Aiwyn

Overview

Aiwyn is an accounting technology company based in Charlotte, North Carolina, founded in 2020. The company offers a comprehensive platform called PracticeOS, which automates and optimizes revenue processes, practice management, client experiences, and tax workflows for modern accounting firms. It has experienced rapid growth through strategic acquisitions and significant funding, including a $113 million investment led by KKR and Bessemer Venture Partners.

The PracticeOS platform comprises four core solutions: Aiwyn Payments for invoicing and cash flow management, Aiwyn Practice for time tracking and project management, Aiwyn Experience for secure client interactions, and Aiwyn Tax for AI-powered tax preparation and workflows. Serving over 800 leading firms—including many of the top 500 accounting firms—the company focuses on relationship-centered automation and scalability, and is committed to ongoing research and development in payments and automation to enhance its offerings.

Basic Information

Contact Details

• Phone: +1 704-312-2680
• Website: aiwyn.ai
• LinkedIn: linkedin.com/company/aiwyn

Key Focus Areas & Initiatives

• Accounting technology
• Practice management software
• Billing
• Payments automation
• Client experience software
• Workflow automation
• Cash flow acceleration
• Digital transformation for accounting firms
• CPA firm technology
• Private equity-ready infrastructure
• Operational consolidation
• Modernization of professional services
• B2B SaaS for accounting
• Connected accounting platform
• Relationship-based growth enablement
• Tax software
• Software development
• Invoice management
• Integrations
• Data connectivity
• Tax workflow management
• Client communication portal
• Practice system consolidation
• Consulting
• Client portal for accounting
• Client interaction platform
• Financial data
• Accounting, tax preparation, bookkeeping, and payroll services
• Tax filing automation
• Tax workflow
• Financial technology
• Tax system
• Digital payments
• Client experience portal
• B2B
• Client experience
• Client engagement
• Practice management integration
• Accounting
• System integration
• Practice automation
• Client portal
• Practice management
• Tax preparation
• Payment reconciliation
• Services
• Financial reporting
• Data-driven decisions
• Accounts receivable
• Practice efficiency
• Multi-invoice payments
• Financial services
• Practice productivity tools
• Automated engagement letters
• Finance
• Information technology & services
• Finance technology

Technologies Used

• AI
• Adform
• Android
• Angular
• Atlassian Cloud
• Canva
• Circle
• DoubleClick
• DoubleClick Conversion
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• Flywheel
• Freshdesk
• Gmail
• Google Analytics
• Google Apps
• Google Dynamic Remarketing
• Google Tag Manager
• Hotjar
• Hubspot
• Linkedin Login
• Linkedin Marketing Solutions
• Linkedin Widget
• Mailchimp Mandrill
• Microsoft Office 365
• Mobile Friendly
• Outlook
• Remote
• SafeSend
• The Trade Desk
• WordPress.org
• Wordpress
• YouTube
• Zendesk

Affiliated Organizations & Regional Branches