Overview

Agentic finance is moving treasury and finance teams from static automation to systems that can reason, act, and document their work with much greater consistency. This book offers a practical guide to designing that shift responsibly, from the first operating model choices through production readiness and continuous improvement. Built for treasury leaders, finance transformation teams, risk managers, compliance professionals, and solution architects, it explains how autonomous workflows can support cash forecasting, liquidity actions, payment handling, risk monitoring, control testing, and evidence capture. The focus is not on theory alone, but on how to connect tools, data, approvals, and governance so that every action is traceable and reviewable. What the book covers Foundations and architecture for agent-based finance workflows, including orchestration, memory, tool use, and human approval points. Treasury operations such as forecasting, sweeps, bank account management, and funding processes. Payments and working capital, with coverage of exceptions, remittances, beneficiary checks, and trade finance support. Risk and model governance, including market, credit, and operational risk workflows, validation, monitoring, and exception management. Compliance and controls, from policy mapping and regulatory evidence to segregation of duties, access design, and data quality rules. Implementation playbooks with pilot design, metrics, change management, incident response, versioning, and post action review. The chapters are organized to help readers move from concept to execution. They show how to define suitable use cases, connect ERP, TMS, and banking platforms, build audit-ready data foundations, and set up guardrails that keep autonomous systems useful without sacrificing control. Practical, governance-aware, and operations focused, this guide is designed for teams that want finance workflows to become faster, more consistent, and easier to supervise.

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