Event
AI in Finance
Shaping the Future of Finance - Atlanta CFO Round Table on Agentic AI
At the Philadelphia CFO Round Table on Agentic AI, finance leaders gathered to explore how intelligent systems are transforming finance and accounting—driving smarter decisions, efficiency, and real-world impact.
As industries and companies have started to leverage and incorporate AI into their activities, the pressing need to discuss AI’s importance in the finance industry is even greater. The Atlanta event provided a comprehensive look at how AI can drive value across various financial processes.
The gathering at Canopy by Hilton Atlanta Midtown paved the way for an insightful and forward-thinking discussion on “The Agentic AI in Finance & Accounting.” With several perspectives explored and a vibrant exchange of ideas, the round table was more than just a discussion, extending well beyond its allotted time.
Moderated by Kurt Srivastava, General Manager of Fintech Consulting at Hyperbots Inc., the event was both energizing and eye-opening. Kurt brought his deep consulting experience and passion for innovation into the room, helping finance professionals navigate the evolving landscape of AI-powered transformation.
Diverse Viewpoints
The session opened with an introduction to Agentic AI, an emerging class of artificial intelligence tools that do not just automate tasks but can also make strategic decisions that support human goals. The conversation quickly gained momentum as participants delved into how this technology is reshaping core finance and accounting operations in ways traditional automation couldn't.
A compelling segment of the discussion involved real-world use cases, like automating invoice processing or integrating AI agents into ERP systems, making it clear that the shift isn’t just in talks; it’s already happening.
Agentic AI tools are adapting to complex financial workflows, integrating smoothly with existing platforms, and offering desired benefits, particularly in decision support and risk assessment.
Naturally, the conversation moved toward implementation, with an understanding of what Agentic AI looks like in practice and the ROI finance leaders can expect.
Critical Reflections
Everyone’s key focus was to understand how AI can be a real partner in scaling everyday finance functions. With that being discussed, the group concluded that Agentic AI isn’t just about futuristic tech; it’s about real value that can be delivered today concerning the most important challenge CFOs are facing, which is greater manual effort.
We would like to thank all our attendees who attended our round table discussion. CFOs and finance leaders left not only with new insights but also with actionable ideas on how to move forward in their AI journey.
Stay tuned to read about more learnings and insights from the Hyperbots CFO Round Table series in the coming weeks!
