AI TOOL FOR FINANCE & CASE

STUDY
 AI TOOL IS “TRUEWIND”
Truewind Usage:
Truewind is AI-powered Bookkeeping and Financial Modelling for Startups. Through
a combination of artificial intelligence and concierge service, we deliver a delightful financial back-
office experience to fast-growing companies. Reliable bookkeeping, detailed financial models, built
exclusively for startups.
Case Study Example - How Truewind Helped in Book keeping and financial
modelling:
 Truewind AI's bookkeeping and financial modelling services are designed to streamline and
automate financial processes for businesses, providing several key benefits:

 *Automation*: Truewind AI uses machine learning algorithms to automate bookkeeping tasks,

such as categorizing transactions, reconciling accounts, and generating financial statements. This
reduces the time and effort required for manual data entry and bookkeeping tasks.

 *Integration*: Truewind AI integrates with various accounting software and bank accounts,
allowing businesses to consolidate their financial data in one place. This eliminates the need for
manual data transfer and reduces the risk of errors.

 *Financial modelling*: Truewind AI creates and updates detailed financial models for startups
based on their historical data, assumptions, and goals. This helps businesses make informed
decisions and plan for the future.

 *Financial reports*: Truewind AI produces and delivers financial reports for startups based on
their needs and preferences. This helps businesses gain more visibility, control, and confidence
over their finances.

 *Cost savings*: Truewind AI's services are designed to be affordable, helping businesses save
money on accounting and finance tasks.

 *Time savings*: Truewind AI's automation and integration features help businesses save time on
manual data entry and bookkeeping tasks.

 *Improved accuracy*: Truewind AI's machine learning algorithms help reduce errors and improve
the accuracy of financial data.

 *Scalability*: Truewind AI's services are designed to scale with businesses as they grow,
providing a flexible and adaptable solution for their financial needs.

 *Expertise*: Truewind AI's team of accountants and finance professionals provide expert
guidance and support to businesses, helping them make informed decisions and achieve their
financial goals.

 *Accessibility*: Truewind AI's services are accessible to businesses of all sizes, providing a cost-
effective and efficient solution for their financial needs.
Results:
Using Truewind AI tool can result in several benefits for businesses, including:
 *Accurate and Reliable Bookkeeping*: Truewind uses AI and concierge service to deliver
accurate and reliable bookkeeping, allowing startups to get their books closed in days rather than
weeks for faster business decisions.
 *Detailed Financial Models*: Truewind creates and updates detailed financial models for startups
based on their historical data, assumptions, and goals, helping users forecast their revenue,
expenses, cash flow, and profitability.

 *Financial Reporting*: Truewind produces and delivers financial reports for startups based on
their needs and preferences, including internal reports such as budget vs actuals, burn rate, and
runway.

 *Time and Cost Savings*: By using Truewind, startups can save time, money, and resources on
accounting and finance tasks, gaining more visibility, control, and confidence over their finances.

 *Expert Support*: Truewind’ s concierge team works with finance experts to manage books and
taxes, delivering a world-class support experience to customers.

Truewind's AI-powered tool provides accurate and reliable bookkeeping, detailed financial models,
and financial reporting, ultimately saving time and resources for startups and helping them achieve
their financial goals and grow their business.

Conclusion:
Using Truewind AI tool can provide several benefits for businesses, including:
 Accurate and reliable bookkeeping
 Detailed financial models
 Financial reporting
 Time and cost savings
 Expert support
 Improved accuracy and timely results
 Customized solutions for unique financial management needs
 Faster business decisions
 Better-informed business decisions
 Reduced errors
 More transparency

Truewind's AI-powered tools, combined with concierge service, deliver accurate and reliable financial
services for startups, helping them manage their finances more effectively and efficiently.

SUBMITTED BY: -
SUBHASHREE SUCHISMITA
MBA 2nd YEAR