Phoenix CFO Round-Table: Agentic AI in Finance Is No Longer the Future, It’s Happening Now

High Energy, Big Ideas, and the Future of Finance Automation

On July 24, the Phoenix CFO Round-Table on Agentic AI in Finance & Accounting brought together CFOs, controllers, and automation experts at Hyatt Place Phoenix Downtown. Hosted and moderated by Rajeev Pathak, CEO & Co-Founder of Hyperbots, the event delivered a dynamic mix of strategy, practical insight, and candid discussions.

This wasn’t your typical corporate panel. Instead, it felt more like a strategic deep dive, an open forum where Agentic AI, Accounts Payable automation, and finance process transformation were front and center.

From Fragmented Tools to Unified Finance Systems

Right from the first conversation, it was clear that manual AP processes are on their way out. Leaders in the room were unanimous that automation has to cover the full invoice-to-pay lifecycle, not just bits and pieces.

Core themes included:

• Accelerating Speed to Cash
  AI solutions that enhance working capital management and enable faster payments are in high demand. Efficiency is non-negotiable.

• Lean and Scalable AP Teams
  Rather than increasing headcount, finance teams are leveraging AI-powered workflows to scale operations intelligently while maintaining control.

• Breaking Down Silos
  Siloed tools aren’t scalable. Finance leaders emphasized the importance of intelligent automation that integrates seamlessly across systems.

• Driving Finance Agility
  There’s a clear push for finance teams to operate more like GTM (go-to-market) functions: flexible, fast, and outcome-driven.

Throughout the evening, attendees expressed genuine excitement about how Agentic AI adapts to workflows, supports decision-making, and enables intelligent finance automation.

An Atmosphere Built for Innovation

The atmosphere at Phoenix was energetic and insightful. Whether from CFOs, controllers, or finance operations leaders, perspectives were honest and solution-oriented. From “we’ve tried everything” to “this is the breakthrough we’ve been waiting for,” the message was clear: Agentic AI is no longer optional—it’s essential.

We would like to extend a heartfelt gratitude to everyone who joined us at this Round table discussion. Your thoughtful questions, shared experiences, and genuine engagement made the event truly meaningful. We appreciate the time you took to be part of the conversation and look forward to welcoming you again at future gatherings.

Join the Next Chapter in Finance Transformation

The momentum from Phoenix was undeniable, and we’re just getting started. This August, Hyperbots is heading to new cities with the next series of Agentic AI Round-Tables. Expect sharper demos, deeper discussions, and powerful insights from finance leaders who are driving real change.

If you've been following the conversation online, now’s your chance to experience it in person. Spots are limited, and demand is growing fast. Don’t miss your chance to engage directly with the future of finance. Register soon on our LinkedIn page. 

Let’s build the future of finance together!