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
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Time reduction
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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
AI writing grounded in your documents — meet Inkwise
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: every hour, accounted for
Automatic screen-based time tracking for accounting teams. AI reconstructs each workday into a structured timeline that syncs straight into your CPAAutomation dashboard — no timers, no end-of-week timesheet archaeology.
Automatic Time Capture
AI turns screen activity into time-aligned cards — no timers, no manual entry
One-Code Device Pairing
Staff redeem a pairing code and their hours sync to your firm dashboard
Firm-Wide Visibility
Hours by category and by day across every paired device at your firm
Daily Timelines
Drill into any device's day to see exactly how time was spent
Billing-Ready Exports
Export tracked hours to CSV for timesheets, WIP review, and client billing
Local-First Privacy
Screenshots stay on each device — only structured activity summaries sync
Chrona desktop app and the CPAAutomation Time Tracking dashboard are available now.
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
Financial analysis, automated
Variance and flux analysis, reconciliation, fixed assets, and distribution waterfalls — plus research bots and a context-aware assistant, all connected to your clients and built for accounting and finance teams.
Variance & Flux Analysis
Multi-period variance with AI-generated explanations of what drove each change
Reconciliation
Automated matching that surfaces breaks and unreconciled items for review
Fixed Assets & Amortization
Generate depreciation and amortization schedules from your asset data
Waterfall Analysis
Model distribution waterfalls and tier allocations across periods
IRS & GAAP Research Bots
Ask tax and accounting questions answered with web-grounded citations
Context-aware AI Assistant
A floating assistant that understands the client and report you are viewing
What's coming next
We're building the tools professional services teams have been waiting for.
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.