Automate financial processes with
AI agents.
A practice-oriented workshop for companies that want to learn how AI agents revolutionise bookings, reconciliations and the annual closing — with triggers, automations and autonomous workflows.
45%
of finance team time goes into repetitive tasks
7.5
fewer days for month-end closing with AI (MIT/Stanford)
70%
less reconciliation effort through AI agents
95%
error reduction in document processing
Five modules. One revolution.
Each module covers a concrete financial process in which AI agents already work autonomously today — with live demos and hands-on exercises.
Document processing & bookings
AI agents extract data from invoices, receipts and emails — multilingual, format-independent and with contextual accounting.
Invoice Capture Agent · Coding Agent · 3-Way-Match Agent
What you will learn
Automated reconciliations
Bank and account reconciliations turn from a bottleneck into a continuous process — AI agents match transactions in real time and suggest solutions for open items.
Reconciliation Agent · Cash Visibility Agent · Exception Agent
What you will learn
Month-end & year-end closing
AI agents reduce the closing from 7–10 days to 2–4 days — through automated reconciliations, accruals, variance analyses and exception handling.
Close Agent · Accrual Agent · Flux Analysis Agent
What you will learn
VAT & tax processes
AI agents take over VAT returns and tax processes — from automatic code assignment to the generated tax return.
VAT Agent · Tax Compliance Agent · Reporting Agent
What you will learn
Triggers, automations & workflows
From rule-based RPA to the autonomous AI agent — how event-driven workflows control financial processes in real time and escalate exceptions automatically.
Orchestration Agent · Anomaly Agent · Approval Agent
What you will learn
Who is the workshop for?
The workshop is aimed at decision-makers and specialist teams who want to put AI agents to concrete use in their finance processes.
Managing directors & owners
Who want to understand where AI agents unlock real leverage in their finance processes — before the competition does.
CFOs & finance leads
Who want to speed up the closing, reduce error rates and free their team from repetitive tasks.
Fiduciary & accounting teams
Who want to move from manual document processing and reconciliation to AI-supported, autonomous workflows.
Process & digitalisation leads
Who want to integrate triggers, automations and AI orchestration into existing ERP and banking systems.
One day. Concrete results.
The full-day workshop combines theory, live demos and hands-on exercises. Half-day format available on request.
Fundamentals: From RPA to autonomous AI agents
How rule-based automation evolves into intelligent, learning agents — and what this means for accounting.
Modules 1 & 2: Document processing & reconciliations
Live demo: booking invoices automatically, bank reconciliation in real time, 3-way matching in action.
Module 3: Month-end & year-end closing accelerated
How reconciliation agents reconcile 240+ accounts in hours and cut the closing from 10 to 2 days.
Modules 4 & 5: VAT, tax processes & workflows
Autonomous VAT returns, trigger-based automations and orchestration across ERP, banking & email.
Implementation plan & next steps
Individual roadmap: which processes to automate first, which agents to introduce, how to measure.
Bring your financial processes into the AI age.
Arrange a non-binding strategy call. We tailor the workshop to your processes, your team and your systems.