Uplevel your finance and accounting department with agentic automation

What is Agentic Automation?

Agentic automation is a modern approach that combines the strengths of:

• People – who lead with strategy and oversight

• Agents – AI-powered systems that think, analyze, and make decisions

• Robots – RPA bots that do repetitive, rule-based tasks at scale

It’s the next evolution of automation, blending human intelligence with artificial intelligence to build a finance function that is fast, smart, and adaptable.

How Agentic Automation Helps Finance & Accounting

1. Increases Operational Efficiency

• Automates high-volume tasks like invoice processing, reconciliations, journal entries, and reporting.

• Cuts processing time by up to 40% and reduces manual errors significantly.

• Example: Companies using UiPath’s Document Understanding have achieved up to 90% straight-through invoice processing.

2. Enhances Financial Accuracy & Compliance

• AI agents monitor transactions in real time and flag anomalies, supporting better audit readiness.

• Enforces consistent policy application across systems, reducing compliance risk.

3. Frees Teams for High-Value Work

• Staff are no longer tied down by mundane, manual tasks.

• Finance professionals can focus on forecasting, strategic planning, and business partnering.

Business Growth Benefits

1. Faster, Smarter Decision-Making

• Real-time data from AI agents provides actionable insights.

• CFOs get visibility into cash flow, spending patterns, and performance trends.

2. Scalable Without Hiring More

• Automation allows finance functions to scale with growth without proportional increases in headcount.

• Supports global expansion with 24/7 capabilities across time zones.

3. Drives Innovation and Agility

• Enables experimentation and faster adaptation to regulatory or market changes.

• Finance becomes a driver of innovation, not just a cost center.

Common Use Cases

Accounts Payable- Invoice extraction, 3-way matching, payment processing Financial

Financial Reconciliation- Bank-to-GL matching, error detection, posting adjustments

Record-to-Report- Month-end journal entries, consolidations, reporting generation

Compliance Checks- Screening transactions for fraud, KYC/AML document processing

Forecasting & Planning- Aggregating historical data, running scenario analysis

Possible Risks and Solutions

1. Risk: Poor Process Understanding

If you automate a broken process, you scale inefficiency.

Solution: Use UiPath’s Process Mining and Task Mining to map and optimize workflows before automation.

2. Risk: AI Model Errors or Drift

AI agents may misclassify documents or make incorrect recommendations.

Solution: Implement human-in-the-loop (HITL) controls for review and feedback. Regularly retrain models using updated datasets.

3. Risk: Data Security Concerns

Automation bots handle sensitive financial data.

Solution: Ensure strict role-based access controls, audit trails, and encryption. UiPath offers enterprise-grade governance and compliance tools.

4. Risk: Lack of Team Adoption

Employees may resist automation due to fear of job loss.

Solution: Reposition automation as a collaborative tool, not a replacement. Involve teams in automation design and upskill them in new roles like bot management or data analytics.

Conclusion

Agentic automation enables CFOs to build a finance and accounting department that’s:

• Faster

• More intelligent

• Strategically aligned to business goals

By leveraging tools like UiPath, you can transform finance from a back-office cost center to a growth enabler—fueling smarter decisions, better compliance, and scalable operations.

The future of finance is not just automated—it’s agentic. Now is the time to lead that transformation.

How RST Solutions Can Help You Uplevel Finance with Agentic Automation

At RST Solutions, we specialize in enabling finance teams to move faster, operate smarter, and scale effortlessly powered by agentic automation. We bring together intelligent workflows, process consulting, and automation technology to help CFOs like you build a resilient and high-performing finance organization.

Why RST Solutions?

We don’t just deploy bots—we build a future-ready finance ecosystem using a synergy of:

• ✅ People – Strategic finance process consultants to guide your transformation

• ✅ Agents – AI systems that intelligently read, think, and decide

• ✅ Robots – RPA bots that handle repetitive work across your ERP, accounting, and compliance systems

Backed by our deep expertise in UiPath and enterprise platforms like JD Edwards, Oracle, and SAP, we help you automate end-to-end financial workflows—securely, efficiently, and at scale.

What We Deliver for CFOs

✅ Intelligent AP Automation

We use UiPath’s Document Understanding and machine learning to automate invoice processing, 3-way matching, and payments—driving up to 90% straight-through processing.

✅ Financial Reconciliation at Scale

Our bots handle bank-to-GL matching, intercompany reconciliation, and exception handling—cutting manual efforts by up to 70%.

✅ Automated Reporting & Compliance

We integrate your reporting tools with automation and AI agents to reduce cycle times, improve audit trails, and support real-time decision-making.

✅ Process Discovery & Optimization

Before automating, we identify inefficiencies using UiPath Process Mining and Task Mining, ensuring you automate the right way from day one.

Business Value We Bring

• 20× ROI within the first year through labor savings and reduced errors

• Up to 75% cost reduction in finance operations (as seen in similar deployments)

• Fast go-live with pre-built automation accelerators and reusable components

• Full compliance with built-in controls, audit logs, and data governance

Our Promise

RST Solutions brings together technology, talent, and transformation strategy to help finance teams shift from manual operations to a smart, scalable, and insight-driven future.

Whether you're starting with AP automation or reimagining your entire financial close cycle—we’ll meet you where you are and guide you every step of the way.

Ready to See It in Action?

Let’s start with a quick discovery call or a tailored demo to show how RST Solutions and agentic automation can accelerate your finance transformation.

📩 Contact us today to explore how your finance department can lead the next wave of intelligent enterprise.

Email: info@rstsolutions.com