Everyday Finance Functions And Role of Agentic AI: Philadelphia CFO Round Table

CFO Round Table Highlights on Agentic AI in F&A

At our latest CFO Round Table in Philadelphia, moderated by Kurt Srivastava, General Manager of Fintech Consulting at Hyperbots Inc., the focus was on the role of Agentic AI in Finance and Accounting. The discussion was rich with practical insights and real-world use cases that showcased AI’s growing role in finance operations.

The urgency to discuss the role of AI in finance has grown significantly, especially as technology is being embedded into companies and industries alike. With numerous areas where AI can support and enhance financial workflows, the Philadelphia discussion unpacked these opportunities from every angle.

Finance leaders and innovation experts came together at McCormick & Schmick’s Seafood & Steaks, Philadelphia, for the latest event in our CFO Round Table series. With the aroma of fresh food and the buzz of sharp minds, what unfolded was a powerful exchange of insights on the evolving role of Agentic AI in the finance space.

Guiding the conversation was Kurt Srivastava, who anchored the discussion with a sharp perspective on enterprise transformation and a deep understanding of how AI is reshaping finance operations.

What Is Agentic AI in Finance?

Beyond Automation – Intelligent Systems for CFOs

The group began with a clear breakdown of what Agentic AI really is. It’s not just automation, but intelligent systems that can operate independently and support financial teams in strategic decisions.

Leaders explored the possibilities AI offers, from optimizing expense tracking to real-time financial reporting.

Real-World AI Strategies from Philadelphia CFOs

AI for Expense Tracking and Invoice Automation

Real-world examples brought the topic to life, showing how AI is already making an impact by automating invoice workflows, managing budgets, and supporting faster decisions.

Real-Time Financial Reporting and Dashboard Automation

Another key discussion thread was how Agentic AI tools are flexible enough to adapt to existing systems and complex workflows—without complicating the core functionality of finance teams.

Implementing AI in Finance Workflows Successfully

Finally, the discussion explored what successful implementation looks like, including what will work, what to watch out for, and how to evaluate early wins in deploying finance AI solutions.

Key Takeaways from Philadelphia CFO Round Table

The attendees offered a unique perspective, focusing on how AI can be applied at a personal level and then expanded into daily finance functions. That sense of practicality ran through the entire event.

It wasn’t just about future possibilities—it was about what’s working today and how finance teams can take the next step alongside intelligent systems.

As the sun set over the city, attendees walked away with new ideas, deeper clarity, and most importantly, a sense of momentum.

We extend our gratitude to all who joined and shared perspectives on how Agentic AI can transform finance.

Looking Ahead – Expanding AI Conversations Across the U.S.

Stay tuned for updates on our CFO Round Table conversations in cities across the United States, as we continue exploring how agentic AI is shaping the future of finance and accounting.