AI software for accounting firms

Practice management and firm workflows — completely free. Oversee every client from one dashboard, then add client subscriptions at 25–50% off standard pricing, from as low as $7.50 per client's user per month. White-labeled under your brand, your domain, your margin.

The inflection point

Firms that run on AI own the decade.

Manual work eats your margin

Reconciliation, onboarding, compliance reporting — your team does it by hand. That's hours you're billing out or absorbing.

Clients expect more

Modern business owners want real-time visibility, instant answers, and a firm that feels cutting-edge — not one managing spreadsheets.

AI is not optional anymore

The firms winning new mandates are already AI-native. Not AI-assisted. They run faster, deliver more, and grow without adding headcount.

Adam works while you sleep.

Six AI capabilities running in the background across every client — so accountants focus on advisory work, not bookkeeping admin.

Auto-categorise transactions

AI reads and categorises every transaction across all client accounts. Months of bookkeeping done in minutes, not weeks.

Smart client onboarding

AI-guided flows pull historical data, configure accounts, and task-assign your team. New client live in under an hour.

AI financial summaries

Instant plain-English financial health reports per client — ready to present or share with business owners.

Automated communications

Draft emails, deadline reminders, and document requests. AI writes them — you approve and send.

Predictive work scheduling

AI surfaces upcoming deadlines, capacity gaps, and overdue tasks before they become problems.

Compliance audit trail

Every action by every team member captured and timestamped. Full compliance trail, zero manual entry.

Your firm should not be overpaying for tools.

The average mid-size accounting firm spends over $96,000 annually across disconnected products. Here's the full picture.

QuickBooks Online Plus

60 clients × $115/mo × 12 months

$82,800/yr

Karbon Business

10 users × $99/user/mo × 12 months

$11,880/yr

Client portal & document storage

~$100/mo

$1,200/yr

eSignature & collaboration tools

~$60/mo

$720/yr

Total annual tool spend

$96,600/yr

Adam replaces every product on this list. Practice management is free — you only pay for client subscriptions, from as low as $7.50 per client's user per month.

See pricing →

Free practice management. Flexible client pricing.

Run workflows, oversee clients, and manage your team — at no cost. Add client subscriptions on Plus and save 25–50% off standard pricing. The more clients you manage, the lower your rate.

Plus

Access to all features for as low as:

$7.5per client's user per month

Volume pricing · Practice management free · 25–50% off standard plans

Your firm:

Practice management & workflows — free
Oversee all clients from one dashboard
Unlimited team members
Dedicated account support

Client subscriptions:

25–50% off standard client subscription
AI accounting + audit logs
White-label portal + custom domain
Full AI automations + firm operations

Practice management, workflows, and client oversight are always free. Client subscriptions on Plus start from $7.50/client's user/mo — save 25–50% off standard pricing as your portfolio grows.

Frequently Asked Questions

Everything accounting firms ask before switching to Adam

Adam is AI-powered software for accounting firms, bookkeeping practices, and individual accountants. Practice management, workflows, and client oversight are completely free. When you add client subscriptions, you get 25–50% off standard pricing — from as low as $7.50 per client's user per month. AI bookkeeping, compliance audit trails, and a white-label client portal are all included. Firms deploy it under their own brand — clients never see Adam.

Yes — and it's free. Adam includes full practice management capabilities: workflow automation, deadline tracking, team task assignments, capacity management, and client onboarding flows — all built in at no cost. No separate Karbon, Jetpack, or practice management subscription required.

Yes. Adam is purpose-built for bookkeeping firms and accounting practices. It handles AI-powered transaction categorisation, bank reconciliation, financial statement preparation, and client reporting — everything a bookkeeping firm needs, delivered under their own brand.

Most accounting firms run 4–7 disconnected tools: QuickBooks or Xero for client accounting, Karbon or Jetpack for practice management, a separate client portal, eSignature tools, and document storage. Adam replaces all of them — practice management is free, and client subscriptions from as low as $7.50 per client's user per month with volume discounts up to 50%.

Accountants use Adam to manage their entire client portfolio from a single login. AI handles routine bookkeeping — categorising transactions, preparing financial statements, drafting client communications — so accountants focus on advisory work and growing their practice.

Your clients never see Adam. They log into a platform with your logo, your colours, and your domain (e.g., portal.yourfirm.com). You deliver AI-grade accounting software entirely under your brand.

Yes — completely. Practice management is free on Adam. For client subscriptions, you pay volume-based pricing on Plus (25–50% off standard plans, from as low as $7.50 per client's user per month). What you charge your clients is entirely up to you. Bundle it into your retainer, itemise it, or mark it up. You keep the margin.

Practice management, workflows, and client oversight are always free. When you add client subscriptions on Plus, pricing scales with volume — the more clients you manage, the bigger your discount (25–50% off standard subscription pricing). Rates start from as low as $7.50 per client's user per month, with all features, white-labelling, and custom domain included.

Most firms go live within one week. Our team handles brand configuration, data migration, and staff training for you at no extra cost.

Yes. Adam fully replaces QuickBooks or Xero as the accounting engine for each client — without per-client licensing. You can also run Adam alongside existing tools during the transition period.

Adam is ISO 27001:2022 and SOC 2 Type 2 certified. Every client's data is encrypted and isolated in its own workspace — the same standards used by major financial institutions.

All firm and client data can be exported in standard formats at any time. You're never locked in.