Full-Time
Updated on 8/1/2026
AI-powered platform automating accounting workflows
No salary listed
Remote in USA
Remote
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Aiwyn provides an AI-powered, all-in-one platform for accounting firms that consolidates and automates the revenue cycle. Its product suite includes Aiwyn Payments, Aiwyn Practice, Aiwyn Experience, and Aiwyn Tax, integrating with existing practice management systems and CRMs to reduce manual data entry. It targets mid-size to large CPA firms with a B2B model, aiming to replace multiple disconnected tools with a single system for firm-wide visibility and streamlined work-to-cash. Backed by $127M from investors like KKR, Bessemer Venture Partners, and Revolution Ventures, growth includes acquisitions of Taxa and Digilence; the goal is to improve efficiency and client service in accounting firms.
Company Size
51-200
Company Stage
Late Stage VC
Total Funding
$127M
Headquarters
Charlotte, North Carolina
Founded
2020
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Remote Work Options
Unlimited Paid Time Off
Health Insurance
Dental Insurance
Vision Insurance
Mental Health Support
401(k) Company Match
Stock Options
Employee Discounts
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.
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.
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.
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.
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.