Aiwyn
Aiwyn helps accounting firms automate billing and tax workflows to accelerate cash collection.
Aiwyn is an AI-driven practice automation platform that helps mid-to-large accounting firms modernize their entire revenue management lifecycle—from invoicing and collections to tax preparation and client collaboration. The platform automates manual accounts receivable workstreams, integrated time tracking, billing, project management, and tax workflows, enabling accounting firms to accelerate cash flow by 51% on average and reduce days to collection from 50+ to 30-40 days. Built for Top 500 CPA firms seeking a unified operating system rather than stitched-together point solutions, Aiwyn serves 800+ firms including roughly half of the IPA Top 500.
Problem solved
Accounting firms waste time on manual invoicing, collections, and reconciliation instead of client service, while facing industry-standard collection cycles of 50+ days.
Target customer
Mid-to-large accounting firms with 100+ staff and $10M+ revenue; Top 500 CPA firms seeking to modernize practice management and eliminate manual billing processes.
Founders
J
Justin Adams
Chief Executive Officer
Co-founder inspired by poor CPA billing experience while selling his previous startup Digitize.AI; holds BA in Economics from Wheaton College and MBA in Finance and Strategy from University of Chicago Booth School of Business.
P
Pat Morell
Co-Founder
Co-founder with limited public background information available.
E
Ellen Choi
Chief Operating Officer
Co-founder and COO.
T
Tanner Fritz
General Manager of Experience
Original co-founder serving as General Manager of Experience.
Funding history
Seed
$14M
July 2021
Led by Unknown
· Revolution, Relevance Ventures
Series A
$113M
December 2024
Led by KKR (Next Generation Technology III Fund)
· Bessemer Venture Partners
Total raised:
$127M
Pricing
Custom pricing based on firm size and scope; quote-based with annual contracts. No publicly available standard pricing tiers.
Notable customers
RSM, PrimeGlobal, Allinial Global, DeLeon & Stang, Rubino & Company; serves 800+ accounting firms including 130+ of the top 500 U.S. CPA firms
Integrations
Unknown (not publicly detailed in available research)
Tech stack
Lightbox (JavaScript libraries)
jQuery (JavaScript libraries)
Flickity (JavaScript libraries)
HubSpot Chat (Live chat)
Zendesk (Documentation)
Open Graph
HTTP/3
HubSpot CMS Hub (CMS)
HubSpot Analytics (Analytics)
Matomo Analytics (Analytics)
Linkedin Insight Tag (Analytics)
Hotjar (Analytics)
HockeyStack (Analytics)
Google Analytics (Analytics)
Atlassian Statuspage (PaaS)
Cloudflare Bot Management (Security)
HSTS (Security)
Google Workspace (Email)
jsDelivr (CDN)
cdnjs (CDN)
Amazon S3 (CDN)
Cloudflare (CDN)
MailChimp (Marketing automation)
HubSpot (Marketing automation)
Adform (Advertising)
Google Tag Manager (Tag managers)
Matomo Tag Manager (Tag Managers)
Amazon Web Services (PaaS)
GoDaddy (Hosting)
Website
Competitors
PortX
Narrower point solution focused primarily on payments; Aiwyn offers integrated practice management and tax automation.
Canopy
Cloud-based practice management system with less AI automation and integrated tax capabilities than Aiwyn's unified platform.
Karbon
Collaborative practice management platform lacking Aiwyn's integrated payments, collections automation, and native tax system.
FreshBooks
SMB-focused billing and accounting software; Aiwyn targets enterprise/Top 500 firms with deeper practice management and tax integration.
Maxio
Broader billing platform for SaaS; Aiwyn specializes in accounting firm operations with tax and collections automation.
Why this matters: Aiwyn is raising significant capital ($127M total, including $113M Series A from KKR and Bessemer in late 2024) to build the 'operating system' for the accounting profession at scale. With 800+ customers representing half the IPA Top 500, it's rapidly consolidating fragmented point solutions and proving that mid-to-large accounting firms will adopt AI-driven automation to solve collections and practice management pain points that have persisted for decades.
Best for: Mid-to-large accounting and CPA firms with 100+ staff that struggle with slow collections, manual billing processes, or disconnected legacy systems and want a modern, AI-driven unified operating system.
Use cases
Accelerating Accounts Receivable Collections
DeLeon & Stang reduced their days to collect from 59 to 29 days using Aiwyn's automated invoicing and payment reminders. Firms using Aiwyn report 51% faster cash flow and 41% higher overall collections, with 69% of invoices paid within 7 days.
Monetizing Client Prepayments at Engagement Letter Stage
One firm sent 5,000 engagement letters with prepayment options through Aiwyn's client portal and collected $3.5M in just two weeks. The platform enables firms to offer flexible payment options early in the engagement lifecycle.
Consolidating Disconnected Legacy Systems
Rubino & Company migrated from a 20-year-old practice management system to Aiwyn and went live across audit, tax, and advisory with 90+ partners, managers, and staff in just 8 weeks, unifying invoicing, time tracking, billing, and tax workflows.
Alternatives
Karbon
Choose Karbon if you want a collaborative practice management platform; choose Aiwyn if you need integrated payments automation, collections, and tax capabilities.
Canopy
Choose Canopy for cloud-based practice management simplicity; choose Aiwyn for AI-driven automation and unified tax system capabilities.
Onyx CenterSource
Choose Onyx for practice management fundamentals; choose Aiwyn for modern AI-powered collections automation and integrated billing workflows.
FAQ
What does Aiwyn do? +
Aiwyn is an AI-driven practice automation platform that helps accounting firms modernize their entire revenue lifecycle. It automates invoicing, collections, reconciliation, time tracking, billing, project management, and tax preparation while providing a modern client portal for online payments. The platform integrates these previously disconnected processes into a unified operating system for mid-to-large CPA firms.
How much does Aiwyn cost? +
Aiwyn uses custom pricing based on firm size and scope. Pricing is quote-based with annual contracts and no publicly available standard pricing tiers. Contact Aiwyn directly for a pricing proposal.
What are alternatives to Aiwyn? +
Key alternatives include Karbon (collaborative practice management), Canopy (cloud-based practice management), Onyx CenterSource (practice management), and FreshBooks (SMB-focused billing). Aiwyn differentiates by offering integrated payments, collections automation, and a native tax system specifically for mid-to-large CPA firms.
Who uses Aiwyn? +
Aiwyn serves 800+ accounting firms, including roughly half of the IPA Top 500 and 130+ of the top 500 U.S. CPA firms. Target customers are mid-to-large firms with 100+ staff seeking to modernize practice management and eliminate manual billing and collections processes. Named customers include RSM, PrimeGlobal, Allinial Global, DeLeon & Stang, and Rubino & Company.
How does Aiwyn compare to Karbon? +
Both are practice management platforms, but Aiwyn uniquely integrates payments automation, advanced collections workflows, and a native tax system, making it a more comprehensive operating system. Karbon focuses on collaborative practice management but lacks Aiwyn's integrated payments and tax capabilities. Aiwyn targets larger, more sophisticated firms seeking deeper automation; Karbon appeals to firms prioritizing team collaboration.
What measurable impact does Aiwyn deliver? +
Aiwyn customers report a 51% increase in cash flow speed, 41% rise in overall collections, 69% of invoices paid within 7 days, and 89% paid within 2 weeks. On average, firms collect invoices within 30-40 days versus the industry standard of 50+ days. Example: DeLeon & Stang reduced days to collect from 59 to 29.
Tags
accounting automation
practice management
accounts receivable
collections automation
billing automation
tax software
CPA firms