AI-Powered Bookkeeping: Truewind’s Alex Lee

This episode is brought to you by The Financial Technology Report, a leading information source on financial technology companies and solutions.

Today, we speak with Alex Lee, Co-Founder and CEO of Truewind, an AI-powered platform that automates bookkeeping and financial modeling for accounting firms. By focusing on complex accrual accounting tasks—such as prepaid expenses, fixed assets, and deferred revenue—Truewind helps firms save time, improve accuracy, and support better decision-making.

Alex began his career as an aerospace engineer at Boeing before moving into venture capital, where he worked closely with portfolio companies on financial operations and reporting. In 2023, he co-founded Truewind to bring contextual intelligence into accounting workflows. Backed by Fin Capital, Y Combinator, and Thomson Reuters Ventures, Truewind has grown quickly, now serving dozens of firms and hundreds of businesses while continuing to expand its AI capabilities for accountants.

Alex supports Courts for Kids. To learn more about this organization click here.

I am your host RJ Lumba. We hope you enjoy the show. If you like the episode click to follow.