Close in hours,
not weeks.
Adopt's agents run the reconciliations, AP/AR, flux analysis, and close tasks inside the ERP, bank portals, and spreadsheets you already use, including the ones with no API. Your team reviews the exceptions and signs off. No migration, no new logins.
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
You already know where the month goes.
The close
A never-ending month-end cycle
Reconciliations, accruals, journal entries. Your best people spend two weeks producing numbers instead of reading them.
Flux and reporting
Variance reports built by hand
Flux takes days of compiling from disconnected systems. By the time it ships, the business has moved on.
Agents prepare. Your team approves.
Every workflow below runs inside your existing stack: your ERP, your bank and card portals, your shared drives, your Excel. Agents navigate the interfaces the way a person does, so legacy systems and no-API portals are in scope, not an exception.
Month-End Close
Every account reconciled, journal entries drafted, accruals proposed. Your team opens a queue of exceptions, approves, and signs off.
Account Reconciliation
Statements extracted straight from bank and card portals, categorized, and matched. 99.2% match accuracy in production.
Why your auditor will be fine with this.
The LLM never touches the numbers
Models write the extraction and transformation logic. They never generate a numeric value. A checker agent validates the work in a maker-checker loop, and anything below your confidence threshold routes to a human with the source document linked.
Every number traces back
Populated workpapers carry cell formulas that trace to source tabs, with agent-populated cells marked. Event logs, formula versions, and human-review records travel with the work. 100% traced.
Approval gates where you put them
You decide what posts automatically and what waits for sign-off. Your team reviews the exceptions, not the volume. Nothing counts until a human approves it.
What you've probably already tried
| Option | What it does | Where it stops |
|---|---|---|
 Close management platforms | Checklists, status, review workflows | A human still prepares every reconciliation it tracks |
 AI close tools built for modern stacks | Automation over clean APIs | Stops at the legacy ERP, the bank portal with no API, the on-prem requirement |
15 bank portals, none with an API, reconciled by agents
An insurance group's offshore team pulled documents from 15 separate bank portals with scripts and hand-keyed them into Excel. Adopt's agents now log into the portals the way a person does, extract and categorize the statements, reconcile them, and route only the exceptions to reviewers, inside the team's own Excel templates.
- Statements extracted directly from the portals, no API required
- Transactions categorized and matched, 99.2% matched in production
- Exceptions flagged with a link to the exact source document
- Same team. Preparers became reviewers. Books stay current.
Hire your finance function. One tier at a time.
Finance teams
Book a pilot on one real workflow. Custom tier: agents plus experts running close, AP/AR, flux, and board reporting at scale. Priced per company for work completed, never per seat.
Founders and small teams
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.
