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Truewind
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What is Truewind?

Truewind is an innovative AI-powered digital accounting platform that transforms how accounting teams handle their monthly close processes and workpaper management. The platform combines artificial intelligence with accounting expertise to automate transaction classification, reconciliation, and document collection tasks.

The system integrates seamlessly with major accounting software platforms and features advanced capabilities including accrual workpaper automation, contract management with OCR technology, and automated flux analysis. With enterprise-grade security and SOC 2 certification, Truewind ensures secure handling of financial data while delivering significant improvements in processing speed and accuracy.

Features

  • Smart Workpaper Automation: Automated preparation and management of prepaid expenses and fixed assets
  • Transaction Classification: AI-powered automatic categorization of financial transactions
  • Reconciliation Management: Streamlined account reconciliation process
  • Contract Management: OCR-powered contract term extraction
  • Flux Analysis: Automated analysis with vendor-level drill-down capability
  • Monthly Close Automation: Integrated checklist and process management
  • AI Assistant: Anomaly detection and insight generation
  • Integration Capabilities: Compatible with major accounting platforms

Use Cases

  • Monthly financial close automation
  • Accounting firm capacity expansion
  • Enterprise accounting process optimization
  • SMB accounting and bookkeeping
  • Financial document processing
  • Contract analysis and management
  • Account reconciliation

FAQs

  • What integrations does Truewind support?
    Truewind integrates with all accounting systems, including QuickBooks Online, NetSuite, Sage Intacct, Xero, and more. It also syncs with Bill.com and excel work papers.
  • How does Truewind ensure my financial data is protected?
    Truewind is SOC 2 certified. Enterprise-grade security is built into every layer of the Truewind platform. Data security and privacy are their highest priority.
  • What does a partnership with Truewind look like?
    By partnering together, Truewind will define generative AI use cases to accelerate your business. They help integrate AI into your operations and redefine your financial processes.

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