3 Humans, 97 Agents: Meet the New Finance Team

What if your finance team was 3 people and 97 agents? A year ago that was a joke. Now agents are closing books and building budgets inside real finance stacks. Still, most finance leaders we talk to are stuck on the basics: what is an agent, really, what can I trust it with, and where do I start? This session answers all three, then shows you agents other finance teams already run.

Albert Gozzi (Co-founder and CEO, Aleph) and Stephen Hedlund (Head of Finance, Rillet) build that team step by step, minus the hype. First, what an agent is, how it works and why now. Then where agents do solid finance work today and where they’re not ready yet. Next, a few simple starter agents and the platforms to build them on. Then it gets more technical, followed by a live show and tell of agents built by people in the audience. We close on company agents, like Rillet’s Aura agents on the live GL and Aleph Agent on the plan, and how they differ from the personal agents you build for yourself. You leave knowing what to hand off first and how to get started. Plus open Q&A.

Built for CFOs, VPs of Finance, heads of FP&A, and other finance leaders at mid-market companies who want a clear view of what agents can run today.

You’ll learn:

• What an agent actually is, why now, and what agents aren’t ready for yet
• Which simple agents and platforms to start with, plus real agents other finance teams run
• How company agents like Rillet’s Aura and Aleph Agent differ from the personal ones you build yourself