CPAI
- Company typePrivate
- Founded2023
- Headquarters—
- Headcount11–50
- GTM typeB2B and B2C
- OfferingSoftware
CPAI firmographics
Firmographics- Name
- CPAI
- Legal name
- Hello Beam Inc.
- Website
- https://cpai.io
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
CPAI industry classification
Industry- Product category
- Crypto Tax Software
- NAICS
- Offices of Certified Public Accountants (541211), Financial Transactions Processing, Reserve, and Clearinghouse Activities (522320)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Settlement, Reconciliation & Merchant Treasury Tools (Crypto) (FSADAIAK)
- akta.pro secondary industry
- Proof of Reserves, Attestations & On-Chain Audit/Assurance (FSADALAK)
Keywords
CPAI business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Utility Token (CPAI Token): CPAI operates a utility token within the joint Moontax, Hello Beam, and Olson & Partners Law ecosystem. Tokens are used for discounts, redemption of services, and transactions within the ecosystem. Beta users receive lifetime discounts and early access to new features.
- Software Subscription (Post-Beta): Platform currently offers free beta access. When beta ends, the service will transition to a subscription model with lifetime discounts for early beta users. Pricing tiers are not yet publicly disclosed.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free Beta Access |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels6 records
CPAI product offering
Product offeringCore offering
CPAI provides an AI-powered cryptocurrency tax reconciliation platform that automates transaction categorization, real-time reconciliation, and capital gains calculations across 50+ integrated wallets and exchanges (Ethereum, Solana, Bitcoin, Binance, MetaMask, Coinbase, and more). The platform serves both individual crypto traders and CPA/tax firms with differentiated onboarding flows, producing audit-ready reports with reason codes and (via Olson & Partners Law partnership) written legal opinions for IRS audit defense. It is currently offered in free beta, with a subscription model planned post-beta and an AI chatbot plus IRS form generation scheduled for January 2026.
Product overview
CPAI is an AI-powered cryptocurrency tax reconciliation platform offered as a beta product. The core CPAI platform provides automated transaction categorization, real-time reconciliation, and capital gains calculations across 50+ supported wallets and exchanges. It operates as a multi-tenant solution with distinct offerings for individual traders and CPA firms/accounting practices. The platform is backed by parent company HelloBeam Inc. (DBA CPAI) and built upon the MoonTax crypto tax software brand. CPAI Token serves as a utility token within the broader ecosystem for discounts and service redemption. The platform is currently in free beta with upcoming features including an AI chatbot and IRS form generation (January 2026).
Differentiator
Problem solved
Functional benefit
Products and services
- CPAI Platform AI-powered cryptocurrency tax reconciliation platform that automates transaction categorization, real-time reconciliation, and capital gains calculations. Integrates with 50+ wallets and exchanges to process crypto activity across multiple chains, producing audit-ready reports with reason codes for individual crypto traders and CPA/tax firms.
- CPAI Token Utility token usable within the joint Moontax, Hello Beam, and Olson & Partners Law ecosystem for discounts on services, redemption of services, and ecosystem transactions. Beta users receive lifetime discounts and early access to new features via the token.
Quantifiable outcome
- 95% faster processing compared to traditional methods
- +7 more outcomes
Companies that use CPAI
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles3 records
CPAI technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration7 records
AI capability6 records
Feature6 records
CPAI partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- MoontaxcoreMoontax is a crypto tax software company founded by Derek Wride that evolved into the HelloBeam ecosystem. CPAI originated from Moontax's reconciliation technology. The companies share the same ecosystem with integrated token usage and cross-referrals.
- B10 CapitalminorB10 Capital is a partnership channel for distributing CPAI services, likely targeting their existing client base of tax and accounting professionals.
- Securus AdvisorsminorSecurus Advisors provides consulting services within the CPAI ecosystem, likely focused on regulatory compliance and tax advisory.
- Olson & Partners LawcoreOlson & Partners Law is a strategic partner providing legal expertise in cryptocurrency taxation. Co-founder Ephraim Olson is a practicing tax attorney from Harvard/NYU. The firm provides written legal opinions for high-risk crypto tax scenarios and IRS audit defense, integrated into CPAI's audit-ready reports.
Scale indicators10 records
Recent moves6 records
Expansion highlights5 records
CPAI competitors and assessment
Company assessmentBroad incumbents
- TurboTax / Intuit: Dominant US tax preparation incumbent that has added crypto import via partnerships (e.g., CoinTracker). Represents the strategic threat of a broad incumbent absorbing crypto tax functionality into a larger tax ecosystem, potentially compressing standalone crypto tax tools.
- Crypto.com Tax: Crypto exchange offering free tax-reporting tools to its own user base as part of a broader trading/finance platform. Comparable as a free, integration-led crypto tax solution, though constrained to the Crypto.com ecosystem versus CPAI's 50+ integration approach.
Direct peers
- TokenTax: Crypto tax preparation platform with self-service and white-glove CPA services, strong DeFi and NFT coverage. Comparable to CPAI in DeFi-heavy transaction handling and CPA-assisted offerings.
- CoinTracker: Leading consumer and professional crypto tax software platform with broad wallet/exchange integrations and a TurboTax partnership. Directly comparable to CPAI in target customers (crypto traders and CPAs) and core functionality (transaction categorization, capital gains calculation, tax report generation).
- TaxBit: Enterprise-grade crypto tax and accounting platform serving exchanges, institutions, and CPA firms with audit-ready reporting. Directly comparable to CPAI's enterprise/CPA channel, though TaxBit focuses upstream on exchange-side compliance infrastructure.
- Blockpit: European crypto tax and portfolio tracking platform (formed via Accointing merger) serving individuals and tax professionals with broad integrations. Comparable to CPAI in cross-chain transaction handling and prosumer/professional dual motion.
- Ledgible: Crypto tax and accounting platform purpose-built for tax professionals and institutions, with audit-grade reporting. Closely comparable to CPAI's professional/CPA firm focus and emphasis on defensible, audit-ready documentation.
- Koinly: Crypto tax calculator and portfolio tracker serving individual traders and accountants globally with 350+ integrations. Closely comparable to CPAI in core product, integrations breadth, and dual consumer/professional GTM.
- ZenLedger: Crypto tax software targeting individual investors and tax professionals, with CPA partnership programs and IRS-form generation. Comparable to CPAI in dual consumer/professional positioning and CPA-firm channel strategy.
Emerging players
- Awaken.tax: Smaller US-focused crypto tax software with CPA practitioner tools. Comparable to CPAI's professional focus but with smaller integration footprint and emerging scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
CPAI social profiles
Digital presenceCPAI financial estimates
Financial estimateRevenue estimate
Valuation estimate
CPAI leadership team
Management profileNumber of profiles
Profiles8 records
CPAI funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CPAI M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CPAI
What does CPAI do?
CPAI provides an AI-powered cryptocurrency tax reconciliation platform that automates transaction categorization, real-time reconciliation, and capital gains calculations across 50+ integrated wallets and exchanges (Ethereum, Solana, Bitcoin, Binance, MetaMask, Coinbase, and more). The platform serves both individual crypto traders and CPA/tax firms with differentiated onboarding flows, producing audit-ready reports with reason codes and (via Olson & Partners Law partnership) written legal opinions for IRS audit defense. It is currently offered in free beta, with a subscription model planned post-beta and an AI chatbot plus IRS form generation scheduled for January 2026.
Is CPAI a public or private company?
CPAI is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was CPAI founded?
CPAI was founded in 2023. It employs 11 to 50 people.
How does CPAI make money?
Two revenue lines are on record. Utility Token (CPAI Token) is the primary driver. The others are software Subscription (Post-Beta).
Who are CPAI's main competitors?
Broad incumbents on record are TurboTax / Intuit and Crypto.com Tax. Direct peers are TokenTax, CoinTracker, TaxBit, Blockpit, Ledgible, Koinly and ZenLedger. Awaken.tax is listed as an emerging player.
Does CPAI have an API?
No public API is recorded for CPAI.
What industry is CPAI in?
CPAI's product category is Crypto Tax Software. Its primary akta.pro industry code is FSADAIAK, Settlement, Reconciliation & Merchant Treasury Tools (Crypto), with a secondary code of FSADALAK, Proof of Reserves, Attestations & On-Chain Audit/Assurance. Its NAICS code is 541211 and its SIC code is 6199.