About
Built by accountants, for accountants.
CPAgents is an AI-powered accounting automation platform built for CPA firms. It connects to a firm's client QuickBooks Online accounts and handles the categorization work that consumes hours of every bookkeeping engagement — reading transactions, suggesting expense classifications, and writing approved decisions back to the books, with a CPA reviewing everything above a confidence threshold.
The product is built by accountants for accountants. Not another generic AI tool retrofitted for finance — CPAgents is designed around how CPA firms actually work: multi-tenant from day one so a firm can manage 5 clients or 500 from one interface, with role-based review queues, full audit trails, and OAuth-based client authorization that respects the professional relationship between accountant and client.
What CPAgents does today
- Connects to QuickBooks Online via OAuth 2.0, per client.
- Reads purchase transactions from each connected account.
- Books transactions based on a confidence threshold, and learns from every approval.
- Queues low-confidence classifications for CPA review; auto-applies high-confidence ones when authorized by the client.
- Writes accepted classifications back to QuickBooks.
- Maintains a full audit trail of every action across every client.
Who CPAgents is for
Small and mid-size CPA firms managing 10 to 200+ bookkeeping clients who want to close books faster without losing professional oversight. Firms that have tried to hire their way out of categorization work, tried offshore bookkeeping, or tried general-purpose AI tools and found none of them fit how CPAs actually work.
Why Ruby?
Ruby is named after the founder's grandmother, a driven, disciplined community leader who took care of her family through hard work and quiet competence. That's the voice of the product. Not a chirpy AI assistant. A steady partner who does the work, keeps the receipts, and shows up.
Ruby handles the categorization. Your CPAs handle the judgment. Your clients get books closed on time.
See Ruby on your books
Book a 30-minute demo and we'll walk you through a live connection.