Adopt AI

Adopt AI

Adopt AI builds AI agents that run accounting and tax workflows end to end on a firm's existing systems. Adopt automates account reconciliations, workpaper preparation, general-ledger work, and financial analysis directly against the tools accounting and tax firms already use, including legacy portals with no API. It connects to systems such as Sage Intacct, QuickBooks, NetSuite, and banking portals, and every action carries full audit-trail traceability. The company originally launched as a no-code platform for turning any app into an agent, and has since focused Adopt on the finance vertical, where the agents execute real reconciliation and documentation work rather than acting as a chat assistant bolted on the side.

Production credibility: Adopt AI raised a $6M seed round led by Elevation Capital in May 2025, with Foster Ventures and Powerhouse Ventures among other investors, per PR Newswire and Elevation's own investment memo. It was founded by Deepak Anchala, Rahul Bhattacharya, and Anirudh Badam; Anchala and Bhattacharya previously co-founded Slintel, which 6sense acquired. Its public messaging has narrowed from a general apps-to-agents platform to accounting and tax agents, so older third-party descriptions are stale. Customer logos on the site include Spendflo and Doola; those are the company's own references, and its efficiency claims are vendor-stated.

Key Features

• Account-reconciliation agents that automate consolidated statements
• General-ledger automation with source-linked formulas
• Tax automation, including transfer-pricing support
• Document extraction across portals, including no-API and legacy sources
• Connectors for Sage Intacct, QuickBooks, NetSuite, and banking portals
• Full audit-trail traceability on every action
• On-premises and private-cloud deployment options
• Agents that execute finance work rather than acting as a bolt-on chatbot

Ideal Use Case

Adopt AI fits accounting and tax firms, and enterprise finance teams, that want to automate reconciliations, workpapers, and general-ledger tasks without manual exports between systems. It is best where financial data is spread across multiple accounting platforms and legacy portals that lack APIs. It is a weaker fit for a company with a single modern accounting system and simple books, where the depth of cross-system agent automation is more than the work requires.

How Adopt AI differentiates

Adopt AI runs agents directly on firms' existing systems and no-API portals with full audit traceability, rather than being a chatbot bolted onto accounting software. That system-level execution differentiates it from generic finance chat assistants and from rigid RPA, and its founders' track record building and selling Slintel to 6sense is the go-to-market credibility it leads with in the finance vertical.

FAQ

Q: What is Adopt AI? A: Adopt AI builds AI agents that run accounting and tax workflows — reconciliations, workpapers, general-ledger automation, and financial analysis — directly on the systems a firm already uses, with full audit-trail traceability.

Q: Which systems does it connect to? A: Adopt connects to accounting systems such as Sage Intacct, QuickBooks, and NetSuite, plus banking portals and legacy sources without APIs, extracting and acting on data across them.

Q: Is it a chatbot? A: No. Adopt's agents execute finance work end to end across systems rather than acting as a chat assistant on top of one tool, with every action traceable for audit.

Q: Who funds Adopt AI? A: It raised a $6M seed led by Elevation Capital in May 2025. It was founded by the team behind Slintel, which 6sense acquired.

Q: Did the product change focus? A: Yes. Adopt originally launched as a no-code apps-to-agents platform and has since focused on accounting and tax agents, so older descriptions of it may be out of date.

tl;dr

Adopt AI builds AI agents that run accounting and tax workflows — reconciliations, workpapers, GL automation, and financial analysis — directly on a firm's existing systems, including no-API legacy portals, with full audit traceability. It raised a $6M seed led by Elevation Capital, from the team that sold Slintel to 6sense. Best for accounting and tax firms with data spread across multiple systems.