Evaluating Agentic Finance Platforms: A Controller’s Guide to AI

AI is quickly reshaping the finance function, but controllers need more than emerging technology trends—they need practical guidance on how to evaluate AI solutions, manage risk, and identify opportunities that deliver measurable impact. As agentic finance platforms evolve, this session will provide a controller-focused framework for understanding where AI can improve financial operations, from automating routine processes to enhancing visibility, accuracy, and decision-making.

Join Philip Peck, VP Finance Practice @Peloton Consulting, and Gregg D’Eon, VP Controller @ LTK to learn:

– Key capabilities for assessing agentic finance solutions

– How AI agents can support and optimize accounts receivable, accounts payable, and finance workflows

– Governance, controls, security, and data considerations for responsible AI adoption

– How to measure ROI and build a business case for AI investments

– Strategies for moving beyond AI experimentation and creating a scalable