Agents, AI, and Automation: Two Controllers’ Firsthand Lessons

After a two-week vacation, the transaction backlog dread sets in for Skool’s Financial Controller, James Agius. Fortunately, accounting agents had handled 97% of the coding, categorization, and syncing to the books while he was completely offline, leaving him 67 to review of the initial 2,000-plus.

This experience shows what’s possible for finance teams today. Innovative, purpose-built tools and intelligent automation that eliminates busy work, and empowers controllers, accountants, and finance professionals to make contributions that directly improve decision-making and boost margins.

In this chat, controllers from both SKOOL and RAMP will share their firsthand lessons from utilizing agents, AI, and automation, including:

– What modern finance is capable of for AP, AR, FP&A, and more

– What manual work can be eliminated with tools and automation

– How to automate finance administrative tasks

– Where Skool & Ramp’s newfound time is being spent

Watch now: