Client Advisory Services

Scale Client Accounting Delivery with AI

Increase client capacity without sacrificing quality by automating repetitive close motions and preserving reviewer ownership.

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Client advisory team in a conference room working through accounting tasks

Trusted by teams at

Operate more client books with less manual overhead

Production-ready outcomes for accounting teams that need deterministic close execution.

Higher team leverage

Automate repetitive close tasks so senior accountants can focus on review and advisory outcomes.

Standardized delivery quality

Use repeatable workflow templates to maintain consistency across clients, entities, and reviewers.

Faster month-end turnarounds

Move through close cycles faster with exception-first routing and complete posting evidence.

A scalable operating model for multi-client close

Use shared workflow structure with client-specific controls to improve throughput and quality.

Truewind product dashboard showing close workflow task ownership and review queues

Capabilities CAS teams rely on every month

Transaction coding and reconciliation automation
Client-by-client reviewer routing and approvals
Accrual, prepaid, and flux workflow support
Evidence-linked outputs for audit readiness
Repeatable operating templates across client segments
Visibility into close status across engagements

How CAS teams describe operational impact

Trusted by 500+ accountants.

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.”