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Tech Infrastructure

Agentic AI in Finance

Tech Infrastructure 5 Weeks Cohort Live

Programme Overview

Autonomous AI agents are reshaping the finance function. This programme equips finance leaders and practitioners to design, deploy, and govern agentic AI across FP&A, reporting, treasury, and financial operations — moving beyond AI tools into self-running, institution-grade financial workflows.

"The CFO who understands agentic AI will not just automate the close — they will redesign what the finance function does entirely."

What You'll Learn

Programme Modules

Module 01
Foundations of Agentic AI for Finance
What makes an agent autonomous — LLMs, tools, memory, and planning — and why the finance function is the highest-value deployment target.
Module 02
Agentic FP&A & Reporting
Automating variance analysis, narrative commentary, and management pack generation using LLM-powered agents connected to financial data sources.
Module 03
Treasury & Cash Flow Intelligence
Multi-agent architectures for cash flow forecasting, liquidity monitoring, FX exposure alerts, and autonomous treasury exception management.
Module 04
Governance, Controls & Audit Readiness
Human-in-the-loop design for finance AI, audit trails, model risk considerations, and embedding controls into agentic financial workflows.
Module 05
Build, Deploy & Make the Case
Hands-on deployment of a finance agentic workflow, plus the financial and strategic business case for CFO and board-level sign-off.

Who This Programme Is For

CFOs, finance directors, FP&A leads, treasury managers, and senior finance practitioners in corporates, professional services, and financial institutions ready to move beyond AI pilots into production-grade autonomous finance infrastructure.

Institutional Delivery

Available for bespoke in-house delivery tailored to your finance technology stack and team. Get in touch →


Stratify Insights · Academy · Practitioner-derived, built for institutional application.