Dear Aiwyn Community,
When we founded Aiwyn six years ago, we started with a straightforward belief: accounting firms and their clients deserve options for modern technology solutions. Not incremental improvements to outdated systems, but open tools built from the ground up for how accounting work actually happens today.
Our mission has always been to be the trusted technology partner to the accounting profession for the next century. That’s not marketing language. We mean it. Entrepreneurs and markets are powerful forces for good, and professional accountants play the indispensable roles of guide and guardian, allowing these forces to contribute optimal value to society. The technology accountants use should strengthen that role, not complicate it.
I’m writing today to share where we are, what we’ve learned, and where we’re heading. You’ll hear us talk a lot this year about how Aiwyn is poised to help firms ‘go on offense’ and get ahead of the competition. But today, I want to review the tapes from 2025 to give you our critical analysis of how we performed and why that performance matters. You deserve to know that when you choose Aiwyn, you’re choosing a partner built to last.
The Numbers
2025 was a defining year. We grew from almost 200 accounting firm customers to 840 — more than 530% growth, including roughly half of the IPA Top 500. Annual end users exceeded 625,000, a 560% increase from 2024. Excitingly, in 2025, we processed over $5 billion in total payment volume.
These aren’t just growth metrics. They’re proof of retention and trust. Our Net Promoter Score is 77 against a software industry average of around 30. When accounting firms choose Aiwyn, they stay with Aiwyn.
From Payments to Platform
We entered the market in 2020 as a payments solution. The problem was clear: firms were losing time and money to manual processes, paper checks, and systems that didn’t talk to each other. We solved that problem, and firms responded.
But as we worked with more firms, we kept seeing the same pattern. Payments were one piece of a much larger puzzle. Practice management ran on spreadsheets. Client communication was scattered across email and phone with no central record. Tax workflows were manual and error-prone.
In 2024, we made the decision to expand beyond payments and build a full platform: practice management, payments and collections, client experience, and tax. That expansion accelerated in 2025. Since November alone, we’ve taken a half-dozen firms live on our new practice management and client experience portal solutions.
Today, we’re in active conversations with over 150 firms about adopting multi-product solutions. Whether its firms looking to modernize their practice management alongside payments or combining practice management with a unified client portal for the first time, we see the strength of the platform throughout our interactions.
What Payments Tell Us About Value
The $5 billion in payment volume we processed reflects measurable impact on how firms operate and how quickly they get paid.
On average, firms using Aiwyn collect invoices within 30–40 days, versus an industry standard of 50-plus. DeLeon & Stang cut their days to collect from 59 to 29. Across the board, firms collect invoices five times faster in the first seven days compared to traditional methods. One firm sent 5,000 engagement letters with prepayment options and collected $3.5 million in two weeks.
By passing credit card processing fees to clients through surcharges, firms save $48,000 to $60,000 annually on average. And firms report 32% to 41% increases in year-over-year collections after adopting Aiwyn.
Seeing these real results every year is what motivates us to keep doing our best work and helping you drive change in your organizations.
Two Stories That Show How This Works in Practice
Rubino & Company had run on the same practice management system for over 20 years. When they decided to modernize, they had eight weeks to go live (right after the October 15 tax deadline) with over 90 partners, managers, and staff across audit, tax, and advisory.
We worked side by side with their team through weekly sessions, configuring workflows and billing policies to match how they actually operate. On Day 1, time was entered and bills went out live. No backlog. No scrambling. Their controller put it simply: “The Aiwyn team worked tirelessly to make the transition easy for all. Their support gave our team the confidence to embrace change and keep moving forward without missing a beat.”
Withum, one of the largest firms in the country, had been discussing a centralized client portal internally for years — but the risk and complexity of building it themselves kept it out of reach. Working with Aiwyn changed that.
Amel Edmond, Withum’s Chief Information Officer: “A single, secure portal is essential to how we protect our clients’ information. WithWithum Client Connect, powered by Aiwyn, our clients now have one trusted entry point for everything they do with us.”
What stands out about both stories: the technology mattered, but so did the partnership. These firms didn’t just adopt software, they worked with a team that understood what was at stake.
Why PE Is Changing the Game and What It Means for Your Firm
Private equity is reshaping the accounting profession. PE-backed firms are consolidating rapidly, investing aggressively in technology, and competing for the same clients and talent as independent firms.
That shift is top of mind for us. In September, we hosted a Private Equity Summit attended by executives from over 35 firms and PE-focused organizations.
Here’s what we’ve learned: PE-backed firms need a technology partner who can scale with them. Independent firms need a partner who can help them compete. Aiwyn is built to serve both and the platform advantage becomes most visible when the competitive pressure is highest. Whether you’re a firm that’s been acquired, a firm preparing for a transaction, or a firm determined to stay independent and win, the capability gap between firms with modern technology and those without is widening fast.
Why this matters to you
I know that choosing technology as an accounting firm feels like a leap of faith. The profession is built on trust, precision, and risk management. Every decision you make affects not just your firm, but your clients. That’s why we take our responsibility as your partner seriously.
The numbers I shared aren’t just growth metrics. They’re proof that Aiwyn is stable, reliable, and built for the long term. Over 800 firms trust us with their operations and their client relationships. We processed over $4 billion in payments on their behalf.
We also raised $132 million in funding from Bessemer Venture Partners and KKR across 2024 and 2025. That capital isn’t just about growth. It’s about building infrastructure that lasts. We’re investing in security, reliability, and the kind of foundational technology that doesn’t need to be rebuilt every few years.
When we say we’re building for the next century, we’re not exaggerating. We’re building systems, teams, and partnerships designed to support the accounting profession for decades, not just quarters.
What’s Ahead
2025 taught us the platform model works. Firms want solutions that integrate, reduce complexity, and let them focus on serving clients instead of managing technology.
In 2026, we’ll continue building on that foundation by deepening what already works, expanding where firms need better tools, and maintaining the same bar for quality and reliability that got us here.
Thank you for trusting Aiwyn with your practice. We’re building this for you, and we’re just getting started.
Justin Adams CEO & Co-Founder, Aiwyn
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