Built by CPAs, for professionals
The AI Platform for Accounting, Finance & Legal Professionals
From document intelligence to AI writing, time tracking, and autonomous agents — one platform that handles your most time-consuming work.
Accuracy rate
0.0%
Time reduction
0%
Document types
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One platform, every tool you need
Purpose-built for accounting, finance, and legal teams — from document processing to autonomous AI agents.
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.
- Financial statements
- Contract documents
- Medical records
- Legal forms
Table Extractor
Advanced table recognition that captures complex layouts and preserves data relationships.
- Multi-page reports
- Complex spreadsheets
- Financial tables
- Data matrices
Custom Extraction
Create custom columns with self-defined formats and prompts. Classify data and add details like G/L codes.
- Custom data formats
- Classification rules
- Accounting codes
- Smart categorization
Supports all document types
Even handles complex multi-page reports, scanned documents, and mixed layouts
Import from anywhere
Google Drive, local upload, ZIP archives, or automated email attachments.
Export everywhere
Excel, CSV, Google Drive auto-delivery, or direct download.
See it in action
Invoice extraction & contract review
Extract line items from invoices and review key contract terms automatically. Custom fields let you pull exactly the data points your workflow requires.
See a free bonus
CPE tracker included
Automatically extract continuing education credits from certificates. Upload your CPE documents and let AI organize your credits by state requirements.
Set it and forget it
Email attachments → AI extraction → automated delivery. Zero manual work.
1Forward or send emails to document@cpaautomation.ai
Any email with PDF attachments automatically triggers processing.
2AI extracts data using your templates
Custom fields, prompts, and rules you've configured.
3Results 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:attachmentTry it live
Send a sample invoice to document@cpaautomation.ai and watch it get processed in real-time.
Form Fill: auto-fill documents from your data
Upload supporting information and a PDF or DOCX target, or send one selected extraction result directly into Form Fill.
Fillable PDF, PDF overlay, and DOCX placeholder strategies
Use extraction results as a structured data source
Save and reuse Form Fill templates
Output as PDF or DOCX
Inkwise: AI writing grounded in your documents
The first multimodal retrieval-based writing tool in the market. Draft memos, reports, and analyses with AI that cites your own source materials.
Citation-backed drafting grounded in your documents
PDF and Word document references
Image, video & audio support coming soon
Accounting, finance & legal templates included
Quarterly Investment Review — Q4 2024
Based on the portfolio statements provided, total AUM increased by 12.3% relative to the prior quarter.[1]
The largest contributor to growth was the technology sector allocation, which returned 18.7% during the period.[2]
Fixed-income allocations underperformed benchmark by 1.2%, driven by rising interest rate expectations.[3]
References (3 sources)
Chrona: know where your time goes
Automatic screen-based time tracking with AI-powered timeline generation. Everything stays local until you choose to analyze.
Structured Timeline
AI turns screen captures into time-aligned activity cards
Focus Reviews
Rate time blocks as focused, neutral, or distracted
Natural Language Search
Ask questions about your day with clickable source references
AI Journal
Auto-generated daily reflections grounded in your timeline
Dashboard
Trends, category breakdowns, and longest focus streaks
Analytics
Tracked vs. untracked time across flexible date ranges
Desktop app available now. CPAAutomation dashboard integration coming soon.
Claw Series: digital workers for accounting, finance & legal
AccountingClaw, FinanceClaw, and LegalClaw are AI agents that work autonomously — not just tools you operate, but digital workers you deploy. Hundreds of pre-built skills with guardrails designed for regulated environments.
Automated bank reconciliations
Contract clause extraction and review
Tax form preparation and validation
Regulatory compliance checks
One-click setup.
What's coming next
We're building the tools professional services teams have been waiting for.
AI Analysis Suite
Automated reconciliation, flux analysis, amortization schedules, and distribution waterfalls.
AI Productivity Suite
AI-powered project management, month-end checklists, slide decks, and expense reimbursement.
What our customers are saying
“Handles complex supplier documentsWe 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.”
A*** Manufacturing
D*** Wilton, Supply Chain Director
“Essential for due diligenceWe 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.”
S****** Ventures
J*** Park, Partner
“Accelerates contract processingOur 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.”
N********** Technologies
A*** Kumar, CLO
A leading family office saves hundreds of hours per year processing investment statements
“Our team used to spend weeks manually extracting financial data from portfolio reports. Now we process quarterly statements from 100+ companies in just minutes with perfect accuracy.”
Read the full case study →Watch our pitch
Enterprise-grade security
Your data security is our top priority. Built for the standards professional services demand.
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 at rest
Military-grade encryption for stored data
Zero data training
Your documents never train AI models
Need enterprise security documentation or custom compliance requirements?
Contact security team →Frequently asked questions
Everything you need to know about CPAAutomation
Still have questions? We're here to help.
Ready to transform your workflow?
Join accounting firms, legal teams, and investment funds already saving hundreds of hours with CPAAutomation.