Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Manage clients and payments all in one place. From a single dashboard, you can track invoices, streamline tasks and cultivate stronger client relationships. A white-label portal for clients simplifies communication, data entry and file sharing. It makes every interaction seamless and professional. AI can automate tasks such as email reminders and following-ups, allowing you to focus on growing your business. Marcus, Mesha’s intelligent invoicing assistant, will streamline your billing. Marcus streamlines your accounts payable process, from tracking client responses, to resolving dispute and sending timely follow-ups. Our automation tools will help you increase productivity and streamline your workflows. Scheduled repeat emails, customizable following-up sequences and tailored reminder settings will help you manage your communications seamlessly.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
Asana
No
ChatGPT
Yes
Claude
Yes
ClickUp
No
CrewAI
Yes
Docusign
No
Gmail
No
HubSpot CRM
No
HubSpot Customer Platform
No
LangChain
Yes
Integrations
Asana
Yes
ChatGPT
No
Claude
No
ClickUp
Yes
CrewAI
No
Docusign
Yes
Gmail
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
LangChain
No
Pricing Details
Free
Free Trial
No
Free Version
Yes
Pricing Details
$29 per month
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
Yes
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
Yes
Vendor Details
Company Name
Adopt AI
Founded
2024
Country
United States
Website
www.adopt.ai/
Vendor Details
Company Name
Mesha
Founded
2024
Country
Singapore
Website
trymesha.com
Product Features
Product Features
Accounts Receivable
ACH Payment Processing
No
Billing & Invoicing
No
Check Processing
No
Collections Management
No
Online Payment Processing
No
Overpayment Processing
No
Partial Payments
No
Receivables Ledger
No
Recurring Billing
No