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Truewind

AI agents convert source financial data into GL-ready journal entries for accounting teams

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Truewind is an accounting close platform that turns bank statements and workpapers into GL-ready journal entries, reconciliations, and SOPs for review, keeping Sage Intacct or QuickBooks Online as the source of truth. It automates close management, reconciliation, and transaction coding while the customer's team retains ownership of review and sign-off.

The platform includes three modules: a Month-End Close checklist with deadlines, ownership, and evidence-linked tasks; AR Reconciliation that matches deposit flows to payout statements and routes unresolved differences to exception queues; and AI Anomaly Detection with variance thresholds, feedback loops, and audit history. Additional capabilities include transaction coding rules, prepaid and fixed asset schedules, flux analysis, and purpose-built workflows for brokerage, payroll, POS, donations, field services, and fixed assets. Integrations cover Sage Intacct, QuickBooks Online, Slack, and Microsoft Teams. The platform is SOC 2 certified, with encryption in transit and at rest, role-based access controls, and optional anonymization of selected transaction fields before they reach AI workflows.

Truewind is aimed at accounting teams, accountants, and family offices managing month-end close. Access is arranged through a demo, and AI features are available to signed-in users within the platform.

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