About Session
This session explores concepts of AI workflows and AI agents, how each applies to accounting processes, and what it means for the humans overseeing them. Participants will examine how AI agents handle document-heavy reconciliations and journal entry preparation, and analyze the appropriate boundaries for human review and professional judgment in an AI-assisted close process.//
Learning Objectives
- Identify the key differences between AI workflows and AI agents, and recognize which month-end close tasks such as reconciliations, workpaper preparation, and journal entry generation are suited to each approach.Learning Objective
- Analyze how AI agents can be applied to document-heavy financial close processes and determine where automation delivers value versus where human oversight and judgment remain essential for accuracy and audit readiness
- Apply data security and governance criteria to evaluate AI tools before integration with financial systems.
