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Success Story - Edelstein

Founded in 1968, Edelstein provides exceptional client centered services while maintaining a focus on their people. By partnering with Aiwyn, Edelstein has enhanced their client payment process, demonstrating their commitment to utilizing the best technology tools in the industry and improving operations for their team members.

Group 55

After working with Aiwyn, Edelstein saw:

  • 2x

    Increase in YoY online payments

  • 27%

    Invoices paid within one week

  • 4.5x

    Increase in credit card payments

“Aiwyn's Intelligence-Based BillingTM software has been instrumental in helping us evaluate, track, and improve our cash flow.” 

Michelle Walsh, Chief Operating Officer at Edelstein

Overview

 

⋮ Challenge

With a focus on client service, Edelstein approached Aiwyn to help resolve a critical business
challenge while enhancing their clients’ experience. Their inability to access data within their
practice management software was preventing them from delivering a sophisticated online
payment experience.

 Results

Delighting clients with an easy to use payment platform. By incorporating Aiwyn's intuitive payment processing software, Edelstein has successfully enhanced their clients’ bill payment experience. By leveraging the Aiwyn technology, Edelstein has improved their overall efficiency, while providing the best experience to their clients and enhance the firm’s ability to track key firm performance metrics.

Unlocking data for deeper insight and operability. With Aiwyn, Edelstein can more readily access their data, providing them with a level of depth and insight into the firm’s overall performance. After their first month of implementing Aiwyn, they have increased the number of invoices paid within 7 days by 27%, more than ever before!

About
Edelstein

  • Founded in 1968

  • Inside Public Accounting Top 200 Firm

  • Aiwyn customer since 2021

  • Integrations: Thomson Reuters Practice CS