TECHNOLOGY
As business models adapt to shifting market dynamics, CFOs and finance leaders are increasingly relying on sophisticated predictive modeling and real-time reporting to navigate uncertainty. Moving beyond traditional historical reporting, advanced analytics now empower organisations to identify hidden operational efficiencies, optimise working capital and forecast risk with unprecedented precision.
Episode 13 Sokin’ s Tom Steer why agentic treasury is the future of finance
However, unlocking the full potential of these digital assets requires more than simply deploying the latest technology. Analysis of the numbers is something that can be automated too. For instance, Oracle uses AI agents not only to collate data, but to understand it. Users can interact with agents to ask questions, which require an understanding of the material, as well as instruct it to perform other tasks with the data. Which begs the question: who is doing it the best? Success lies in fostering a robust datadriven culture, standardising governance frameworks and ensuring seamless integration across legacy systems. When high-quality financial data is combined with intelligent visual analytics, decisionmakers gain a clearer, holistic view of their commercial trajectory. Ultimately, those who harness analytics effectively will not only protect their bottom line, but also uncover sustainable new avenues for growth in an increasingly competitive marketplace.
AUTOMATION INTO AGENTIC
Agentic AI, as the name suggests, is one of the newer waves of AI – it operates with agency. Much like humans, however, the agency is driven by an overarching goal. It breaks down complex objectives into sequential steps, evaluates real-time options, uses external software tools and adjusts its approach as conditions evolve.
If something doesn’ t go quite as planned, it reflects on the result, adjusts its strategy and tries a better path without needing constant intervention. It acts as a reliable partner – quietly taking care of the tedious mechanics and connecting messy pieces of data to turn everyday workflows into seamless, stress-free experiences.
90 September 2026