This IDC Perspective explores the transformative impact of agentic AI on corporate finance, emphasizing its potential to automate routine tasks while reshaping roles within finance teams. It highlights the importance of AI governance, regulatory compliance, and workforce upskilling to mitigate risks and maximize benefits. By adopting agentic AI, CFOs can enhance efficiency and strategic decision-making, ensuring that finance professionals focus on higher-value activities. The key takeaway is that AI evolution in finance signifies role evolution, not elimination."Tomorrow's financial innovation demands today's oversight — forward-thinking CFOs know that AI governance and upskilling is the path to sustainable transformation." — Heather Herbst, research director, CFO Tech Agenda at IDC
Executive Snapshot
Situation Overview
Risk and Mitigation
Where Agentic AI Can Be Applied and Use Cases in Corporate Finance
Key Use Cases in Corporate Finance
Corporate Finance: AI Preparation
Advice for the Technology Buyer
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Synopsis
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