Empower finance teams with AI agents that improve speed, accuracy and decision-making—no code required
Moving finance toward agentic automation
Finance teams are under pressure to work smarter, not harder. Persistent inefficiencies in processes and manual workflows, growing compliance demands and the need to scale during global expansion make it harder to meet shareholder expectations. These challenges slow decision-making, increase costs and create operational bottlenecks.
That’s where IBM® watsonx Orchestrate® steps in. With customizable AI agents for finance, your teams can automate repetitive tasks, accelerate planning cycles and surface insights faster—freeing up time for higher-value work. Whether it’s streamlining order-to-cash or improving forecasting accuracy, these agents bring AI to where work happens.
Build AI agents on our intuitive interface, no coding skills required. Preview, optimize for your specific sales workflows and deploy rapidly.
Bridge the gap between agents and common enterprise applications through prebuilt tools that connect to over 80 leading enterprise apps.
Manage authentication centrally across several APIs and systems with enterprise-grade security controls.
Prebuilt finance agents coming soon
Get ready to accelerate your finance operations with prebuilt AI agents designed to automate critical workflows like forecasting, reconciliations, invoice processing and cash flow management.
Meet your agentic AI finance team
See how AI agents can optimize key processes and unlock operational excellence.
Boost planning precision with AI-generated forecasts, variance explanations and performance insights that help finance teams close gaps and make better decisions. Organizations that use this approach saw budget cycles completed up to 33%1 faster and sales forecast errors reduced by 57%1, driving greater confidence in financial outcomes.
Ensure compliance, cut costs, and reduce fraud by validating invoices, matching purchase orders and automating supplier interactions end-to-end. By digitizing and streamlining these processes, companies have achieved a 25%1 reduction in cost per invoice and shortened invoice cycle times by 32%1.
Improve cash flow and customer experience by automating invoicing, credit checks and payment reminders. These optimizations can cut uncollectible balances by 43%1 and decrease days sales outstanding (DSO) by 32%1, freeing up working capital and strengthening financial health.
Streamline the record-to-report process to deliver accurate financial statements faster. With AI-driven automation, organizations have been able to shorten monthly close cycles by 33%1 while increasing the percentage of error-free journal entries by 2%1. These automations help deliver greater accuracy and compliance.
Boost planning precision with AI-generated forecasts, variance explanations and performance insights that help finance teams close gaps and make better decisions. Organizations that use this approach saw budget cycles completed up to 33%1 faster and sales forecast errors reduced by 57%1, driving greater confidence in financial outcomes.
Ensure compliance, cut costs, and reduce fraud by validating invoices, matching purchase orders and automating supplier interactions end-to-end. By digitizing and streamlining these processes, companies have achieved a 25%1 reduction in cost per invoice and shortened invoice cycle times by 32%1.
Improve cash flow and customer experience by automating invoicing, credit checks and payment reminders. These optimizations can cut uncollectible balances by 43%1 and decrease days sales outstanding (DSO) by 32%1, freeing up working capital and strengthening financial health.
Streamline the record-to-report process to deliver accurate financial statements faster. With AI-driven automation, organizations have been able to shorten monthly close cycles by 33%1 while increasing the percentage of error-free journal entries by 2%1. These automations help deliver greater accuracy and compliance.
AI agents deliver real-time insights to help finance leaders respond confidently to disruptions.
By automating routine tasks, finance teams can reduce operational costs and redeploy up to 30% of their workforce to strategic initiatives.
Easily connect AI agents with ERP systems and financial apps for smooth adoption and scale.
Footnote
1 Put AI to work for finance in financial services IBM Institute for Business Value, 2024