Aiwyn Practice

After working with some of the fastest growing firms and forward-thinking leaders in the profession on Aiwyn Payments, it became clear that the profession was looking for more. We expanded Aiwyn into a complete, modern practice management solution.

Aiwyn Practice allows firms to manage the entire engagement lifecycle, from kickoff to delivery, with automated task tracking, centralized work visibility, and intelligent handoffs between teams. It brings the same automation and usability that made Aiwyn Payments successful and applies it to how your firm runs day to day.

Key features

Time & Expense

Automated capture from Outlook
Flexible time tracking with multiple entry options
Billable vs non-billable tagging with tax status and budget links
Locking controls and auto-submission

Billing & AR

Automated invoicing with sales tax calculation
One-click payments and save methods
Automated delivery, reminders, reconciliation and aging-based follow-ups
Custom messaging tools and smart statements

Project Management

List view for all active and inactive projects
Task automation with routing and completion workflows
Reusable project templates
Document sharing, e-signatures, and forms

Client & Contact Management

Unified records from PM and CRM
Easy-to-use portal for centralized billing, document sharing, and communication
Embedded time, task, and billing workflows
Connected platform integrations

Reporting & Analytics

Real-time financial data and advanced reporting capabilities
Predictive analytics to forecast outcomes and identify trends
Integration with accounting systems

A business solutions architect from a top 100 firm shared, “You can absolutely argue that Aiwyn is going to replace the practice management system over time by landing soft and expanding hard, and we would welcome that.”

https://www.wetransact.io/

Aiwyn PracticeAiwyn

Aiwyn Practice

Aiwyn

Aiwyn Practice

Aiwyn

Aiwyn Practice
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