aiwyn
Founded 2020 · 169 employees on LinkedIn · 8 known investors
Aiwyn provides software solutions for professional services firms, including payments, practice management, billing, and tax functionality to streamline operations and improve client experience.
Also known as Aiwyn
Founders & leadership
aiwyn was founded in 2020 by Pat Morrell.
Investors · 8
Also in the syndicate · 1
Company profile
researched Aug 2026Aiwyn is a Charlotte, North Carolina-based software company serving accounting and CPA firms. Its platform is organized into four product areas: Aiwyn Payments (automated invoicing, reminders, collections and reconciliation), Aiwyn Practice (time, billing, projects and resource planning), Aiwyn Experience (a unified client portal covering engagement letters, secure file sharing and client requests), and Aiwyn Tax (preparation, review, filing and client collaboration, which the company says has AI capabilities and is available inside Claude). The company positions the suite as an operations layer and data layer for firms rather than a set of point tools, and it integrates with other accounting technology systems.
The company's initial product was a payments and collections module deployed to first customers in 2021, addressing the revenue cycle of CPA firms by automating manual payments and collections work and reconciling payments and invoices for firms and their end clients. Following its December 2024 financing, Aiwyn stated it would evolve that suite into a comprehensive practice management platform, build a universal client experience portal, and develop a tax product. At its third Unlock user conference in Nashville, the company unveiled PracticeOS. Aiwyn also runs an annual customer conference, with Unlock 2026 scheduled for November.
Founding story
Aiwyn was founded in 2020 by Justin Adams and Pat Morell (also spelled Morrell), who had previously co-founded the healthcare company Digitize.AI. After selling Digitize.AI, Adams received an invoice from a top-10 accounting firm two months later asking him to mail a check to a P.O. box, an experience he described as leaving a poor impression of firm client experience; he contacted Morell and the two began developing what became Aiwyn. Ellen Choi is also described as a co-founder and founding advisor. The company's name was chosen because it means "wise friend."
Business model
Aiwyn sells software to accounting firms, spanning payments and collections automation, practice management, client experience portals, and tax preparation, and describes itself as an open platform that integrates with firms' existing accounting technology stack.
Traction
Around 80 employees and $8 million in 2023 revenue per co-founder Justin Adams; 130 of the top 500 CPA firms as customers as of December 2024; the company's website cites 800+ firms and a customer reporting a 3x year-over-year increase in digital payment volume.
Latest developments
Aiwyn announced the acquisition of QuickFee's (ASX: QFE) US payments business, comprising QuickFee Pay Now and QuickFee Connect, and issued a release describing the launch of its full platform. It has expanded its product line to include Aiwyn Tax, which it says is live inside Claude, and is promoting its Unlock 2026 user conference in November.
▸Full profile — market position, technology, go-to-market, geography, history
Market position
Aiwyn positions itself against legacy accounting technology vendors and modern point solutions as a consolidated platform. Investors described it as addressing a functionality gap in a large market long served by legacy players, citing reductions in days sales outstanding and a high Net Promoter Score. Third-party research cited in press coverage valued the accounting practice management software sector at $1.29 billion in 2024, projected to reach $2.36 billion by 2031.
The company emphasizes a single native platform covering payments, practice, client experience and tax with an open integration model and shared data layer, in contrast to disconnected point tools or legacy suites, and measurable customer outcomes such as reduced days sales outstanding and increased digital payment volume.
Technology
Cloud software automating the accounting firm revenue cycle — invoicing, payment reminders, collections and reconciliation — plus practice management (time, billing, projects, resource planning), a client portal, and a tax preparation and filing product with AI features that the company says is available within Claude. Aiwyn describes an open platform with a data layer intended to support firms' AI initiatives and integrations with leading accounting technology vendors.
Go-to-market
Direct sales with demo requests through its website, supported by partnerships with accounting alliances and associations where Aiwyn is a preferred partner, technology and integration partnerships, customer success stories, and its own annual Unlock user conference.
CPA and accounting firms, including large firms ranked in the top 500 of the profession; the company reported serving 130 of the top 500 CPA firms as of December 2024 and cites 800+ firms on its site.
Geography
Headquartered in Charlotte, North Carolina, serving US CPA firms, with at least one announced customer partnership in Canada (Segal GCSE LLP).
History
Founded in 2020 in Charlotte, North Carolina, Aiwyn deployed its first Payments module to initial customers in 2021. The company tested fundraising markets in 2023 and reported receiving more than ten term sheets within a month, and reported $8 million in revenue for 2023. Bessemer Venture Partners lists 2024 as the year it partnered with the company. In December 2024 Aiwyn announced a $113M round led by KKR and Bessemer Venture Partners, bringing total funding to $127 million. It later unveiled PracticeOS at its third Unlock user conference in Nashville and announced the acquisition of QuickFee's US payments business.
Compiled by commissioned research from 8 cited public sources — announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed — not independently audited.
Competitors · 10
by search overlap
Companies competing with aiwyn for the same Google search keywords, organic and paid, via search-intersection analysis.
Timeline · 5
launches, deals, and filingsAiwyn announced the acquisition of the US payments business of QuickFee (ASX: QFE), including QuickFee Pay Now and QuickFee Connect.
Aiwyn announced the close of a $113M funding round led by KKR and Bessemer Venture Partners, intended to expand its payments and collections suite into a practice management platform, build a universal client experience portal, and develop a tax solution. KKR funded the investment primarily from its Next Generation Technology III Fund. Cooley LLP advised Aiwyn, Latham & Watkins advised KKR, and Arnold & Porter Kaye Scholer advised Bessemer. The round brought Aiwyn's total raised to $127 million.
$113M source ↗
Aiwyn announced a partnership with Canadian accounting firm Segal GCSE LLP around client payment solutions.
Aiwyn unveiled PracticeOS at its third annual Unlock user conference, held in Nashville.
Aiwyn deployed its first product, the Payments module, to initial customers in 2021.
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
▸Research sources · 8
primary sources listed
- aiwynaiwyn.ai · web
8 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does aiwyn do?
- Aiwyn builds a cloud platform for accounting firms covering payments, practice management, client experience and tax.
- Who founded aiwyn?
- aiwyn was founded by Pat Morrell in 2020.
- Who are aiwyn's investors?
- aiwyn's investors include Bessemer Venture Partners, Cerity Partners Ventures, CreativeCo, Kohlberg Kravis Roberts, Merian Ventures, Relevance Ventures, Revolution.