In 2019, Windham Brannon was going through some internal changes and brought on a new Director of Finance and Administration to help manage the firm's financial operations. At the time, they were using a legacy, siloed payments provider. “Our old processor never integrated for reconciliation with Practice Engine, was overly complicated and difficult for our clients to use,” said Karen Crittenden at Windham Brannon. “The online client payment experience was lacking which led to our back office staff spending too much of their workday trying to do the most basic of tasks.” Windham Brannon needed a better billing system to coordinate online payments, outstanding AR, and manage cashflow.

Since Windham Brannon implemented Aiwyn, their clients' payment experience has been a breeze. Furthermore, implementing an intelligent billing system has helped their business generate thousands of dollars in extra revenue yearly.