Many finance teams still copy information from one place to another by hand. Agents and automation can take on information intake, document retrieval and repeatable processing, built around the controls the team needs.
Where the manual work sits.
Invoice intake. Information is extracted from incoming invoices instead of being typed in.
Supporting documents. The information a task needs is retrieved rather than searched for.
Processing steps. Actions are connected, with review and exception handling built into the flow.
Practical check: Decide where a person reviews the work and what happens to an invoice that doesn’t fit, before you automate the rest.
One implementation.
In one energy-sector implementation, an automation extracts invoice information and enters it into Microsoft Dynamics. It reduced manual processing by hundreds of hours a year in that implementation. Results vary.
Start with one task.
Bring the task, the documents and the systems involved. Those three determine the right build and where its review points belong.
See the example: Finance automation · AI Agents