Companies

Aiwyn

aiwyn.ai

Aiwyn provides accounting firms an integrated platform for payments, practice management, client experience, and tax.

HQCharlotte, North Carolina, United States
Employees51-200
Funding$127M
Revenue$8m
10 active roles
Profile 6mo agoJobs checked 16h ago
FintechAI ApplicationB2B SaaSSeries A$50M-$200M

About

Aiwyn builds a unified platform for accounting firms spanning payments, practice management, client experience, and tax. It sells primarily to CPA and accounting firms, differentiating itself by replacing disconnected point solutions with an integrated, firm-specific operating and client-experience layer.

Market

Aiwyn competes in accounting-firm practice-management and professional-services automation, spanning billing and payments, workflow and resource management, client portals, and tax preparation. It positions itself as a complete, relationship-centered platform rather than a collection of point tools, differentiating through native products, a shared data layer, AI-enabled tax workflows, automated accounts receivable, and an open integration model that can sit on top of existing systems.

Target Customers

Aiwyn targets modern accounting and CPA firms, particularly multi-service or larger firms seeking to consolidate fragmented systems across payments, practice management, client collaboration, and tax. Likely buyers include firm leadership, CIOs, technology and operations leaders, and finance or revenue-cycle owners responsible for billing, collections, and firm-wide workflow modernization.

At a Glance

Problem

Aiwyn solves the operational and cash-flow problems of modern accounting and CPA firms whose work is spread across legacy systems and disconnected point solutions. Manual invoice delivery, payment follow-up, collections, posting, and reconciliation consume partner and billing-team time, delay cash, increase days sales outstanding (DSO), and contribute to write-downs and revenue leakage. The central use case is bill-to-cash: getting invoices out faster, making it easier for clients to pay, and automating the follow-up and reconciliation work that firms otherwise handle manually.

Product / Service

Aiwyn is a software platform built specifically for accounting firms, combining four connected products: Aiwyn Payments for invoicing, digital payments, collections, and reconciliation; Aiwyn Practice for time, billing, projects, reporting, and resource management; Aiwyn Experience for portals, e-signatures, and document exchange; and Aiwyn Tax for AI-enabled tax preparation, review, filing, and workflow. Its payments product can operate as a standalone accounts-receivable layer over existing practice-management systems or as part of the broader platform, allowing firms to consolidate gradually.

The system automates scheduled or milestone-based invoicing, aging-based reminders, one-click ACH and card payments, payment matching, and reporting. The intended benefit is faster cash collection and lower DSO, while reducing administrative work, system switching, write-downs, and the time staff spend chasing payments instead of serving clients or performing higher-value work.

Market

Aiwyn competes in vertical accounting-firm technology, spanning practice management, accounts-receivable and payments automation, client experience, and tax technology. In practice management and firm workflow, relevant alternatives include Canopy, TaxDome, IRIS, Thomson Reuters Practice CS, and Ignition; generic processors such as Stripe or QuickBooks Payments address transactions, but Aiwyn positions itself around the broader accounting-firm bill-to-cash workflow. Its differentiation is the attempt to unify functions that are often bought separately, rather than remain only a payments product or only a practice-management system.

Aiwyn is a commercial, funded company rather than a pre-revenue startup. Its materials report more than 800 leading firms using or trusting the platform and, in May 2025, 175 of the top 500 accounting firms using Aiwyn as a point solution. The company announced a $113 million funding round led by KKR and Bessemer Venture Partners in December 2024. The evidence identifies substantial customer and financing traction but does not provide an official revenue or profitability figure.

Founders & Leadership

Justin AdamsFounder
Chief Executive Officer and Co-Founder
Tanner FritzFounder
GM, Payments & Experience and Co-Founder
Pat MorrellFounder
GM, Practice & Tax and Co-Founder
Chris FurlongFounder
Founding CTO
Ellen ChoiFounder
Co-Founder; current operating title not identified in the available evidence
Levi MorehousePresident
Jason GoldfingerChief Revenue Officer
Courtney RenaudChief People Officer
Gavin NachbarChief Product Officer
Evan RogoffChief Financial Officer
Ryan SeekelyVice President of Engineering

Funding History

2021-07
Seed$14.2M

Merian Ventures, Relevance Ventures

2024-12
Series A$113M

KKR, Bessemer Venture Partners

Recent News

2026-04-13partnership
Aiwyn Joins Anthropic's Claude Connector Ecosystem, Providing Verified Tax Calculation Infrastructure

Aiwyn joined Anthropic’s Claude Connector ecosystem, making its AI-native Aiwyn Tax calculation engine available inside Claude. The integration provides verified tax-calculation infrastructure for AI-assisted workflows.

2026-03-30partnership
Withum, Aiwyn launch unified client collaboration platform

Withum and Aiwyn launched Aiwyn Experience, a unified, custom-branded client portal covering request intake, document exchange, deliverables, payments, and messaging across the engagement lifecycle.

2026-03-26partnership
Aiwyn + Claude: Helping Firms Navigate the AI Future of Tax

Aiwyn announced that it had joined Anthropic’s Claude Connector ecosystem, allowing its tax-calculation engine to run inside Claude. The announcement positioned the integration as a way to support AI-enabled tax workflows.

2025-12-16product
Aiwyn Seeks 100 Firms for Groundbreaking Tax Pilot Following Column Tax Acquisition

Aiwyn sought 100 accounting firms to pilot Aiwyn Tax for the 2026 tax season, including 1040 preparation, review, and filing capabilities. The pilot followed Aiwyn’s acquisition of Column Tax technology, which had processed more than one million returns in production.

2025-12-16
Column Tax Joins Aiwyn

Cooley reported that it advised Column Tax on its acquisition by Aiwyn. The transaction strengthened Aiwyn’s tax-technology platform and accelerated delivery of production-ready tax capabilities.

2025-11-10product
Rubino replaces a 20+ year old practice management system

Rubino launched Aiwyn Practice to replace a practice-management system that had been in place for more than 20 years. The firm began entering time and delivering bills on the first day of launch.

2025-10-15product
Release Notes: October 2025

Aiwyn’s October platform update introduced Apple Pay and Google Pay within the client payment experience, along with Smart Statement customization, engagement-recipient downloads, and embedded analytics across Practice, Payments, and Experience.

2025-09-07
Aiwyn Acquires QuickFee’s US Payments Business

Aiwyn announced the acquisition of QuickFee’s US payments business, including QuickFee Pay Now and QuickFee Connect. The relationship also gives Aiwyn customers access to QuickFee’s Pay Later financing offering.

2025-08-17partnership
Aiwyn + Ramp power a unified financial workflow for accounting firms

Aiwyn announced a partnership with Ramp to connect billing and expense workflows for accounting firms. The companies were building an integration intended to reduce duplicate data entry and system switching while combining billing and expense automation.

Active Roles

10
Remote (US-based)/Operations/1d ago
Remote (US based)/Product/10d ago
Remote (US based)/Customer Success Manager/13d ago
Remote (US based)/Customer Success Manager/30d ago
Remote (US-based)/Design/30d ago
Remote (US-based)/Customer Success Manager/44d ago
Remote (US based)/Marketing/52d ago
Remote (US-based)/Engineering/63d ago
Remote (US based)/Product/70d ago
Remote (US based)/Finance/115d ago

Business Model

Aiwyn appears to use a premium, enterprise B2B SaaS model sold to accounting firms through demo-led or customized commercial agreements; public pricing is not disclosed. Its revenue streams are centered on its software platform and integrated payments and collections workflows, which support ACH and credit-card transactions.

Products

Aiwyn PaymentsAiwyn PracticeAiwyn ExperienceAiwyn Tax

Customers

Rubino & CompanyDeJoy & Co.REDWHancock Askew & Co., LLPPinionBernard Robinson & CompanyMSTElliott DavisDGPerryEdelstein

Tech Stack

AI-powered workflow automationUnified data model and shared AI data layerOpen integration platform with connected accounting-firm systemsSecure payments infrastructure supporting ACH, credit cards, tokenization, and bank-grade encryptionSOC 2-compliant security controls

Competitors

Karbon
TaxDome
Canopy
Financial Cents
Jetpack Workflow
Thomson Reuters Practice CS
Ignition

Key Investors

Bessemer Venture Partners, Kohlberg Kravis Roberts (KKR), Operator Partners, Charlotte Fund, Fresh Founders