Transaction Assistant
Automate transaction coding and generate prepaid and fixed-asset schedules with review-ready support.
Your AI-Powered Accounting Platform
Faster Closedesigned for accountants
Truewind uses AI agents to automate repetitive close tasks while your team keeps reviewer ownership and final posting authority.
Trusted by 500+ accounting firms and startups.
Faster close cycles
Variance insights
QuickBooks and Sage sync
SOC 2 certified
Why Truewind
Automation with controls built in
Role-based permissions and deterministic approval paths for close workflows.
Audit trails that capture every change, reviewer action, and posting decision.
SOC 2-certified controls that protect financial data across every workflow.
Purpose-built AI agents for month-end accounting
Each agent executes a critical close motion with deterministic steps and reviewer checkpoints.
Reconciliation Agent
Extract and reconcile unstructured third-party data, then prepare GL-ready outputs from supporting files.
Flux Assistant
Compare posted journal entries against historical patterns and flag anomalies before signoff.
Enterprise-grade safeguards for finance workflows
Protect confidentiality, availability, and integrity with controls designed for finance operations.
Control-first operating layer
Reviewer gates, audit logs, and exception tracking are built into every close flow.
Operational safeguards by design
- Sensitive data is redacted where appropriate to reduce PII exposure.
- AI completes repetitive work while your team retains final approval authority.
- Every close action is linked to supporting evidence for audit readiness.
Features accounting teams rely on across industries
Purpose-built workflows for recurring reconciliations, accruals, and rollforwards across industries.
Brokerage
Turn brokerage statements into audit-ready workpapers and entries without manual trade-by-trade processing.
Donations
Reconcile donation exports and deposit reports into explainable revenue schedules for boards and auditors.
Point of Sale
Match daily POS batches and fees to bank deposits across Square, Stripe, Toast, Shopify, or in-house tooling.
Payroll
Convert payroll registers, taxes, and deductions into accurate accruals and month-end journal entries.
Field Services
Link job systems and billing platforms to deferred revenue and revenue recognition schedules.
Fixed Assets and Prepaids
Generate fixed asset and prepaid rollforwards without spreadsheet-based amortization management.
Ready for your next step?
See where AI can remove manual close work while keeping reviewer signoff intact.
Trusted by teams at
