This executive guide explores how forward-thinking finance teams are evolving beyond task-based automation into a new era of intelligent delegation. By employing agentic AI Workers, organizations are reimagining financial operations — from forecasting and accounting to treasury, compliance, and strategic planning.

Inside, you'll learn how AI Workers enable finance teams to reduce manual workloads, accelerate reporting cycles, and operate with greater insight and precision — all without increasing headcount or rearchitecting systems.

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Finance &
Accounting

Automate reconciliations, validate invoices, detect risk, and deliver forecasts with autonomous agents trained on your workflows and tasks. No engineering. No complex onboarding. Just immediate results.

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Reduction in Processing Time

Financial Strategy & Leadership

Automate forecasts, board decks, and insights to help leaders steer confidently and act faster.

Accounting & Risk Management

Reduce fraud, reconcile data, and ensure controls with AI Workers that keep finance clean and audit ready.

Revenue & Expense Operations

Streamline invoicing, approvals, and payments across vendors, customers, and internal workflows.

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The Agentic AI Workforce for Finance

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/ Case Study

EverWorker Increased Sales by 126%.

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24%

Increase in productivity

126%

Uplift in gross sales

10x

Increase in productivity

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