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Aiwyn

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AI-powered practice intelligence platform for accounting firms.

Charlotte, United StatesFounded 2020Marketing
Valuation $500M–1B Last recorded · 2024
Headcount 100–500 Current team size
Total funding $100–500M Disclosed equity funding
Unlock exact values This page shows ranges. Dealroom has the exact numbers for Aiwyn and the history behind them.

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 The idea for Aiwyn stemmed from co-founder Justin Adams's frustrating experience with an accounting firm's outdated invoicing and payment process after selling his previous startup.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 data

At 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

Funding history

1 recorded event

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
LATE VCOther financing Dec 2024 $113M $452M KKR · Bessemer Venture Partners ↗
Showing the latest 1 of 1 recorded eventsBook a demo for the full funding history →

Growth signals

Aiwyn website traffic

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.

Latest monthly visits120K 3-month web change+9.1% 1-year team growth0%
Summary metrics are public; monthly history is available with a demoCompare with peers →

Similar companies

Closest operating peers by Dealroom taxonomy

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Showing 8 of the closest matchesCompare every metric →

Investments and acquisitions

Capital deployed

Recent portfolio relationships for companies that also act as investors or acquirers.

Investors

2 investors on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Series B and later2 investors entered at this stage

Team profiled 20 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 6 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
8 countries with
team presence
🇺🇸 United States82.2%
🇧🇷 Brazil13.7%
🇮🇱 Israel0.7%
🇪🇨 Ecuador0.7%
🇨🇦 Canada0.7%
Top 5 of 8 shown

Market sentiment

Posts on X, past 7 days

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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