COMPARISON
Turn 20 hours of manual accounting work per client into 2 hours.
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 15 portals, run Python scripts to rename files, extract to Excel. Then this data needs to be re-entered into QuickBooks. It's repetitive work that blocks your skilled accountants from making strategic decisions.
Your CPAs jump between portal logins, Python scripts, Excel templates, and QuickBooks 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. Duplicate entries, misclassified expenses, and missed tax credit opportunities add up.
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.
Bulk aggregations use natural language, and complex queries go through an RAG framework. Pre-approved formulas avoid any unsupervised AI math.
Draft technical memorandums with proper citations. Each answer cites source documents with inline references and maintains an IRS-ready audit trail.
AI agents automatically fill out credit forms and generate a complete RTC workbook in your current Excel template format, eliminating the need for reformatting or manual data transfer.
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.
Connect with your existing tech stack within minutes!
Data Sources We Handle
Bank portals
Excel spreadsheets (payroll, time tracking, allocations)
SharePoint
Physical mail
PLATFORMS WE CONNECT WITH
QuickBooks Desktop
Excel
Dynamics CRM
Slack/Email
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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
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Time Savings: 20 hours to 1-2 hours per client
Capacity: Handle 2X client volume without proportional headcount increase
90% reduction in manual hours per client. What took 20 hours now takes 1-2 hours. CPAs focus on strategic work and client advisory, not data entry.
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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 2x client volume without proportional hiring. Achieve more without burnout.
