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.
Buried in grunt work
Accountants often waste time manually compiling data and filling out workpapers instead of focusing on more important tasks.
Less time for critical work
When accountants focus on manual, low-value tasks, they have less time for advisory work or other services that earn more revenue.
Increasing staffing crisis
The pool of qualified accountants is diminishing, making hiring increasingly difficult.
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
Connect any system
Works with every tool - new, legacy, or no-API portals.
Agents navigate interfaces the way humans do.
No integration project needed.
Zero change disruption
No retraining, no new logins required.
Your team works exactly as today. Value from day one, zero friction.
Built on your terms
Run on any LLM and integrate with any platform.
No vendor lock-in or forced stack.
Your choice of model and infrastructure.
Your data never leaves
Deploy on your infrastructure - on-prem or private cloud.
Client data stays inside your environment, always.
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 |
