Event
AI in Finance
Everyday Finance Functions And Role of Agentic AI: Philadelphia CFO Round Table
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 Agentic AI in Finance & Accounting”. The discussion was rich with practical insights and real-world use cases that showcased AI's growing role in financial operations.
The urgency to discuss the role of AI in finance has grown significantly, especially because technology is being embedded into several companies and industries alike. With numerous areas where AI can support and enhance financial workflows, the Philadelphia discussion unpacked these opportunities from every angle possible.
Finance leaders and innovation leaders came together at McCormick & Schmick's Seafood & Steaks, Philadelphia, for the latest event in our CFO Round Table series: “The Agentic AI in Finance and Accounting.” With the aroma of fresh food and the buzz of sharp minds in the room, 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, General Manager of Fintech Consulting at Hyperbots Inc. With his sharp perspective on enterprise transformation, Kurt anchored the discussion with a deep understanding of how AI is reshaping finance operations.
Opportunities in Discussion
The group began with a clear breakdown of what Agentic AI really is. It is 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 examples brought the topic to life, showing how AI is already making an impact through automating invoice workflows, managing budgets, and supporting faster decisions.
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.
Finally, we explored what successful implementation looks like, including what will work, what to watch out for, and how to evaluate early wins.
Takeaways from the Table
The attendees had a unique standpoint, deeply focused on how we can use AI on a personal level, and suggested ways to expand that into our daily finance functions. That idea 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, working alongside intelligent systems.
As the sun set over the city, attendees walked away with new ideas, deeper clarity, and perhaps most importantly, a sense of momentum. We would like to express our gratitude to all attendees who brought different perspectives on how Agentic AI can step into the finance world.
Stay tuned for information on our round table conversations in cities across the U.S!
