Financial Insights

Most agentic AR pages lead with autonomy. Finance leaders underwrite cash, customer relationships, and who owns a miss. This is the rewrite. The product context The product is an agent that works the order-to-cash path: find the right contact, send the reminder, chase the invoice, match the payment, reduce DSO. That work is real. The default

A policy surface is the place an operator can see and change the rules the agent has to survive, without opening a prompt or a repo. Amounts. Propose vs post. Who owns the miss. Most agentic finance products skip that object. The rules live in instructions. The demo still clears a clean invoice.  If the dual-review

Most agentic AI business cases still treat the same line as the win. We will automate this workflow and reduce headcount. That line is easy to put on a slide. It is easy to defend in a budget meeting. It is also how a lot of finance transformations stall. The hours come out. The people

Most CFOs start agentic AI where visibility is highest. Forecasting. Board reporting. Scenario narratives. The work already gets executive airtime, so it feels like the obvious place to prove that AI belongs in finance. Then the pilot hits messy data, unclear ownership, and a public tolerance for error that is close to zero. Progress stalls. The conclusion

Full Episode 001 Transcript Tim Pratt: Welcome to the Tim Pratt Podcast. Today we’re diving into The CFO’s Biggest Misstep with Agentic AI — and why so many finance leaders are starting in the wrong place.  We’ll walk through the 10 most important things every CFO needs to understand. Let’s dive in. Why Most CFOs