Finance and accounting teams are entering a new era—where Agentic AI not only automates tasks but also helps make decisions. However, transitioning to Agentic AI is not a simple switch; several steps are needed to reach full autonomy, starting with processing documents like invoices, credit memos, and purchase orders.

Join us as we look at intelligent document processing (IDP) through the lens of Agentic AI – helping enterprises evolve from deterministic automation to cognitive decisioning, by connecting Document Automation with AI Agents, reshaping finance workflows like accounts payable. Learn where to start, how to scale, and what success looks like.

What You’ll Learn:

  • What does the combination of IDP and Agentic AI mean for finance operations
  • How IDP is the on-ramp to Agentic AI to support smarter, faster decisioning
  • Making finance automation in areas like AP your starting point for automating invoice data processing, reconciliations, and auditing
  • Understand a tiered value-based approach to AP automation to ensure success vs. failed projects that get cancelled

Ken Mertzel

Sr. Director, Transformation

Automation Anywhere

Bill Galusha

Product Marketing Director, Document Automation

Automation Anywhere

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