Source data to journal entries
Turn bank statements and workpapers into general-ledger-ready entries, with an option to post directly to Sage Intacct or QuickBooks Online.
Truewind
Freemium
AI accounting workflows that turn financial source data into reviewable close entries for finance teams.
O que é Truewind?
Truewind is an AI accounting automation platform for finance and accounting teams. It converts source data such as bank statements, workpapers and third-party exports into journal entries, reconciliations and schedules, and links supporting evidence to close-review tasks. Teams can keep Sage Intacct or QuickBooks Online as their accounting source of truth while using Truewind to prepare work and route exceptions for review. Final accounting decisions and sign-off remain with accounting staff.
O que Truewind pode fazer?
Transaction coding and schedules
Apply transaction coding rules and prepare prepaid and fixed-asset schedules, with reviewer override available for software accounting workflows.
Reconciliation and exception routing
Match third-party data against book records, including deposits and payout statements, and direct unresolved differences into exception queues.
Close checklist and evidence
Coordinate close tasks with deadlines, assigned owners, and evidence linked to review, supporting a consistent workflow from preparation through sign-off.
Variance and anomaly review
Compare entries with historical patterns or configured variance thresholds to surface unusual activity for human review.
Decision history and controls
Software-accounting workflows provide role-based approvals and posting-decision history, with ownership routing across preparers and reviewers.
Casos de uso
“Reconcile software payouts”
Use the software-accounting workflow to reconcile Stripe, Shopify or marketplace payouts with deposits, then review unresolved differences.
“Prepare payroll accruals”
Reconcile payroll registers, taxes, and benefits into accruals and close-ready journal entries.
“Close nonprofit donation revenue”
Tie donation exports and deposit data together to prepare revenue schedules and support nonprofit reporting.
“Manage brokerage activity”
Family offices can convert brokerage statements into entries while reconciling trades, dividends, and fees.
“Track prepaids and fixed assets”
Prepare schedules and rollforwards from invoices and source schedules rather than maintaining manual amortization spreadsheets.
Perguntas frequentes
Which accounting systems does Truewind connect to?
Truewind supports Sage Intacct and QuickBooks Online, including posting prepared journal entries into those accounting systems.
What does Truewind produce from financial source data?
It can prepare general-ledger-ready journal entries, reconciliations, prepaid and fixed-asset schedules. Close-review tasks can link supporting evidence.
Does the accounting team retain review control?
Yes. Truewind routes exceptions for review and supports reviewer override, approvals, and sign-off; final accounting decisions remain with the team.
Can Truewind support different kinds of accounting workflows?
The workflows include brokerage, donations, point of sale, payroll, field services, fixed assets and prepaids, and software-company payout reconciliation.
Informações rápidas
- Product type
- AI accounting automation platform
- Primary users
- Finance and accounting teams
- Accounting integrations
- Sage Intacct and QuickBooks Online
- Core workflow
- Month-end close, reconciliation, transaction coding, and review
- Website
- truewind.ai
Análise de tráfego de Truewind
Os dados de tráfego são apenas para referência.
- Classificação do domínio
- 48
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