Aiwyn

Aiwyn

AI-driven automation platform for accountants

About Aiwyn

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

Industries

Consulting

Enterprise Software

Financial Services

Company Size

51-200

Company Stage

Late Stage VC

Total Funding

$109.9M

Headquarters

Charlotte, North Carolina

Founded

2020

Overview

Aiwyn offers a Practice Automation platform for accounting firms, leveraging AI and machine learning to automate revenue processes by extracting client data from existing practice management and CRM systems. The platform streamlines billing, accelerates client payments, and provides predictive insights for financial health.

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Simplify's Take

What believers are saying

  • Aiwyn secured $113M to enhance CPA firm operations and tax technology.
  • Growing demand for AI-driven automation boosts Aiwyn's market potential.
  • Aiwyn's high NPS score indicates strong customer satisfaction.

What critics are saying

  • Emerging fintech startups may erode Aiwyn's market share.
  • Integration challenges with CPA systems could delay adoption of new solutions.
  • Economic downturns may reduce CPA firms' tech spending.

What makes Aiwyn unique

  • Aiwyn automates AR processes, freeing partners to focus on client value.
  • Client Engagement Automation streamlines client intake and engagement letter processes.
  • Aiwyn integrates AI and cloud tech for superior client experiences.

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Funding

Total Funding

$109.9M

Above

Industry Average

Funded Over

2 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

-4%

1 year growth

-2%

2 year growth

-3%
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.

Infotech Lead
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.

Business Wire
Dec 21st, 2024
Aiwyn Secures $113M in Funding from KKR and Bessemer Venture Partners to Revolutionize Firm Operations and Tax Technology for Leading CPA Firms

Aiwyn, a trusted technology partner for top Certified Public Accounting (“CPA”) firms, today announced the successful close of a $113M funding round.

PRLog
Apr 28th, 2023
Aiwyn Announces New Solution: "Client Engagement Automation"

CHARLOTTE, N.C. - April 28, 2023 - PRLog -- Aiwyn, the pioneering provider of Practice Automation solutions to leading accounting firms,  announces its latest solution: "Client Engagement Automation." Built on Aiwyn's Practice Automation platform, Client Engagement Automation automates the engagement letter and client intake process for leading CPA firms.Over 60 of the top firms in the country utilize Aiwyn's award-winning Billing, Collections, Payments, and Insights solutions. A recent customer survey showed Aiwyn's NPS to be a "best-in-class" 76 rating, and Aiwyn's team collaborated with these same firm leaders to conceive and build this latest innovation with the goal of: delivering a superior, unified client experiencesaving partner and staff timemaximizing firm profitabilitysyncing data across firm systems (CRM, PM) Aiwyn's Client Engagement Automation delivers on these goals, and transforms the way firms interact with their active and prospective clients. With Client Engagement Automation, firms can: draft engagement letters in less than 1 minutestreamline the entire client intake lifecyclespeed up cash flow AutoPay enabled by clients upon letter signatureeliminate duplicate data entry tasks for clients and firm personnelaccess real-time, synchronized data "We're thrilled to launch Client Engagement Automation," said Justin Adams, CEO of Aiwyn. "Our goal with Client Engagement Automation is to help accounting firms increase capacity, simplify the client intake process, and grow more profitably. We believe that Client Engagement Automation is the perfect solution to help top-ranked firms achieve these goals, and we're grateful to our customers for working alongside us on this journey."The first release of Client Engagement Automation is available in Q2 2023 to active Aiwyn customers and will be available to all other accounting firms in Q3 2023.For more information, visit www.aiwyn.ai.About AiwynAiwyn (pronounced "I win") provides accounting firms with AI-powered solutions designed to save time, speed up cash flow, and deliver a superior client experience

PR Newswire
Apr 28th, 2023
Aiwyn Announces New Solution: "Client Engagement Automation"

Aiwyn, the pioneering provider of Practice Automation solutions to leading accounting firms, announces its latest solution: "Client Engagement Automation."

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