Adopt AI

Named integrations across ERP and accounting systems including Sage Intacct, Oracle NetSuite, QuickBooks, SAP Cloud ERP and Microsoft Dynamics 365, plus bank and card feeds, Brex, Ramp and Stripe, with a published integrations directory; agents also reach systems with no API through the NoUI application use engine, and Tabby authenticates into systems without storing credentials by routing login prompts to the team via Slack and email.

Sourceadopt.ai/integrations and product/platform-overviewread 2026-08-30

Multi step workflows run end to end with agents chained across stages: connect ledgers, banks and card feeds, reconcile accounts and draft journal entries and accruals, a second agent validates the first against customer rules and prior months, then a human review and close stage; the same pattern covers AR automation, AP automation, and tax and compliance.

Sourceadopt.airead 2026-08-30

Agents ground on the customer's own ledgers, bank and card feeds, source documents and prior months' books, with every number traced back to source and each flagged item linked to the exact source document behind it; the vendor reports 100 percent of figures traced to source, and validation compares output against the customer's own rules and historical periods.

Sourceadopt.airead 2026-08-30

Approval checkpoints can be placed wherever the customer chooses, a second validating agent checks the first against customer rules and prior months and flags anything below a customer set confidence threshold, routing it to a human with a link to the exact source document, and the review queue requires human sign off before work counts; models write the logic but never key the numbers.

Sourceadopt.ai and adopt.ai/securityread 2026-08-30

A dedicated security page documents SOC 2 Type II audited across all five trust services criteria and ISO/IEC 27001 certification, with GDPR and CCPA support, alongside named controls: role based permissions, SSO and MFA on every account, opt in support access requiring explicit customer approval each time, TLS 1.2 or higher in transit and AES-256 at rest, logical isolation per account, automatic redaction of secrets from logs, network segmentation, independent penetration testing and a documented incident response plan; a Drata hosted trust center is linked from the site footer.

Sourceadopt.ai/securityread 2026-08-30

Every agent action is logged with what was executed, when, on which file and who approved it, time stamped into an immutable audit trail carrying event logs, formula versions and human review records, with secrets automatically redacted and retention and export aligned to the deployment model; the close workflow links every flagged item to the exact source document behind it and reports 100 percent of figures traced to source.

Sourceadopt.ai/security and adopt.airead 2026-08-30

Agents work from the customer's prior months' books and carry customer defined rules and formula versions forward across closes, and skills persist across runs, but no first class agent memory or cross session state layer is documented.

Sourceadopt.ai and adopt.ai/securityread 2026-08-30

Cloud hosted, hybrid for data residency, and fully on premises deployments including air gapped Kubernetes based environments are all documented, with regional deployment and data localization supported where required and certifications stated to cover every deployment model.

Sourceadopt.ai/securityread 2026-08-30

A published tax and accounting skill library ships with individually addressable skills including month end close checklist, cash flow statement tie out and bank reconciliation review, offered as free skills that can be run anywhere including ChatGPT and Claude and carried into the full platform, alongside packaged workflows for month end close, AR automation, AP automation and tax and compliance.

Sourceadopt.ai/skills and adopt.airead 2026-08-30

Agents start work without a user: overdue invoices are followed up automatically on the cadence the customer sets, incoming invoices are collected from email, portal uploads and attachments wherever they land, deposits are applied to the general ledger as they arrive, and after a first reviewed run the customer can schedule a workflow and start at review; the horizontal platform's Pipelines add documented scheduling.

Sourceadopt.ai homepage and the docs.adopt.ai indexread 2026-09-29

The security page documents bring your own key: the customer keeps its own relationship with its LLM provider, Adopt does not store or manage the keys, and for hybrid and on-premises deployments inference flows directly from the customer's environment to the provider. This is a stated customer choice, but no model maker is named.

Sourceadopt.ai/security and homepageread 2026-09-29

docs.adopt.ai documents both of Adopt's platforms and publishes a JavaScript SDK with installation, configuration, lifecycle, security and API reference pages plus event subscribers, alongside Zero Shot API Ingestion and Pipelines references for the horizontal platform; skills are also portable to ChatGPT and Claude. The SDK serves the horizontal platform rather than the accounting product, and no MCP server is documented.

Sourcedocs.adopt.ai home and llms.txt indexread 2026-09-29

Before a customer relies on it, agents are scored against that customer's own prior months of books so accuracy is visible on their files first, work can be tried on sample files before going live, a validating agent checks output against customer rules with a configurable confidence threshold, and formula versions are retained in the audit trail; an earlier product announcement documents a sandbox environment for testing workflows before deployment.

Sourceadopt.airead 2026-08-30

The homepage states agents work inside the systems the customer already uses, including bank portals with no API, and pull deposits and statements from banks and payment processors without an API, which means operating third-party software through its interface. The site no longer describes the mechanism by name; the platform overview page that named the NoUI engine now redirects to the homepage.

Sourceadopt.ai homepageread 2026-09-29