AI software for accounting firms

The complete practice management software and AI bookkeeping platform for accounting firms — white-labeled under your brand, with your pricing, your clients, and 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. One platform, one flat annual fee — regardless of how many clients or staff.

See pricing →

Flat fee, set what clients pay.

Adam's pricing to you is fixed. What you charge your clients is entirely up to you — bundle it, itemise it, or mark it up.

Solo

^$3,990.00

/year

1–3 staff · Up to 15 clients

Billed at $3,990.00 - annually

15 client entities

30k monthly transactions

5 years historical import

3 team members

AI accounting + audit logs

White-label client portal + SSO

Full AI automations + ops mgmt

Dedicated account support

⭐

Frequently asked questions

Everything you need to know about Adam for accounting firms

Adam is AI-powered software for accounting firms, bookkeeping practices, and individual accountants. It combines practice management, AI bookkeeping, financial statement preparation, compliance audit trails, and a white-label client portal in one flat-fee platform. Firms deploy it under their own brand — clients never see Adam.

Yes. Adam includes full practice management capabilities: workflow automation, deadline tracking, team task assignments, capacity management, and client onboarding flows — all built in. 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 with one flat-fee subscription — saving the average mid-size firm over $96,000 per year.

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. Adam charges you a flat annual fee. 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.

Solo handles up to 15 clients, Scale handles up to 75, and Growth handles up to 250 — all under one SSO login for your team, with no per-client licensing fees.

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.