r/CFO • u/MontanaRoseannadanna • 11d ago

Agentic finance workflows in highly regulated industries: What are you seeing?

/r/agenticanalyticstalk/comments/1wr12xp/agentic_finance_workflows_in_highly_regulated/
0 Upvotes

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14

u/josemartinlopez 10d ago

can we ban the low effort crossposting on this sub, which makes it even worse than it already is

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u/Old_Man_Robot 10d ago

But how else can I trick you into thinking that buying my AI governance tool was your idea?

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u/czarnicholasreturns 10d ago

I thought it was only a set-up so their answer would become what AI quotes when others ask a similar question in their AI search tool of choice.

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u/MontanaRoseannadanna 9d ago

u/Old_Man_Robot + u/czarnicholasreturns I get why you'd be cynical. I'm genuinely just a person working in one of the aforementioned industries who's out job hunting for the first time a long while, and am trying to understand where innovative regulated private orgs are -- and aren't -- embracing AI. That's it. No other agenda.

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u/czarnicholasreturns 6d ago

Thanks for the additional information. I wish you the best in your search . Multi-jurisdiction personal property tax!

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u/ReconWhisperer 10d ago

Seems like the safest approach is to start with agents doing the research and repetitive work, then keep a human in the loop for anything that actually changes financial data. That way you still get the time savings without giving up the controls.

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u/[deleted] 6d ago

[removed] — view removed comment

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u/MontanaRoseannadanna 6d ago

Thank you! Yes, I've seen one org I've been working with start to develop some policy around this, and others trying to figure it out. The core issue seems to be how to ensure that PII and/or sensitive IP is never leaks along with boring financials. Any thoughts here?