Bookkeeping software for accounting firms
Bookkeeping software for accounting firms has to take the keying and categorizing off your staff, client after client. Adopt brings in each client’s transactions, suggests the category with the reason behind it and reconciles every account.
How accounting firms handle this today.
Bookkeeping is the low-margin work. It takes the most hours and earns the least.
Clients send things late. Statements and receipts arrive after the deadline.
The same cleanup every month. Uncategorized lines and duplicates are fixed again and again.
Staff turnover resets the knowledge. How a client’s books are coded leaves with the person who coded them.
Client bookkeeping prepared, ready for review
Adopt prepares the work in the background. Your team reviews and approves it, and every approval stays on the record.
Connect your accounts
Link bank and card accounts, or upload statements. A statement uploaded twice is not added twice.
Suggested categories
Each transaction gets a suggested account from that client’s chart, with the reason shown.
Accept or change
Accept in bulk or one row at a time. Nothing is applied until you accept it.
Reconcile and report
Accounts reconcile to their statements, to the cent, and monthly statements are ready to review.
What changes for accounting firms
Each client kept separate
Every client is its own entity, with its own books and chart of accounts.
The coding stays with the books
Every category shows whether it came from a rule or a person, with a timestamp.
Duplicate-safe imports
A client statement uploaded twice is not added twice.
FAQs
It keeps each client’s transactions categorized and accounts reconciled, so your staff review instead of key. Adopt prepares that work and your team approves it.
Yes. Each client is its own entity, with its own books and its own chart of accounts.
Adopt suggests a category for each transaction and shows why. Nothing is applied until someone on your team accepts it.
No. Adopt works on its own. A business without any accounting system can start on Adopt and keep its books there.
More software for accounting firms
Bookkeeping software for other roles
Client books that arrive ready for review.
You approve every entry.
Start free and connect your first account. Adopt works on its own, so you do not need another accounting system to begin.
