A forward-looking but practical executive discussion about the shift from traditional finance automation and generative AI towards AI Agents that can take action within financial close processes. Restaurant TBC, London.
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AI has quickly become one of the biggest topics on the finance agenda. But as organisations move beyond experimentation with generative AI, a new question is emerging: what happens when AI does not just assist finance teams, but can take action on their behalf?
AI Agents represent the next evolution of finance automation. Rather than simply generating an answer or providing an insight, agents have the potential to understand a task, determine what needs to happen next, take action and work alongside finance professionals to complete increasingly complex processes. For financial close teams, this opens up significant possibilities for reducing repetitive work, managing exceptions more intelligently and allowing finance professionals to focus their time on the areas that require judgement and expertise.
But how close are we to that future? Which applications of agentic AI are genuinely delivering value today, and which remain further down the road?
Join Vincent Petre, Trintech’s Director of Solution Consulting, for an interactive session exploring the journey from traditional finance automation to an increasingly agentic financial close. Vincent will bring the discussion to life by showcasing Trintech’s latest AI Agents, looking at how agents can support real financial close processes today and how the technology is evolving. He will also share a view into Trintech’s roadmap for AI Agents, providing attendees with a glimpse of how agentic capabilities could develop and what that may mean for the future finance function.
The conversation will go beyond the technology itself. As AI becomes capable of taking on more responsibility, finance leaders also face important questions around trust, governance, controls, auditability and human oversight. Where should organisations be comfortable allowing an agent to act autonomously? Where should a finance professional remain in control? And how might the roles and skills within finance teams change as agents become increasingly embedded into everyday processes?
Throughout the session, attendees will be encouraged to share their own perspectives and experiences with fellow senior finance leaders. Together, we will explore what is working today, where the opportunities and challenges lie, and how organisations can prepare for a future in which AI Agents become an increasingly important part of the financial close.
This is not a discussion about AI hype. It is an opportunity to see where agentic finance stands today, explore where it is heading next, and consider what it could mean for your own finance organisation.
Trintech is the trusted AI platform for governed autonomous finance, helping organizations modernize financial operations across the Office of the CFO. Guided by our purpose to give people time back for what matters most, our vision is to create trusted finance that runs itself.
Trintech’s AI platform automates reconciliation, transaction matching, close management, journal entry, intercompany accounting, and compliance, enabling finance teams to reduce risk, strengthen controls, and operate continuously, accurately, and with confidence.
Trusted by thousands of organizations worldwide, Trintech empowers teams to focus less on manual processes and more on strategic impact. Headquartered in Plano, Texas, Trintech supports customers across more than 100 countries through a global network of offices, partners, and strategic resellers, helping shape the future of trusted autonomous finance.
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