Truewind

Truewind is an AI-powered digital accountant platform that automates financial document processing, transaction coding, reconciliation, and close management for accounting firms and finance teams. The platform integrates natively with Sage Intacct and QuickBooks as the #1 rated Sage Marketplace partner, turning bank statements and workpapers into GL-ready journal entries, reconciliations, and standard operating procedures that teams can review and post directly to their ERP. Truewind automates every step of the close process: transaction coding applies client-specific rules to every transaction and builds prepaid and fixed asset schedules automatically; automatic reconciliation extracts third-party data from brokerage statements, donation reports, point-of-sale batches, payroll registers, and fixed asset schedules, reconciling it against the books and flagging exceptions for review; and flux analysis compares posted entries against historical patterns to surface anomalies before close. The platform serves family offices reconciling brokerage statements, nonprofits managing donation exports, retail and hospitality businesses matching POS batches to bank deposits, companies reconciling payroll registers and job systems, and teams managing deferred revenue and revenue recognition schedules. Truewind provides enterprise-grade, bank-level security safeguards to protect the confidentiality and integrity of financial data. Customers report 75% reduction in categorization time and faster close cycles with stronger controls. Founded in 2022 and headquartered in San Francisco, United States, Truewind has raised $17M in Series A funding from investors including Y Combinator, Fin Capital, Rho Capital Partners, Thomson Reuters Ventures, Pathlight Ventures, Scrum Ventures, and Beat Ventures.