Finance & Treasury
Your close, your cash flow and your SAT, reconciled every day.
Agents that turn CFDI and bank transactions into up-to-date financials, so your team spends its time deciding.
Common use cases.
P&L by entity
Consolidated and by entity, built from CFDI and bank data.
Expected result
Close in [X] days
Bank reconciliation against CFDI
Every transaction matched to its invoice; exceptions go to review.
Expected result
[X]% auto-reconciled
Actual vs planned cash flow
Cash projection and liquidity alerts before it's too late.
Expected result
[X] weeks of visibility
Budget vs actual
Variances by cost center, explained.
Expected result
[X] variances detected
Ask your numbers
Ask in plain language and get the answer with its source.
Expected result
[X] h saved per month
Every solved case teaches the next.
Every agent works on the same company context and records what it decides. What it learns in one process makes the next more accurate: connections, permissions and memory are already there.
Why Adopt.ia.
In production, not a pilot
We start from agents already running at companies like yours.
Connected to what you use
ERP, banks, SAT, CRM and spreadsheets. What works stays; what doesn't goes.
A pair that understands business
An AI engineer and a business operator accountable for the result.
How we work.
- 1
Build
We adapt the agent to your process, your data and your rules.
- 2
Test
We test it against real cases before it touches your operation.
- 3
Deploy
We put it in production and measure it every week.