AI Accounting Agents for Finance Transformation Leaders

AI ACCOUNTING FOR FINANCE TRANSFORMATION LEADERS

Build an AI-Native Finance Function

Let agents handle the routine so your team can focus on delivering the strategic value.

With Adopt AI You Can

Connect to Any App

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.

Faster Reconciliation & Close

Automate journal entries and match receivables automatically. Cut close cycles by up to 70%, so your team only needs to review exceptions.

Scale without adding headcount

Agents handle repetitive operational work - reconciliation, data extraction, variance analysis - so your CPAs focus on advisory services, tax planning, and client relationships.

Built for Enterprise Finance Security

On-Premise Data Plane Architecture

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.

Zero Data Retention

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.

Fine-Grained Access Controls

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.

Governance & Security

Fine-grained access control, encryption, performance logs, audit trails, and RBAC, compliant with ISO 27001, GDPR, and enterprise security standards.

Why Finance Transformation Leaders Love Adopt AI

Work where your teams work

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.

Finance Teams Build Agents

You create and deploys AI agents on your own, using ready-made templates or starting from scratch, no engineering help required.

Human-in-the-Loop (HITL) Dashboard

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.

80 %

Cost Reduction

Onboard more clients, reconcile more invoices, close books faster - all without hiring proportionally. Your team focuses on strategic decisions, not data entry.

65 %

Faster Close Cycles

Organizations move from 15+ days closes to a week closes. Team shift from data gathering to analysis.

Finance Use Cases

Tax Credit Automation

AI Agents handle document extraction, QRE calculations, and IRS form generation and more. Cut down processing from weeks to hours.

88%

faster drafting

See how it works

AI Accounting Agents

Turn hours of manual accounting work per client into a few hours. AI Accounting Agents handle bank statement downloads, document extraction, and more.

87%

faster processing

See how it works

Autonomous Reconciliation & Close

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.

Continuous Auditing & Real-Time KRIs

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.

Enterprise Finance Integrations