Close checklist orchestration
Assign owners once and keep execution predictable every cycle.
Product
Close faster.Keep control tighter.
Truewind gives accounting teams one operating surface for close execution, reconciliation review, and anomaly handling so month-end feels controlled instead of chaotic.
AR reconciliation controls
Match deposits to payout statements and route only real exceptions.
Anomaly detection
Catch unusual postings early with reviewer-first guardrails.
QBO and Sage workflows
Keep existing systems in place while strengthening close controls.
Prepare
Launch a repeatable close plan
Set owners, due dates, and evidence requirements before the cycle starts.
Execute
Automate high-volume reconciliation
Match deposits, surface deltas, and route each issue to the right reviewer queue.
Review
Approve with full context
See variance history, supporting records, and model recommendations in one place.
Workflow coverage
Three modules. One operational rhythm.
Adopt one module first or connect all three for end-to-end close coverage.
Month-End Close Workflow
Workflow preview
Month-End Close Workflow
Run a consistent close cadence with deadlines, ownership, and evidence linked to each task.
- Ownership by task
- Deadline tracking
- Evidence-linked review
AR Reconciliation
Workflow preview
AR Reconciliation
Match deposit flows to payout statements and move only unresolved differences into exception queues.
- Statement-to-deposit matching
- Exception routing
- QBO and Sage support
AI Anomaly Detection
Workflow preview
AI Anomaly Detection
Detect unusual categorization or account movement while keeping final decisions in reviewer control.
- Variance thresholds
- Feedback loops
- Audit history
Close operating model
Built for reviewer-first execution
Every recommendation is explainable, every override is logged, and every close cycle keeps a clean record.
Prepare
Launch a repeatable close plan
Set owners, due dates, and evidence requirements before the cycle starts.
Execute
Automate high-volume reconciliation
Match deposits, surface deltas, and route each issue to the right reviewer queue.
Review
Approve with full context
See variance history, supporting records, and model recommendations in one place.
Outcomes from teams running production close cycles
Teams keep reviewer control while reducing manual month-end workload.
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
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Get a deeper dive into Truewind to see how it can work for you and your team.