What Aiwyn does

Aiwyn is a Charlotte, North Carolina-based SaaS company that sells an integrated automation platform to CPA and accounting firms. Its core product suite comprises four modules: Aiwyn Payments (automated billing, invoicing, reminders, and reconciliation), Aiwyn Practice (time, billing, projects, and resource planning), Aiwyn Experience (a unified client portal supporting engagement letters, document sharing, request lists, messaging, and payments, including an Aiwyn Engagements sub-module for engagement-letter automation), and Aiwyn Tax (an AI-native tax engine launched in 2025, built on the technology of acquired Column Tax). The platform runs cloud-native on Google Cloud Platform, uses Stripe for payment processing, and exposes an open connector layer called PracticeOS Marketplace (Beta). The company also operates a remote workforce across Charlotte, Austin, San Francisco, Jerusalem, and São Paulo.

Aiwyn's go-to-market is sales-led and enterprise-oriented, with "Schedule a demo" as the primary conversion CTA on its website, a separate partner/alliance channel with top accounting industry bodies, and named-account wins across Top 25, Top 300, and Top 500 CPA firms (e.g., Withum). Pricing is quote-based and not publicly disclosed; revenue derives from subscription (SaaS) and a transaction-fee layer on processed payments. The company has grown via three acquisitions in 2025 (Taxa in May, QuickFee's U.S. operations for $26M in September, and Column Tax in December) and raised $113M in December 2024 from KKR and Bessemer Venture Partners.

In April 2026 Aiwyn joined Anthropic's Claude Connector ecosystem as a verified partner, making its AI-native tax engine available inside Claude for AI-assisted 1040 calculations. The company is privately held, SOC 2 Type 2 compliant, and reports 800+ firms on the platform. Its stated customer segments include modern CPA/accounting firms (primary), mid-to-large multi-service-line firms, end-clients of those firms (via the client portal), and PE/investment firms using AP automation through their CPA partners.

Name

Aiwyn

Legal name

Aiwyn, Inc.

Website

https://aiwyn.ai

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

101–250 employees

Short description

Aiwyn is a Charlotte-based SaaS company selling an integrated platform of payments, practice management, client experience, and AI-native tax modules to CPA and accounting firms, reporting 800+ firms on the platform.

Ownership category

akta.pro rank

Product category

Accounting Practice Management Software

NAICS

Software Publishers (513210), Financial Transactions Processing, Reserve, and Clearinghouse Activities (522320), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Services-Computer Programming Services (7371), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Bill Pay, Invoicing & Payables Platforms (BPAMAFAF)

akta.pro secondary industry

Direct Debit / ACH Collections & Recurring Billing (FSAMAGAE)

Keywords

• Practice management software
• CPA billing automation
• Tax preparation software
• Client engagement platform
• Accounting workflow automation

Headquarters

HQ city

Charlotte

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS subscription (Aiwyn platform): Recurring subscription revenue from selling the integrated Aiwyn platform (Payments, Practice, Experience, Tax) to accounting firms; sold via scheduled demos with quote-based pricing not publicly disclosed.
2. Payment processing / transaction fees: Revenue generated from processing client payments (ACH and credit card) through Aiwyn Payments, processed via Stripe as the underlying payment processor; transaction-based component within the payments suite.
3. Acquired QuickFee U.S. business: Acquired QuickFee's U.S. operations for $26 million in September 2025, expanding payments/financing-related offerings and customer base within the CPA firm segment.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels8 records

Core offering

Aiwyn sells an integrated, cloud-native SaaS platform for accounting and CPA firms that combines four modules — Payments (billing, invoicing, reconciliation, and payment processing), Practice (time, billing, projects, and resource planning), Experience (unified client portal with engagement letters, document sharing, and messaging), and Tax (AI-native tax preparation engine built on the acquired Column Tax technology). The platform is delivered as quote-based annual subscriptions, augmented by transaction-based payment processing fees via Stripe, and includes the PracticeOS Marketplace open connector layer plus integration with Anthropic's Claude Connector ecosystem.

Product overview

Aiwyn delivers a unified, platform-plus-modules architecture positioned as 'the first complete platform for modern accounting firms.' The four core native modules — Aiwyn Payments (payments automation), Aiwyn Practice (practice management for time/billing/projects/resource planning), Aiwyn Experience (unified client portal with the Engagements sub-module for engagement-letter automation), and Aiwyn Tax (AI-native tax engine built on the acquired Column Tax technology, live inside Anthropic's Claude) — sit on top of an open connector layer called PracticeOS Marketplace (Beta) that links modern and legacy systems via a unified data fabric. Billing & AR Management is offered as an early-adopter extension, and PayNow is the merchant login portal for the Payments module.

Differentiator

Problem solved

Functional benefit

Brands

• Aiwyn Payments: Payments automation and collections suite for accounting firms, accelerating invoicing, reminders, and reconciliation.
• Aiwyn Practice
• Aiwyn Experience
• Aiwyn Tax
• PracticeOS

Products and services

• Aiwyn Payments Payments automation module for accounting firms that automates invoicing, reminders, and reconciliation to accelerate collections, built on Stripe-backed payment infrastructure and expanded through the QuickFee U.S. unit acquisition.
• Aiwyn Practice Practice management software module that consolidates time, billing, projects, and resource planning into a single view to modernize firm operations and unlock team productivity.
• Aiwyn Experience Unified client portal module that brings engagement letters, document sharing, request lists, messaging, invoicing, and payments into a single portal supporting the full engagement lifecycle across tax, audit, advisory, and CAS service lines.
• Aiwyn Tax AI-native tax preparation, review, filing, and client collaboration system built on the acquired Column Tax technology (which had processed over 1 million returns); available as a partner connector inside Anthropic's Claude for AI-assisted 1040 calculations.
• Aiwyn Engagements Engagement letter automation tool that streamlines template-based creation, electronic signature via magic-link, batch creation (up to 5,000 letters), 7216 consent management, automated 3-day reminder cadence, and renewal scheduling on SOC 2 Type 2 infrastructure.
• PracticeOS Marketplace Beta open-platform marketplace that unifies data and experiences from approved third-party vendors into one cohesive operating space, providing a connector collection, single-pane visibility, and cross-system automation orchestration for CPA firms.
• Billing & AR Management Billing and accounts-receivable management module offered through Aiwyn's Early Adopter Program ahead of general release, complementing the Payments and Practice modules.

Quantifiable outcome

• 3x year-over-year increase in digital payment volume after implementing Aiwyn (per Controller David Brown)
• +3 more outcomes

Named customers7 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability9 records

Feature6 records

Partnerships

Six partnerships are on record, tiered flagship and core.

• AnthropicflagshipTechnology or Integration · 1 April 2026Aiwyn joined Anthropic's Claude Connector ecosystem, making its AI-native tax calculation engine available within Claude as a verified partner. Enables users to run 1040 calculations, explore tax outcomes in real time, and evaluate AI-assisted tax workflows.
• WithumcoreStrategic or Co-development Partner · 1 March 2026Withum partnered with Aiwyn to launch the Aiwyn Experience, a unified client collaboration platform for professional services firms. The portal supports the full engagement lifecycle (document exchange, payments, messaging) and is designed for digital transformation of client interactions.
• Column TaxflagshipStrategic or Co-development Partner · 1 December 2025Aiwyn acquired Column Tax in December 2025, absorbing its technology (which had processed over 1 million returns) to accelerate development of the Aiwyn Tax engine and enhance enterprise reliability.
• QuickFee (U.S. operations)coreStrategic or Co-development Partner · 1 September 2025Aiwyn acquired QuickFee's U.S. operations for $26 million in September 2025 to expand its payments and financing capabilities for CPA firms.
• StripecoreTechnology or IntegrationStripe is Aiwyn's third-party payment processor for invoicing and payment processing on the Aiwyn platform, integrated into both registered account holder and guest user payment flows.
• Google Cloud PlatformcoreTechnology or IntegrationAiwyn securely stores user data using the Google Cloud Platform as its infrastructure provider, per the GDPR Privacy Policy.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Karbon: Karbon is a workflow and practice management platform built specifically for accounting firms, combining client communication, work management, and team collaboration. It is a direct peer because it targets the same CPA-firm customer base with an integrated SaaS suite that overlaps Aiwyn's Practice and Experience modules.
• TaxDome: TaxDome is an all-in-one practice management platform for accountants offering client CRM, document management, workflows, invoicing/billing, and a client portal. It directly competes with Aiwyn's combined Payments + Experience + Practice value proposition for small and mid-market accounting firms.
• Canopy: Canopy provides practice management software for accounting firms with client CRM, document collection, workflow automation, and a client portal. It is a direct peer serving the same CPA-firm buyer with an integrated toolset that overlaps Aiwyn's Experience and Practice modules.
• Practice Ignition: Practice Ignition automates engagement letters, proposals, and recurring billing for accounting and professional-services firms. It is a direct peer in Aiwyn's engagement-letter automation (Aiwyn Engagements) and recurring billing workflows.
• Financial Cents: Financial Cents offers workflow automation, client management, and recurring work tracking for accounting firms. It is a direct peer competing for the same practice-management/automation buyer with overlapping feature scope.
• Suralink: Suralink provides practice management, document request lists, and client collaboration tools for accounting firms. It is a direct peer overlapping with Aiwyn's Experience module (client portal, request lists, document sharing).
• Jetpack Workflow: Jetpack Workflow delivers workflow and process automation for accounting firms, including recurring work templates and client onboarding. It is a direct peer targeting similar mid-market CPA-firm automation use cases.

Broad incumbents

• Bill.com: Bill.com is a broad-scope payments and accounts-receivable automation platform serving SMBs across industries. It overlaps with Aiwyn Payments as a much larger incumbent in the bill-pay/AR category, though it is not specialized for CPA firm workflows.
• Intuit: Intuit (QuickBooks, ProConnect Tax Online) is a broad incumbent serving accounting firms and their SMB clients with accounting, tax, and payments products. It is a much larger competitor with overlapping tax, payments, and practice-management functionality.
• Xero: Xero is a global cloud accounting platform with an app marketplace (Xero App Store) and partner network serving accounting firms. It is a broad incumbent offering practice-management-adjacent tools and an ecosystem model analogous to Aiwyn's PracticeOS Marketplace.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/AiwynAi
• Facebookfacebook.com/Aiwyn-61552103733425
• LinkedInlinkedin.com/company/aiwyn
• Instagraminstagram.com/aiwynai

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries2 records

Funding overview

Funding rounds4 records

Investors7 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A3 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Aiwyn