The Reporting Package Is Drafted the Day the Books Close
Agents assemble statements from every entity's ledger, explain each variance against the invoices and transactions that caused it, and deliver the package inside your own board template and reporting workbook, for your team to approve before it goes anywhere.
How the reporting package gets built today.
The books close, and then the package starts. Trial balances get exported per entity, pasted into a consolidation workbook, eliminated by hand, and reformatted into the statement groupings the board recognizes.
The variance column calculates itself in about a second. Explaining it takes the rest of the week. The answer to why professional fees moved 30% sits in three invoices in a different system, and somebody has to go find them.
Half the package is not in the ledger at all. Headcount comes from the HRIS, bookings from the CRM, cash from the bank portals, and the operating metrics from whoever owns that spreadsheet.
The books close on day eight, the package ships on day twenty, the meeting is on day twenty-two. The board asks questions about a business that has moved on since.
The board asks questions about a business that has already moved on.
From Trial Balance to Board Deck
Report on Every Entity While the Numbers Still Matter
Report Inside the Window
Assembly and explanation are where the calendar goes after the close, and agents run both overnight, so the package is drafted when the books close, not the week of the meeting.
Improve Accuracy
The package ties to itself, every figure traces to a source line, and a checker agent audits it first, so the correction that used to surface in the meeting surfaces before the file is sent.
Standardize Method
The same groupings, the same definitions, and the same explanation standard apply to every entity and every period, which takes the reporting method out of one analyst's workbook and puts it in the file.
Unpublished Results That Never Leave Your Environment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 practicesWe Build It With Your Team, Not For Them
Your controllers define what done looks like, your finance systems or IT lead owns the connections, and a forward-deployed engineer from Adopt builds alongside them, starting from your process docs or a screen recording of how the work is done today. Skills are written in the same open format as Claude skills and move in and out of Adopt freely. The agents are your IP when the engagement ends. If you are already building on Copilot, Power Automate, or a Claude key, that is a reason to talk rather than a reason to decline. What you have built comes with you. What we add is the finance-specific skills, the connectors to systems without APIs, and the checker layer you would otherwise write and maintain yourselves. A prior RPA vendor sold you automation the vendor owned. We build capability you own, in open standards, so you are never one acquisition away from starting over.
See how co-build worksA Reporting Package Is Assembled From More Systems Than Any Other Piece of Finance Work
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.
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
SharePoint
SharePoint is cloud-based apps for file storage, sharing, and team collaboration.
Salesforce
A comprehensive cloud CRM solution that unifies customer data, automates workflows, and delivers personalized experiences across sales, service, and marketing channels.
HubSpot
HubSpot is an inbound marketing, sales, and customer service platform integrating CRM, email automation, and analytics to facilitate lead nurturing and seamless customer experiences- 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. Those show the numbers; the work is producing the package around them. Agents do the consolidation your BI tool does not, write the explanations it leaves to an analyst, pull the operational data that never reached the warehouse, and deliver the result into your deck. Your dashboards keep doing what they do.
A model drafts the prose, and that is the honest answer. What it does not do is produce or estimate a figure: every number inside a sentence is inserted from the computed statement, and every explanation links to the transactions it cites. Where the evidence is not there, the agent marks the variance unexplained rather than writing a plausible reason. Your reviewer approves every line.
Yes, for a single reporting standard with mapped charts of accounts, which is where the volume is. Each entity's trial balance is mapped to your reporting groupings, intercompany is eliminated per your rules, and FX is applied per your policy. What we do not market: IFRS conversion and joint-venture or equity-method consolidation, which stay with your team today.
No, and changing it is the thing most reporting tools quietly require. Output is written into your existing PowerPoint and your existing Excel workbook, cell by cell, in the layout your directors already read. Nobody on your board learns a new tool and nobody logs into ours to see a number.
The honest test is a back-test. Run the quarter you just reported through the agents, in your environment, and compare the package line by line to the one you issued. Where it is weakest: variances whose cause is a conversation rather than a transaction, mappings never written down, and metrics that live only in someone's head. Those come back marked unexplained, not explained wrongly.
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 Package.
They Stop Assembling It.
Start on the quarter you just reported, 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.