Agentic AI Is Changing Finance: Inside the Denver CFO Roundtable
CFOs and executives shared candid insights on Agentic AI’s real-world impact across accounts payable, cash flow, and governance.
An Evening of Insight and Collaboration
Finance leaders gathered in Denver for a dynamic roundtable on “The Agentic AI in Finance & Accounting.” The event featured engaging discussions, real-world examples, and forward-looking perspectives that sparked new ideas across the room. The event, being moderated by Rajeev Pathak, CEO & Co-Founder of Hyperbots, had an atmosphere that was collaborative, inspiring, and reminiscent of the power of peer-to-peer knowledge sharing.
Key Highlights and Takeaways
The conversations revealed powerful themes shaping how finance teams are evolving with AI-driven solutions:
AP Bottlenecks Still Pose a Challenge - Manual Accounts Payable (AP) processes remain a significant obstacle, and leaders are eager for AI automation to streamline workflows and reduce friction.
Cash Flow Takes Center Stage - Improving efficiency isn’t enough; finance executives emphasized the importance of accelerating liquidity through AI-driven cash flow optimization.
Doing More with Leaner Teams - With smaller AP teams, leaders can achieve more while maintaining strict governance and control by making AI a crucial ally.
From Fragmented to Unified - The days of juggling multiple disconnected tools have gone, because executives are now calling for automation that spans the entire Procure-to-Pay (P2P) cycle seamlessly.
The Rise of Product-Led Finance - A new mindset is emerging: finance teams want the same agility and speed as high-performing GTM organizations, driven by product-led, AI-enabled operations.
Looking Ahead: The Future Is Being Built Here
We would like to sincerely thank all the attendees whose thoughtful contributions and diverse perspectives elevated the conversation. Your willingness to share experiences, exchange ideas, and challenge assumptions created a rich dialogue that brought clarity to the future of finance and inspired everyone in the room.
This roundtable proved that Agentic AI is far more than hype. It’s becoming a game-changer in how finance teams operate, adapt, and deliver results. The energy was electric, with leaders leaving inspired and ready to act.
Being part of these conversations gives opportunities to connect with peers, stay ahead of industry shifts, and leverage AI for competitive advantage. The future of finance isn’t coming, it’s already here, and it’s being shaped in rooms like these!
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