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Adopt AI logo

Intelligent Agents for Tax & Accounting.

Works seamlessly with the tools your accountants already use.

+1 415 634 6253
info@adopt.ai
#1080, Plaza West, 3031 Tisch Way #110, San Jose, CA 95128
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© 2026 Adopt AI Inc.

Month Close in a Day,
Not Weeks

Our agents reconcile, perform flux analysis, and review expenses end-to-end on your ERP and accounting stack.Your team just reviews the exceptions.

Book a pilot
UHY
Automation Anywhere
RallyUp
Beyond Risk
PriceLabs
Centuri
Doola
Spendflo
BlackStone Shipping
UHY
Automation Anywhere
RallyUp
Beyond Risk
PriceLabs
Centuri
Doola
Spendflo
BlackStone Shipping
UHY
Automation Anywhere
RallyUp
Beyond Risk
PriceLabs
Centuri
Doola
Spendflo
BlackStone Shipping
UHY
Automation Anywhere
RallyUp
Beyond Risk
PriceLabs
Centuri
Doola
Spendflo
BlackStone Shipping
UHY
Automation Anywhere
RallyUp
Beyond Risk
PriceLabs
Centuri
Doola
Spendflo
BlackStone Shipping
The problem

Why teams are stuck

The problems slowing down every finance team.

The platform

Built for Finance teams

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

Up to 90%

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

Up to 90%

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.

Transform Your Finance Operations

Scale your financial operations and accelerate your close with intelligent AI agents.

Accelerate your month-end close

Our agents act as your extended finance team, automating flux analysis, reconciliation, and expense reviews end-to-end across your ERP. You don't just close faster. You close with higher precision.

Do More With the Same Team

Let AI agents take care of the repetitive work, allowing your team to deliver more without compromising quality.

Zero-change disruption

No new tools or platform migrations. Our agents plug directly into your existing ERP, email, and communication channels, acting as a junior accountant on your team from day one.

How Adopt AI works

Connect your existing stack. The agents handle everything from intake to delivery.

Bank Statement — Chase Checking ****4218
DateAccountDescriptionCategoryAmountBalance
06/08/2026****4218AWS Cloud ServicesSaaS-24,128.001,284,902.17Matched99.2%
06/09/2026****4218Salesforce CRMSaaS-12,000.001,284,902.17Review0.8%
06/10/2026****4218Payroll - May W4Payroll-187,420.001,284,902.17
06/11/2026****4218Customer PaymentRevenue+98,500.001,284,902.17
06/12/2026****4218Google WorkspaceSaaS-8,200.001,284,902.17
06/13/2026****4218Customer PaymentRevenue+214,000.001,284,902.17
Invoice Extract — Smart Vault PDFs
VendorCategoryInvoice #AmountGL CodeStatus
AWSCloudINV-2026-033124,128.006240MatchedFlux Report - Q1
SalesforceSaaSINV-2026-033012,000.006240MatchedMetricQ1 2026Q1 2025%
DataDogMonitoringINV-2026-03296,400.006240ReviewRevenue4,128,400.003,671,200.00+12.4%
StripePaymentsINV-2026-03283,200.005100MatchedCOGS1,847,200.001,708,100.00+8.1%
ZoomCommsINV-2026-03271,850.006310MatchedCross Profit2,281,200.001,963,100.00+16.2%
RipplingHR/PayrollINV-2026-03262,100.007100MatchedOpEx1,104,600.001,018,400.00+8.5%
EBITDA1,176,600.00944,700.00+24.5%
Work Papers — Tax Forms Q1 2026
FormDescriptionFieldsPopulatedStatus
Form 1120Corporate Income8484 / 84Populated
Form 1099Non-Employee Comp9492 / 94Populated
Schedule M-1Book-Tax Reconciliation3232 / 32Populated
Form 5471Foreign Corp Filing4841 / 48In Review

Connectors

✕
  • Sage Intacct

    180+ APIs discovered
  • Box

    4,128 docs indexed
  • Chase

    OAuth · 12 accounts
  • QuickBooks

    94 endpoints mapped
  • Salesforce

    Opportunities + ARR
  • NetSuite

    218 saved searches
Integrations

Adopt AI connects to the tools your firm already runs

SharePoint

Ramp

Excel

Avalara

Avalara

QuickBooks

Why Adopt AI

The Platform

Connect any system

Works with every tool - new, legacy, or no-API portals.

Agents navigate interfaces the way humans do.

No integration project needed.

Zero change disruption

No retraining, no new logins required.

Your team works exactly as today. Value from day one, zero friction.

Built on your terms

Run on any LLM and integrate with any platform.

No vendor lock-in or forced stack.

Your choice of model and infrastructure.

Your data never leaves

Proof

Teams that have done it

“Adopt AI’s technology has the potential to fundamentally change how customers interact with applications.”

Chaithanya

Chaithanya Yambari

Co-Founder

zluri-logo

“Adopt AI’s technology has the potential to fundamentally change how customers interact with applications.”

Chaithanya

Chaithanya Yambari

Co-Founder

zluri-logo

“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.”

Dark architectural background image

See it running on your workflows

Book a pilot

Reconciliation never ends

High-volume, manual reconciliation keeps finance teams stuck in a never-ending, exhausting month-end cycle.

Flux reports take weeks

Compiling variance reports from disconnected systems is time-consuming and often takes weeks to complete.

Talent isn't there

The pool of qualified accountants is diminishing, making hiring increasingly difficult.

Own your AI Agents

All agents, skills, and decision logic developed remain your intellectual property, ensuring full control and portability.

Couldn't find your
integration?

Adopt AI is compatible with any ERP, legacy systems, and internal apps.

Deploy on your infrastructure - on-prem or private cloud.

Client data stays inside your environment, always.

Adopt AI platform mark

Connect any system

Works with every tool - new, legacy, or no-API portals.

Agents navigate interfaces the way humans do.

No integration project needed.

Zero change disruption

No retraining, no new logins required.

Your team works exactly as today. Value from day one, zero friction.

Built on your terms

Run on any LLM and integrate with any platform.

No vendor lock-in or forced stack.

Your choice of model and infrastructure.

Your data never leaves

Deploy on your infrastructure - on-prem or private cloud.

Client data stays inside your environment, always.

Ajay

Ajay Vardhan

Co-Founder & CTO

spendflo-logo

“Software now adapts to human language, not the reverse. Conversations replace clicks. Adopt AI makes that shift possible.”

Portrait of Viral Bajaria

Viral Bajaria

Co-Founder & CTO

6sense logo