Agentic finance — for leaders and operators
Some finance teams are getting extreme leverage from AI: books that close faster, agents that watch compliance across countries for them, financials pushed to management and peer teams automatically instead of the finance teams paying coordination costs.
However, the reality is that in most companies, the same ideas die as pilots.
This is a working session on how finance teams are extracting value from AI.
🧠 What we'll bring. The how-tos we've picked up across the industry — from ClearTax's own finance office, and from companies (customers and otherwise) using AI seriously in compliance, finance operations and management reporting:
How MIS and leadership reporting become push, not pull — numbers, exceptions and variances that come to you, with drill-down when something looks off
How monitoring becomes always-on — data-sanity checks, exception agents, reconciliations that run continuously instead of at month-end
How compliance across geographies gets watched by agents — e-invoicing mandates, regulatory updates, notice responses — with maker-checker discipline, not blind autonomy
How teams hunt leaks in spend and revenue with checks anyone can run
And the unglamorous part that decides everything: making your data reachable by a model in the first place
🤝 What we'd love you to bring. Your own experiments — what worked, what died, and why. We're reserving floor time for your stories and for debate. The best version of this session is all of us comparing notes, not one side presenting.
🎯 What you'll leave with. A clear, written how-to — concrete steps, prompt patterns and checks you can run with your own team next week — plus enablement to actually get started. Not a teaser, not a diagnosis: the actual how.
Throughout, we'll be specific about what's working, candid about what's still hard, and honest about what nobody has figured out yet.
Who this is for: CFOs, controllers, FP&A and finance-ops leaders, tax heads, founders who own a P&L, and builders working on finance.
This event is part of Basecamp, a community-powered tech week in Bengaluru bringing founders, builders, and operators together. Basecamp is free for the community and powered by the community.