Aiwyn

Ellen Choi, Co-founder at Aiwyn, shares her takeaways from our recent All-Hands meeting. The big lesson? Scaling isn’t just about hitting targets—it’s about building a culture that values collaboration, keeps improving the client experience, and stays focused on its people as the company grows. This edition of Ellen’s Three Things covers: ▪️How fun at work actually accelerates growth ▪️Why collaboration is the glue that keeps everything together ▪️The importance of keeping the customer experience top-of-mind Check out Ellen’s insights and how they can apply to your firm: https://hubs.li/Q036j9th0

Tax season challenges are predictable -- but solvable. Every year, accounting firms face the same familiar hurdles: late payments piling up, manual admin tasks overwhelming teams, and clients pushing back on invoices. But what if there were tools to tackle these issues head-on? Modern payment tools are helping firms: ▪️Automate invoice reconciliation to save hours of manual work. ▪️Reduce payment delays with easy, flexible client options. ▪️Resolve disputes quickly with centralized payment records. The result? Less stress, faster payments, and more bandwidth to focus on what really matters. Dive into our latest blog to see how these tools are reshaping tax season for firms like yours. 👉Read now to learn more: https://hubs.li/Q033M5N10?

Tax season stress is officially optional. Modern payment tools are changing the game for accounting firms during their busiest time of year. They’re helping tackle late payments, cut down on admin work, and make tax season a little smoother. Check out our latest blog to explore five common tax season headaches—and how firms are solving them. 👉 Read it today: https://hubs.li/Q033M3wP0

🚀 A big thank you to our #AiwynFriends at Talley LLP, Windes, and LSL (Lance, Soll & Lunghard, LLP) for hosting our CRO, Anthony Cessario, alongside Thomas Pritchard and Hannah Fechter this week! Over two incredible days, we had the opportunity to learn about the exciting ways these innovative firms are evolving their practices and exploring new technology to enhance efficiency and client experience. It’s inspiring to see their commitment to staying ahead in a dynamic industry, and we’re excited to support their growth. Here’s to growing together! #AiwynFriends #PracticeManagement #AI #Automation

Is your firm asking the right questions about technology? SOC 2 compliance is essential to protecting sensitive data and avoiding costly breaches. Before you trust a vendor, ask: ✅ Are you SOC 2 certified? ✅ What systems do you use to secure client data? Find out why this matters—and how to protect your firm: https://hubs.li/Q031yP3J0? #SOC2 #Security #Technology #Accounting #Data

🚀 “Everything else falls into place when you deliver true, 10x value to your customers.” – Ellen Choi In the latest edition of Ellen’s Three Things, Ellen shares the key moments that confirmed Aiwyn is on track to build a generational tech company. From surprising ROI with our Payments Module to a strong investor response, these milestones show how delivering real value and building trust set the foundation for success. 👉 Dive into Ellen’s insights: https://hubs.li/Q031HzFb0 #Innovation #GenerationalTech #AccountingTech #AI #Automation #Accounting

Cyber threats are rising, and CPA firms are increasingly in the crosshairs. The cost of a breach? Nearly $5M—and that’s just the start. SOC 2 compliance isn’t optional if you want to keep your clients’ trust and protect your firm. Find out how to avoid the hidden costs of non-compliance: https://hubs.li/Q02_9cX00 #SOC2 #Accounting #Cybersecurity #Trust #Data

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It’s a milestone moment for Aiwyn! 🙌 Thanks to the support of KKR and Bessemer Venture Partners we’ve raised $113M to accelerate innovation for CPA firms everywhere. This funding will help us build on the solutions you already trust—like payments and collections automation—and evolve into the industry’s first universal client experience platform. Our goal? To empower firms to focus on what matters most: their clients. We’re grateful for KKR and Bessemer’s partnership and their shared belief in our mission to transform the future of CPA firm operations. #AI #Automation #CPATech #AccountingTech #KKR #Bessemer 📖 Check out the press release: https://hubs.li/Q030bk9p0

Introducing Ellen’s Three Things! A new monthly series where Ellen Choi explores the biggest challenges and opportunities in accounting. Missed the first edition? Ellen dives into the top issues with AI adoption—poor data, inconsistent processes, and leadership misalignment—and how to address them. Catch up here: https://hubs.li/Q02_99N90? #AI #Automation #EllensThreeThings #AccountingTech