Inside the Atlanta CFO Round Table on Agentic AI: Real-World Finance Insights

Atlanta CFOs reveal practical Agentic AI strategies to transform finance with efficiency, automation, and ROI.

How Atlanta CFOs Are Shaping the Future of Finance with Agentic AI

At the Atlanta CFO Round Table on Agentic AI, finance leaders gathered to explore how intelligent systems are transforming finance and accounting—driving smarter decisions, efficiency, and measurable impact. As industries increasingly embed AI into their workflows, the need to discuss its importance in finance has become critical. This round table provided a comprehensive look at how Agentic AI can create value in industries across financial operations, from day-to-day processes to long-term strategic planning.

Key Takeaways from the Atlanta CFO Round Table on Agentic AI

The gathering at Canopy by Hilton Atlanta Midtown brought together leading finance professionals for a forward-thinking discussion on “The Agentic AI in Finance & Accounting.”

Moderated by Kurt Srivastava, General Manager of Fintech Consulting at Hyperbots Inc., the event delivered a vibrant exchange of ideas. Kurt leveraged his deep consulting experience and passion for innovation to help finance professionals navigate the evolving landscape of AI-powered transformation.

What Is Agentic AI and Why CFOs Should Care

Agentic AI represents a new generation of artificial intelligence. Unlike traditional automation, these AI systems don’t just perform repetitive tasks—they operate independently, make decisions aligned with business goals, and support finance teams in scaling their operations. Intelligence elements and reasoning capabilities built into Hyperbots empower finance teams to automate and control complex processes with confidence.

Agentic AI vs. Traditional Automation in Finance

While automation tools streamline manual workflows, they often stop at rule-based processing. Agentic AI, however, adapts to context, supports strategic decision-making, and integrates with existing financial systems. For CFOs, this means moving beyond efficiency gains to unlocking real-time insights and higher ROI. Integrations with leading ERP platforms like Oracle, SAP, and QuickBooks further enhance data flows and operational flexibility.

Real-World Use Cases of Agentic AI in Finance

A compelling segment of the discussion involved practical examples of Agentic AI already in action. CFOs shared case studies where AI was successfully applied to:

• AI for Invoice Processing and ERP Integration

  • Automating invoice workflows and approvals with Invoice Processing Co-Pilot.

  • Enhancing ERP systems with intelligent data entry and validation.

  • Streamlining budget management with predictive analytics driven by self learning.

These examples highlighted that the shift from theoretical potential to operational reality is well underway.

Implementing Agentic AI in Finance: ROI and Practical Value

Naturally, the conversation shifted to what implementation looks like in practice. CFOs examined:

• Best practices for rollout without disrupting existing workflows.

• Expected ROI when deploying AI copilots across finance functions.

• Risk factors and how to mitigate them.

The consensus was clear: Agentic AI delivers measurable ROI not just through automation, but through better decision support, forecasting accuracy, and resource allocation.

CFO Perspectives: How AI Reduces Manual Effort in Finance

One of the most pressing challenges for CFOs is the excessive manual effort required in finance operations. The round table emphasized that Agentic AI isn’t just futuristic—it’s delivering real value through automation and notifications today.

By reducing manual workloads in expense tracking, reporting, and compliance, AI frees up finance teams to focus on strategic initiatives. This shift allows CFOs to position their organizations for sustainable growth and agility in competitive markets.

Looking Ahead: Hyperbots CFO Round Table Series Insights

We extend our gratitude to all attendees who shared their perspectives on how AI can reshape finance. The Atlanta session reinforced that Agentic AI is not a distant concept—it’s a strategic partner for finance leaders right now.

Stay tuned for upcoming insights from the Hyperbots CFO Round Table series in cities across the U.S., where more finance leaders will share their real-world AI experiences.