Truewind

Today, we’re publishing our biggest piece yet.   We partnered with Puzzle 🧩🚀 to write about the next generation of accounting tools.   Our CEOs, Alex Lee and Sasha Orloff, explain how AI can turn accounting from a repetitive chore into a major source of business intelligence.   They cover everything from decreasing costs to improving accuracy and enhancing customer support.   We also hear from Fouad Farhat of Soma Capital—an investor in both Truewind and Puzzle—about the current state of accounting, and where it’s headed.   📌 Check out the full article here: https://lnkd.in/dnjKjuVw

We’re extremely honored and excited to welcome Anthony Gilmore to Truewind! As our new Head of Sales, he brings an amazing background with experience in every area from business development to sales operations and customer service. From Stytch to Handshake and Recurly, he has a stellar track record of success, and bringing each of his teams to new heights. Anthony, thank you so much for being a part of our journey. We’re super happy to have you on board, and are thrilled to work alongside and learn so much from you! ⛵

This week, we got to join an awesome panel with Anna Yuan, Sale Kwon and Mallek Aminullah. It was a really good discussion about VC fundraising, and we were honored to share some practical tips, experiences and insights. Thank you so much to our fellow speakers, all the attendees and INNOVIT - Italian Innovation and Culture Hub for hosting us.   

It's one of the things we love most about building in SF 💛

A really fun part of our Zoom meetings: seeing everyone’s cool/custom backgrounds! Here’s one with a Truewind theme ⛵

🛠️ New Feature Alert: Edit Service End Date/Set as TBD   We’ve just made managing prepaid expenses even simpler.   With Truewind, you can now:   ✨ Easily edit the service end date. This is particularly helpful when the service ends mid-month instead of the last day.   ✨ Set both the start date and end date as TBD when you’re not sure of the exact dates yet.   ✨ Pick any date within the month, and we’ll automatically adjust the amortization amount for you.   🔗 To see more of our features in action, check out the link in the comments.

Throwback to #Xerocon earlier this month.   One of the best parts: catching up with our awesome partners.   Thank you so much to Anshul Shah, Brex and all the amazing teams that make our work possible.   Also, major shoutout to our Head of Growth, Jose Aparicio, for always going above and beyond.   He’s phenomenal at making sure that our customers and partners are at the heart of everything we do. 

Thrilled to be working with our customer, Coldreach (YC W23)! In particular, when it comes to bookkeeping, we’re honored to assist them with navigating the complexities of taxes and compliance. A huge thank you to Xiaohan Shen and the entire Coldreach team—grateful to support your vision of making sales more efficient. Quote from Shen:   “I like that Truewind takes care of everything. Founder life is so busy, and it really makes a difference to have help with tax filing.”

🧾 Improving Prepaid Expense Reporting   Our Prepaid Expense Reporting tab gives accountants a complete overview of amortization schedules, offering:   ✨ Detailed insights into all schedules, remaining prepaid amounts, and their respective end dates   ✨ An easy way for bookkeepers to track prepaid assets and manage expense schedules   ✨ A monthly snapshot feature, showing the journal entry posted for each prepaid asset along with the remaining balance for the month   🔗 To see more of Truewind in action, check out the link in the comments.

Our CEO, Alex Lee, has been on the move, speaking at 4 tech events around San Francisco.   In our latest article, Alex shares his favorite topics that have come up, and why they matter to those of us in accounting and finance.   Specifically, he delves into automation within accounting, the long-term impact of AI, and when it could actually make sense to build your own foundation model.   Most importantly, he emphasizes that solving your customer’s needs—not chasing the latest trend—should always be your top priority.    🔗 For the full piece, check out the link in the comments.