Overview
Finance & Accounting teams are under increasing pressure: tighter closing cycles, growing volumes of data, manual reconciliation, and ever-increasing demands from business units to deliver insights, not just numbers. Traditional RPA is helpful, but cannot handle processes that require multi-step reasoning, judgement, and dynamic decision-making. That’s where agentic AI comes in.
AI agents are transforming how finance teams operate — turning data into insight and automating complex, multi-step accounting workflows that once required human judgment and intervention. According to the World Economic Forum, only 33% of all tasks will be performed predominantly by people by 2030.
AI won't replace accountants, but accountants who use AI will. Equip yourself for the future of finance by learning how to design and deploy AI assistants that will give you superpowers.
In this course, you’ll learn to design, build, and deploy finance-specific AI agents using the leading end-to-end AI agent builder platform in the market to automate tasks such as consolidation, reconciliations, and reporting.
Combining essential theory with hands-on practice, this program equips you with the skills to leverage agentic AI in real-world scenarios. The highlight of this course is the Mini Capstone Project on Day 3 where you’ll automate an actual finance process or workflow.
By the end of the course, you’ll have developed the capability and confidence to create AI agents for your finance team, automating increasingly complex tasks using AI-powered platforms.
Objectives
By the end of this course, you should be able to:
- Understand the core concepts and architecture of AI agents and how they can transform finance operations beyond traditional RPA or Excel macros.
- Identify high-impact finance workflows suitable for Agentic Process Automation, such as group consolidation and reporting, invoice matching and reconciliation, sustainability reporting, and more.
- Design, develop, and deploy your own finance AI assistant using a proven step-by-step framework.
- Apply best practices to ensure your AI agents are scalable, auditable, compliant, and aligned with corporate finance controls and governance standards.
Who Should Attend
This course is designed for finance and accounting professionals and leaders who want to understand and implement AI agents in their finance operations — no coding experience required.
- Executives: CFOs, Finance Directors, and Financial Controllers driving finance transformation and digital strategy.
- Finance Managers: FP&A, Accounting, and Shared Services managers seeking to automate consolidation, reporting, and reconciliation workflows.
- Finance Professionals: Finance and accounting teams looking to enhance accuracy, speed, and efficiency through agentic AI — from Procure-To-Pay (P2P) to Order-To-Cash (O2C).
Pre-Requisites
None. This course is beginner-friendly and suitable for all business users interested in AI.
Course Duration
3 days, 9am to 5pm.
Course Agenda
Day | Topic |
1 | Foundations of Agentic AI
|
2 | Designing and Building Agents
|
3 | Mini Capstone Project
|
Frequently Asked Questions
Yes. You will receive a Certificate of Completion once you complete all sessions and pass the knowledge test.