges.


Through our multi-pronged approach, you can realize the benefits of generative AI in more than one way.

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

API Solutions

Access the full power and functionality in Truewind's AI engine through our developer-friendly API

Platform

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 finance operations. We make it easy to get work done and get visibility into your team’s processes. This is all possible through integrations with your existing finance technology stack.


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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

Technology

Access our
API solutions
and unlock AI abilities

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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Truewind adapts to your finance tech stack

Truewind seamlessly integrates with the software tools you know and love. We will ensure your system is set up. Unlock new generative AI solutions in one place.

ERP

Continue using your existing ERP software. Truewind helps prepare your journal entries and syncs to your ERP.

ERP

Continue using your existing ERP software. Truewind helps prepare your journal entries and syncs to your ERP.

ERP

Continue using your existing ERP software. Truewind helps prepare your journal entries and syncs to your ERP.

Bank

Truewind integrates with hundreds of banks. Grant us read-only access to your bank data through Plaid.

Bank

Truewind integrates with hundreds of banks. Grant us read-only access to your bank data through Plaid.

Bank

Truewind integrates with hundreds of banks. Grant us read-only access to your bank data through Plaid.

Communication

Integrate with the IT approved communication platform. We offer direct access to world-class engineering support.

Communication

Integrate with the IT approved communication platform. We offer direct access to world-class engineering support.

Communication

Integrate with the IT approved communication platform. We offer direct access to world-class engineering support.

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.

Customers

Truewind

Partners + Clients

Join our growing network of clients that are experiencing the Truewind difference every day.

Customers

Truewind

Partners + Clients

Join our growing network of clients that are experiencing the Truewind difference every day.

Customers

Truewind

Partners + Clients

Join our growing network of clients that are experiencing the Truewind difference every day.

Data Privacy and Security
Data Privacy and Security
Data Privacy and Security
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.

Our Blogs

What is accounting with AI?

See what

our experts

are saying.