Autonomous Agents for Tax & Accounting
Run accounting and tax workflows autonomously across your existing systems, so your firm can grow revenue without scaling headcount.
Run accounting and tax workflows autonomously across your existing systems, so your firm can grow revenue without scaling headcount.
Trusted by enterprises globally
Application Use™ allows agents to operate software the same way your team does, navigating interfaces, extracting data, and taking action across systems that don’t work together.
Adopt AI operates as an intelligent layer on top of QuickBooks, CCH Axcess, Thomson Reuters, and Karbon. Agents navigate interfaces and complete work across internal tools and external portals without requiring systems to be rebuilt.
Connect to bank portals, vendor systems, and legacy applications without APIs. Browser agents access community banks, state filing portals, and custom firm systems that modern integrations can't reach.
Agents flags exceptions for review -duplicate payments, missing documentation, uncertain tax codes. 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.
We've already built the workflows accounting firms need - bookkeeping ledger, tax filing, bank statement fetch, and compliance filings. Just plug in your client systems, and the work starts happening.
Create sophisticated accounting automation by describing workflows in natural language. No IT projects, no developer resources, no custom integration work required.
Agents handle repetitive operational work - reconciliation, data extraction, variance analysis - so your CPAs focus on advisory services, tax planning, and client relationships.
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 into Excel, and then re-enter into bookkeeping 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
What CPA firms achieve with Adopt AI
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