FINANCIAL LEADERS
Your finance team spends 60% of their week on manual work that agents can easily handle. Adopt AI turns your existing finance systems into intelligent AI Agents that execute work across internal, external, and legacy tools your team already uses.
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Finance team processes thousands of documents weekly. Each one takes several minutes to extract, validate, and enter the information. That's hundreds of hours of manual data entry every week.
Reconciling books takes teams several days. Close cycle runs for several days when it should be just a day. Teams manually hunt for discrepancies rather than analyze performance.
Every audit report requires several hours of manual extraction across multiple systems.
Regulatory requirements shift constantly across jurisdictions. New rules arrive every quarter. Your team spends weeks tracking changes and updating policies.
Agents extract and validate invoice data from any format - PDFs, emails, scanned images, and more. Any exceptions are routed to the right team. Agents process hundreds of invoices in minutes instead of days.
Agents automatically match transactions across ERP, banking, and payment platforms. Any discrepancies are automatically flagged for review. Teams can close books in a few days because reconciliation runs continuously in real-time.
Agents generate audit-ready reports from multiple systems in a few minutes. No manual work required.
Your sensitive financial data never leaves your infrastructure. Adopt's split architecture runs the data plane behind your firewall while the control plane orchestrates workflows.
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Adopt AI is a passthrough layer for workflow execution. We don't train on your data. We don't store financial transactions. Agent-related API calls execute client-side in your browser or on your infrastructure.
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Role-based permissions ensure agents only access data their human counterparts can see. Every action is logged for audit trails. Human-in-the-loop approvals for high-risk transactions.
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Fine-grained access control, encryption, performance logs, audit trails, and RBAC, compliant with ISO 27001, GDPR, and enterprise security standards.
Adopt AI works as an intelligent layer on top of your existing systems. Agents operate across internal tools, external portals, and legacy systems without requiring systems to be rebuilt or replaced.
No-code agent builder means your controllers and analysts create automations without engineering tickets. Discover workflows with our no-code agent builder and deploy with built-in governance guardrails.
Your team stays in control - when an agent reaches something that needs judgment, it pauses and notifies the right person. They review the full context, make a call, and work continues. Nothing moves forward without sign-off.
AI Agents handle document extraction, QRE calculations, and IRS form generation and more. Cut down processing from weeks to hours.
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Turn hours of manual accounting work per client into a few hours. AI Accounting Agents handle bank statement downloads, document extraction, and more.
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