Last month, Truewind participated at the Family Office Fintech Summit in New York. Hosted by the Family Wealth Report, this conference serves as the industry forum to discuss best practices and see real-life examples of how multi- and single-family offices can adopt and invest in technology.

From manual record-keeping to AI-powered insights, the accounting profession has seen significant changes. As AI continues to develop over the next decade, the industry is likely to be defined by expanded automation, enhanced client value, and a growing focus on advisory roles.

From September 24-26, Truewind participated in the AICPA Executive Roundtable in New York. Hosted by AICPA and CPA.com, this executive roundtable was an exclusive, invite-only event that brought together a small collection of the best and most experienced minds serving the accounting profession. Over 3 days, 70 industry executives exchanged ideas on how to best serve accountants and their clients.

Through our collaboration with Woodard, we’ll be sharing in-depth articles about the impact of AI on accounting. Ultimately, our goal is to help teams gain a deeper understanding of AI-powered tools, and how they can use them to better serve clients.

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). By decreasing costs, improving accuracy, and enhancing timeliness, AI-powered accounting becomes a powerful tool for driving business operations forward.

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 matter to those of us in accounting and finance.

By using AI, our engine helps firms dramatically improve their transaction coding. From reducing manual workloads to elevating accuracy, it’s having a major impact on the way that teams manage financial data.

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 challenging assignments, and how she’s seen the company evolve since 2022.

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 advice he’s ever received.

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" booth, speaking slot, got hundreds of leads, made mistakes and learned a ton.

Last week, Truewind launched its AI-powered accounting platform for accounting firms at the AICPA Engage 24 Conference. Up until then, we worked quietly with our early design partners to rethink accounting software from the ground up with AI at its center. After months of engineering, we were ready to show the world what we had built. Below is a recap of our week at Engage 24, Las Vegas.

Economic uncertainty poses challenges for startups. Our take on the climate.

Truewind revolutionizes bookkeeping with fewer errors and faster closes.

Ryan Keating advises over 100 startups on finance back-office support.

YC W23 showcased 54 generative AI startups, all using generative AI to revolutionize their industries.

During an economic crisis, CFOs must make vital financial decisions for businesses. Challenges related to integrating various finance tools, tracking revenue, and robust financial planning tools are also discussed.

Our $3M Seed round – led by Fin Capital and Y Combinator.

Truewind’s strategic partnership with Thomson Reuters span a wide spectrum of product applications