Before an AI agent touches your money
For most of the past two years, the AI questions I got from our finance partners were about reading and writing. Could a model summarize a contract or draft a variance explanation? Lately the question is different. Can an agent match an invoice to a purchase order and route it for payment without anyone touching it? That shift turns AI into a controls question, and the first place it gets serious is anywhere money moves.
Finance is moving faster here than its reputation suggests. More than half of CFOs named integrating AI agents into their departments as a transformation priority for 2026, and in one survey of mid-market finance leaders, nearly four in five said agentic tools already handle at least a quarter of their accounting and finance workload.
The governance hasn’t kept pace. Most of the frameworks enterprises built over the last two years were designed for copilots and...
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