Agentic Process Automation for CFOs: Smarter, Faster, Leaner

Finance

Tangentia | Agentic Process Automation for CFOs: Smarter, Faster, LeanerTangentia | Agentic Process Automation for CFOs: Smarter, Faster, Leaner

Agentic Process Automation for CFOs: Smarter, Faster, Leaner

Agentic Process Automation (APA) is transforming the finance function by replacing traditional, rules-based workflows with intelligent AI agents capable of making decisions, learning over time, and executing complex tasks with minimal human input. At Tangentia, we are at the forefront of this revolution—bringing autonomy, efficiency, and precision to enterprise finance operations.

What is Agentic Process Automation?

APA uses autonomous AI agents to perform end-to-end tasks within financial workflows—such as reconciliations, invoice processing, and reporting—without constant human intervention. These agents continuously adapt based on feedback and data, bringing unparalleled agility to finance teams.

A Smarter, Cost-Efficient Way to Transform Finance Operations

Agentic Process Automation (APA) empowers finance teams to reduce operational costs while elevating the accuracy and speed of back-end processes. With intelligent AI agents that autonomously manage tasks like invoice validation, reconciliation, and reporting, APA ensures higher precision, fewer errors, and faster execution. This not only lowers monthly overhead but also enhances experiences for stakeholders—accelerating processes like loan approvals with intelligent, real-time decision-making. APA also helps optimize cash conversion cycles, minimize delays in accounts payable and receivable, and improve inventory turnover through data-driven, adaptive process automation.

Tangentia | Agentic Process Automation for CFOs: Smarter, Faster, Leaner

REDUCE LABOR COSTS

REDUCE LABOR COSTS

Eliminate error-prone manual tasks that are costing your company valuable time and money each month.

Tangentia | Agentic Process Automation for CFOs: Smarter, Faster, Leaner

HIGH CUSTOMER
SATISFACTION

HIGH CUSTOMER SATISFACTION

Make banking a friction-less experience by providing your customers with on-demand access to the services they need.

Tangentia | Agentic Process Automation for CFOs: Smarter, Faster, Leaner

BETTER RISK
ASSESSMENT

BETTER RISK ASSESSMENT

Humans make mistakes. Our bots can increase your accuracy by up to 100% and are available 24/7.

Tangentia | Agentic Process Automation for CFOs: Smarter, Faster, Leaner

FASTER ONBOARDING

FASTER ONBOARDING

Collect, assess, and verify loan applications in just minutes using machine learning.

Tangentia | Agentic Process Automation for CFOs: Smarter, Faster, Leaner

MAINTAIN COMPLIANCE

MAINTAIN COMPLIANCE

Stay compliant with know your customer (KYC) and Anti-money laundering (AML) regulations.

Tangentia | Agentic Process Automation for CFOs: Smarter, Faster, Leaner

EASILY
INTEGRATABLE

EASILY INTEGRATABLE

Our team of developers will create a customized solution that is compatible with your existing worowkflows.

What tasks can Agentic Process Automation solve for financial institutions?

  • Procure to Pay
  • Order to Cash
  • Reconciliations
  • Consolidation and Book closing
  • Fixed Asset Management
  • Account Receivables
  • Tax Planning
  • Data Management

APA in Action Key Use Cases

Leverage Agentic Process Automation for Your Business
Tangentia | Agentic Process Automation for CFOs: Smarter, Faster, Leaner

Accounts Payable & Receivable Automation

APA enables intelligent automation of invoice validation, payment scheduling, and receivables tracking. This accelerates cash flow, reduces late payments, and improves accuracy—all while maintaining audit readiness.

Tangentia | Agentic Process Automation for CFOs: Smarter, Faster, Leaner

Financial Reporting & Compliance

Tangentia’s AI agents help automate the preparation and validation of financial reports. They also continuously monitor transactions for anomalies, supporting real-time compliance and risk management.

Tangentia | Agentic Process Automation for CFOs: Smarter, Faster, Leaner

Budgeting and Forecasting

APA enhances planning accuracy by analyzing historical and real-time data to create dynamic forecasts. Finance teams can simulate scenarios and adjust budgets based on predictive insights.

Tangentia | Agentic Process Automation for CFOs: Smarter, Faster, Leaner

Treasury & Cash Management

AI agents can monitor liquidity, manage banking relationships, and optimize fund allocations, ensuring finance leaders always have a real-time view of the organization’s financial position.

Get a free Proof Of Concept

Sign up for a free POC worth $5000 for Tangentia's TiA AI Agent implementation at your organization. Book a discovery call with us today to find out more about what Tangentia's AI Agents can do for you.

The Future of Work in Finance

With years of experience in finance automation and Enterprise AI, Tangentia helps organizations design, implement, and manage APA solutions tailored to their specific needs. From discovery to deployment, we ensure finance teams are equipped with intelligent tools to lead the future of digital finance.

As we look ahead, the integration of Agentic AI and AI agents is set to redefine the future of work. Tangentia is at the forefront of this transformation, helping enterprises embrace a new era of automation that enhances efficiency and drives innovation. By leveraging these advanced technologies, businesses can not only survive but thrive in an increasingly competitive landscape.

Tangentia's commitment to harnessing the power of Agentic AI and AI agents is a testament to its dedication to improving enterprise efficiency. As organizations continue to navigate the complexities of the modern business world, the ability to automate tasks and make data-driven decisions will be crucial. With Tangentia leading the charge, the future of enterprise automation looks brighter than ever.

In a world where time is money, Tangentia is proving that intelligent automation is not just a luxury—it's a necessity. So, as we move forward, let's embrace the possibilities that Agentic AI and AI agents bring to the table, and watch as they transform the way we work, one task at a time.

Get Started on Your Agentic Process Automation Journey Today

Book a discovery call with a Tangentia’s finance automation expert today to find out more.