Hacking Finance #10: Agents in the CFO Workflow

​Most finance teams now know an agent is something they could build, but were does it belong in the month? ​In Session 10 of Hacking Finance, Alex Lee whiteboards the anatomy of a finance month from close through reporting and forecasting, then maps each piece to the kind of agent that could handle it. The goal is a framework you can take back to your own calendar and apply the same day. ​Scot Mollot follows with a live build. He'll walk through an FP&A agent that pulls the monthly profit and loss and balance sheet from QuickBooks, detects the close period, maps every account to the right line in a financial model, and populates the model from top to bottom. ​Bring your questions, your workflows, and your half-built agents, because we'll have an open Q&A. ​Get ready for a practical view of agents in the monthly workflow, built by people who work in it every day.