Member-only story
How can FP&A Teams and CFOs use AI Agents?
Think of AI agents as financial co-pilots in your finance teams.
Just like an experienced co-pilot assists the captain by managing routine tasks, analysing flight data, and alerting the pilot to turbulence ahead, AI agents can and will do the same for finance teams.
They can handle the repetitive work like merging Excels, creating baseline forecasts and doing data visualizations and reporting for you.
AI agents can reduce manual effort, boost accuracy, and provide a strategic view of your finance teams.
How to test AI Agents for Finance?
So far, one of my favourites is Replit Agent, I did an article one month ago on it but the more I use it, the more I think is one of the best tools in the AI Agent landscape.
This is the article:
Also, I found this image with other AI Agents websites, I am starting to explore them but want to share as well here: