Finance that executes itself, with YOU in control
Agents categorize, reconcile and close inside the systems you already use. You review the exceptions, and nothing posts without your sign-off.
In production today: agents prepare the books, the reconciliations, and the AP and AR queues, and a named reviewer signs off on every exception. Your people stop preparing the work and start approving it.
Nothing posts without sign-off
The tools aren't wrong. They just have ceilings.
Outsourced bookkeeping
A month behind, every month
The books come back weeks after the month ends, and even a statement takes days. That's history, not information.
Hiring
The accountant you need isn't applying
The accountant pool is shrinking, comp keeps rising, and capacity grows one hire at a time.
Chat assistants
They can't close your books
ChatGPT or Claude can explain your P&L one question at a time. They won't reconcile, chase, or file.
Your own team's month-end
Buried in reconciliation
Your best people spend weeks compiling and keying instead of reviewing. Month-end is the growth ceiling.
Your business runs on its numbers. So why is finance the last thing to know?
Every option works at some scale. The question is where it tops out.
Bar height is how much of your finance function each option actually carries.
DIY: spreadsheets plus a chat assistant
Free, flexible, and fine at the very start. You export CSVs, you categorize, you reconcile, you Google the tax deadline.
The Ceiling
It runs on founder time, the most expensive input in the company. Nothing happens unless you do it.
Outsourced bookkeeping services
Humans in a queue do the books for you, usually on their platform and their calendar.
The Ceiling
Turnaround is measured in weeks, scope stops at the bookkeeping, and tax, forecasting, and advisory are upsells handled by someone else.
- Traditional accounting services
Hiring: in-house or fractional
Real judgment, real ownership. A controller or fractional CFO who knows your business.
The Ceiling
Linear cost against a shrinking talent pool, and your senior hire still spends most of the month preparing rather than advising.
- Fractional CFOs, offshore teams
Adopt: AI native accounting software
Agents do the daily work: categorization, reconciliation, AP and AR, statements and the close, with tax and filings coming. Agents work inside the systems you already use, including bank portals with no API, and nothing posts until your team approves it.
The Ceiling
Your books, current every day. Your close, in hours, not weeks. Capacity that grows with the business instead of headcount, and every workflow built stays yours.
The execution layer
Keep your existing ERP, your banks and your cards. Adopt runs on top of the stack you already have. No rip-and-replace.
Your finance function. Running.
Adopt takes the preparation. You keep the review and the judgment. The hours in between become capacity.
Built for the profession where "trust me" isn't an answer
Proven on your books
Before you rely on it, agents are scored against your own prior months' books, so you see the accuracy on your files first. The models write the logic; they never key the numbers themselves. Anything below your confidence threshold routes to a human with a link to the exact source document.
Governed at every step
Approval checkpoints wherever you choose to put them. Every agent action is time-stamped with its source data, the computation behind it and the named reviewer who approved it, so you can defend any number.
Your data stays yours
Your financial data is isolated, never used to train models, and covered by zero-data-retention terms with the model providers. Bring your own model keys. Deploy in our cloud, your own VPC, or on-prem.
Zero training on customer data
Visit our Trust Center
Teams that have done it
"Working with Adopt AI has been a great experience!"
Adopt was brought in to develop a fully customized AI solution for our team. This custom project was a first for our Company, and certainly the first AI project I've been involved with. They say most AI projects fail, but that was definitely not the case here!
Steven Nerat, Senior Manager, UHY
"I have sincerely appreciated my time spent working with Adopt."
I am often impressed with both their willingness to dive in and absorb the technical subject matter of my industry and their competence in creating a bespoke AI agent solution that works symbiotically with my team’s established workflows.
Dan Kielar, Senior Manager, UHY
"Adopt AI team has been a trusted partner"
From exploring innovative capabilities like MCP integrations to delivering impactful AI solutions, the Adopt AI team has been a trusted partner in advancing our AI transformation journey at AA
Rupsa Das, Senior Business Analyst, Automation Anywhere
From sign-up to books you approve
Link your bank with read-only access and connect QuickBooks if you use it. Guided setup takes an afternoon, and nothing gets migrated.
Start free. Pay when the agents do more.
Free forever for founders who run their own books. Finance teams on an ERP get agents built on their process, priced by work completed. Unlimited users on every plan, never per seat.
Stop doing your own books.
Start approving them.
Running a small company? Connect your bank and start free, no credit card. Running a finance team? Send us one month of your ugliest reconciliation, and we'll run it on your data.
