Truewind AI features and pricing (October 2026)

Truewind is an AI digital accountant for accounting firms, family offices, nonprofits and mid-market finance teams. It turns bank statements and workpapers into GL-ready journal entries, reconciliations and close reviews while the existing ledger stays the system of record.

Truewind sits on top of QuickBooks Online, Sage Intacct and Intuit Enterprise Suite and works with Google Drive, Excel and bank data. Besides AI coding and reconciliation it provides month-end close checklists with owners and deadlines, evidence-linked reviews, variance thresholds and an audit history, and it documents standard operating procedures. It targets close processes with many data sources, such as brokerage, payroll, point-of-sale, donations and field services. Truewind Technologies, Inc. is a Delaware corporation and names more than 500 accountants as users, including firms such as EisnerAmper.

• Codes transactions and builds schedulesTruewind applies rules and AI to code transactions and builds prepaid expense and fixed asset schedules automatically. One customer on the product page reports 75 percent less time spent categorizing credit card transactions.
• Reconciles third-party dataThe platform extracts data from bank statements, deposit reports and other sources and reconciles it against the books, for example statement-to-deposit matching in receivables. Only unresolved differences land in an exception queue for the reviewer.
• Flags anomalies before closeFlux analysis compares posted entries against historical patterns and flags unusual account changes and categorization outliers. Reviewers keep final decisions, and feedback loops and audit history show what was changed and why.

• Works on top of the existing ledger instead of replacing it, with QuickBooks Online, Sage Intacct and Intuit Enterprise Suite supported.
• Aimed at accounting firms and close processes with many outside data sources such as brokerage, payroll and point-of-sale.
• Lets customers anonymize transaction fields such as memo, account owner and check number before AI processing.

Truewind Technologies, Inc. is a US corporation under California contract law and works with US ledgers QuickBooks Online, Sage Intacct and Intuit Enterprise Suite.

Truewind supports US ledgers only, so check whether your accounting system is on the list. Pricing is not published. The trust page confirms a SOC 2 report without naming the type, The public subprocessor list names only US processing, including AWS for infrastructure and OpenAI for AI features; ask for the data security notice and a data processing agreement. The privacy policy rules out training general AI models on customer data but leaves customer-specific models open.

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