Transaction Assistant
Automate transaction coding with consistent rules and create prepaid and fixed asset schedules that stay auditable.
AI-native accounting close platform
For accounting teams that need faster closes without sacrificing control.
Close books faster with agents
Truewind converts source financial activity into GL-ready entries with reviewer-first workflows and evidence linked to every posting decision.
Trusted by Hundreds of Global Companies
Automation Coverage
Automate the close work that slows teams down most
Built to remove repetitive accounting steps while preserving reviewer control and audit readiness.
Reconciliation Agent
Reconcile third-party data with OCR extraction, then route differences into visible exception queues for quick review.
Flux Assistant
Review posted entries against historical patterns and flag anomalies before close signoff happens.
Build for Assurance
Reconciling 3rd Party Financial Data
We deploy enterprise-grade safeguards to protect the confidentiality, availability, and integrity of your financial data and workflows.
Evidence-linked postings
Every suggested entry is paired with source references, transformation logic, and reviewer history.
Exception-first workflows
Teams are routed to differences, anomalies, and missing support first so close reviews stay focused and fast.
Control-ready operations
Approval gates, role-aware review steps, and audit trails are built in for operating at enterprise standards.
Solutions
Flexible workflows for every accounting data source
Purpose-built modules handle reconciliation and close work across brokerage, payroll, POS, donations, and more.
Brokerage
Workflow preview
Brokerage
Family offices turn raw brokerage statements into audit-ready entries without manually reconciling trades, dividends, and fees.
Donations
Workflow preview
Donations
Nonprofit teams reconcile donation exports and deposit data into clean revenue schedules with stronger visibility.
Point of Sale
Workflow preview
Point of Sale
Accountants match daily POS batches and fees to bank deposits for faster close cycles and tighter control.
Payroll
Workflow preview
Payroll
Reconcile payroll registers, taxes, and benefits into accurate accruals and close-ready journal entries.
Field Services
Workflow preview
Field Services
Reconcile job systems and billing platforms into deferred revenue and revenue recognition schedules automatically.
Fixed Assets & Prepaids
Workflow preview
Fixed Assets & Prepaids
Turn invoices and schedules into clean rollforwards without manual amortization spreadsheets.
Testimonials
Hear directly from our customers
Trusted by 500+ of accounting firms and startups
HHL Advisors
Client Advisory Services
Outcome
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
Wiza
SaaS
Outcome
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.”
Harrison Apitz-Grossman
COO @ Wiza
Superpath
SaaS
Outcome
From manual to repeatable close
“I did all the accounting and bookkeeping myself for 2+ years. It's such a relief to finally have experts handle it with a repeatable process.”
Jimmy Daly
CEO @ Superpath
StartPlaying
Gaming Marketplace
Outcome
Investor-ready books
“Before Truewind, I was buried in spreadsheets. Now our books are clean, consistent, and easy to explain to investors.”
Peter Fishman
Co-Founder @ StartPlaying
Ready for your next step?
Get a deeper dive into Truewind to see how it can work for you and your team.