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Adopt AI gives accounting and tax firms more client capacity without more headcount. Our agents run the manual, document-heavy preparation work across tax, audit, accounting services and advisory: collecting documents from client portals and email, keying and reconciling data, populating your firm's own workpaper templates, running the close, and assembling client-ready packages. Your people keep the review, the judgment and the client relationship. The work happens inside the systems your firm already runs. Because our agents operate applications the way a person does, they reach legacy software and client portals that have no API, so there is no migration, no new logins and no retraining. What that looks like in production: on an R&D tax credit workflow at a top-25 US firm, agents complete 85 to 90 percent of a study across 350+ clients, leaving about five hours of manager review per engagement, with an error bound of -1 to 4 percent on processed workpapers. We are not replacing CPAs. We are taking the preparation off their desk so the profession's most experienced people spend their time on review, advisory and clients. Adopt AI is backed by Powerhouse Ventures, Foster Ventures, Elevation and Darkmode, with teams in San Jose, Bengaluru and Brazil. Start free at adopt.ai, or book a pilot scoped to one real workflow.

Website https://www.adopt.ai/
Employees 47 (32 on RocketReach)
Founded 2024
Phone +1 415-634-6253
Industry Technology, Information and Internet

Adopt AI Questions

Deepak Anchala is the Co-Founder and CEO of Adopt AI.

32 people are employed at Adopt AI.

Adopt AI is based in San Jose, California.

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