AI ACCOUNTING FOR CFOs & CAOs
Shorten your close cycles, reduce audit work by half, and make cash flow forecasts 50% more accurate by leveraging Adopt AI. Leaders receive accurate numbers faster, so they can focus on making decisions instead of tracking status.
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Reduce forecast errors by up to 50%. AI predicts late payments, models AR and AP options, and automates collections. This gives you real-time confidence in your liquidity.
Automate journal entries and match receivables automatically. Cut close cycles by up to 70%, so your team only needs to review exceptions.
AI takes over the repetitive work, so your team focuses on what actually moves the business forward.
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.
Your finance team creates and deploys AI agents on their 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. Your team 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.
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.
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.
Agents ingest ERP, CRM, and external data to forecast cash with up to 50% lower error.
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