AI Agents and Automation in Accounting and Finance

AI has moved from answering questions to doing work: matching transactions, drafting reconciliations, running parts of the close and acting across your systems as an agent. Knowing where it helps, where it fails and how to roll it out is quickly becoming part of the job.

This hub covers practical AI adoption in finance and accounting: how to choose and prioritize use cases, real examples of agents in firms and finance teams, context engineering and getting reliable output, when to bolt AI onto a process versus redesign it, and how to judge whether AI work is good enough to use.

The focus is on what actually works in practice, and on the research behind the headlines.

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