Documentation

Complete guide to integrating CPAAutomation into your workflow

Quick Start Guide

1. Upload Document

Send PDF or image files to our extraction API endpoint with your authentication token.

2. Configure Rules

Use pre-built templates or create custom extraction rules for your specific document types.

3. Get Results

Receive structured data in JSON, Excel, or CSV format ready for your applications.

API Reference

Base URL

https://api.financialextract.com/v1

Endpoints

POST
/api/extract

Extract data from uploaded document

Parameters: file, template_id, custom_rules
GET
/api/templates

List available extraction templates

Parameters: user_id
POST
/api/templates

Create custom extraction template

Parameters: name, columns, rules
GET
/api/extractions/{id}

Get extraction results

Parameters: format

Code Example

JavaScript SDK

// Initialize Financial Extract API
const fe = new FinancialExtract({
  apiKey: 'your_api_key',
  environment: 'production'
});

// Extract data from document
const result = await fe.extract({
  file: documentFile,
  template: 'invoice_processing',
  customRules: {
    'invoice_number': 'Find the invoice ID or reference number',
    'total_amount': 'Extract the final total amount due'
  }
});

// Get results in preferred format
const data = await result.export('excel');
console.log(data);

This example shows how to extract data from a document using our JavaScript SDK.

Email Automations

Set up automated workflows to process documents sent via email without manual intervention.

📧 Email Address for Automations

document@cpaautomation.ai

Send or forward emails with PDF attachments to this address to trigger your automations.

How It Works

  1. Send Email: Send or forward emails with PDF attachments to document@cpaautomation.ai
  2. Account Matching: System matches your sender email to your account
  3. Filter Matching: Emails are checked against your automation filters
  4. Processing: Matching attachments are automatically processed using your extraction template
  5. Export: Results are exported to your configured destination (Google Drive, etc.)

Email Filter Examples

has:attachment

Process any email with attachments

subject:invoice has:attachment

Process emails with "invoice" in subject and attachments

filename:pdf

Process emails with PDF file attachments

Requirements

  • Send from the same email address as your account email
  • Include PDF attachments for processing
  • Email content should match your automation filters
  • Have an active automation configured with appropriate filters

Authentication

API Key Authentication

All API requests require authentication using your API key in the Authorization header.

Authorization: Bearer your_api_key_here

Getting Your API Key

  1. Log into your CPAAutomation dashboard
  2. Navigate to Settings → API Keys
  3. Click "Generate New Key"
  4. Copy and securely store your key

Security Note: Keep your API keys secure and never expose them in client-side code. Use environment variables or secure key management systems.

Need Integration Help?

Our technical team can help you integrate CPAAutomation into your existing workflow