Your AI-Powered Accounting Platform
Pro Forma and Budgeting
Truewind platform meets the challenges of managing multiple family entities under one roof.
Platform Benefits
Cash Flow Projections
Plan ahead with confidence. Truewind’s 13-week cash flow projection tool offers detailed insights into your clients’ future cash positions. Predict cash flow fluctuations and address potential shortfalls. Help clients confidently make payroll, cover vendor obligations, and plan for strategic investments. Save time with automated forecasts that dynamically update based on real-time data.
Platform Benefit
Pro Forma Statements for Each Client
Truewind simplifies the process of creating these forward-looking reports based on accounting completed using Truewind, so you can generate accurate pro forma financial statements for every client with ease. Identify critical payment patterns to improve cash flow management. Offer actionable advice on speeding up receivables to improve liquidity. Deliver tailored insights for better decision-making on expansions, loans, and capital expenditures.
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Platform Benefit
Scenario Planning for Large Purchases
Help clients explore “what-if” scenarios with dynamic tools that model the financial impact of key decisions. Create cash flow scenarios for large purchases, hiring plans, or unexpected expenses. Advise clients on whether to lease or buy assets based on accurate, data-driven insights. Provide confidence in navigating major decisions with financial clarity.
Reduce Client Friction
Faster Resolutions and Reconciliations
Discover how hundreds of accounting teams rely on Truewind to unlock new levels of productivity and insights.
