Every plan runs on the full platform — all frontier models, Workstreams for every client, and human‑in‑the‑loop review on everything that ships.
$0
For CPAs ready to run their first agent on real client work - today.
Start Free1 seat - full platform access
All frontier AI models - pick any, switch anytime
Tax & accounting skills library - reconciliations, workpapers, memos, and more
Workstreams - every client's files, walled off
HITL (Human-in-the-loop) review - approve before anything ships
Scheduled & triggered agents - work starts before you do
$100/user
For firms of 2–15 putting agents to work across the whole client book - self-serve, no sales call.
Upgrade to FirmUp to 15 seats - role-based HITL assignment across your team
Unlimited workstreams - every client, walled off
Standard connectors - QuickBooks, Xero, banks & more
Shared skills - build once, every seat runs it
Approval workflows - preparer drafts, reviewer signs off
Usage controls - per-seat credit caps & spend visibility
Priority email support - next-business-day response
Custom
For firms running engagements on Adopt AI, with our team building alongside yours.
Book a PilotUnlimited seats & SSO - your whole team, every client
Legacy & internal connections - banks, ERPs, and the apps only your firm runs
Our team builds your first agents with you - deploy & manage included
Custom skills built for your firm's workflows
White-glove onboarding - in person, when you want us there
Priority support - dedicated team, security review & DPA
On-prem or private cloud deployment & bring-your-own model keys
