🚀 Our Chief Customer Officer Tanner Fritz recently met with Barry Brown, CPA, CITP of MST to discuss how they're leveraging Aiwyn Engagement Letters. It's incredible to see firms like MST boost efficiency through our batch letter creation feature. Here's to partnerships that drive innovation and streamline processes! #CustomerSuccess #AiwynFriends #AI #Automation #PracticeManagement #EngagementLetters
Aiwyn
Accounting
Charlotte עוקבים, NC 2,996
We help accounting firms unlock their full revenue potential with Practice Automation solutions.
עלינו
Aiwyn helps leading accounting firms automate and optimize critical revenue processes by unlocking client data from existing practice management and CRM systems with our Practice Automation platform. With Aiwyn's Practice Automation platform, high-value firm executives, partners, and staff are liberated to deliver more value to clients and work at the highest end of their professional expertise. Benefits of Practice Automation to accounting firms include: - save time, bill faster - eliminate tedious back office tasks - reduce days-in-WIP and days-in-AR, - speed up client payments - smooth out cash flow - protect financial health with predictive insights and controls - offer a best-in-class experience to both employees and clients
- אתר אינטרנט
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http://www.aiwyn.ai
קישור חיצוני עבור Aiwyn
- תעשייה
- Accounting
- גודל החברה
- 11-50 עובדים
- משרדים ראשיים
- Charlotte, NC
- סוג
- בבעלות פרטית
- הקמה
- 2020
- התמחויות
מיקומים
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הראשי
קבלת הוראות הגעה
Charlotte, NC, US
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קבלת הוראות הגעה
San Francisco, CA, US
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קבלת הוראות הגעה
Austin, TX, US
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קבלת הוראות הגעה
Jerusalem, IL
עובדים ב- Aiwyn
עדכונים
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Thank you to everyone who joined our CRO Pat Morrell's session at #BotkeeperUnchained! Pat shared insights on "Developing a Business Transformation Strategy to Leverage Technology" alongside Shannon Vincent, Renew Group and Blake Meester, at Meester & Company, Inc. We're proud to have shared our expertise on crafting strategies that drive tech implementation and elevate client advisory services, and we are grateful for the opportunity to contribute to this important dialogue. #AI #Automation #BusinessTransformation #TechStrategy #AiwynFriends
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As Unlock 2024 comes to a close, we're filled with gratitude and excitement for the future. Thank you to all attendees, sponsors, and speakers for making this event unforgettable. Let’s continue the conversation! Share the insights you gained or the familiar faces you were happy to connect with in the comments below. Until next year! #Unlock24 #AccountingTransformation #AI #Accounting #Automation #Nashville
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Thank you to everyone who joined us for a power-packed breakfast session on CRM best practices with the CMO & Head of BD at SAX, Leon Grassi, VP of Product at HubSpot, Nicholas Holland, Principal of Mole Street, Brendan Walsh, and CRO of Aiwyn, Pat Morrell. It was the perfect way to kick off Day 2 of Unlock 2024! #Unlock24 #Accounting #AI #Automation #CRMExcellence
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Happening now! Join us and silver sponsor Mole Street, on LinkedIn live this morning on our last day of Unlock 2024! #Unlock24 #Aiwyn #AI #Accounting
Join Us for a Live Panel Discussion: CRM Best Practices for the Accounting Industry Are you ready to streamline, customize, and grow your firm with HubSpot's Unified Customer Platform? Whether you're looking to optimize client relationships or scale operations, our expert panel is here to share actionable insights tailored specifically for the accounting industry. 💡 What to Expect: Proven strategies to better utilize prospect and customer data to drive growth for accounting firms Best practices for automating and customizing client communication Tips for leveraging data to drive growth and efficiency 👥 Who Should Attend: Accounting professionals, firm owners, and anyone looking to maximize the value of CRM in today’s competitive landscape.
Panel: CRM Best Practices for Accounting Firms
www.linkedin.com
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What better way to close out a fantastic day of programming than with our #SponsorShowcase -- this lineup is some of the best in modern accounting tech! #Unlock2024 Big shoutout to our gold sponsors Boomer Consulting, Inc. and QX Finance & Accounting Services and our silver sponsors , LumiQ, Mole Street, PairPEO, and TaxPay 🎉
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We're having way too much fun at #Unlock2024! It’s amazing to see so many leaders in the accounting profession come together and reconnect. Familiar faces, shared ideas, and great energy all around. 🌟
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Aiwyn פרסם מחדש את זה
Loving the insights and humor about the disruptions in the accounting industry from Bob Lewis at the Aiwyn Unlock conference #transformaccounting
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