AnswersFinance
In short
AI lets the office of the CFO run in real time. Agents keep the books current every day, prepare the close, cash position and reporting with evidence attached, and people set the rules, review exceptions and approve every posting. The ledger stays the source of truth, and finance spends its time on decisions instead of assembly.
| Area | With AI | What stays with people |
|---|---|---|
| The close | Books stay current every day, so the close shrinks to review and judgment. | Every posting decision, approved against the exact entry. |
| Cash and working capital | A live view of cash, receivables and payables, updated as transactions land. | Funding, payment and collection decisions. |
| Planning and forecasting | Forecasts refresh from actuals, drivers and operating data as they change. | Assumptions, scenarios and the plan itself. |
| Board and investor reporting | Packages assembled with every number traced to its source. | The narrative, the judgment calls and sign-off. |
| Controls and audit | Every agent action recorded with inputs, outputs and the reviewer. | Policy, materiality and who may approve what. |
Dell's CFO told Fortune in March 2026 that agents work on reconciliations and journal entries inside his finance team. Microsoft's Azure finance team built an agent that drafts the monthly close commentary for every region and says it saves about 3,300 hours a year. OpenAI's finance team works with an agent across the department and says it finishes tasks two to three times faster.
Agents read from the ERP, banks, billing and operating systems, prepare their work with the evidence attached, and route it for approval. They do not post on their own. Approval is bound to the exact entry and authority is rechecked when it executes, so the audit trail shows who decided what and why.
Fig connects the finance stack in place on CosmOS, keeps a live model of the company's entities, accounts, rules and approvals, and puts agents to work with senior finance expertise alongside. The office of the CFO sees the business in real time, in the company's own cloud, with every action in the audit trail.
Agents can prepare most of it: matching, proposals, commentary and the package, each with evidence. People keep every posting decision. With books kept current daily, the close becomes review and judgment.
The team changes shape more than size. People move from moving information between systems to setting rules, reviewing exceptions and advising the business.
It has to be. Every agent action should record its inputs, the model and version, its output, the human review and an immutable history, retained with the workpapers.
No. Fig connects the systems the finance team already runs, in place, with each system's permissions intact.
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