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/