The One-Click Close: Building an Agentic Month-End

​What happens when AI agents take on the month-end close? In this session, we’ll show how our finance team put agents to work on a real close, what changed, and how you can start building your own.

​We’ll cover the fundamentals, walk through a fully agentic close, and look at a few of the agents behind it. The one-click close gets the headline, but the bigger story is what it takes to get there: giving agents the context they need to do real finance work, and deciding where humans stay in the loop.

​What you’ll learn

• ​How an agentic close is put together

• ​Why the way an agent is set up matters as much as the prompt

• ​How to decide what agents handle on their own and what still needs a human

• ​A simple way to start building your own