FloQast sells the software. Adopt owns the close.
Agents prepare the reconciliations, postings and flux drafts in the systems you already use. Your team approves the last 5%.
See it on your own close
90%
faster consolidated statements
99.2%
of bank transactions matched automatically
100%
traced to source documents
Measured results from Adopt AI deployments.
Software you run still leaves the close on your desk.
Ownership
Someone has to run the automation
Describing a process to an agent, tending it, and fixing it when a bank changes its statement format: with a software license, that someone is on your team.
Coverage
The integration catalog sets your coverage
Systems outside the catalog stay manual: older ERPs, bank portals, document stores. Those are usually where the close gets stuck.
Accountability
Exceptions land on you, with no one accountable
Every held item still needs a person, and a license does not put anyone on the hook for clearing it by close day.
Approval logic
Approval is all or nothing
A single "a human approves everything" setting means proven, high-volume work still queues for a person every cycle.
Month-end, when only the exceptions need you
Agents pull the statements, match the lines and hand your reviewer a finished run. What lands on your team's desk is the short list below, not the workqueue.
Every held item states the one thing wrong with it, and one cent out is out of balance.
FloQast vs Adopt AI
FloQast is a strong close platform with 3,500+ customers and its own AI agents. The question below is different: who is accountable for the finished close?
| FloQast | Adopt AI | |
|---|---|---|
| What you buy | Close management software plus no-code AI agents your team describes and runs | The close work itself, delivered for review, with Adopt's accountants behind the agents |
| Who does the work | Its agents handle prep on your process; your team configures, runs and approves | Adopt agents prepare; Adopt's team keeps them running; your team approves |
| Who owns the outcome | Your team. It is a software license | Adopt, through a pilot with agreed targets and pricing tied to work completed |
| Control | Human approval on every entry, "no exceptions" | A posture dial per agent: watch, suggest, act with approval, act. You approve the last 5% |
| Traceability and audit | Every decision traceable and exportable | Every number traces to its source document; agents never invent figures; the history cannot be edited |
| Your systems | Its integration catalog | Whatever your team uses today, old ERPs and bank portals included |
| Your data | FloQast's cloud | Your environment, if you choose |
| Getting started | Implementation services, then describing your processes to the agents | A pilot on your own close with agreed targets. No retraining, no new logins |
| Pricing | Custom quote by solution package, no per-user fees, contact sales | Priced on accounting work completed, scoped during the pilot. No seats, no AI credits |
| Best fit | Teams that want to run and tune their own close automation inside a mature close platform | Teams that want the preparation done and delivered, with someone accountable for it |
Comparison based on public information from floqast.com as of September 2026. FloQast capabilities vary by plan; verify details with FloQast directly.
Trust is a dial, not a leap.
You decide what each agent may do, per entity and per agent. Start at watch, move the dial as the evidence accumulates. Nothing moves up a rung unless you move it.
The agent reads and reports only. Where every new engagement starts.
The agent proposes with evidence and a confidence score. A human accepts every entry. Today's default.
The agent prepares the full action and waits at a gate your reviewer controls.
The agent does the work and records it. For high-volume work you have already watched it do correctly.
Nothing in Adopt can move money.
Adopt cannot send a payment. Approving a bill instructs the system that already pays your vendors.
One cent out is out of balance.
Reconciliation has no tolerance setting, and agents record the statement balance exactly as your bank reported it. A rounded or derived balance would hide the errors reconciliation exists to catch.
It can always show its work.
The system stamps every suggestion, approval and write-back with who did it, when, and on what evidence, in a history no one can edit or overwrite. Your auditors get an answer to any question.
From the teams we work with
I have sincerely appreciated my time spent working with Adopt.
I am often impressed with both their willingness to dive in and absorb the technical subject matter of my industry and their competence in creating a bespoke AI agent solution that works symbiotically with my team’s established workflows.
Dan Kielar, Senior Manager, National R&D Tax Credit Practice, UHY
They say most AI projects fail, but that was definitely not the case here!
Adopt was brought in to develop a fully customized AI solution for our team… The project was an unequivocal success in no small part because of Adopt’s ability to work with us to map our process, take feedback on what was working and what wasn’t, and helping us with what we didn’t know.
Steven Nerat, UHY
No migration. A pilot.
- Day 1
Bring one close task
Agents run it on a simulated version of your workflow while you watch. That demo is the whole ask.
- Weeks 1–4
Pilot on your own close
Agents run at suggest posture; your team accepts or corrects every entry inside the systems you already use.
- Day 30
Judge the numbers
Review the pilot against the targets we agreed. Move the agents up the ladder, or walk away having lost nothing.
Zero training on customer data
Visit our Trust CenterQuestions finance leaders ask
Yes. Adopt replaces FloQast. Agents prepare the close and your team reviews it inside the systems you already use, so there is no separate close checklist to keep. The pilot runs next to your current close first, so you switch on evidence rather than a promise.
No. Bank connections are read-only, and Adopt cannot send a payment. Approving a bill instructs the system that already pays your vendors.
Agents propose; your team accepts. Nothing posts without a human approving it, every action is attributed, and any figure traces to its source document.
The first demo runs on one of your own close tasks, and the pilot runs on your own close. No integration project or retraining stands in between.
That is the profile we serve best. Entities are treated as real ledger boundaries, not tags, and your chart is captured explicitly during setup.
You pay for accounting work completed, not seats or AI credits. The pilot sets the scope and the targets, and the agreement that follows prices the work at that scope. You see the number before you commit to anything beyond the pilot.
Give your team their month back.
30 minutes, on your own workflow.
FloQast is a trademark of FloQast, Inc. Adopt AI is not affiliated with, sponsored by or endorsed by FloQast. Comparison based on public information as of September 2026.