Aiwyn

Aiwyn

Private
Charlotte, North CarolinaEnterprise Softwarehttps://www.aiwyn.ai

Last Round

Early Funding

Dec 19, 2024

Total Funding Raised

$127M

Momentum Score

25 /100

Company Overview

Aiwyn, Inc. is a technology company that provides a comprehensive practice automation platform for modern accounting and Certified Public Accounting (CPA) firms. Founded in 2020 and headquartered in Charlotte, North Carolina, the company's platform, PracticeOS, is designed to automate and streamline the entire revenue cycle. It integrates functionalities for payments, billing, collections, project management, client experience, and tax systems. Aiwyn aims to help firms save time, accelerate cash flow, and enhance the client experience by unifying their technology stack and reducing manual workflows. The company is backed by prominent investors, including KKR and Bessemer Venture Partners, and has grown through strategic acquisitions, such as those of Taxa, Digilence, and QuickFee's US payments business.

Sector

Enterprise Software

Verticals

Accounting & Expense, Vertical SaaS, Workflow Automation, Digital Payments, Customer Experience

Business Model

B2B

Customer Profile

Subscription SaaS, Payment Processing Fee, Services & Consulting

AI Layer

Application

Keywords

practice management platformaccounting firm softwarefirm operating systemaccounting techrevenue cycle automationaccounting paymentsautomated billingsecure client portalsworkflow automationtax automationaccounting vertical SaaSAI tax preparatione-signature platformautomated collectionspractice management integrationpayment processing fees

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Caplight Momentum Score

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Aiwyn Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Aiwyn Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
Early FundingDec 19, 2024
SeedJul 22, 2021

Key People

Founding team and executive leadership

Chris Furlong

Cofounder, CTO

Founding Team

Dave Moore

CTO Of PayNow

Executive Team

Chris Bradle

Chief Product Officer

Executive Team

Aiwyn Investors

Notable investors and investment history

Market signals

Structured signals derived from secondary market and firmographic data.

  • Apr 13, 2026

    Aiwyn's tax calculation engine now available within Claude.

  • Mar 30, 2026

    Integrating with CCH practice management systems.

Aiwyn Filings

SEC and related filings with document metadata.

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Aiwyn Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Aiwyn's valuation, stock price, and market status.

Firmographic Details

HeadquartersCharlotte, North Carolina
Employee Range165
Year Founded2020
Last FundingDec 19, 2024

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