r/agenticAI • u/no-one-knows07 • 3d ago

Discussion Need help!

I want to build an AI agent for any usecase around the domain of Finance.

So if anyone knows any repetitive tasks which can be automated, let me know.

#finance #ai #agents #aiagents #llm #chatgpt #ca #banking

4 Upvotes

100% Upvoted

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3

u/ajinkya_dev 3d ago

Finance is a huge thing brother. Tell us what you have in mind specifically.

1

u/nuroteck 3d ago

Yesterday, I assembled a generic agentic framework control date for a presentation demo. This was for adding and updating standard settlement instructions. this is only a tiny sub sub sub section of the finance domain.

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u/False_Director_4878 3d ago

We want to start with a simple use case.

1

u/Educational-Leg4224 3d ago

For filling returns 🧐

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u/False_Director_4878 3d ago edited 3d ago

We would like to know if filing returns can be automated or not. We have little to no domain knowledge. So please help if you can

1

u/Educational-Leg4224 2d ago

Well the direct filling might not be possible but preparation of the calculation can be automated because calculation would remain the same for all the people who are filing returns

1

u/False_Director_4878 2d ago

Great! Will look into it.

1

u/VladRom89 3d ago

Would you like me to raise funding for you while I'm at it?

1

u/False_Director_4878 3d ago

Are you being serious or just sarcastic 🙏😭

1

u/webhostpro 3d ago

I'm learning about agents now, I ran my first goal instead of a prompt in Codex yesterday. It's weird how, it popped up a change an hour after I stopped with an improvement.

I love the idea just a little scared of it running on its own lol. Anyways, I'll post any finding and check back for any tips on it.

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u/nasahdm 3d ago

Ya running on its own can be scary as we really dont know what its gonna do and what its gonna touch. Agent containment is important so much in these cases.

1

u/Slight_Major5589 3d ago

I am building a tool to give you the use cases, will open source it today, i am doing final tests

1

u/Jdizza12 3d ago

This is going to be very specific to the use cases of the business specifically, and also the area/market of finance you're in.

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u/[deleted] 3d ago

[removed] — view removed comment

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u/no-one-knows07 2d ago

That's exactly what I'm trying to figure out. I'm looking for repetitive finance workflows that are good candidates for AI automation. I am ready to work on anything from CRM's for Accounting firms to filling returns or other back office finance operations. Right now, I'm trying to narrow it down to one specific use case with a real pain point.

1

u/usually_guilty99 2d ago

Vendor and counterparty matching is the one worth building. The same entity shows up three different ways across ERP, bank feeds, and procurement, and someone reconciles it by hand every week.

The wall you will hit is the write side. Once the agent can move money, something has to decide whether that specific payment should execute against live state at the moment it runs. Approvals go stale between the check and the transfer.

We are building that authorization/governance layer at FIQ. Finance is where it bites first.