CPAgents

Bookkeeping AI that learns how your firm works.

Ruby codes your firm's books and learns your rulebook on CPAgents. Firms sign in to the portal; internal staff use the admin console.

Firm portal →Create a firm

Internal & developer

Internal admin · /internal/clients · /connect/<client-id>

transactions · classify · token-status · force-refresh

poller (internal) · poll-now · review-queue · audit-log