A Clean Close, Every Cycle

Truewind consolidates your close into one workflow. Your team sees every reconciliation, every exception, and every sign-off in one platform.

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5 star review

Truewind product dashboard showing close workflow task ownership and review queues

Faster Close Cycles

Variance Insights

Sync with QBO & Sage

SOC 2 Certified

Workflow coverage

Three modules. One operational rhythm.

One workflow that carries your team from reconciliation to review to sign-off.

Month-end close workflow board with tasks, owners, and due dates.

Month-End Close checklist

Run a consistent close cadence with deadlines, ownership, and evidence linked to each task.

Assign owners once and keep execution predictable every cycle
Deadline tracking
Evidence-linked review

Accounts receivable reconciliation table showing matched transactions and exceptions.

AR Reconciliation

Match deposit flows to payout statements and move only unresolved differences into exception queues.

Statement-to-deposit matching
Exception routing
QBO and Sage support

AI Anomaly Detection

Detect unusual categorization or account management early and keep final decisions in reviewer control.

Variance thresholds
Feedback loops
Audit history

Third-Party Integrations

Seamless integrations across your tech stack. Integrate directly with your organization's ERP instantly.

Trusted by teams at

Hear From Our Customers

Trusted by 500+ accountants.

4–6x faster inventory reconciliation

“I would probably describe it as an extension of the accounting team. It's almost another employee without being another employee.”

Brady King

Director of Finance @ Paul Fredrick

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45-minute monthly close

“One of our clients, I was able to do everything through Truewind for the whole month, and I did it all at one time in about 30 to 45 minutes.”

Sherice Sims

Close Operations @ Lavoie CPA

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40% cost savings

“We continue to focus on what we are expected to do, accounting, and the operations behind it has been largely handed over.”

David Dam

CFO @ ATTOM Data Solutions

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75% less categorization time

“On credit card transactions alone, I'd say Truewind has cut my categorization time by about 75%. And when you scale that across an entire firm, the impact is huge.”

Corbin Hanus

Partner @ HHL Advisors

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More time for strategic work

“Truewind takes care of the back-office. That lets our accountants focus on the high-leverage stuff. It's exactly what we needed for Wiza's next stage.”