AGENTIC FINANCE

Don’t just ask. Assign the work.

Don’t just ask. Assign the work.

Don’t just ask. Assign the work.

Give Agentic a business objective, not just a question. It can plan the work, execute the required steps and return a completed result — while keeping finance in control of important decisions.

Give Agentic a business objective, not just a question. It can plan the work, execute the required steps and return a completed result — while keeping finance in control of important decisions.

See Agentic in Action

See Agentic in Action

See Agentic in Action

Example finance task

New Task

Assigned

Reconcile this month’s vendor invoices against our accounting records and identify any exceptions.

Assign Task

Task Plan

4 of 6 complete

1. Review vendor invoice data

Completed

2. Retrieve relevant accounting records

Completed

3. Match invoices against existing transactions

Completed

4. Investigate unmatched or inconsistent records

In Progress

5. Prepare reconciliation results

Queued

6. Request approval if required

Waiting for Approval

Progress Summary

248 records reviewed

241 matched successfully · 7 exceptions identified

Approval required before completion

Review Results