AI can automate finance workflows, but autonomy without strong foundations creates new risks. The Agentic CFO shows finance leaders how to build an AI-native finance function where agents operate within clearly defined data, governance, accountability, and control structures.


You’ll begin by addressing the problems that undermine finance AI initiatives before they scale: inconsistent data, unclear ownership, poor process documentation, and weak accountability. You’ll then design the governance architecture around autonomous agents, including human authority lines, audit trails, escalation paths, and agent ownership.


The book applies these principles to the finance workflows where AI can have the greatest impact, including financial close, FP&A, tax, AP/AR automation, treasury, and spend management. You’ll see how to determine what agents can handle autonomously, what requires human judgment, and how to make automated decisions auditable.


Finally, you’ll explore the evolving role of the CFO, build a self-improving finance system, and establish proof before expanding AI across the organization.