CPA firms often lose revenue due to manual workflows that break across systems, errors being caught too late, and a talent shortage that cannot be solved by hiring.

Accountants spend days on manual work

Teams dedicate significant time to bank reconciliation, tax auditing, data reformatting, and other repetitive tasks.

Accounting and Tax errors

Many errors often go undetected until partner review or after filing, increasing liability and jeopardizing client relationships.

Critical steps are manually executed

Many accounting and tax processes still require manual intervention. Such handoffs create inefficiencies.

Scaling means hiring accountants

Onboarding each new client often requires hiring additional CPAs to perform repetitive tasks.

From Manual Accounting to Autonomous Execution

Set up your Accounting workflow once, and Adopt AI handles everything else. It manages bank fetch, reconciliation, tax filing, and more, all within the systems your firm already uses.

PLAN
‍Agents identify which documents are needed and set up the workflow structure for each process. The platform maps out folder hierarchies, banking connections, and data requirements before any work begins.

INGEST
‍Agents log into client bank portals, download statements, scan emails for attachments, and pull from SharePoint or Google Drive. Everything flows into the right client folders automatically - no manual sorting or filing required.

Process
‍AI extracts transactions from PDFs, Excel files, and scanned documents with confidence scoring. When the extraction confidence drops below the threshold, the agent escalates the team for review.

ANALYZE
‍Agents apply your firm's existing Excel formulas and chart-of-accounts logic to categorize transactions and assign tax codes.

REVIEW
‍CPAs see flagged exceptions in a dashboard - duplicate payments, missing receipts, unclear tax codes. They approve clean work in bulk or correct errors in line, and the agent learns from each fix going forward.

REPORT
‍Agents generate Summary D, the general ledger, the trial balance, and the work papers in the exact Excel format. The output matches your existing templates - same formulas, same color coding, same folder structure the team already uses.

What makes end-to-end Accounting automation possible

Application Use™ allows agents to operate software the same way your team does, navigating interfaces, extracting data, and taking action across systems that don’t work together.

Works inside your existing systems

Adopt AI operates as an intelligent layer on top of QuickBooks, CCH Axcess, Thomson Reuters, and Karbon. Agents navigate interfaces and complete work across internal tools and external portals without requiring systems to be rebuilt.

Accesses legacy systems and portals

Connect to bank portals, vendor systems, and legacy applications without APIs. Browser agents access community banks, state filing portals, and custom firm systems that modern integrations can't reach.

Your Team Stays in Control

Agents flags exceptions for review -duplicate payments, missing documentation, uncertain tax codes. CPAs approves clean transactions in bulk or flags corrections directly in the dashboard. The agent fixes it inline and applies that logic to similar transactions going forward.

Ready to use Accounting agents

We've already built the workflows accounting firms need - bookkeeping ledger, tax filing, bank statement fetch, and compliance filings. Just plug in your client systems, and the work starts happening.

Build complex AI agents without code

Create sophisticated accounting automation by describing workflows in natural language. No IT projects, no developer resources, no custom integration work required.

Augments capacity, doesn't replace staff

Agents handle repetitive operational work - reconciliation, data extraction, variance analysis - so your CPAs focus on advisory services, tax planning, and client relationships.

USE CASES

Explore what's possible with Adopt AI

Below are few real-world AI Agent applications across operations, supply chain, finance and IT teams.

R&D Tax Credit Automation

AI Agents handle document extraction, QRE calculations, and IRS form generation and more. Cut down processing from weeks to hours.

88%

faster drafting

See how it works

AI Accounting Agents

Turn hours of manual accounting work per client into few hours. AI Accounting Agents handle bank statement downloads, document extraction, and more.

90%

time reduction

See how it works

Impact that speaks volumes

What CPA firms achieve with Adopt AI

20x

Faster Processing

Get hours back every week. Accounting workflows that take team days now complete in minutes.

95%

Accuracy Rate

Agents follow the exact process every time - no copy-paste mistakes, no missed rows in a spreadsheet, no forgotten follow-ups across apps.

80%

Cost Reduction

Onboard more clients, reconcile more invoices, close books faster - all without hiring proportionally. Your team focuses on strategic decisions, not data entry.

Any

Connect to Any App

Adopt AI creates integration endpoints by learning how applications work even websites, portals, and legacy systems with no public API.

100%

Audit Trail

Every figure traces to its source document - invoice, bank statement, receipt. Similarly, the tax code links to the rule that triggered it. CPAs review the trail, the same way they'd review human work.

Revenue Leakage

Automatically flags mismatches and accounting errors before they hit your bottom line.

Why top Accounting firms choose Adopt AI to stay ahead of the curve

Choose your LLM

Your firm controls which LLMs they want toYour firm controls which LLMs they want to use for each type of work.

Controlled Client Access

Define user roles and permissions, restricting access to specific features and data based on job responsibilities.

Track every step of Agent

Track system activity, detect potential security incidents, ensure accountability and more.

Own your Data

You control where sensitive financial information stays. Run Adopt AI on your own servers or cloud.