Every Invoice Coded and Matched Before an Approver Sees It
Agents collect invoices from your shared mailbox and vendor portals, code them against your chart of accounts in NetSuite or QuickBooks, run the three-way match, and send a person only what failed it. Releasing payment stays a human action.
How payables run today.
Everything comes into a central mailbox in a dozen formats. Invoices, statements, and things that are neither. It flows into the ERP, and the ERP is left to figure it out, which it cannot.
A hundred invoices a day, keyed by hand. Someone prints them, keys them, and checks each one against the PO and against last month's postings in case it is a duplicate.
The capture tool handles the clean half. The invoice with no PO, the contract rate that does not match, the second copy with a different total, waits for a person.
Approvals happen in an email chain. The record of who approved what lives in that chain.
The approver's whole job has become clicking approve.
From Inbox to Approval
Process Every Invoice the Day It Arrives Without Another Hiring Cycle
Clear the Queue Daily
Staff stop keying invoices and chasing approval threads, so a hundred invoices a day becomes a morning's review queue instead of a season's backlog, and accruals stop surprising the close.
Improve Accuracy
Every invoice is matched, duplicate-checked, and audited by a checker agent before an approver opens it, so senior time goes to the exceptions instead of the data entry.
Standardize Method
The same coding logic, tolerance rules, and approval trail apply to every entity and every vendor, whoever prepares the batch and whichever ledger the entity runs.
Vendor and Payment 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 practicesPayables Touch Every System You Run
Agents work against systems with no API by operating the interface the way a person does, so legacy software and vendor 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.
SAP
SAP — A leading enterprise software platform by SAP SE that helps organizations manage business operations, data, and customer relations.
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.
SharePoint
SharePoint is cloud-based apps for file storage, sharing, and team collaboration.
Microsoft Outlook
Microsoft Outlook is a comprehensive personal information manager from Microsoft, combining email, calendar, contacts, and task management into one platform
Gmail
Gmail is a free email service by Google that offers secure, efficient communication with features like smart email organization, AI-powered Smart Compose, and powerful search. It integrates with Google Drive, Chat, and Meet, enabling seamless 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.
Keep it. Capture-and-match tools clear the clean half: a PO exists, the amounts agree, the vendor is known. What they park is the other half, and that is where your team's time goes: the duplicate with a different total, the contract rate versus the invoice rate, the invoice with no PO, the accrual nobody raised. Agents reason through those, propose the treatment, and post the result back into the tool and the ledger you already run.
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 anything reaches an approver. Every posted entry links back to the invoice image and the PO.
No, and that is deliberate. Agents prepare the pay run and stop. Authorizing the release of funds is a human action every time, routed through your own approval matrix, and the approval is recorded against the invoice for the audit trail. If you later want payment execution automated, treat it as a separate decision with its own controls, not a default setting.
Run last month's batch through the agents in your environment and compare the coding, the matches, and the exceptions line by line before anything touches production. Where it is weakest: a vendor with no history and no PO, a contract that was never loaded, and invoices that arrive as photographs of paper. Those become exceptions rather than postings, and the back-test tells you how many you actually 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 Approves the Payables.
They Stop Keying Them.
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.