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Aiwyn
AI-powered practice intelligence platform for accounting firms.
About Aiwyn
Aiwyn provides a comprehensive, AI-powered platform for accounting firms, designed to consolidate and automate operational workflows. The company was founded in 2020 in Charlotte, North Carolina, by Justin Adams, Ellen Choi, Chris Furlong, Pat Morrell, and Tanner Fritz. The idea for Aiwyn stemmed from co-founder Justin Adams's frustrating experience with an accounting firm's outdated invoicing and payment process after selling his previous startup. This firsthand experience highlighted the need for modernizing the revenue cycle within the certified public accountant (CPA) business. The company's core offering is a complete platform that integrates payments, practice management, client experience, and tax functionalities, aiming to replace multiple disconnected systems. This unified approach provides firm-wide visibility and streamlines the entire work-to-cash cycle. Aiwyn's product suite includes Aiwyn Payments, which automates invoicing, reminders, and collections; Aiwyn Practice for time and expense tracking, project management, and billing; Aiwyn Experience, a unified client portal for secure document sharing and communication; and Aiwyn Tax for AI-powered tax preparation and review. The platform is designed to integrate with existing practice management systems, CRMs, and other essential tools, reducing manual data entry and improving data consistency. Aiwyn operates on a B2B model, targeting modern accounting firms, from mid-size to large enterprises, that are looking to enhance efficiency and client service. The company has secured significant financial backing, raising a total of $127 million over two funding rounds. Key investors include KKR, Bessemer Venture Partners, and Revolution Ventures. This capital has fueled the company's growth, including strategic acquisitions like Taxa and Digilence to expand its tax and automation capabilities. Trusted by over 175 of the top 500 accounting firms, Aiwyn is positioning itself as a key technology partner for the accounting profession.
Source: Dealroom company dataAt a glance
- Status
- Operational
- Founded
- 2020
- Headquarters
- Charlotte, United States
- Employees
- 168
- Open positions
- None listed
- Dealroom signal
- 85.9/100
- Industry
- Marketing
- Sub-industry
- CRM & Sales
- Sector
- Marketing, Customer Interactions, Customer Engagement Analytics
- Business model
- SaaS
- Client focus
- b2b
- Investment activity
- 1 company, latest May 2025
- Capital deployed
- —
- Preferred round
- ACQUISITION
Knowledge graph
More headlines
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| LATE VCOther financing | Dec 2024 | $113M | $452M | KKR · Bessemer Venture Partners | ↗ |
Growth signals
Latest recorded traffic for Aiwyn is 120K monthly website visits, up 9.1% over the last three months. Aiwyn's team grew 0% over the past year.
Similar companies
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Investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Series B and later2 investors entered at this stage
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
An AI-synthesised read of the highest-engagement posts about Aiwyn on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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