Truewind automates transaction classification, reconciliation, and workpaper preparation. It matches platform payout statements like Stripe, Amazon, and Shopify to bank deposits. The platform flags mis-categorizations with AI anomaly detection, providing suggestions that improve through feedback. Flux analysis reviews journal entries against historical data to identify inaccuracies. It handles prepaid expenses, fixed assets, and deposit reconciliations. Integration occurs with QuickBooks Online and Sage Intacct. SOC 2 certification ensures data security with redaction of personally identifiable information. Every entry remains traceable for audits.
Automates repetitive bookkeeping tasks while a dedicated accountant reviews for accuracy
Reduces manual reconciliation work for POS batches and fees from Square, Stripe, and Shopify
Prepares audit-ready accrual packages that require minimal review
Supports multi-entity setups and intercompany transactions with traceable entries
Surfaces low-confidence entries below 90% for manual review
Requires integration setup with specific ledgers like QuickBooks Online and Sage Intacct
Feedback loop for AI suggestions depends on user accept or ignore decisions
Relies on predefined rules and learned patterns that may need initial configuration