Truewind
Truewind provides an AI-powered digital accountant platform that automates the month-end close process for finance teams using Sage Intacct or QuickBooks Online. The platform handles transaction coding, reconciliations, and schedule building, posting GL-ready journal entries directly to the ERP while keeping accountants in control through human-in-the-loop review workflows.
- Financial Technology
- Enterprise Software
- Artificial Intelligence
- AI Agents
- Software Only
Funding
Raised to date
$500KRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Founder details are not available yet.
Product
Problem
Month-end close processes are manual, time-consuming, and error-prone, requiring accounting teams to categorize transactions, build schedules, and reconcile accounts from scattered workpapers and bank statements. This often extends the close cycle to weeks and leaves anomalies undiscovered until auditors find them.
Solution
Truewind automates the financial close process by transforming bank statements and workpapers into GL-ready journal entries, reconciliations, and SOPs while keeping Sage Intacct or QuickBooks Online as the source of truth. The platform applies AI Accountants that handle transaction coding, prepaid and fixed asset schedules, and daily reconciliations across entities. Flux analysis instantly compares posted entries against historical patterns and flags anomalies before close. The native Sage Intacct integration uses the vendor's APIs for real-time, two-way synchronization, with optional PII auto-redaction and a human-in-the-loop review workflow so accountants keep control and audit trails.
Target Audience
Primary customers are accounting teams at mid-market finance organizations, Client Accounting Services (CAS) firms, family offices, and controllers or CFOs using Sage Intacct or QuickBooks Online who need to streamline month-end close.
Features
- Transaction coding on autopilot that categorizes thousands of bank and credit card transactions and posts them directly to Sage Intacct or QBO
- Automated prepaid and fixed asset schedules with amortization and depreciation entries generated and posted back to the GL
- Daily AR matching, intercompany transaction detection, and multi-entity reconciliations that keep books continuously closed
- Flux analysis that compares posted entries against historical patterns and surfaces anomalies before month-end close
- Native Sage Intacct integration built on Sage APIs with two-way sync, encrypted data handling, and auto-redaction of sensitive personal information
- Purpose-built reconciliation modules for brokerage, payroll, point-of-sale, donations, and field services workflows