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The agentic AI playbook for enterprise accounting

The agentic AI playbook for enterprise accounting

The Agentic AI Playbook for Enterprise Accounting | Maxima × Zendesk

Everyone is trying to understand agentic AI right now. There is a lot of excitement, but fewer clear examples of what is running in production, especially in accounting operations.

Zendesk has deployed agentic AI across record to report at enterprise scale. In this session, you will hear directly from Zendesk's accounting leader and AI transformation leader on how they cut through the noise, evaluated their options, and got to production across close workflows, while building confidence with audit and leadership along the way.

If you are a finance and accounting leader looking for a concrete operator perspective on agentic AI in accounting, this session is for you.

What you will learn

What it takes to move agentic AI from pilot to production in accounting

Why close automation stalls, and how leading teams avoid common traps

How Zendesk evaluated close automation options, and what criteria mattered most

How to make agentic AI audit ready, including controls, evidence, and trust

How to build a roadmap and operating model that compounds automation value over time across journals, reconciliation, and flux

Speakers

Director, Global Accounting, Zendesk

Lindsay Kelly

Lindsay Kelly

Director, AI Transformation & Internal Audit, Zendesk

Akshaya Murthy

Akshaya Murthy

Co-founder, CEO & CFO

Yogi Goel

Yogi Goel

Reserve your spot

Reserve your spot

Gradient background

Back to webinars

On demand
pre-recorded

The agentic AI playbook for enterprise accounting

The Agentic AI Playbook for Enterprise Accounting | Maxima × Zendesk

Everyone is trying to understand agentic AI right now. There is a lot of excitement, but fewer clear examples of what is running in production, especially in accounting operations.

Zendesk has deployed agentic AI across record to report at enterprise scale. In this session, you will hear directly from Zendesk's accounting leader and AI transformation leader on how they cut through the noise, evaluated their options, and got to production across close workflows, while building confidence with audit and leadership along the way.

If you are a finance and accounting leader looking for a concrete operator perspective on agentic AI in accounting, this session is for you.

What you will learn

What it takes to move agentic AI from pilot to production in accounting

Why close automation stalls, and how leading teams avoid common traps

How Zendesk evaluated close automation options, and what criteria mattered most

How to make agentic AI audit ready, including controls, evidence, and trust

How to build a roadmap and operating model that compounds automation value over time across journals, reconciliation, and flux

Speakers

Director, Global Accounting, Zendesk

Lindsay Kelly

Lindsay Kelly

Director, AI Transformation & Internal Audit, Zendesk

Akshaya Murthy

Akshaya Murthy

Co-founder, CEO & CFO

Yogi Goel

Yogi Goel

Reserve your spot

Gradient background

Back to webinars

On demand
pre-recorded

The agentic AI playbook for enterprise accounting

The Agentic AI Playbook for Enterprise Accounting | Maxima × Zendesk

Everyone is trying to understand agentic AI right now. There is a lot of excitement, but fewer clear examples of what is running in production, especially in accounting operations.

Zendesk has deployed agentic AI across record to report at enterprise scale. In this session, you will hear directly from Zendesk's accounting leader and AI transformation leader on how they cut through the noise, evaluated their options, and got to production across close workflows, while building confidence with audit and leadership along the way.

If you are a finance and accounting leader looking for a concrete operator perspective on agentic AI in accounting, this session is for you.

What you will learn

What it takes to move agentic AI from pilot to production in accounting

Why close automation stalls, and how leading teams avoid common traps

How Zendesk evaluated close automation options, and what criteria mattered most

How to make agentic AI audit ready, including controls, evidence, and trust

How to build a roadmap and operating model that compounds automation value over time across journals, reconciliation, and flux

Speakers

Director, Global Accounting, Zendesk

Lindsay Kelly

Lindsay Kelly

Director, AI Transformation & Internal Audit, Zendesk

Akshaya Murthy

Akshaya Murthy

Co-founder, CEO & CFO

Yogi Goel

Yogi Goel

Reserve your spot