Inkwise AI

Inkwise AI, part of CPAAutomation, is an AI document extraction and writing tool for accounting, finance, and legal professionals. It extracts data from various documents with high accuracy and offers AI-powered writing grounded in your own source materials.

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At a glance

Pricing

Freemium · Paid

Free tier

Yes

API

Skill level

Mixed

About

What is Inkwise AI?

Inkwise AI, integrated within the CPAAutomation platform, offers professional-grade AI extraction and writing capabilities tailored for accounting, finance, and legal teams. It accurately extracts data from invoices, financial statements, contracts, and other documents, supporting various file types including PDFs, DOCX, and scanned images. Beyond extraction, Inkwise provides AI-powered writing that generates memos, reports, and analyses with citation-grounded references from your uploaded documents. The platform also features document automation, allowing for email-triggered processing and auto-export to Google Drive, alongside tools for form filling and upcoming features like time tracking and autonomous AI agents.

Best used for

Ideal for accountants, lawyers, and financial professionals who need to extract key information from various documents, automate data entry, and generate reports with AI-powered writing. Especially valuable for reducing manual work in invoice processing, contract review, and financial analysis.

Common actions

extract document data

automate document processing

generate AI reports

fill forms automatically

analyze financial documents

predictive writing assistantAI document creatordocument management

Capabilities

Key features

Intelligent data extraction
Advanced table recognition
Custom extraction fields
AI-powered writing
Citation-grounded references
Document automation
Form filling

Target Audience

accountantlawyerfinancial professional

Integrations

google-drivemicrosoft-excel

Pricing & Plans

Freemium · Paid

💰 Pricing plans

FAQs

What types of documents can Inkwise AI extract data from?

Inkwise AI can extract data from a wide range of document types including PDFs, DOCX, XLSX, PPTX, TXT, CSV, images, and scanned documents. It handles complex multi-page reports, mixed layouts, and advanced table recognition for accurate data capture.

How does the email automation feature work with Inkwise AI?

You can forward or send emails with PDF attachments to a dedicated CPAAutomation email address. The AI automatically triggers processing using your configured templates, custom fields, and rules. Results are then auto-exported to Google Drive as CSV and Excel files.

Does Inkwise AI use my documents to train its AI models?

No, Inkwise AI explicitly states that your documents never train their AI models. They prioritize data security and privacy, offering features like TLS 1.3 encryption, US-only hosting, AES-256 at rest, and automatic data deletion after processing.

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Content & Design › AI Writing Assistants AI Agents & Automation › RAG & Document AI

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