AI ACCOUNTING FOR ACCOUNTANTS
Let Agents handle the grunt work across bookkeeping, reconciliations, tax prep, and audit requests, so you spend less time on data entry and more time on strategic work.
Trusted by the best
Agents handle repetitive operational work - reconciliation, data extraction, variance analysis - so your CPAs focus on advisory services, tax planning, and client relationships.
Every figure traces to its source document - invoice, bank statement, receipt. Similarly, the tax code links to the rule that triggered it. CPAs review the trail, the same way they'd review human work.
AI highlights anomalies, duplicate entries, and unusual variances right away, giving controllers time to investigate and fix them before they impact the close.
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.
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.
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.
Create and deploys AI agents on your own, using ready-made templates or starting from scratch, no engineering help required.
Agents flags exceptions for review -duplicate payments, missing documentation, uncertain tax codes. You can approve 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.
AI Agents handle document extraction, QRE calculations, and IRS form generation and more. Cut down processing from weeks to hours.
See how it works
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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.
See how it works
AI handles bank recs, intercompany eliminations, routine journals, and variance analysis. Your team will spend 30–70% less time on manual close work and more on strategic insight.
AI-enabled platforms ingest ERP data feeds to run ongoing checks for control violations, anomalies, and KRI thresholds - surfacing exceptions for auditor review and shortening the time between control failures and remediation.
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