Domain-native by design
Built around the standards, evidence, and review cycles of professional work.
Vetted by professional CPAs
Less busywork.
More billable hours.
One AI platform for the documents, decisions, and workflows that power accounting, finance, and legal teams.
Universal Document AnalysisForm FillInkwiseTasklyticPrepared by ClientE-SignatureChronaAI Analytics SuiteTaxAtlasClaw SeriesCPE Tracker
001Who we are
We bring document intelligence, professional writing, engagement operations, analytics, and AI agents into one connected platform.
002Values
Why Choose Us?
Professional judgment deserves software built around the way you work.
Your data stays yours
Encryption, US-based infrastructure, and no customer-data training.
One connected platform
Start with one workflow. Connect the rest without adding another point solution.
003Capabilities
Your AI-Powered Platform
Document intelligence.
Extract, validate, and route information from complex financial and legal documents.
- Universal Document Analysis
- Form Fill
- Prepared by Client
Knowledge work.
Ground your writing in sources and move finished documents into signature workflows.
- Inkwise
- E-Signature
AI analytics.
Bring structure to reconciliations, reporting, research, and tax decisions.
- AI Analytics Suite
- TaxAtlas
Practice operations.
Keep your projects, time, evidence, and professional learning moving.
- Tasklytic
- Chrona
- CPE Tracker
AI digital workers.
Bring repeatable professional workflows to deployable, purpose-built agents.
- Claw Series
Your Data. Protected. Always.
Encryption in transit & at rest
Secure integrations
Role-based access
No shared-model training004Process
From Source to Finished Work
A familiar workflow, with AI handling the heavy lifting and professional judgment in control.
- 01
Bring the work
Upload documents, connect a source, or start with a professional workflow.
- 02
Set the standard
Choose the fields, rules, evidence, and review points that matter.
- 03
Put AI to work
Let the platform handle extraction, drafting, coordination, or analysis.
- 04
Review with confidence
Check the results and keep professional judgment in the loop.
- 05
Deliver and repeat
Export, sign, share, or automate the next run of your workflow.
005In practice
See What’s Possible
Customer story · Leonardo Family Office
Investment statements, transformed.
Quarterly processing across more than 100 portfolio companies, reduced from three days to two hours.
Read the case study- 95%
- time reduction
- 100+
- portfolio companies
- 200+
- hours saved annually
Product demonstration · Document Analysis
From statements to a finished P&L.
See source financial documents become a structured profit-and-loss report with Universal Document Analysis.
Watch the demonstrations- Extract
- source data
- Review
- the results
- Export
- finished work
Product demonstration · Inkwise
Grounded writing. Ready for review.
Turn source material into a professional investor report with an AI-assisted writing workflow.
Explore Inkwise demos- Sources
- in context
- Drafts
- with evidence
- Review
- before delivery
Position 1 of 3
006Connected work
Your Technology Ecosystem
Google DriveImport & export
GmailAttachment workflows
SlackHosted Claw
DropboxOpenConnector
BoxOpenConnector
OutlookOpenConnector
NetSuiteOpenConnector
XeroOpenConnector
StripeOpenConnector
HubSpotOpenConnector
AirtableOpenConnector
NotionOpenConnector
AsanaOpenConnector
TrelloOpenConnector
ClickUpOpenConnector
Microsoft ExcelFile exports
Google SheetsExported data
PDF & WordDocument workflows
platform
Keep the tools your team already uses with native integrations, OpenConnector providers, and familiar file formats. Provider availability depends on connection setup and account permissions.
007Professional voices
What They’re Saying
A*** ManufacturingD*** Wilton · Supply Chain Director
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****** VenturesJ*** Park · Partner
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.
Rae StewartProfessional validation · Accounting
Provided extensive validation of our extraction algorithms for healthcare-industry financial documents and compliance requirements.
N********** TechnologiesA*** Kumar · CLO
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.
Ray SangProfessional validation · Finance systems
Validated our platform’s ability to handle complex technology-sector financial processes and automation workflows.
Customer names abbreviated to protect confidentiality. Product demos are labeled separately.
008Pricing
Built for Every Stage
Start free. Add capacity when the workflow proves itself.
Monthly plans No annual commitment
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A workflow that needs a custom build?
Talk with the people who will design and ship it.
009People
Built Close to the Work
Meet the people building and validating CPAAutomation.
