Overview

Agentic Finance provides a technical and governance-focused guide to applying agentic AI across finance functions. The book covers FP&A, forecasting, record-to-report, reconciliations, narrative reporting, treasury, and finance operations-while preserving segregation of duties, auditability, and regulatory compliance. The Finance Orchestrator coordinates specialized agents, enforces approvals and posting boundaries, manages scenario lineage, and produces audit-ready evidence. The book introduces a strategy-to-execution framework that aligns AI capabilities with finance objectives such as faster close, higher forecast quality, and reduced operational risk. Written for CFO organizations, finance transformation leaders, and AI practitioners, Agentic Finance shows how to deploy AI responsibly in one of the most controlled enterprise domains.

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