Truewind

Founded by Alex Lee in 2023

Convert financial documents into general ledger journal entries and automated balance reconciliations

Pricing model

Demo, Paid

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Truewind to automate transaction coding, account reconciliation, and workpaper preparation for your monthly financial close. The software connects directly with systems like QuickBooks Online and Sage Intacct to convert bank statements and receipts into audit-ready journal entries. It applies custom accounting rules to classify transactions, builds fixed asset and prepaid amortization schedules, and flags discrepancies across accounts. Teams can run automated flux analysis to catch balance sheet anomalies before closing the books, minimizing manual spreadsheet updates and audits.

What Truewind does

Classify credit card and bank transactions automaticallyPost balanced journal entries directly to accounting softwareReconcile bank accounts against general ledger balancesGenerate monthly amortization schedules for prepaid expensesFlag unexplained variance anomalies prior to closing booksExtract transaction line items from bank and merchant statementsAutomatic transaction coding based on custom company rulesDirect posting of journal entries to Sage Intacct and QuickBooks OnlineAutomated third-party data extraction and account reconciliationPre-close flux analysis to identify balance sheet anomaliesAutomated creation of prepaid and fixed asset amortization schedulesDiscrepancy detection that flags exceptions for human reviewPurpose-built reconciliation modules for payroll, POS, and brokerage statements

Pricing breakdown

Pricing model: Book a demo

Frequently asked

Salesforce Slack

Slack

HubSpot

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