Does Truewind train AI on customer data?

We could not find a published Truewind policy that says whether customer data is used to train AI models. The privacy policy says only that data from its Google, Slack and Microsoft Teams integrations is not used to train generalized AI models; it says nothing about other customer data. The subprocessor list includes OpenAI for selected features.

Does Truewind have SOC 2?

We could not find an official Truewind statement about a SOC 2 report.

Which accounting systems does Truewind integrate with?

Truewind documents integrations with QuickBooks Online and Sage Intacct.

How much does Truewind cost?

Truewind does not publish prices; pricing is by quote.

What are alternatives to Truewind?

Other close & reconciliation tools in this directory include BlackLine, Campfire, Copilot in Dynamics 365 Finance, Double and FloQast.

Truewind

Truewind is AI accounting software that turns bank, card and payout data into journal entries, reconciliations and close schedules, which accounting firms and in-house finance teams then review. It runs alongside QuickBooks Online or Sage Intacct, and those ledgers stay the system of record.

Last verified October 14, 2026. Vendor site: truewind.ai (opens in a new tab)

What the AI does

Codes transactions using customer-defined rules and posts the entries to the general ledger
Reconciles accounts against outside data such as bank statements and payout reports, and sends exceptions to reviewers
Builds prepaid and fixed-asset schedules and posts the amortization and depreciation entries they produce
Flags unusual categorizations and account changes, and runs flux analysis against historical patterns

Summarized from truewind.ai.

Facts, checked against the source

Category: Close & reconciliation, BookkeepingSource: truewind.ai (opens in a new tab)
Built for: Small business, CPA firmsSource: truewind.ai (opens in a new tab)
Ledger integrations: QuickBooks Online, Sage IntacctAlso documents: Intuit Enterprise Suite, Stripe, Shopify.Source: truewind.ai (opens in a new tab)
Pricing: Not publishedThe vendor does not list prices publicly; pricing is by quote or sales contact.
Free plan: UnconfirmedPricing is not public or does not say.
SOC 2: UnconfirmedWe could not find an official statement either way.
Trains on customer data: UnconfirmedThe privacy policy says only that data from its Google, Slack and Microsoft Teams integrations is not used to train generalized AI models; it says nothing about other customer data. The subprocessor list includes OpenAI for selected features.
Human review: ConfigurableTruewind says customers set the approval gates and control policies, and that a person reviews AI output before posting where the workflow requires it.Source: truewind.ai (opens in a new tab)
Company: Privately held. Founded 2022Source: truewind.ai (opens in a new tab)
Funding: Last round: Series A, $13M, December 11, 2024Investors named: Rho Capital, Thomson Reuters Ventures, Pathlight Ventures, Fin Capital, Y Combinator, Fellows Fund, Beat Ventures, Soma Capital, Scrum Ventures, Hike Ventures, SV Tech VenturesSource: truewind.ai (opens in a new tab)

Checked against the linked official source on the date shown.
Unconfirmed: we could not find an official statement.

Funding rounds

Rounds announced by the company or its lead investor. Amounts in US dollars.
Announced	Round	Amount	Led by	Source
September 13, 2023	Seed	$3M	Fin Capital, Y Combinator	truewind.ai
December 11, 2024	Series A	$13M	Rho Capital, Thomson Reuters Ventures	truewind.ai

Sources

Official pages read for this listing on October 14, 2026. Vendors change their sites; if a page no longer says what we report, tell us and we will recheck it.

No changes logged since this listing was published. Changes and corrections are recorded in the changelog.

Truewind questions

Does Truewind train AI on customer data?: We could not find a published Truewind policy that says whether customer data is used to train AI models. The privacy policy says only that data from its Google, Slack and Microsoft Teams integrations is not used to train generalized AI models; it says nothing about other customer data. The subprocessor list includes OpenAI for selected features.
Does Truewind have SOC 2?: We could not find an official Truewind statement about a SOC 2 report.
Which accounting systems does Truewind integrate with?: Truewind documents integrations with QuickBooks Online and Sage Intacct.
How much does Truewind cost?: Truewind does not publish prices; pricing is by quote.
What are alternatives to Truewind?: Other close & reconciliation tools in this directory include BlackLine, Campfire, Copilot in Dynamics 365 Finance, Double and FloQast.