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Description
Adopt AI is accounting and bookkeeping software built around AI agents instead of manual checklists. Most finance teams still spend the first two weeks of every month matching bank lines to the ledger, chasing receipts, coding bills, and explaining variances. Adopt hands that work to agents and gives people back the review.
What the agents do:
Daily bank, credit card, AP and AR reconciliations
Transaction categorization and journal entry posting
Flux and variance analysis with written explanations
Monthly financial statements and close checklist tracking
How it fits in: Adopt sits on top of QuickBooks, your ERP, your banks, and your bill-pay tools, or works on its own if you are starting fresh. Agents use APIs where they exist and work through the user interface where they do not, so older systems and bank portals are covered too.
Controls stay with your team. Every agent action carries a record of what it did and why, and judgment calls stop with a named person who approves them. Small businesses can start on a free plan; growing and enterprise finance teams can run Adopt in the cloud, a private VPC, or on premises.
Description
LazyBooks is an online accounting solution designed for small business owners, freelancers, and individuals overseeing multiple enterprises. The platform seamlessly imports bank and credit card transactions using Plaid, employs AI to recommend appropriate categories, and allows users to review, approve transactions, or establish rules for recurring items. It facilitates bank reconciliation and generates essential financial reports such as profit and loss statements, balance sheets, and cash flow statements based on the transactions that users have approved. In addition, users can manage client accounts and invoices, process card payments via Stripe, and keep track of overdue items along with daily bookkeeping responsibilities; LazyBooks claims it does not impose any additional charges on Stripe processing fees. Furthermore, the Model Context Protocol (MCP) server enables users to connect compatible AI assistants to specific organizations, granting read access and, if authorized, the ability to make bookkeeping modifications. Users have the ability to specify which businesses each assistant can interact with, ensuring enhanced security and tailored access. This flexibility allows for efficient management of bookkeeping tasks while maintaining user control over sensitive data.
API Access
Has API
Yes
API Access
Has API
Yes
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
ChatGPT
Yes
Claude
Yes
Model Context Protocol (MCP)
Yes
Claude Code
No
Claude Duet
Yes
Claude for Legal
Yes
CrewAI
Yes
Cursor
No
LangChain
Yes
Microsoft Copilot
Yes
Integrations
ChatGPT
Yes
Claude
Yes
Model Context Protocol (MCP)
Yes
Claude Code
Yes
Claude Duet
No
Claude for Legal
No
CrewAI
No
Cursor
Yes
LangChain
No
Microsoft Copilot
No
Pricing Details
Free
Free Trial
No
Free Version
Yes
Pricing Details
$19/month
The $19/month plan covers up to three organizations. The first 60 days are free.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Adopt AI
Founded
2024
Country
United States
Website
www.adopt.ai/
Vendor Details
Company Name
LazyBooks
Founded
2026
Country
United States
Website
lazybooks.com
Product Features
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
No
Alternatives
Alternatives
No Alternatives
