Aiwyn

Aiwyn

All-in-one accounting platform with payments

Overview

Aiwyn provides an integrated platform for accounting firms that combines payment processing, practice management, client experience features, and tax automation into one system. The product works by unifying these operational areas so firms can automate workflows, speed up cash flow, and manage collections with Aiwyn Payments, while using Aiwyn Tax to handle AI-powered tax tasks. The platform aims to replace multiple separate tools with a single, cohesive solution, helping firms of all sizes—backed by a client list of over 175 leading firms—to streamline operations and improve service. Aiwyn’s goal is to be a trusted technology partner for the accounting industry by enhancing both client-facing service and internal processes through an all-in-one platform.

Significant Headcount Growth

About Aiwyn

Simplify's Rating
Why Aiwyn is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Enterprise Software

Fintech

Financial Services

Company Size

51-200

Company Stage

Late Stage VC

Total Funding

$113M

Headquarters

Charlotte, North Carolina

Founded

2020

Simplify Jobs

Simplify's Take

What believers are saying

  • $113M funding from KKR and Bessemer accelerates AI tax and practice management expansion.
  • Partnership with Withum launches custom-branded Aiwyn Experience for top 25 firms.
  • Anthropic Claude integration enables real-time 1040 calculations and scenario analysis.

What critics are saying

  • Intuit QuickBooks bundles AI tax and portals, eroding small firm market share in 6-12 months.
  • Thomson Reuters UltraTax integrates with Elite, sidelining Aiwyn Tax in mid-sized firms within 12-18 months.
  • Xero US expansion undercuts cash flow tools with aggressive pricing in 3-6 months.

What makes Aiwyn unique

  • Aiwyn integrates payments, practice management, client portals, and AI tax into one platform.
  • Aiwyn Tax processes over one million 1040 returns with TaxCalcBench validation.
  • Aiwyn Experience unifies client requests, documents, deliverables, and payments via open APIs.

Help us improve and share your feedback! Did you find this helpful?

Funding

Total Funding

$113M

Above

Industry Average

Funded Over

1 Rounds

Notable Investors:
Late VC funding comparison data is currently unavailable. We're working to provide this information soon!
Late VC Funding Comparison
Coming Soon

Benefits

Remote Work Options

Unlimited Paid Time Off

Health Insurance

Dental Insurance

Vision Insurance

Mental Health Support

401(k) Company Match

Stock Options

Employee Discounts

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

9%

2 year growth

1%
PR Newswire
Apr 13th, 2026
Aiwyn joins Anthropic's Claude ecosystem with verified tax calculation engine

Aiwyn has joined Anthropic's Claude Connector ecosystem, integrating its AI-native tax calculation engine into Claude's platform. The partnership enables users to run 1040 calculations, perform scenario analysis and evaluate tax outcomes in real time directly within Claude. Founded in 2020, Aiwyn has processed over one million real-world 1040 returns and developed TaxCalcBench, a framework for validating calculation accuracy. The company's platform combines billing automation, client collaboration tools and tax calculation capabilities, enhanced by its December 2025 acquisition of Column Tax. The connector is now live at claude.com/connectors/aiwyn-tax. Aiwyn serves over 900 accounting firms and is backed by investors including KKR and Bessemer Venture Partners. The company plans to expand its tax engine coverage and deepen ecosystem integrations.

PR Newswire
Mar 30th, 2026
Withum and Aiwyn launch unified client portal to streamline professional services engagement

Withum, a top 25 accounting firm, has partnered with technology company Aiwyn to launch Aiwyn Experience, a unified client portal designed to streamline service delivery and client engagement for professional services firms. The platform consolidates traditionally disconnected client-facing tools into a single system, handling request intake, document exchange, deliverables and payment. Withum collaborated with Aiwyn to develop the custom-branded solution, which integrates seamlessly with existing technology through modular architecture and open APIs. According to Aiwyn research, 76% of accounting firms rate client experience as their top priority. The platform aims to address the gap between client expectations and disparate tools firms traditionally use, reducing manual coordination and allowing teams to focus on higher-value work whilst supporting scalable growth.

CPA Practice Advisors
May 8th, 2025
Aiwyn Acquires Taxa, Launches Aiwyn Tax

Aiwyn, based in Charlotte, NC, has acquired Taxa, rebranding it as Aiwyn Tax, to enhance its tax capabilities with AI-driven solutions. Taxa's founder, Levi Morehouse, joins Aiwyn as president. Aiwyn also acquired Digilence to integrate its automation technology. The new Aiwyn platform includes Aiwyn Payments, Practice, Experience, and Tax. Last December, Aiwyn secured $113 million in funding led by KKR and Bessemer Venture Partners.

intelligence360
Jan 8th, 2025
Aiwyn Secures $113M Funding from KKR

Aiwyn has secured $113 million in funding from KKR and Bessemer Venture Partners to enhance firm operations and tax technology for CPA firms. The investment will support the development of a comprehensive practice management platform and a universal client experience portal. Aiwyn aims to integrate AI and cloud technologies to improve client experiences and streamline operations for CPA firms.

Kizhakedath Media Services
Dec 22nd, 2024
Aiwyn Raises $113M for CPA Tech

Aiwyn, a tech provider for CPA firms, raised $113 million in a funding round led by KKR and Bessemer Venture Partners. The funds will expand Aiwyn’s payment and collection tools into a full practice management platform and accelerate AI-driven cloud technologies and a tax solution.

Recently Posted Jobs

Sign up to get curated job recommendations

There are no jobs for Aiwyn right now.

Find jobs on Simplify and start your career today

We update Aiwyn's jobs every few hours, so check again soon! Browse all jobs →