Introducing AI Agents and Agentic AI

Automate the Routine, Elevate Your Impact

Artificial Intelligence is rapidly evolving beyond simple chatbots and task automation. Enter Agentic AI – a new generation of AI “agents” capable of taking initiative, collaborating, and autonomously driving business processes from end-to-end. This session will cut through the jargon and show you exactly what AI agents can do for accountants, finance professionals, and business leaders. We’ll walk through how these smart assistants can handle research, reporting, compliance, data wrangling, and more, freeing you to focus on what delivers real value to your firm or organisation.

Expect live demos and straightforward breakdowns. Whether you’re a sceptic or ready to jump in, you’ll leave with a clear understanding of what agentic AI is, where it works, and how to start applying it in your daily work.

You’ll Learn:

• What Agentic AI is (and isn’t): Demystifying the new breed of “AI Agents”
• How agents are already being used in accounting and business to automate research, report generation, and data analysis
• Practical, real-world agentic AI use cases: month-end close, compliance, client onboarding, document handling, and workflow management
• Demonstrations of agentic AI in action: ChatGPT and beyond
• Steps to get started – skills, risks, safeguards, and what you actually need to deploy
• Common pitfalls and what NOT to automate (yet)
• How to build a business case for agentic AI adoption, including productivity, accuracy, and compliance benefits

Case Studies:
Yes – short case studies and live demos showing AI agents used in real accounting and business environments.

Nature of the Content:
Detailed and practical. This is a hands-on, look at the technology – not theory, not hype. Attendees will see what works, what doesn’t, and how to bring these tools into their own firms with minimum fuss.

Learning Outcomes:

By attending this session, participants will be able to:

• Identify tasks and processes suitable for agentic AI in accounting, finance, and operations
• Understand the fundamentals of agentic AI, including how AI agents operate differently from scripts, bots, or standard automation
• Demonstrate (at a basic level) how to interact with or set up an agent to automate processes such as document handling, research, and client queries
• Evaluate practical agentic AI solutions and vendors on the market
• Recognise the compliance, security, and ethical considerations unique to agentic AI
• Build a business case for adoption, quantifying productivity and value for professional services
• Develop a shortlist of “quick win” projects to try in their firm or business

Suited to:

• Accountants (public practice, corporate, and forensic)
• Auditors, tax professionals, business and management consultants
• Practice managers, CFOs, COOs, and directors in professional services
• Business owners, operations managers, and anyone curious about AI’s next evolution
• No prior AI technical knowledge required – basic familiarity with business processes assumed

This On Demand recording Includes: 

• Recording of the Live Webinar, which can be viewed multiple times, for as long as required 
• Presenters contact details for follow up questions 
• CPD Quiz
• CPD Certificate 
• CPD Report – Logged automatically 
• PowerPoint Presentation
• Verbatim Transcript, with Searchability
• Supporting Documentation