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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Screenshots View All

Integrations

Asana No 
ChatGPT Yes 
Claude Yes 
ClickUp No 
CrewAI Yes 
Docusign No 
Gmail No 
HubSpot CRM No 
HubSpot Customer Platform No 
LangChain Yes 
Loom No 
Microsoft Copilot Yes 
Microsoft Outlook No 
Model Context Protocol (MCP) Yes 
QuickBooks Online No 
Stripe No 
Trello No 
Xero No 
monday AI work platform No 
n8n 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 
Loom Yes 
Microsoft Copilot No 
Microsoft Outlook Yes 
Model Context Protocol (MCP) No 
QuickBooks Online Yes 
Stripe Yes 
Trello Yes 
Xero Yes 
monday AI work platform Yes 
n8n 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

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 

Alternatives

Alternatives