The Future of Finance: AI Agents & MCP
AI is transforming finance teams. How can you move from experimentation to truly operational workflows?
Finance teams are increasingly exploring the possibilities offered by artificial intelligence: automating repetitive tasks, analysing data, streamlining reconciliations, reporting, controls and decision-making.
But moving from promising demonstrations to reliable day-to-day use raises important questions. How can AI be connected to existing tools? How can an agent act on financial data securely? And how can teams ensure traceability, human oversight and reliable outputs?
AI Agents and the Model Context Protocol (MCP) open up a new approach. They make it possible to connect AI models to the applications and data sources used by finance teams, creating workflows that are more intelligent, autonomous and deeply integrated.
Our partner RORA will share a practical perspective on how these technologies can be turned into concrete, secure and scalable finance workflows.
👉 This exclusive Breakfast is designed for CFOs and Finance Leaders who want to:
Understand what AI Agents and MCP can bring to finance teams in practical terms
Discover concrete use cases for financial workflows
Identify the opportunities, limitations and requirements for scaling AI adoption
Exchange insights with peers on how AI is already transforming finance functions
Agenda
09:00— Welcome, breakfast & networking
09:20 — Financial AI workflows: understanding the potential of AI Agents and MCP | Alejandro Scasserra - Head of Product at Spendesk
09:50 — Turning Spendesk + MCP into practical finance workflows | Reece Grindle - FinOps Lead at RORA
10:20 — Roundtable discussion & open Q&A, all participants
11:00 — Networking & 1:1 conversations
What you will take away
🤖 A clear understanding of how AI Agents and MCP work
⚙️ Concrete examples of financial workflows that can be automated or enhanced with AI
🔐 Best practices for security, oversight and governance
✅ A practical approach to identifying the highest-priority AI use cases within your organisation
💡 A clearer view of how AI can transform finance operations without compromising reliability or control
Who should attend?
CFOs and Finance Leaders
Finance transformation, finance operations and automation leaders
Accounting, controlling and FP&A leaders
Finance professionals interested in the impact of AI Agents and MCP on financial workflows
Companies looking to structure their AI strategy and move from experimentation to operational use