FINANCIAL SERVICES
Automate end-to-end accounting and tax processes, such as Record-to-Report and Invoice-to-Cash, within your existing systems.
Trusted by the best
Your accounting and tax operations span fragmented systems.
Adopt AI, on the other hand, coordinate end-to-end accounting and tax workflows, automatically execute validations, and resolve exceptions before they affect operations.
Adopt handles complete accounting and tax workflows beginning to end while you focus on serving clients.
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.
Our platform handles the repetitive work automatically and in
real-time so you deliver results faster and move on to next month.
Every figure traces to its source document - invoice, bank statement, receipt. CPAs review the trail, the same way they'd review human work.
CPAs spend hundreds of hours per client extracting W-2 data, calculating QRE, and generating IRS documentation. Each client requires pulling data from multiple formats and manually populating forms. Agents extract W-2 data automatically, build employee ledgers, calculate qualified research expenses, and generate complete tax credit workbooks in minutes.
Process W-2s and payroll data from any format automatically
Build queryable employee ledgers with wage tracking
Calculate QRE with pre-approved formulas and audit trails
Generate IRS-ready documentation with proper citations
90% reduction in processing time per client
Finance teams download bank statements from multiple portals, extract data to Excel, and then re-enter into bookeeping tools. Each client takes hundreds of hours of manual work. Agents automatically download statements, extract transaction data, validate against general ledger rules, and post entries to accounting systems without manual intervention.
Download bank statements from multiple portals automatically
Extract and validate transaction data across formats
Post entries to QuickBooks and accounting systems
90% reduction in manual accounting hours per client
Firms spend 2 weeks each month chasing bank statements, reconciling accounts, and preparing financial packages. Each client requires manual data pulls from multiple banking portals, spreadsheet reconciliation, and variance explanation. Agents automatically gather data from all sources, perform reconciliations, flag anomalies, and generate client-ready financial statements with commentary.
Pull statements from multiple banks and credit card portals automatically
Reconcile accounts and flag discrepancies for review
Generate financial statements with variance analysis
75%+ reduction in month-end close time
Audit teams manually request, download, and organize hundreds of documents for each engagement. Bank confirmations, contracts, invoices, and supporting schedules arrive via email, client portals, and shared drives. Each document must be reviewed, classified, and linked to the appropriate workpaper section. Agents automatically collect evidence from all sources, classify documents by audit area, extract key data points, and organize materials into workpaper-ready format.
Gather supporting documents from client systems and portals
Classify evidence by audit assertion and financial statement line item
Extract transaction details and flag items requiring sampling
Tax teams spend 85% of engagement time chasing documents from clients, organizing prior-year data, and manually entering information into tax software. Each organizer requires follow-up emails, phone calls, and hours of data entry. Agents automatically request missing documents, extract data from client systems, populate tax organizers, and flag items requiring professional judgment.
Request and track document collection from clients automatically
Extract data from bank statements, payroll systems, and financial records
Pre-populate tax organizers with client information
85% reduction in pre-filing preparation time
Month-end close requires reconciling thousands of transactions across core banking, ERP, and payment systems. Teams spend hundreds of hours manually matching records. Agents reconcile transactions automatically, flag discrepancies, and update financial systems without manual intervention.
Reconcile transactions across banking and ERP systems automatically
Flag discrepancies before financial close
Eliminate manual spreadsheet reconciliation
Complete the month-end close 60% faster
CPAs spend hours per client chasing bank statements, invoices, and supporting schedules
Month-end close takes weeks because bank reconciliation happens manually across multiple institutions
Accountants spend days on processing and data entry
R&D tax credit engagements requires manual payroll analysis and qualified research activity documentation
Partners download and organize hundreds of trial balance reports, confirmations, and source documents per audit
Financial statement preparation takes days of manual journal entry review and footnote drafting
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Client data flows automatically from general ledgers, banking portals, and internal systems
Month-end close completes in days with automated three-way reconciliation and account analysis
Agents processes data and maps in a few hours
R&D tax credit calculations generate automatically from payroll registers and project tracking systems
Partners spend time on CFO advisory, tax planning, and M&A services instead of document gathering.
Our platform connects across CCH Axcess, Thomson Reuters, Karbon, QuickBooks, and Xero
Adopt AI understands banking workflows out of the box. We've already built the workflows accounting firms need be it bookkeeping, tax filing, reconciliations, and compliance filings. Just plug in your client systems, and the work starts happening.
You set approval thresholds for every workflow. Agents handle routine operations automatically and route edge cases to your team. Full visibility into every decision and action agents make.
Deploy in your AWS, Azure, or GCP environment. On-premises installation available. Bring your own LLM keys or use Adopt's infrastructure. Connects to legacy core banking systems and modern APIs.
SOC 2 Type II and ISO 27001 certified. Data stays in your environment. Role-based access control. Full audit trails for every agent action. Built for regulated financial institutions.
Adopt AI-powered execution for accounting and tax firms to drive the future of accounting.
Adopt AI connects to your existing core banking platform, ERP, and payment systems without requiring API work.
Every agent action is logged with full audit trails. You maintain role-based access control, approval workflows, and complete visibility into agent decisions. We're SOC 2 Type II and ISO 27001 certified.
Most financial institutions deploy their first production agent in days, not months. Our field deployment engineers work alongside your team to identify high-impact workflows and rapidly build governed agents.
Yes. Adopt AI supports on-premises deployment, private cloud (AWS, Azure, GCP), and hybrid configurations. Your data never leaves your environment.
Our intelligent OCR pipeline processes W-2s, Excel sheets, scanned PDFs, and digital documents automatically. Low-confidence items are flagged for CPA review, ensuring accuracy while maintaining speed.
Adopt AI connects to QuickBooks Desktop, QuickBooks Online, Excel, Dynamics CRM, and other major accounting platforms. We also handle data extraction from bank portals, SharePoint, and multiple file formats.
