Finance leaders are navigating a perfect storm: shorter deadlines, growing complexity, and relentless pressure to do more with less. Hiring waves can’t solve the problem, and outdated tools only slow progress. The answer isn’t more people it’s smarter orchestration of people and AI.

This white paper, The Exec’s Guide to Agentic AI in Finance & Accounting, delivers a pragmatic look at how CFOs and their teams are already leveraging AI agents to handle routine, high-volume work without losing human oversight. It goes beyond the hype to show what’s working today, what risks to manage, and how to set a foundation for responsible scaling.

Inside, you’ll see how AI agents complement finance professionals by taking on repetitive tasks like reconciliation, AR/AP, and compliance monitoring, freeing your team to focus on judgment, strategy, and relationships. It’s about scaling capacity with confidence.

Overview

• What’s inside: Where AI agents are already at work in F&A today

• Key benefits: Faster close cycles, higher accuracy, and scalable capacity

• Human + AI model: Why people remain essential for oversight, strategy, and trust

• Risks and barriers: Data quality, governance, and adoption hurdles every leader must address

• Practical roadmap: How finance executives can start small, prove ROI, and expand responsibly

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