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Webinar

Agentic AI for accounting

Agentic AI for accounting

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TRUSTED BY LEADING ENTERPRISES

Ready to put AI to work in your close, but unsure how agents actually fit into your accounting workflows? In this 30-minute live demo, you’ll watch Max prepare real accounting work across your close, from journal entries to transaction matching and reconciliations.

Learn how agents can:

  • Prepare accounting work end to end: Agents draft journal entries, accruals, and reconciliations with the right support attached, ready for your team to review.

  • Match transactions automatically: Agents create matching rules and reconcile high-volume activity, from Navan spend to payroll and payment processing, with full lineage back to source.

  • Keep accountants in control: Agents attach evidence, route every output through your approvals, and escalate exceptions to a person. Nothing posts without sign-off.

Join us live for a walkthrough. The session will not be recorded.

Speakers

Solutions Engineer

Kimberly Nolen

Enterprise Sales

Sean Park

Gradient background

Back to events

Past

Webinar

Agentic AI for accounting

Dark Blue Background Illustration

Sign up →

TRUSTED BY LEADING ENTERPRISES

Ready to put AI to work in your close, but unsure how agents actually fit into your accounting workflows? In this 30-minute live demo, you’ll watch Max prepare real accounting work across your close, from journal entries to transaction matching and reconciliations.

Learn how agents can:

  • Prepare accounting work end to end: Agents draft journal entries, accruals, and reconciliations with the right support attached, ready for your team to review.

  • Match transactions automatically: Agents create matching rules and reconcile high-volume activity, from Navan spend to payroll and payment processing, with full lineage back to source.

  • Keep accountants in control: Agents attach evidence, route every output through your approvals, and escalate exceptions to a person. Nothing posts without sign-off.

Join us live for a walkthrough. The session will not be recorded.

Speakers

Solutions Engineer

Kimberly Nolen

Enterprise Sales

Sean Park