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About

Adopt AI is AI native accounting and bookkeeping software that takes recurring finance work off your team's desk. AI agents reconcile bank, card, AP and AR accounts, categorize transactions, post journal entries, run flux analysis, prepare monthly financial statements, and manage the month-end close checklist. Adopt connects to the tools a business already relies on, such as QuickBooks, ERPs, bank feeds, and bill-pay apps, and can also serve as the starting point for companies that have no accounting system yet. Because agents can operate through APIs or directly through a system's interface, they reach legacy software and portals that lack APIs. Each step an agent takes is recorded with its reasoning, and anything that needs judgment is routed to a named reviewer for approval. The result: books that stay reconciled every day and a close measured in hours, not weeks. Deploy in the cloud, in your own VPC, or on premises.

About

Soraban is the tool to get more 1040s out the door and so much more. An Intelligent Tax Workflow Solution built specifically for accounting and tax firms, designed to automate client data intake, document collection, and workflow coordination. Stop chasing clients for documents and let Soraban handle it with dynamic, customizable questionnaires that auto-remind clients via SMS, email, or voicemail. Integrated with legacy tax software, Soraban automatically enters data, applies e-signatures for IRS forms, and coordinates tax return delivery with minimal human intervention. Handling repetitive administrative duties frees professionals to focus on advisory work while improving efficiency, reducing errors, and enhancing the client experience through mobile-friendly, seamless interactions.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

SMB, Mid-Market & Enterprise Businesses in the US

Audience

Accounting and tax firms looking for a solution to automate client onboarding and data workflows

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

Free
Free Version Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Adopt AI
Founded: 2024
United States
www.adopt.ai/

Company Information

Soraban
Founded: 2021
United States
www.soraban.com

Alternatives

Alternatives

Categories

AI Accounting Supported

Categories

Accounting Supported
Agentic AI Supported
AI Accounting Supported
AI Agents Supported
AI Tax Supported
Corporate Tax Supported
Tax Preparation Supported

Accounting Features

Accounts Payable Not Supported
Accounts Receivable Not Supported
Bank Reconciliation Not Supported
Billing & Invoicing Not Supported
Cash Management Not Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Not Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Not Supported
Government Not Supported
Multi-Currency Not Supported
Nonprofits Not Supported
Payroll Management Not Supported
Project Accounting Not Supported
Purchase Orders Not Supported
Tax Management Supported

Integrations

ChatGPT Supported
Claude Supported
CrewAI Supported
Drake Tax Not Supported
Karbon Not Supported
Lacerte Not Supported
LangChain Supported
Microsoft Copilot Supported
Model Context Protocol (MCP) Supported
Stripe Not Supported
UltraTax CS Not Supported
Zapier Not Supported
n8n Supported

Integrations

ChatGPT Not Supported
Claude Not Supported
CrewAI Not Supported
Drake Tax Supported
Karbon Supported
Lacerte Supported
LangChain Not Supported
Microsoft Copilot Not Supported
Model Context Protocol (MCP) Not Supported
Stripe Supported
UltraTax CS Supported
Zapier Supported
n8n Not Supported
Claim Adopt AI and update features and information
Claim Adopt AI and update features and information