This is an installment of our monthly Aiwyn platform updates. Each note will spotlight newly launched capabilities designed to help your firm accelerate cash flow, streamline operations, and elevate the client experience across the Aiwyn platform.
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Good decisions start with the right view. Reporting & Analytics is now live for all firms—and we’ve expanded dashboards with new metrics and broader filtering controls, including Billed WIP in Billing Performance, service line filters in Payment Performance, and new filter dimensions across client manager, project manager, client partner, and project partner.
Why this matters
With Reporting & Analytics available to every firm, leaders get a sharper lens on performance across the practice. They can slice data the way their firm actually operates, spot trends before they become problems, and walk into conversations with numbers they trust.
Large firms know the pain: search for a client and get a page of near-matches, subsidiaries, and similarly named entities. Now, wrapping a search in quotation marks, like “Apex Industries,” returns exact matches only.
Why this matters
This is a small change that saves real time, especially for firms managing complex client structures and large books of business.
Signing season puts the Engagements Hub under its heaviest load, and it needs to perform. We’ve rebuilt the Hub from the ground up for speed and reliability: faster load times, restored filters, sharper search, and grouping behavior that holds up when it matters most.
Why this matters
For firms managing thousands of engagements, the Hub isn’t just a feature – it’s an operational command center. These improvements mean fewer moments of friction and more confidence that the tools keeping your practice running won’t slow you down at peak volume.
A client who gets the same reminder three times notices, and it reflects on your firm, not your software. We’ve updated how reminders are processed so that even if something retries or hiccups in the background, each reminder goes out exactly once.
No duplicate sends. No awkward “sorry for the noise” calls. No one on your team manually checking whether something fired twice.
Why this matters
This results in cleaner client inboxes, fewer awkward follow-ups, and one less thing your team has to monitor or clean up after.
Aiwyn’s Outlook add-in for Quick Payment Links is now available in the Microsoft AppSource Marketplace. Get it here.
Why this matters
Firms already live in Outlook — now their payment workflow does too.
With the Aiwyn Outlook Add-in, staff can insert Quick Payment Links directly into any client email without ever leaving their inbox. No tab switching. No copy/paste. No friction between the work and getting paid.
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