In-product AI features—including Workpaper Agent and other authenticated accounting workflows—are available only to signed-in users within the Truewind platform. The public Knowledge Base also offers a CAPTCHA-gated support question interface that does not require login; when enabled, submitted questions may be answered using an AI model scoped to published Knowledge Base content and do not access customer accounting data or in-product workspaces.
Depending on the workflow, AI inputs may include:
- User prompts and instructions entered in the product
- Files and attachments uploaded for processing
- Messages and attachments from connected Slack or Microsoft Teams integrations, when enabled
Controls applied at a high level include:
- Human review of AI-generated outputs before posting or downstream use where the workflow requires it
- Tool and SOP constraints that limit what an agent can access and execute
- Treatment of uploaded documents and user prompts as untrusted input
This overview does not describe internal model routing, security testing methodology, or incident response playbooks. For due diligence materials, contact your Truewind representative or visit our Trust Center.
