Close Every Entity in Hours, Not Weeks. Your Team Signs Off.
Agents work inside your ERP, bank portals, and close workbooks, NetSuite or QuickBooks or whatever you run, produce the reconciliations, accruals, and tie-outs on your close calendar, and hand your controller a packaged trial balance with every figure traced to source.
How the close runs today.
The books live in NetSuite, the cash lives across thirty bank accounts. Half the support lives in a shared mailbox that someone has to read.
The first week goes to producing the work. Statements downloaded, workbooks rebuilt, the same accrual recalculated from last month's version of itself.
The second week goes to reviewing what your own team produced. That is the expensive way to spend a controller.
Six to fourteen business days later the books are closed, and the flux is still to come. The intercompany still has to tie.
The person who knows why the intercompany never ties is the one you cannot afford to lose. left blank — no equivalent line exists in the source doc, and per the doc's own Build notes, nothing gets added here without a cleared, real number behind it.
From Calendar to Close
Close Every Entity Inside the Same Few Days Without Another Hiring Cycle
Compress the Close
Preparation is where the calendar goes, and agents run it overnight, so the same team closes in days instead of weeks and the flux is ready while the numbers still matter.
Improve Accuracy
Subledgers tie, variances arrive explained, and a checker agent audits the period before a reviewer opens it, so senior time goes to judgment instead of arithmetic.
Standardize Method
The same close method, tolerance rules, and documentation apply to every entity and every month, whoever prepares the file, which takes the method out of one person's head and puts it in the file.
Close 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 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.
The Close Touches Every System 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.
SAP
SAP — A leading enterprise software platform by SAP SE that helps organizations manage business operations, data, and customer relations.
Ramp
Spend management platform combining cards, expense tracking, and automation.
Brex
Corporate cards and spend management platform for startups and enterprises.
Microsoft Outlook
Microsoft Outlook is a comprehensive personal information manager from Microsoft, combining email, calendar, contacts, and task management into one platform- 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
No, and the distinction is worth being precise about. Those platforms orchestrate the close: they hold the checklist, track what is outstanding, route reviews, and report where the close stands. A person still performs the work behind each line item. Agents perform it, and the completed reconciliations, entries, and support land back in the platform
The language model does not produce the numbers. It writes the extraction and calculation 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, and subledgers are tied to their control accounts before your reviewer opens the period.
It depends on the entity, and anyone who answers with a flat yes is selling. What compresses is the preparation layer, which is where most of the calendar goes. What does not compress is waiting on a document or a judgment call that needs the CFO. The honest test is a back-test: run the month you just closed through the agents, in your environment, and compare line by line.
You decide what it is allowed to learn. Every resolution your team accepts is recorded, and for each exception type you choose whether the agent may apply that resolution on its own next time or must propose it for approval. A one-off treatment stays a one-off until a person promotes it. You can tighten any of it back to fully gated at any time.
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 Close.
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.