Agentic AI in the Finance Function
The days of treating AI like a simple chatbot are officially over
Accountants and finance leaders are uniquely positioned to lead this transition. Because these new AI agents can handle routine, manual data entry, your role is fundamentally shifting away from being a “number cruncher” and moving heavily towards becoming a strategic advisor and leader.
This course equips finance professionals with a comprehensive understanding of Agentic AI and what it means for your organisation. From mastering the core architecture of AI agents and evaluating enterprise-grade tools, right through to a practical roadmap for implementing Agentic AI successfully, you will gain everything you need to confidently navigate the future of finance
Provides 1 hour of CPD
What you’ll learn:
- The shift from Generative to Agentic AI to help you understand how autonomous agents execute tasks across your ERP, Excel, and bank portals without hand-holding
. . - The automation of the month-end close, ensuring your team understands how to transition away from manual data gathering and focus entirely on high-level strategic review
. - The ‘Human-in-the-Loop’ governance framework, allowing you to securely orchestrate AI, mitigate hallucination risks, and uphold your strict IFAC ethical obligations
. - A practical 5-step strategic implementation plan to help you identify friction points, build a watertight business case for the board, pilot in a sandbox, and safely scale your digital finance team.
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What’s included in the course?
Videos
- Thoroughly explores the concepts, theories and models for this topic
- The content is professionally explained by our expert tutors alongside a visual presentation
Handbooks
- Full coverage of the video content using engaging and easy-to-follow language
- A range of examples to show you how these concepts might apply to real-life situations, e.g. in finance
Presentation slides
- The visual presentation from the video can be accessed for note-taking and for browsing without the video playing
- Can be downloaded as a PDF file
Purchasing the course
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Astranti CPD Course:
Agentic AI in the Finance Function
£29.00
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Excellent materials and lots of support when needed.
I used Astranti materials and I can honestly say they are an excellent course provider. The materials are expertly delivered, easy to follow and very motivating. Highly recommended.
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