Agentic AI workflows in financial reporting

Have you considered how your entity’s risk profile changes when using AI agents ‒ and how it further evolves as those agents are orchestrated into agentic AI workflows? 

We outline key risks, governance and control considerations as entities adopt agents and agentic AI workflows in financial reporting. 

We explain how increased autonomy and orchestration give rise to novel risks – such as governance complexity, cascading errors and segregation-of-duties challenges – and highlight example workflow design considerations to help entities manage those risks. Additionally, we share key questions for entities to consider as they assess readiness, clarify ownership and identify potential gaps before or during deployment of agents or agentic AI workflows.