With 25 years at the forefront of digital Finance, Charlie has successfully led Integrated Finance transformations across South Africa and internationally, partnering with Finance leaders to unlock smarter decision-making, stronger performance, and lasting change. She is passionate about blending technology, innovation, and practical delivery to help her clients confidently shape their future of Finance. She’s Mum to an active 4-year-old and loves exploring the world through his eyes.
Session Overview
Finance Automation with Agentic AI
Enterprises have invested heavily in automation, yet many finance teams remain constrained by manual hand-offs, exception backlogs, and limited capacity for insight-driven work. Agentic AI changes this paradigm by introducing intelligent agents that operate as a digital workforce able to interpret context, collaborate across systems, and take ownership of outcomes.
This session will demonstrate how agentic AI extends beyond traditional RPA and GenAI, enabling finance processes to self-orchestrate, self-correct, and continuously optimise. Attendees will explore practical finance use cases, including accelerating month/year end closing, automated reconciliations, intelligent exception handling, and compliance monitoring.
The session will also cover how organisations can systematically approach agentic AI adoption using process mining to uncover opportunities, agile delivery to deploy pilots, and governance models to manage risk. A high-level SAP architecture will illustrate how agentic AI can be embedded within an SAP-led enterprise landscape.
Designed for finance and transformation leaders, this session provides a clear, actionable roadmap to move from task automation to autonomous, productivity-driven finance operations.
Three Tangible Learnings
How Identify high-value finance processes ready for agentic AI today – Recognise where agentic AI delivers the fastest productivity gains across record-to-report, reconciliations, close, forecasting, and compliance.
Develop a future-ready vision for autonomous finance – Gain clarity on how fast agentic AI is evolving and how to position your finance function for the next wave of intelligent automation.
Implement and Measure Agentic AI Impact with Confidence – Apply a practical, agile approach to designing, piloting, deploying, and continuously optimizing agentic AI use cases while adopting a balanced measurement framework that combines task metrics, process outcomes, and qualitative feedback to evidence real productivity gains beyond traditional KPIs.
Alternatively, please email sales@eventfulpeople.com for quote, invoice or any queries and we’ll be glad to assist.
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Planner’s School
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With 25 years at the forefront of digital Finance, Charlie has successfully led Integrated Finance transformations across South Africa and internationally, partnering with Finance leaders to unlock smarter decision-making, stronger performance, and lasting change. She is passionate about blending technology, innovation, and practical delivery to help her clients confidently shape their future of Finance. She’s Mum to an active 4-year-old and loves exploring the world through his eyes.
