Inkwise AI

Inkwise AI is a retrieval-augmented writing tool built for accounting, finance, and legal professionals. It helps users draft memos, reports, and analyses by grounding AI-generated text in citations from their own uploaded documents. Inkwise is part of the CPAAutomation platform, a broader suite of AI tools for professional services firms that includes document analysis, form fill, time tracking, and autonomous agents.

How It Works

Users upload source documents such as PDFs and Word files directly into the Inkwise editor within the CPAAutomation dashboard. The AI reads the uploaded materials and generates draft content with inline citations that reference the specific source documents. Each citation is linked to the original material, enabling users to verify claims and trace information back to its origin. The tool supports a multimodal retrieval approach, with plans to add image, video, and audio references, making it a comprehensive research-backed writing assistant for regulated industries.

Key Capabilities

• Citation-backed drafting that grounds AI output in user-provided documents, reducing hallucination risk for accounting, finance, and legal contexts where accuracy is critical
• Support for PDF and Word document references as source materials, with multimodal support including images, video, and audio planned for future releases
• Built-in accounting, finance, and legal templates for common document types such as investment reviews, compliance memos, and client correspondence
• Seamless integration with the broader CPAAutomation ecosystem including Universal Document Analysis for data extraction, Form Fill for auto-filling documents from extracted data, Chrona for automatic time tracking, and the Claw Series of autonomous AI agents
• Email automation integration where documents sent to a dedicated email address can trigger automated processing workflows

Use Cases

• Accounting firms draft quarterly investment review memos with citations to portfolio statements, sector analysis reports, and financial data
• Legal teams prepare contract analysis documents with referenced terms and clauses extracted from vendor agreements
• Finance professionals generate compliance reports with cited regulatory sources and supporting documentation
• Tax professionals create memos referencing tax forms, CPE certificates, and client financial records

Intended Users

Inkwise targets accounting firms, legal teams, and finance professionals who need to produce accurate, sourced written content as part of their daily workflow. The tool is designed for professionals who require citation transparency in their AI-generated content to meet regulatory and compliance standards.

Pricing

Inkwise is available as part of the CPAAutomation platform. New users can start with a free plan that includes 100 pages per month with no credit card required. Paid plans are available for higher usage volumes.

Privacy and Security

CPAAutomation maintains enterprise-grade security controls including TLS 1.3 encryption for data transfers, AES-256 encryption for data at rest, US-only hosting on Google Cloud infrastructure with SOC 2 compliance, and a zero-data-training policy where customer documents are never used to train AI models. The platform is GDPR and CCPA compliant with automatic data deletion after processing and maintains full audit logs for all activities.