Truewind
Changed focus: from startup bookkeeping service to close automation software for firms/finance teams
AI 'digital accountant' that turns source data into journal entries and reconciliations to speed up month end close.
Best for Accounting firms and finance teams on QBO or Sage
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What it does
Truewind is accounting automation software that handles month end close tasks while keeping your general ledger as the source of truth. Users provide raw source records like bank statements and workpapers to generate review ready journal entries, reconciliations, and SOPs. It is designed for accounting teams, family offices, and finance departments that want to reduce manual close work.
Read more: 4 features and how people use themShow less
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Transaction coding
Applies custom rules to incoming financial records and constructs prepaid and fixed asset schedules automatically.
Use caseA partner at an accounting firm categorizes client credit card transactions in bulk without manual entry.
From truewind.ai -
Automatic reconciliation
Pulls third party financial data, checks it against internal accounting books, and surfaces mismatches for review.
Use caseAn accountant matches daily point of sale batches and fee reports to bank deposits during the close.
From truewind.ai · image from Truewind -
Flux analysis
Evaluates posted ledger entries against past account history to spot unexpected variances prior to close completion.
Use caseA finance team checks posted ledger entries for anomalies before an external auditor inspects the books.
From truewind.ai · image from Truewind -
Native accounting integrations
Converts input files into formatted journal entries and posts them straight into your core accounting software.
Use caseAn accounting team turns bank statements into entries and sends them directly into Sage Intacct or QBO.
From truewind.ai
Written from Truewind's own website, checked . Each feature links to the page it comes from; images are Truewind's own.
Every plan
| Plan | Monthly | Billed yearly | Per | What it includes |
|---|---|---|---|---|
| Custom | Not listed | Not listed | per organization | contact sales; priced by close complexity, volume and operating model |
From Truewind's own pricing page, checked . Prices are in US dollars per month; "billed yearly" is the monthly price when you pay for a year up front. Some of these figures came from third party reports and could not be confirmed on the official page.
Truewind video tutorials
Independent creators on YouTube, not Truewind or us. The video loads from YouTube only when you press play.
Questions people ask about Truewind
Is Truewind free?
No. Truewind has no free plan.
Where this came from
Plans, prices and limits were copied from Truewind's own pages and the other sources listed, then checked .
How we collect prices and rank tools · Is something wrong? Correct this listing
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