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.

Operational Simplicity

Handle the day-to-day: categorization, reconciliation, and monthly close.

Operational Simplicity

Handle the day-to-day: categorization, reconciliation, and monthly close.

Operational Simplicity

Handle the day-to-day: categorization, reconciliation, and monthly close.

Discretion and Trust

Truewind is SOC 2-certified and built for high-net-worth clients who value privacy.

Discretion and Trust

Truewind is SOC 2-certified and built for high-net-worth clients who value privacy.

Discretion and Trust

Truewind is SOC 2-certified and built for high-net-worth clients who value privacy.

Built for Complexity

Every entry is traceable. Every transaction is tied out. No last-minute scrambling before the audit.

Built for Complexity

Every entry is traceable. Every transaction is tied out. No last-minute scrambling before the audit.

Built for Complexity

Every entry is traceable. Every transaction is tied out. No last-minute scrambling before the audit.

Technology

Operational Simplicity

Your digital accountant handles the day-to-day: categorization, reconciliation, and monthly close. Every bank and credit card transaction classified daily.

Without a compromise to accuracy. Truewind remembers categorization preferences, learns patterns, and flags anomalies for nothing slips through.

Get in touch ✤ See what AI can do

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Data Security

Discretion and Trust

Truewind is SOC 2-certified and built for high-net-worth clients who value privacy and control. Enterprise-grade security is build into every layer of the Truewind platform.

Truewind redacts all personally identifiable information, any data that can be used to identify a specific individual, either directly or indirectly through combinations of information.

SOC 2 Certified

Enterprise Grade

Scalability

Scalability for Complex Structures

Whether it's a multi-entity setup or intercompany transactions, we keep the books clean and audit-ready. Truewind integrates with the popular general ledgers, Quickbooks Online and Sage Intacct.

Every entry is traceable. Every transaction is tied out. No last-minute scrambling before the audit.

Multi-Entity ✤ Built for Scale

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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

Bank & Credit Card

Let AI auto-categorize your bank and credit card transactions to the right account, class, dimension, and more.

Bank & Credit Card

Let AI auto-categorize your bank and credit card transactions to the right account, class, dimension, and more.

Bank & Credit Card

Let AI auto-categorize your bank and credit card transactions to the right account, class, dimension, and more.

Deposit Reconciliation

Automatically match bank deposits to customer payments, saving hours of manual reconciliation each month.

Deposit Reconciliation

Automatically match bank deposits to customer payments, saving hours of manual reconciliation each month.

Deposit Reconciliation

Automatically match bank deposits to customer payments, saving hours of manual reconciliation each month.

Prepaid Expense

Track and amortize prepaid expenses automatically—no more spreadsheets or missed adjustments.

Prepaid Expense

Track and amortize prepaid expenses automatically—no more spreadsheets or missed adjustments.

Prepaid Expense

Track and amortize prepaid expenses automatically—no more spreadsheets or missed adjustments.

Fixed Assets

Stay GAAP-compliant with effortless fixed asset tracking that updates your books as time passes.

Fixed Assets

Stay GAAP-compliant with effortless fixed asset tracking that updates your books as time passes.

Fixed Assets

Stay GAAP-compliant with effortless fixed asset tracking that updates your books as time passes.

Flux Analysis

With auto-prepared flux, drill down to the vendor level for every variation. One-click reporting with AI-generated explanations.

Flux Analysis

With auto-prepared flux, drill down to the vendor level for every variation. One-click reporting with AI-generated explanations.

Flux Analysis

With auto-prepared flux, drill down to the vendor level for every variation. One-click reporting with AI-generated explanations.

AI Assistant

An AI accountant that identifies anomalies, highlights unique insights, and chats to you about the financials.

AI Assistant

An AI accountant that identifies anomalies, highlights unique insights, and chats to you about the financials.

AI Assistant

An AI accountant that identifies anomalies, highlights unique insights, and chats to you about the financials.