TR
Accounting Agents Solutions
TruewindHow to Apply
Please apply by emailing \[alex at trytruewind.com\] with the following:
Subject line: Accounting Agents Solutions — \[Your Name\]
Your resume / CV
Your LinkedIn profile
A little about yourself
A loom video of a cool AI thing you’ve built
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What We Do
Truewind is the
digital accountant
for modern accounting teams. We use AI agents to help startups, growing businesses, and accounting firms
close faster, reduce manual work, and deliver clean, investor-ready financials
.
Truewind is built for the messy, high-volume parts of accounting—like
Point of Sale tie-outs, payroll accruals, donations/revenue schedules, fixed assets & prepaids rollforwards, and field-services revenue recognition
—and turns them into reliable workflows without spreadsheet chaos.
We’re a YC company and have raised a
$13M Series A
co-led by
Rho Capital and Thomson Reuters Ventures
(with Pathlight Ventures, Fin Capital, and Y Combinator participating), bringing total funding to
$17M+
.
!
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Who We Are
Truewind is a fast-moving, thoughtful team built around
ownership, impact, and solving problems that matter
.
We collaborate closely in San Francisco (we have an office in Soma) while also working with teammates in multiple regions globally—what matters most is that we execute and deliver outcomes for customers.
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Who We Need
We’re looking for an
accountant who wants to build
—someone who can take real-world accounting problems, translate them into repeatable workflows, and help customers see measurable improvements in their month-end close.
You will:
investigate the customers accounting process to identify pain points,
support the AE in the sales process by facilitating the POC,
own the long-term relationship with customers after onboarding,
partnering with controllers, finance leads, and accounting teams to ensure they’re getting
compounding value
from Truewind.
If you like:
solving messy accounting + data problems,
working directly with customers,
configuring systems/workflows, and
being accountable for outcomes—
this role is for you.
!
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What You’ll Do
Own customer relationships and outcomes
Run success plans, lead recurring check-ins, and keep stakeholders aligned on business goals and close improvements.
Turn accounting pain into AI-powered workflows
Translate close, reconciliation, and supporting-doc requirements into Truewind processes customers can trust.
Be the accounting-to-product bridge
Connect GAAP reality to product capabilities, ensuring workflows are accurate, auditable, and scalable.
Drive adoption and expansion
Lead enablement (trainings, playbooks, best practices), surface new use cases, and help customers roll Truewind out more broadly.
Work cross-functionally
Deliver front-line feedback to Product/Engineering, help triage issues, and improve handoffs and playbooks.
Become a Truewind product expert
Stay current on platform capabilities and teach customers how to get the most out of the “digital accountant” experience.
Become AI-native
You’re bringing accountants into the AI era. You need to stay ahead of the curve and be AI-native yourself. You will build new AI solutions for this functions.
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Who We’re Looking For
2+ years
of hands-on accounting experience (public accounting/audit or industry close/GL/revenue/AP).
Prior
client-facing work
(implementation, advisory, consulting, solutions, etc.)
Strong grasp of
US GAAP
and the
end-to-end close
process.
Ability to translate requirements into
systems + workflows
(you don’t need to be a career CSM).
Comfortable learning new tools and working with messy inputs (bank/CC activity, POS systems, payroll data, supporting docs).
High ownership, strong follow-through, and clear written + verbal communication.
Nice to have
CPA (active or inactive)
Experience at a tech startup
Sage Intacct and Quickbooks Online experience
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Location & Working Style
San Francisco preferred
(depending on role needs and team fit).
We value in-person collaboration and have an
SF office in Soma
!
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Life at Truewind
Mission-driven work modernizing the financial back office for startups with a mix of intelligent software and service.
Benefits listed on our careers page include
commuter benefits, unlimited PTO, complimentary meals, and insurance
(details vary by role/location).
Visa: US citizen/visa only.