Aiwyn
Aiwyn sells a platform for accounting firms with four parts: client payments and collections, practice management (time, billing, AR, projects), a client portal with bulk engagement letters, and tax. Its AI work is concentrated in Aiwyn Tax, which sorts client tax documents today and offers an official Claude connector. AI-driven return preparation and review are listed as coming soon.
What the AI does
- Recognizes and sorts client-uploaded tax documents, including mislabeled files, and shows what is still outstanding
- Detects payment and estimated-payment vouchers automatically
- Official Claude connector (Phase 1, for exploration with anonymized data): Claude does the reasoning and Aiwyn's engine does the deterministic tax calculations
Summarized from aiwyn.ai.
Facts, checked against the source
- Category
- Practice management, Tax preparationSource: aiwyn.ai (opens in a new tab)
- Built for
- CPA firmsSource: aiwyn.ai (opens in a new tab)
- Ledger integrations
- QuickBooks Online, Sage IntacctAlso documents: CCH Axcess Workflow (XCM), Thomson Reuters PracticeCS, Sage Intacct Practice Management, Caseware, SafeSend Returns, HubSpot, Deltek Vantagepoint, FieldGuide.Source: aiwyn.ai (opens in a new tab)
- Pricing
- Not publishedThe vendor does not list prices publicly; pricing is by quote or sales contact.
- Free plan
- UnconfirmedPricing is not public or does not say.
- SOC 2
- UnconfirmedWe could not find an official statement either way.
- Trains on customer data
- UnconfirmedThe privacy policy does not mention AI or model training; it reserves the right to use anonymous data for any purpose, and Aiwyn's Claude article says Phase 1 uses anonymized data while the agreements covering AI labs are not yet settled.
- Human review
- UnconfirmedThe vendor's materials do not make this clear.
- Company
- Privately held. Based in Charlotte, NCSource: aiwyn.ai (opens in a new tab)
- Funding
- Last round: unconfirmed, $113M, December 19, 2024Investors named: KKR, Bessemer Venture PartnersSource: aiwyn.ai (opens in a new tab)
- Checked against the linked official source on the date shown.
- Unconfirmed: we could not find an official statement.
Funding rounds
| Announced | Round | Amount | Led by | Source |
|---|---|---|---|---|
| December 19, 2024 | Undisclosed | $113M | KKR, Bessemer Venture Partners | aiwyn.ai |
Sources
Official pages read for this listing on October 14, 2026. Vendors change their sites; if a page no longer says what we report, tell us and we will recheck it.
- www.aiwyn.ai/
- www.aiwyn.ai/solutions/tax/
- www.aiwyn.ai/solutions/practice/
- www.aiwyn.ai/connect/
- www.aiwyn.ai/about/
- www.aiwyn.ai/news-press/
- www.aiwyn.ai/news-press/aiwyn-secures-113m-from-kkr-and-bessemer-to-transform-cpa-tech/
- www.aiwyn.ai/news-press/aiwyn-transforms-technology-landscape-with-first-modern-platform/
- www.aiwyn.ai/news-press/aiwyn-acquires-quickfees-us-payments-business/
- www.aiwyn.ai/?p=3369
- www.aiwyn.ai/privacy-policy/
- www.firmsupport.aiwyn.ai/hc/en-us/articles/17279159791899
No changes logged since this listing was published. Changes and corrections are recorded in the changelog.
Aiwyn questions
- Does Aiwyn train AI on customer data?
- We could not find a published Aiwyn policy that says whether customer data is used to train AI models. The privacy policy does not mention AI or model training; it reserves the right to use anonymous data for any purpose, and Aiwyn's Claude article says Phase 1 uses anonymized data while the agreements covering AI labs are not yet settled.
- Does Aiwyn have SOC 2?
- We could not find an official Aiwyn statement about a SOC 2 report.
- Which accounting systems does Aiwyn integrate with?
- Aiwyn documents integrations with QuickBooks Online and Sage Intacct.
- How much does Aiwyn cost?
- Aiwyn does not publish prices; pricing is by quote.
- What are alternatives to Aiwyn?
- Other practice management tools in this directory include Canopy, Financial Cents, Karbon, TaxDome and Uku.