Truewind
Drafts journal entries, schedules, and reconciliations into Sage Intacct or QuickBooks Online for a reviewer to sign off.
- Pricing
- Contact sales
- Works with
- QuickBooks Online
- Pricing checked
- October 12, 2026
Our take
- Best for
- Controllers and firms that already close in Sage Intacct or QuickBooks Online and want journal entries, schedules, and reconciliations drafted for review.
- Not ideal if
- A shop whose file is Xero, or an owner who wants one simple ledger and no second close tool.
- Standout
- Prepaid and fixed asset schedules that can post amortization and depreciation back to Sage Intacct inside approval gates you set.
About Truewind
Truewind prepares close work and posts it into the ledger you already keep. Bank statements and workpapers go in. Truewind applies your rules, codes transactions, builds prepaid and fixed asset schedules, and matches deposits, subledgers, and entities. A reviewer clears exceptions and signs off. Journal entries land in Sage Intacct or QuickBooks Online, which stays the source of truth.
Kick is a replacement ledger for a US service shop. QuickBooks Online and Xero are ledgers. Dext, Hubdoc, and Veryfi photograph receipts and publish bills into those files. Nanonets and DocuClipper extract invoices or PDF statements for export. Truewind's work is the close those tools leave behind: coding, amortization, reconciliations, and journal entries back into Sage Intacct or QuickBooks Online. The product and support pages document those two ledgers.
Teams that stay already close in Sage Intacct or QuickBooks Online and want the same rules every cycle. The reviewer still owns what posts. Daily reconciliations and flux checks are there so odd entries show up before the auditor finds them. Payroll registers, brokerage statements, donation exports, and POS batches each have a module that turns the source report into close-ready entries.
Pricing
The startup pricing page has no dollar amounts. It tells you to talk with the team and choose from close complexity, volume, and operating model. Implementation on that page covers workflow mapping, the ledger connection, reviewer routing, exception setup, and an audit trail. What a 5-person or 500-transaction shop would pay is unpublished.
Custom
The startup pricing page names no plans and no dollar amounts. It says to talk with the team and match the package to close complexity, volume, and how the team operates.
- Workflow mapping and setup
- Ledger connection and data flow
- Reviewer routing and approvals
- Exception handling setup
- Audit trail and team onboarding
- Price not published
How it hits your books
- Replaces your ledger
- No
- QuickBooks Online
- Yes
- Multi-entity
- Yes
- Payroll
- Partial
You review exceptions, schedules, and flux flags in Truewind, then entries post to Sage Intacct or QuickBooks Online. You still lock the period in that ledger.
The CPA works in Sage Intacct or QuickBooks Online. Truewind is the workpaper and posting layer, so the handoff is the same file they already have.
Features
- Post reviewed entries to Sage Intacct or QuickBooks Online
- Connect Sage Intacct from Connections > Accounting with a web services user, or connect QuickBooks by signing in to Intuit. The homepage names QuickBooks Online. Truewind reads the chart, and on Sage Intacct it reads entities and dimensions. Reviewers approve. Entries post back. QuickBooks may require a company admin or primary accountant to approve the connection.
- Code transactions and build prepaid and asset schedules
- Truewind applies your rules to bank and card activity and builds prepaid and fixed asset schedules. Amortization and depreciation entries can post back to Sage Intacct. You set the approval gates. The homepage also lists modules for brokerage statements, donation exports, POS batches, payroll registers, and field-service billing.
- Reconcile accounts and review exceptions
- Truewind extracts third-party totals, matches them to the books, and leaves the differences for a person. The product page calls out statement-to-deposit matching for accounts receivable, with exception routing, on QuickBooks Online and Sage. Multi-entity and intercompany matching is described on the Sage partner page.
- Flag unusual amounts before the close
- Flux and anomaly checks compare posted activity with prior patterns and route odd lines to a reviewer. The product page says variance thresholds, feedback, and audit history stay with the team. Final coding decisions stay with the reviewer.
- Run the close as a checklist with evidence
- The product page describes a month-end checklist with owners, deadlines, and evidence linked to each task. Sign-off happens in Truewind. You still lock the period in Sage Intacct or QuickBooks Online. There is no published Xero connection.
Images
Integrations
Platforms
Audience
Pick something else instead of Truewind
Kick
Pick Kick instead if you want a US replacement ledger for bank and card activity, not a close layer on Sage Intacct.
QuickBooks Online
Pick QuickBooks Online instead if the close is small enough to finish inside QuickBooks without a second review tool.
Dext
Pick Dext instead if the bottleneck is receipts and supplier bills, not journal entries and reconciliations.
Ready to try Truewind?
Check the live pricing page before you sign up. Plans change.