Control without effort.
CPARun runs the operational core of your accounting firm — books, month-end, client requests, and workflows — so you supervise the work instead of doing it. Onboarding included, not outsourced to you.
Onboard your entire firm in a weekend.*
*A weekend onboarding assumes your books, records, accounts, and software programs are fully accessible to us and up to date. Timelines vary when prior periods are unclosed, records are incomplete, or third-party systems must be connected first.
Built by a working firm. First live on Delrio & Co.
Replaces the stack accounting firms cobble together
One platform for the whole firm — supervised, not operated
Most tools track work and hand it back to you. CPARun does the work, flags what needs a human, and keeps the firm moving.
AI bookkeeping & month-end
Transactions are categorized, reconciled, and drafted into journal entries automatically. A proactive month-end review runs deterministic checks and surfaces only what needs your sign-off.
Client portal
A clean, secure portal for documents, requests, financial-statement delivery, and onboarding forms — including no-login one-time links for W-9s and intake.
Workflow & pipeline automation
Configurable pipelines move client work forward on their own — triggering jobs, requests, and emails from your rules, not from someone remembering to click.
Onboarding that imports your books
We pull your clients' existing books from the systems you already run — via API where possible, export where not — and stand up the firm for you.
An AI assistant that knows your firm
A firm-scoped assistant answers questions across clients and your own knowledge base — SOPs, policies, and curated tax guidance — with escalation to a human when it matters.
Privacy-first by design
Client PII is stripped before anything reaches an AI model, with full activity logging and retention controls. Security posture is part of setup, not an afterthought.
A near-autonomous firm, with you in the loop
CPARun is built to run the firm end to end and ask for you only where judgment is required. You review, approve, and advise — the platform handles the rest.
- Categorization tuned on real firm data, not demo fixtures
- Month-end review that checks compliance and multistate tax triggers
- Pipelines that send the right message at the right stage, automatically
- Every AI action logged, attributable, and reversible
of transactions auto-posted before human review
platform in place of a fragmented tool stack
client PII sent to AI models in the clear
books imported from your existing systems
We bring your firm over. You don't rebuild it.
Switching platforms usually means months of manual re-entry. CPARun imports your clients' books from the systems you already run.
Tell us what you run
Share your accounting, practice-management, payroll, and document systems. We assess up front whether each can be API-pulled, exported, or needs a guided manual path.
We import the books
Chart of accounts, prior-year trial balance, current-year transactions and GL detail, and vendor coding rules — reconstructed and tied out per client.
You go live supervising
Workflows, pipelines, and your firm knowledge base are configured from your own process docs. You start reviewing work, not rebuilding it.
“We stopped operating the firm and started supervising it. Month-end that used to eat a week now needs a review, not a rebuild.”
Placeholder testimonial
Real customer quotes to be added post-launch
See your firm running on CPARun.
Book a demo and we'll show up with an onboarding plan built from the systems you already run.