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CPAAutomation
Product demonstrations

The platform, doing real work.

Watch CPAAutomation handle real accounting, finance, and legal workflows—from source document to finished work.

Document intelligence

Turn source documents into structured data and useful analysis.

Build P&L in 2 Minutes

Turn financial source documents into a structured profit-and-loss report with Universal Document Analysis.

Bank Statement Analysis

See how AI extracts and organizes bank statement data for financial review.

Invoice Extraction and Contract Review

Extract key details from invoices and review contract terms with AI-assisted document analysis.

Email and Google Drive Automations

Connect email and Google Drive to automate recurring document-processing workflows.

Writing and forms

Complete forms and draft professional documents with supporting sources.

Automatically Fill Any PDF or Word Document with AI

Use AI to populate PDF and Word forms from your source information.

Write a Professional Investor Report in Minutes with AI

Follow an AI-assisted workflow for turning investment information into a professional investor report.

Write a Legal Complaint Faster with AI

See how Inkwise helps organize case information and draft a legal complaint.

Write a Robust Academic Article with 70+ References Using AI

Build a research-based academic article using AI-assisted drafting and an extensive reference library.

Generate Accurate Academic & Legal Citations with AI

Create academic and legal citations to support your writing and connect claims to their sources.

How Inkwise Prevents AI Hallucinations with RAG

Learn how Inkwise retrieves relevant source material to ground AI-generated writing.

Everyday workflows

Keep signatures, billable time, and continuing education organized.

Send & Sign PDFs for Free with CPAAutomation eSign

Walk through sending a PDF for signature and completing the signing process with eSign.

Track Billable Hours Automatically with AI

See how Chrona helps reconstruct your workday and turn activity into billable time entries.

Free CPE Tracker

Explore a simple way to organize continuing professional education and track your credits.

AI agents

Put digital workers to work across accounting tools, browsers, and Slack.

AccountingClaw Preview

Get a first look at AccountingClaw and its approach to AI-assisted accounting workflows.

Dual Agent Technical Accounting Memo

Watch two AI agents collaborate on a technical accounting memo.

AI Skill for Browser Automation

See an AI agent use a reusable skill to carry out tasks in a web browser.

Automate Universal Document Analysis with AccountingClaw

Use AccountingClaw to run document-analysis workflows through Universal Document Analysis.

Get Your AI Digital Workers on Slack

Bring AI digital workers into Slack so your team can collaborate with them where conversations happen.