Finance that executes itself, with YOU in control
AI agents keep your books reconciled, run your close, and file your taxes, backed by a dedicated accountant and tax expert. Your team reviews the exceptions and approves what counts.
In production today: agents prepare the books, the reconciliations, and the workpapers end to end, and reviewers sign off on the exceptions. Businesses that ran on weeks of manual preparation now review hours of finished work.
90% completed by agents
The tools aren't wrong. They just have ceilings.
Bookkeeping services
A month behind, every month
The books come back weeks after the month ends. 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
The AI CPA firm
AI agents execute the daily work: reconciliation, AP/AR, close, statements, and tax. A dedicated accountant and tax expert back them. Agents work inside the systems you already use, including bank portals with no API, and your team approves the output before it counts.
The Ceiling
Your books, always current. Your close, in hours. Your taxes, filed. Capacity that scales with your business instead of your headcount, and everything built remains your IP.
The execution layer
Keep QuickBooks. Keep your banks, your Brex or Ramp cards, your Stripe. 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 action is time-stamped into an immutable audit trail: event logs, formula versions, and human-review records that travel with the work and hold up under examination.
Your data stays yours
Your financial data is logically isolated and never used to train models. Bring your own model keys. Deploy in the cloud, in your own VPC, or on-prem, so there is never a question about where your data went.
Zero training on customer data
Visit our Trust CenterFrom sign-up to books that run themselves
Start from the tax and accounting skill library, or take our free skills and run them anywhere, including ChatGPT and Claude. When you are ready for the full harness, the skills come with you.
Stop doing your own books.
Start approving them.
Your always-on CFO can start today: connect your accounts, free, no credit card. And if you're a finance team ready to close in hours instead of weeks, book a pilot scoped to one real workflow.
