True GenAI Customizable Extraction
Programmed by real CPAs for practical professional use
Professional-grade AI extraction built with deep accounting and legal expertise.
Everything you need to extract data from any file
No complex training required — just type in plain English.
Data extractor
Intelligently extract and structure key information from any document type with precision.
Table extractor
Advanced table recognition that captures complex layouts and preserves data relationships.
Custom extraction at will
Create custom columns with self-defined formats and prompts. Classify data and add details like G/L codes.
Set It and Forget It Automation
Email attachments → AI extraction → Automated delivery. Zero manual work.
Email-Triggered Processing
Forward or send emails to document@cpaautomation.ai
Any email with PDF attachments automatically triggers processing
AI extracts data using your templates
Custom fields, prompts, and rules you've configured
Results auto-exported to Google Drive
CSV and Excel files delivered exactly where you need them
Popular automation filters:
subject:invoice has:attachmentfrom:vendor@company.com filename:pdfsubject:"monthly report" has:attachmentLive Demo
Send a sample invoice to document@cpaautomation.ai and watch it get processed in real-time
Seamless Integrations & File Support
Works with your existing tools and handles any document format
Import From Anywhere
Drag & drop, bulk upload, or automated import - your choice
Export Everywhere
Results delivered exactly where your team needs them
Supports All Document Types
Even handles complex multi-page reports, scanned documents, and mixed layouts
Built for Professional Use Cases
Real solutions for real business challenges
Accounting Firms
Legal Teams
Investment Funds
Corporate Finance
Insurance
Real Estate
Don't see your use case? CPAAutomation's custom field system adapts to any industry.
What our customers are saying
A*** Manufacturing
D*** Wilton, Supply Chain Director
Handles complex supplier documents
"We process thousands of supplier certifications, quality reports, and invoices monthly. The custom extraction feature lets us automatically categorize materials by grade and extract compliance codes for our procurement system."
S****** Ventures
J*** Park, Partner
Essential for due diligence
"We evaluate hundreds of companies quarterly. Extracting financial metrics, revenue breakdowns, and key performance indicators from pitch decks and financial statements used to take weeks. Now it's literally done in minutes."
N********** Technologies
A*** Kumar, CLO
Accelerates contract processing
"Our legal team reviews hundreds of vendor agreements monthly. We now extract key terms, pricing structures, and SLA commitments automatically. What used to take 3 hours per contract now takes two minutes."
The ROI is Undeniable
Real time savings from real customers
Before CPAAutomation
After CPAAutomation
Discover your savings starting with the free plan
Enterprise-Grade Security & Compliance
Your data security is our top priority. Built for professional services.
TLS 1.3 Encryption
All data transfers use the latest encryption protocols
US-Only Hosting
Google Cloud US regions with SOC 2 compliance
AES-256 Encryption
Military-grade encryption for data at rest
Zero Data Training
Your documents never train AI models
Data Handling
Compliance
Professional Standards
Frequently Asked Questions
Everything you need to know about CPAAutomation
How accurate is the AI extraction?
Our AI achieves 99%+ accuracy on structured documents like invoices and financial statements. For complex documents, accuracy typically ranges from 95-99%. You can always review and edit results before export.
What file types are supported?
We support PDF, DOCX, XLSX, PPTX, TXT, CSV, and most image formats (PNG, JPG, TIFF). We can also process scanned documents and handle multi-page files with complex layouts.
How does email automation work?
Simply forward emails with PDF attachments to document@cpaautomation.ai. Our system matches your sender email to your account, applies your automation filters, and processes documents using your configured templates. Results are automatically exported to your chosen destination.
Can I customize the extraction fields?
Absolutely! You can create custom fields with your own prompts, data types, and formatting rules. Add accounting codes, classification rules, or any business-specific logic. Templates can be saved and reused across projects.
Is there a learning curve?
CPAAutomation is designed for professionals who don't have time for complex training. Most users are extracting data within 10 minutes of signing up. Our CPA-designed interface follows familiar workflows.
What about data security and privacy?
Your data is encrypted in transit and at rest, hosted only in US data centers, and automatically deleted after processing. We never use your documents to train AI models. Our platform meets the security standards required by CPA firms and legal practices.