REPORTING AGENTS
Generate, update and distribute management reporting from trusted financial data.
FINANCE AI AGENTSModels explain.
Models explain.
Agents act.
Automation handles tasks. Agents handle workflows.
Build finance AI agents that work across reporting, planning, controlling and ERP processes — analysing data, executing recurring tasks and preparing management information for human review.
FINANCE OPERATIONS
Illustrative dataAI Operations
Automated Tasks1,284+18% this month
Successful Execution99.4%Stable
Hours Saved326hThis quarter
Agent Utilisation87%12 active agents
Automation Trend
Completed Runs
Completed Scheduled
JanFebMarAprMayJun
Workflow Status
Execution Status
38Completed
7In Progress
3Queued
Agent Activity
Recent Finance Operations
Analysis taskMargin variance analysisCompleted
Reporting taskManagement report updateIn Progress
Execution Queue
Next Operations
ValidationCash validation09:30
Close processERP close10:00
Give repetitive financial work a digital operator.
PLANNING AGENTS
Prepare forecast updates, scenario inputs and budget refreshes around defined business rules.
CONTROLLING AGENTS
Run recurring variance, margin and performance analysis and surface exceptions for review.
ERP AGENTS
Work with ERP data to execute structured finance tasks and routine checks.
DECISION SUPPORT AGENTS
Prepare financial analysis, context and decision inputs for human judgement.
WORKFLOW AUTOMATION
Coordinate end-to-end finance processes across systems, data and approval steps.
Start with the process.
Give the agent a role.
Keep control human.
- 01
IDENTIFY
We select recurring finance processes where agentic automation can create clear operational value.
- 02
DESIGN
We define the agent's role, tasks, tools, rules, limits and human approval points.
- 03
INTEGRATE
We connect the agent to ERP, financial data and the workflows it needs to perform.
- 04
GOVERN
We monitor performance, refine the logic and expand autonomy only where reliability is proven.
Less execution.
More judgement.
LESS MANUAL WORK
Move repetitive finance tasks from people to controlled digital workflows.
FASTER PREPARATION
Have analysis, reporting and checks prepared before human review begins.
CONSISTENT EXECUTION
Apply the same rules and control logic every time the process runs.
MORE TIME FOR DECISIONS
Shift finance capacity from repetitive processing toward analysis and management judgement.
Where do finance AI agents create the most value?
If the same financial process is repeated the same way every month, it may no longer need to be manual.
FINANCE TEAMS
Where recurring reporting, analysis and control tasks consume significant capacity.
MANUFACTURING
Where cost, margin and operational analysis repeatedly draws from ERP and production data.
MULTI-ENTITY GROUPS
Where recurring reporting and finance workflows span multiple companies and systems.
AI-READY FINANCE FUNCTIONS
Where financial data, processes and controls are structured enough to support governed agentic workflows.
Related services
FINANCE AI AGENTSDon't add AI to finance.
Don't add AI to finance.
Give AI a defined financial role.
Start with one recurring process, clear controls and trusted data. Build autonomy from there.