Aiwyn Revolutionizes the Accounting Sector with an Innovative All-in-One Platform

Aiwyn's Game-Changing Accounting Platform

Aiwyn, the pioneering complete platform for modern accounting firms, has made waves in the industry with its announcement on May 1, 2025. The Charlotte, North Carolina-based company recently secured a significant capital infusion led by industry heavyweights KKR and Bessemer Venture Partners. This funding allows Aiwyn to expand its offerings through targeted acquisitions and innovative product development, establishing itself as a crucial technology ally for leading accounting firms.

Aiwyn is not just improving existing solutions; it's set on a path to reinventing them entirely. The company’s co-founder and CEO, Justin Adams, stated, We have a vision to redraw the map of what technology can do for accounting firms. This revolutionary approach promises to usher in a new era of efficiency and accessibility for firms striving to modernize their practices.

Strategic Acquisitions

In a bold move, Aiwyn has brought Taxa, an AI-driven tax solution, into its fold, rebranding it as Aiwyn Tax. The integration of Aiwyn Tax enhances the platform's capabilities, providing firms with essential tools such as automated tax preparation and AI-enhanced review processes. Levi Morehouse, the founder and CEO of Taxa, has joined Aiwyn as President, indicating a seamless transition aimed at bolstering technology, revenue, and operational strategies.

Levi Morehouse remarked, Joining Aiwyn was a clear decision. We're building a modern, integrated platform that completely rethinks traditional workflows. This union exemplifies Aiwyn’s commitment to fostering innovation in accounting technology.

Moreover, Aiwyn's acquisition of Digilence has further solidified its position in the market. Renowned for its automation technology, Digilence’s capabilities have been integrated into Aiwyn's platform, enhancing workflows and enabling deeper connections across different operations. Chad Osgood, CEO of Digilence, took on the role of Vice President of Services Innovation within Aiwyn, signaling the company's intent to push the boundaries of accounting technology.

The Comprehensive Aiwyn Platform

The reimagined Aiwyn platform presents a unified ecosystem comprised of four interconnected solutions designed to streamline various aspects of an accounting firm’s operations:

1. Aiwyn Payments: A tool to optimize cash flow via invoicing, digital payments, and reconciliation.
2. Aiwyn Practice: A solution that transforms the management of practice operations, focusing on time tracking, billing, and resource allocation.
3. Aiwyn Experience: This feature enhances the client experience through secure portals, e-signatures, and seamless document exchanges.
4. Aiwyn Tax: This revolutionary addition leverages AI to redefine the traditional tax process, offering automated preparation and collaborative review.

These innovative solutions offer a comprehensive answer to the needs of modern accounting practices, providing firms with more time to focus on client engagement while delivering essential tools for growth.

As Justin Adams noted, Trust is the foundation of our profession, and our technology reinforces that trust. Aiwyn’s commitment to building this trust lays the groundwork for sustained innovation catering to the evolving landscape of the accounting sector.

With a proven track record of trust from 175 of the top 500 accounting firms, Aiwyn stands poised to meet the demands of today’s modern accounting practices.

About Aiwyn

Aiwyn is at the forefront of accounting technology, offering a comprehensive platform for firms focusing on payments, practice management, client experience, and tax solutions. The company is headquartered in Charlotte, NC, and backed by distinguished investors such as KKR and Bessemer Venture Partners.

For more insights or media inquiries, connect with Mollie Burpo, VP of Experience at Aiwyn, via email at [email protected].