ACCOUNTING
Turn hours of manual accounting work per client into minutes.
Let AI Accounting Agents handle bank statement downloads, document extraction, and general ledger creation while CPAs focus on strategic review and client advisory.
Trusted by the best
CPAs need to download statements from different portals and extract to Excel. Then this data needs to be re-entered into bookkeeping platforms. It's repetitive work that blocks your skilled accountants from making strategic decisions.
Your CPAs jump between Excel templates, and accounting platforms throughout the day. Every switch breaks their focus, what should take minutes stretches into hours as they rebuild mental context for each task.
Some clients send clean Excel files, while others send scanned PDFs from various sources. Teams often waste time deduplicating and manually matching data across sources.
Your CPAs process thousands of transactions under tight deadlines, so errors slip through.
Intelligent OCR Pipeline processes documents (scanned or digital), Excel sheets, call transcripts, and time exports in minutes. Low-confidence items are flagged for review.
Structured data from documents becomes a queryable database tracking employees by name, title, wages, and state. AI Accounting Agents automatically flags mismatches before CPAs review.
Draft technical memorandums with proper citations. Each answer cites source documents with inline references and maintains an IRS-ready audit trail.
CPA’s are always in control. AI summaries show context and reasoning for escalations. Free-form chat popup to handle edge cases. All decisions are logged for compliance.
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AI agents spot mismatched amounts, duplicate entries, and reconciliation errors in bank statements and ceding statements that slip past manual review.
Adopt AI is purpose-built for accounting workflows. It understands the relationship between ceding statements, reserves, and journal entries that generic automation tools miss.
Cloud-First
On-Premise
Hybrid
90% reduction in manual hours per client. What took hundreds of hours now takes only few hours. CPAs focus on strategic work and client advisory, not data entry.
Automated anomaly flagging on bank reconciliations, duplicate detection across document sources, and any mismatches before human review.
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Firms can work on solving critical problems that actually matter, rather than repetitive data entry or document processing. New hires ramp faster.
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Handle 4x client volume without proportional hiring. Achieve more without burnout.
