Intelligent Agents
for Tax & Accounting
Adopt AI runs account reconciliations, workpapers, and analysis end-to-end on the systems you already use. Your team just reviews.
Why teams are stuck
The problems slowing down every accounting team.
Built for
Accounting
Pulls data from every connected bank and ledger, then builds the balance sheet, P&L, trial balance, and GL automatically for each client.
Time savings
90% faster
Audit trail
100% traced
How it runs
Ingestion agent
Pulls bank and ledger data across every client entity from connected portals.
Consolidation agent
Builds the balance sheet, P&L, and trial balance from the reconciled data.
GL agent
Posts entries to the general ledger with source-linked formulas.
Audit trail agent
Packages the consolidated statement set for CPA sign-off.
Accounting
Pulls data from every connected bank and ledger, then builds the balance sheet, P&L, trial balance, and GL automatically for each client.
Time savings
90% faster
Audit trail
100% traced
How it runs
Ingestion agent
Pulls bank and ledger data across every client entity from connected portals.
Consolidation agent
Builds the balance sheet, P&L, and trial balance from the reconciled data.
GL agent
Posts entries to the general ledger with source-linked formulas.
Audit trail agent
Packages the consolidated statement set for CPA sign-off.
Connect your existing stack. The agents handle everything from intake to delivery.
Connectors
Sage Intacct
180+ APIs discovered
Smart Vault
4,128 docs indexed
Chase
OAuth · 12 accounts
QuickBooks
94 endpoints mapped
Salesforce
Opportunities + ARR
NetSuite
218 saved searches
The Platform
Can't I just use
Offshore trades quality for cost. Adopt AI goes as deep as a senior staff member would.
| What the firm actually needs | Adopt AI | Offshore team |
|---|---|---|
| Time taken to set up a workflow | About 2-4 hours and self-improving | 1–2 weeks onboarding |
| Data privacy | SOC 2, on-prem, and zero data retention | Unsecured |
| Cost | Agents scale for free | Rises 8–12% annually |
Teams that have done it
“Adopt AI’s technology has the potential to fundamentally change how customers interact with applications.”
Chaithanya Yambari
Co-Founder
