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.
One Platform, Every Tool You Need
Purpose-built for accounting, finance, and legal teams — from document processing to autonomous AI agents.
Universal Document Analysis
Extract, analyze, and automate any document type with AI precision.
Inkwise
AI-powered writing with citation-grounded references from your own documents.
Chrona
Automatic time tracking that turns your screen into a structured daily timeline.
AccountingClaw / FinanceClaw / LegalClaw
One-click AI agents with hundreds of pre-built skills for regulated industries.
AI Analysis Suite
Reconciliation, flux analysis, amortization, and distribution waterfalls.
AI Productivity Suite
Project management, month-end checklists, presentations, and expense reimbursement.
AI agent products powered by OpenClaw, an open-source AI agent framework.
Everything you need to extract data from any file
No complex training required — just type in plain English.
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 how it works
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.
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
Try It Live
Send a sample invoice to document@cpaautomation.ai and watch it get processed in real-time.
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.
What's Coming Next
We're building the tools professional services teams have been waiting for.
AccountingClaw / FinanceClaw / LegalClaw
Hundreds of pre-built AI skills for regulated environments. One-click setup powered by OpenClaw, an open-source AI agent framework.
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 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.”
A*** Manufacturing
D*** Wilton, Supply Chain Director
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.”
S****** Ventures
J*** Park, Partner
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.”
N********** Technologies
A*** Kumar, CLO
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