Aiwyn provides a modular, cloud‑based SaaS platform for accounting firms that unifies billing, practice management, client experience, and AI‑enhanced tax calculations. Its Payments module automates invoicing, reminders, and multi‑method collections, while the Practice suite consolidates time tracking, expense logging, project management, and reporting into a single system. The Experience portal offers a shared client interface for documents, messaging, and payments, and the Tax connector leverages Claude AI for accurate, governed tax scenarios—all SOC 2‑certified and API‑first for seamless integration with existing tools.
Funding
$113M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
KKFounders
Product
Problem
Accounting firms often rely on multiple disconnected tools for billing, practice management, client interaction, and tax work, leading to inefficient workflows, delayed payments, high administrative overhead, and poor client experience.
Solution
Aiwyn offers an integrated, modular SaaS platform designed specifically for accounting firms. Its Payments module automates invoicing, reminders, multi‑method collections, and reconciliation, accelerating cash flow and reducing manual effort. The Practice solution consolidates time tracking, expense management, billing, project management, and reporting into a single, scalable system, improving operational visibility and reducing non‑billable work. The Experience portal unifies client communications, document sharing, engagement letters, and payment interfaces, delivering a seamless digital experience that boosts client satisfaction and retention. Additionally, Aiwyn Tax provides AI‑enhanced tax calculations via Claude’s connector, allowing firms to explore AI‑driven scenarios while maintaining accuracy and governance. All modules are SOC 2‑compliant, integrate with existing firm systems, and create a connected ecosystem that streamlines operations and supports growth.
Target Audience
Primary customers are mid‑size to large accounting firms seeking to replace fragmented legacy tools with a unified, cloud‑based platform for billing, practice management, client experience, and tax automation.
Features
- Automated invoicing, payment reminders, and one‑click ACH/credit‑card collections with auto‑matching to invoices
- Multi‑currency and multi‑invoice payment support with saved payment methods and customizable payment links
- Integrated time‑tracking, expense logging, and billable vs. non‑billable tagging tied to projects and tasks
- Project management tools including task automation, reusable templates, document sharing, e‑signatures, and role‑based dashboards
- Unified client portal combining engagement letters, document exchange, messaging, invoicing, and payments
- Real‑time reporting and analytics for financial health, team productivity, and project performance, with third‑party analytics integration
- SOC 2‑certified, API‑first architecture enabling seamless connections to existing practice management, CRM, and accounting software
- AI‑enabled tax calculation connector for Claude, supporting simple 1040 scenarios, what‑if analysis, and PDF generation while preserving data governance