Data Flexibility
Upload an unstructured data file: PDFs, spreadsheets, statements, or raw reports.
Workpaper Agent
From Financial Files to General Ledger
Reduce manual journal entry creation from bank statements, spreadsheets and vendor documents to GL-ready files for QuickBooks Online and Sage automatically.
Convert Your Statements into Journal Entries on QuickBooks or Sage in Minutes
Use the sample files to try (Processing usually takes under 15 minutes): Download Now
Intelligent SOP Builder
Create SOP with a simple prompt. The agent adapts to your rules, building a fully customizable SOP you can reuse and refine.
Automated Reconciliation
Reconcile third-party payouts and brokerage data to accruals and post to your GL, JE-ready in one step.
Ready-to-Import Outputs
Generate clean journal entries in the exact format your ERP requires.
Create your first Workpaper
Start with a template and standardize how recurring close work is prepared and reviewed.
Prepaid expenses
Amortization schedules and journal entries
Fixed Asset
Depreciation and disposal tracking
Bank & Brokerage
Reconciliation and investment gains
Custom Templates
Build your own workpaper workflow
Ready for your next step?
Get a deeper dive into Truewind to see how it can work for you and your team.