About Us
True GenAI customizable extraction programmed by real CPAs for professional use
Founder's Story
Ian Stewart
Senior at Abraham Lincoln High School in San Francisco
CPAAutomation.ai started with a simple question: why are CPAs still buried in repetitive, manual tasks when technology can assist?
For me, this mission is personal. I grew up watching my mom work long hours as a CPA, juggling endless paperwork that kept her from focusing on the parts of the job that truly mattered: serving clients and solving problems.
I combined my passion for coding with this firsthand perspective. The result was CPAAutomation.ai: a platform built to streamline workflows, reduce busywork, and give CPAs back their time.
What began as a personal project has grown into a bigger vision: empowering accountants everywhere to work smarter, not harder.
Vetted by Industry Experts
Rae Stewart
Senior Director, Accounting at Kaiser Permanente
Provided extensive validation of our extraction algorithms for healthcare industry financial documents and compliance requirements.
Ray Sang
Director of Accounting Systems & Process Transformation, SentinelOne
Validated our platform's ability to handle complex technology sector financial processes and automation workflows.
Our Mission
CPAAutomation was created to bridge the gap between traditional document processing and modern AI capabilities. We understand that financial and legal professionals need extraction tools that truly comprehend the nuances of their documents.
Our platform combines deep domain expertise from certified professionals with cutting-edge AI technology to deliver extraction accuracy that meets the rigorous standards of accounting and legal workflows.
Built by Professionals, for Professionals
CPA Expertise
Our extraction algorithms are developed and validated by certified public accountants who understand the complexities of financial document processing and compliance requirements.
Legal Validation
Licensed attorneys contribute to our extraction rule development, ensuring that our AI understands legal document structures and meets professional standards for data accuracy.
Our Values
Professional Accuracy
Every extraction rule is designed and tested by professionals who use these documents daily in their practice.
Data Security
We prioritize your data security with immediate file deletion post-processing and US-only server hosting.
Customizable Flexibility
While our base rules are professionally designed, users can create custom prompts for maximum flexibility.
Enterprise Ready
Built to scale with dedicated US-based support and custom integrations for enterprise workflows.
Questions About Our Platform?
Connect with our team to learn more about how CPAAutomation can transform your document processing workflow.