Your AI-Powered Accounting Platform
Multi-Family Offices Accounting
Truewind platform meets the challenges of managing multiple family entities under one roof.
Platform Benefits
Do Accrual Accounting Efficiently
Truewind’s advanced AI automatically tags transactions based on predefined rules and learned patterns. Whether you’re categorizing expenses by entity, account, or purpose, Truewind ensures accurate tagging every time. Also enable tagging at granular levels such as class and location. The granularity provides the insight needed for more tailored financial reporting and improved decision-making.
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.
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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
Discover how hundreds of accounting teams rely on Truewind to unlock new levels of productivity and insights.
