For affected Bench customers: Connect with Truewind and our partner accounting firms

For affected Bench customers: Connect with Truewind and our partner accounting firms

Your AI-Powered Accounting Platform

AI Assisted Accounting
for Family Offices

Truewind platform meets the challenges of managing multiple family entities under one roof.

Platform Benefits

Deliver Timely Books with Truewind

Truewind’s digital accountant automatically tags transactions based on predefined rules and learned patterns.

Whether you’re categorizing expenses by entity, account, class, or location, Truewind ensures accurate tagging every time. The granularity provides the insight needed for more tailored financial reporting and improved decision-making.

Portfolio Management

Track and tag investment transactions to optimize portfolio reporting.

Portfolio Management

Track and tag investment transactions to optimize portfolio reporting.

Portfolio Management

Track and tag investment transactions to optimize portfolio reporting.

Reconciliation

Integrate banks and credit cards. Truewind will classify and reconcile every transaction.

Reconciliation

Integrate banks and credit cards. Truewind will classify and reconcile every transaction.

Reconciliation

Integrate banks and credit cards. Truewind will classify and reconcile every transaction.

Brokerage Accounting

Upload your brokerage accounts to Truewind, let AI classify the transactions.

Brokerage Accounting

Upload your brokerage accounts to Truewind, let AI classify the transactions.

Brokerage Accounting

Upload your brokerage accounts to Truewind, let AI classify the transactions.

Platform Benefit

Customized Reporting for Each Client

Leverage high-accuracy tagging and tracking to provide a clear financial picture for all stakeholders. Deliver detailed, entity-specific reports effortlessly, meeting the unique needs of each client.

Get in touch ✤ See what AI can do

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Platform Benefit

Grow Portfolio Complexity With Ease

Successful portfolio management depends on abilities to increase capacity and complexity. Ensure compliance using AI document extraction, document management, and by doing trust accounting.

Reduce Client Friction

Faster Resolutions and Reconciliations

Trusted by Industry Leaders

Trusted by Industry Leaders

Trusted by Industry Leaders

Discover how hundreds of accounting teams rely on Truewind to unlock new levels of productivity and insights.

AI

Features uniquely possible with AI

AI

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

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

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.

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.

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.

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.

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.

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