AI in finance started as a copilot. It answered questions, drafted reports, and summarized data. Agentic AI picks up where that stops. It analyzes information, recommends a move, starts the action, and executes steps of the workflow.
When AI moves from answering to acting, forecasting, reporting, reconciliation, and financial analysis start to run differently. So do the controls around them.
In this on-demand session, Christine Gu, CFO at Clarify Health, and Philip Peck, SVP Finance Transformation at Peloton Consulting, break down which work AI can take on today, where human oversight stays essential, and what finance leaders should put in place before the next phase of adoption.