Every Account Tied Out Before Your Controller Opens the File
Agents operate your bank and card portals and your ledger, NetSuite or QuickBooks or whatever you run, match every transaction at line level, and hand your reviewer a tied-out workbook with each figure traced to source.
How reconciliation runs today.
Cash sits in thirty bank accounts, a couple of card programs, Stripe, and a point-of-sale system per location. Every one of them has its own export.
Someone downloads what an aggregator can reach and logs in by hand for the rest. One portal at a time.
Transactions get matched in an Excel file that has been a living document for ten years. The ones that do not match get a note and a question for whoever knows the account.
By the time the workbook reaches the controller, the month's capacity has gone into producing it rather than checking it. The reconciliations are running two months behind the books.
The controller's capacity goes into producing the workbook, not checking it.
From Statement to Sign-Off
Reconcile Every Account Daily Without Another Hiring Cycle
Keep Reconciliations Current
Agents run overnight, so the backlog that used to sit two months behind the books becomes a queue of exceptions waiting in the morning, and the close starts reconciled instead of starting with reconciliation.
Improve Accuracy
Every figure ties to a source line and a checker agent audits the workbook before a reviewer opens it, so senior time goes to the judgment calls instead of the arithmetic.
Standardize Method
The same tie-out method, tolerance rules, and documentation apply to every entity and every account, whoever prepares the file and whichever ledger the entity runs.
Bank Data That Never Leaves Your Environment
Your financial data does not leave your environment.
Run Adopt in our cloud on an isolated tenant, inside your own VPC, or fully on-prem, so the first question your security team asks has a one-word answer. Agents inherit the permissions of the systems they work in through least-privilege service accounts: they see what your team can see and nothing more.
Certified, and still yours.
SOC 2 Type 2, ISO 27001, GDPR, and HIPAA. Zero-data-retention agreements with the model providers, no training on your data, and your choice of model, including your own keys. Every run is logged step by step, so your auditors can read what the agent did and not just what it produced. All agents, skills, and decision logic are your intellectual property.
- SOC 2 Type 2
- ISO 27001
- GDPR
- HIPAA
SOC 2 Type 2 · ISO 27001 · GDPR · HIPAA
See our security practicesReconciliation Touches Every Bank, Card, Processor, and Ledger You Run
Agents work against systems with no API by operating the interface the way a person does, so legacy software and bank portals are in scope.
QuickBooks
QuickBooks is a cloud-based accounting platform that enables businesses to manage finances, track income and expenses, and gain real-time insights into their financial performance.
Sage Intacct
A cloud-based accounting and financial management solution by Sage Group that helps businesses automate finances, reporting, and compliance.
NetSuite
NetSuite — A cloud-based ERP platform by Oracle that helps businesses manage finance, operations, CRM, and e-commerce in a unified system.
Microsoft Dynamics 365
A cloud-based suite combining ERP and CRM to manage finance, operations, sales, and customer service
Ramp
Spend management platform combining cards, expense tracking, and automation.
Brex
Corporate cards and spend management platform for startups and enterprises.
Stripe
A payment infrastructure platform for processing online payments and financial operations.
SharePoint
SharePoint is cloud-based apps for file storage, sharing, and team collaboration.- See all integrations
FAQs
Whatever you already run. Agents read and write NetSuite, QuickBooks, Sage Intacct, and Dynamics 365 directly, connect to the banks and cards an aggregator covers, and where a system has no API, including many bank, vendor, and payroll portals, they operate the interface the way a person does. There is no data warehouse to build first and no new system of record.
Where you decide. Run Adopt in our cloud on an isolated tenant, in your own VPC, or fully on-prem, so nothing has to leave your environment. SOC 2 Type 2, ISO 27001, GDPR, and HIPAA, with zero-data-retention agreements with the model providers, no training on your data, and your choice of model. Agents inherit the permissions of the systems they work in, so they see what your team can see.
No. Where a bank feed exists, it is used. Where it does not, which is the regional bank, the credit union, the lender portal, and the processor that publishes nothing, agents sign in the way your staff does and pull the statement. Coverage is not limited to who publishes an API, which is where a lot of reconciliation time actually goes.
The language model does not produce the numbers. It writes the extraction and matching code, which your team can read, and the arithmetic runs in that code. A separate checker agent then runs a 100-point validation and audits a 5% sample of key values before your reviewer opens the workbook. Every figure carries a formula back to its source line.
The part that costs you the time. Bank rules clear the exact matches. What they leave is the residual: the deposit that settles eleven invoices, the POS batch that settles as one, the wire with a hand-typed reference, the short pay. Agents reason through those, write down why, and post the result back into the same ledger, so the rules you have keep doing their job.
The honest test is a back-test. Run the month you just reconciled through the agents, in your environment, and compare line by line before anything touches production. Where it is weakest: deposits with no reference and no remittance, opening balances that were never clean, and account classes with no history yet. Those arrive as exceptions rather than as matches, and the first month tells you how many you have.
You could, and the easy half probably already is. What you would be writing and maintaining yourselves is the finance-specific skills, the connectors to systems without APIs, the checker layer, and a review workflow that more than one person can work in, then rebuilding them each time an interface changes. If you leave, you already own it: all agents, skills, and decision logic are your IP, in the same open format as Claude skills, on any model and any infrastructure. If you have an internal effort underway, we co-build with your team.
Your Team Reviews the Tie-Out.
They Stop Producing It.
Start on the month you just closed, in your own environment, with success criteria agreed up front. The first month is on us, and terms get reassessed against measured results before anything scales.