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From Manual to Agentic: How AI Transforms Reconciliations Across the Balance Sheet
May 19 @ 12:00 pm – 1:00 pm EDT
Let’s be real: “we reconcile in Excel and it takes forever” is not a competitive strategy.
Most finance teams have automated something — but, according to PwC research, only 8% say their data processes are mostly automated. Meanwhile, 21% spend more time reconciling data than analyzing it. That’s time your team isn’t getting back.
This session is your playbook for meaningful change. We’re going beyond basic automation to show you how AI Agents transform reconciliations from a month-end bottleneck into a foundation for strategic finance — with the governance, auditability, and controls your team requires.
Join FloQast and PwC to explore what it looks like when AI doesn’t just move data, but understands your process.
What You’ll Learn
A framework for getting started — practical prioritization so you’re confident in the possibilities
Where AI is actually making an impact — not the hype version, the one with 5 days shaved off the rec process and 98% of 50k transactions matched in seconds
How to think about your AI maturity — from manual and disconnected to autonomous and controlled, and where you realistically sit today
The full-cycle view — upstream data prep, journal entry generation, variance analysis, and downstream audit readiness, all connected
How our agentic AI shows its work — every step documented, every decision traceable, your name on the line and your back covered
