CPAAutomation

CPAAutomation is an AI platform built for accounting, finance, and legal professionals. It offers a suite of tools including universal document analysis, form fill, AI writing (Inkwise), automatic time tracking (Chrona), and autonomous AI agents (Claw series). The platform is designed to reduce manual work in document processing, data extraction, and compliance tasks.

Key Features

• Data Extractor: Extract and structure information from documents like financial statements, contracts, medical records, and legal forms.
• Table Extractor: Advanced table recognition for complex layouts and multi-page reports.
• Custom Extraction: Create custom columns with self-defined formats, classification rules, and accounting codes.
• Form Fill: Auto-fill PDFs and Word documents from extraction results, uploaded sources, or saved templates.
• Inkwise: AI writing tool that generates content grounded in user-provided documents with citation support.
• Chrona (coming soon): Automatic screen-based time tracking with AI-generated timeline and activity cards.
• Claw Series (coming soon): AI agents (AccountingClaw, FinanceClaw, LegalClaw) with pre-built skills for bank reconciliations, contract review, tax preparation, and compliance checks.
• Email Automation: Forward emails with attachments to trigger AI extraction and auto-delivery to Google Drive.

Who It’s For

Accounting firms, legal teams, investment funds, and other professional services organizations.