Turn Your Accountants
From Preparers to Reviewers
Our agents handle tax credit claims, workpapers, bank statement extraction, and reconciliations end-to-end on the systems your firm already uses.
Why teams are stuck
The problems slowing down every CPA firm.
Built for CPA firms
Accounting
Pulls data from every connected bank and ledger, then builds the balance sheet, P&L, trial balance, and GL automatically for each client.
Time savings
90% faster
Audit trail
100% traced
How it runs
Ingestion agent
Pulls bank and ledger data across every client entity from connected portals.
Consolidation agent
Builds the balance sheet, P&L, and trial balance from the reconciled data.
GL agent
Posts entries to the general ledger with source-linked formulas.
Audit trail agent
Packages the consolidated statement set for CPA sign-off.
Accounting
Pulls data from every connected bank and ledger, then builds the balance sheet, P&L, trial balance, and GL automatically for each client.
Time savings
90% faster
Audit trail
100% traced
How it runs
Ingestion agent
Pulls bank and ledger data across every client entity from connected portals.
Consolidation agent
Builds the balance sheet, P&L, and trial balance from the reconciled data.
GL agent
Posts entries to the general ledger with source-linked formulas.
Audit trail agent
Packages the consolidated statement set for CPA sign-off.
Scale your operations and maximize client returns with AI agents.
Maximize Returns
Our agents act as analysts, utilizing tax and case law to identify opportunities and optimize client returns.
Focus on Growth
Offload manual bookkeeping and grunt work to agents, freeing your team to focus on client advisory, demand generation, and GTM strategy.
Zero-Change
No new tools or UIs. Our agents work as your junior accountant within your existing folders, email, and teams, ensuring zero disruption from day one.
Own Your AI Agents
Connect your existing stack. The agents handle everything from intake to delivery.
Connectors
CCH Axcess
180+ APIs discovered
Smart Vault
4,128 docs indexed
Chase
OAuth · 12 accounts
QuickBooks
94 endpoints mapped
ProConnect Tax
200+ docs fetched
NetSuite
218 saved searches
Adopt AI connects to the tools your finance team already runs.
CCH Axcess
Excel
SharePoint
QuickBooks
ProConnect Tax
The Platform
Can't I just use
LLMs can help with tasks like reconciliations, workpapers, tax prep, and checklists. However, they still need manual intervention and effort.
| What accounting operations require | Adopt AI | LLM alone |
|---|---|---|
| Deterministic output | Structured workflows and human approval at every step | Non-deterministic |
| Accounting-specific logic | Built-in GL, tax, and other rulesets | Needs custom prompts |
| Connects to your systems | Connects to all apps including legacy systems | API only |
| Data | SOC 2, on-prem, and zero data retention | Data is shared with external systems |
Teams that have done it
“Adopt AI’s technology has the potential to fundamentally change how customers interact with applications.”
Chaithanya Yambari
Co-Founder
“Adopt AI gave us a faster go-to-market, complete control over AI behaviour, and exponential coverage of actions across our product without needing to rebuild anything. This is how modern products should think about agentifying their platforms.”
