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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

The most powerful digitization tool on the market. Processes a wide range digital, scanned, or printed document types. Submit documents in any format and file type. With hundreds of integrations available, you can stay hands-off when it comes to data entry, manual validation or account code tagging. Stay in control of your import and export with automatic notifications and approvals. You can trigger approvals based upon events. Send approvals at once to team members, stakeholders, or clients. Multi-layered approvals in your preferred format (email, mobile app, or in app) will reduce friction. You can now see your finances in real-time every time you use your preferred tools. This eliminates human error and allows you to report accurately.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

Model Context Protocol (MCP) Yes 
Amazon Redshift No 
ChatGPT Yes 
Claude Yes 
CrewAI Yes 
Dropbox No 
Fiserv No 
Gmail No 
Google Cloud BigQuery No 
LangChain Yes 
Microsoft Dynamics 365 No 
Microsoft Outlook No 
Mindbody No 
Mosaic No 
Revel No 
SAP Cloud Platform No 
Sapaad No 
StoreHub No 
Stripe No 
TCPOS No 

Integrations

Model Context Protocol (MCP) Yes 
Amazon Redshift Yes 
ChatGPT No 
Claude No 
CrewAI No 
Dropbox Yes 
Fiserv Yes 
Gmail Yes 
Google Cloud BigQuery Yes 
LangChain No 
Microsoft Dynamics 365 Yes 
Microsoft Outlook Yes 
Mindbody Yes 
Mosaic Yes 
Revel Yes 
SAP Cloud Platform Yes 
Sapaad Yes 
StoreHub Yes 
Stripe Yes 
TCPOS Yes 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

$99 per month
Free Trial No 
Free Version Yes 

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 Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
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) Yes 
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) Yes 
In Person Yes 

Vendor Details

Company Name

Adopt AI

Founded

2024

Country

United States

Website

www.adopt.ai/

Vendor Details

Company Name

fileAI

Country

Singapore

Website

www.file.ai/

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency Yes 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders Yes 
Tax Management No 

Data Preparation

Collaboration Tools No 
Data Access No 
Data Blending No 
Data Cleansing No 
Data Governance No 
Data Mashup No 
Data Modeling No 
Data Transformation No 
Machine Learning No 
Visual User Interface No 

Alternatives

Alternatives