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Adopt is an agentic platform for finance and accounting work. You point an agent at a client’s documents and data, tell it what to prepare — an R&D tax credit workpaper, a month-end close checklist, a set of reconciliations — and it does the preparation. Then a person reviews and approves the result before it becomes final. That last part is the whole point: the agent prepares, the professional approves. Nothing an agent produces is treated as final until a human signs off.

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Who Adopt is for

Two kinds of people use Adopt, and this knowledge base is organized around both. You might be one, or both.
  • Finance Professionals — CPAs, controllers, and CFO-org reviewers who need work prepared and reviewed. If someone has already set up an agent for you, you mostly live in the review queue: run a task, check the prepared output, approve it or send it back. Your track is the End user guide.
  • Builders and Admins — the people who set the agents up: connecting data sources, defining what an agent does, deciding who can see what, and scheduling when it runs. Your track is the Builder guide.
Many teams have one or two people who build agents and a wider group who review their output.

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What makes Adopt different

General-purpose AI tools generate an answer and hand it to you. Adopt is built for regulated finance work, so it adds guarantees those tools don’t:
  • A human-in-the-loop review gate that can’t be switched off. Prepared work waits for a reviewer. This is structural, not a setting.
  • Strict data isolation per client. Work for one client is walled off from every other client’s data.
  • Traceable output. You can always see which files and which run produced a given result.
  • Domain skills. Agents use finance-specific capabilities — reading workpapers, querying structured tables, citing sources — rather than generic chat.
The review gate is the single most important idea in Adopt. If you read one concept article, make it Human-in-the-loop review.

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What you can do with it

A few representative examples from finance and accounting:
  • Prepare R&D tax credit workpapers from payroll and project files, with citations.
  • Run a month-end close checklist and flag exceptions for review.
  • Prepare account and bank reconciliations and surface breaks.
  • Draft variance analysis and CFO commentary from the numbers.
  • Assemble audit support materials — evidence, workpapers, request tracking.

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Where to go next

Your first run

Go from nothing to a live, reviewable piece of work in about ten minutes.

Core concepts

Want the mental model first? Start with the object model.

Choosing your path

Not sure whether you’re an end user or a builder? Find out here.

How review works

The approval gate that touches every role in Adopt.