Uplevel your finance and accounting department with agentic automation
By combining people who lead, agents that think, and robots that do, finance and accounting becomes more productive, spurs business growth, uncovers investment opportunities, and minimizes risk.
Uplevel your finance and accounting department with agentic automation
AI and automation do more than make finance and accounting processes more efficient. They give you the freedom and insight to make the entire business more innovative and resilient.
Discover how agentic automation in finance and accounting reduces administrative workloads and enhances both accuracy and your team’s capacity to focus on high-value, strategic work.
42%
of CFOs are moving forward with implementing AI software into their business
Deloitte, 2023
40%
faster completion of processes like financial reporting, balance sheet creation, and financial close with agentic automation
Karbon, 2025
36%
of finance functions say they’re using AI for accounts payable and receivable
PwC, 2024
Transform processes that cross organizational boundaries
Eliminate the “not-my-department” mindset with end-to-end automations that drive efficiency across the enterprise.
RELATED PROCESSES
Procure to pay
Improve days payable outstanding (DPO) by accelerating invoice processing and supplier onboarding.
RELATED PROCESSES
Order to cash
Cut days sales outstanding (DSO) by digitizing data input, automating order entry and billing, and removing errors.
RELATED PROCESSES
Invoice automation
Improve invoice processing accuracy by combining AI agents, robots, and people.
Agentic automation: see it at work in finance and accounting
UiPath Agent Builder
Take the pain out of invoice disputes with UiPath Agent Builder
This demo showcases the power of enterprise AI agents, combining natural language instructions, diverse tools, and human-in-the-loop capabilities to create intelligent, reliable, and customizable solutions for business-critical processes.
Automate your finance and accounting department end–to end
Seamless integration
Our open architecture allows for easy integration with existing finance and accounting systems, ERPs, and other business applications.
End-to-end automation
Seamlessly integrate automation, AI, and machine learning capabilities to create comprehensive automation solutions that handle complex financial tasks from start to finish.
Intelligent process orchestration
Coordinate and optimize complex financial workflows across systems for enhanced efficiency.
Discover how UiPath helps finance and accounting teams get administrative workloads back in balance—so they can close the books on playing catch up.
Record to report: faster close, smarter finance
Streamline reporting, eliminate manual tasks, and gain real-time insight across your financial processes—focus on driving performance, not processing numbers.
- Planning and management accounting
- General accounting and reporting
- Fixed asset project accounting
- Payroll accounting
Planning and management accounting
Free your finance team from fragmented tools and time-consuming tasks. Agentic automation orchestrates planning activities end-to-end—integrating data from multiple sources and adapting to new information, so teams can focus on delivering real-time insights for better decisions.
Use cases:
Planning, budgeting, forecasting
Cost accounting and control
Spend and variance analysis
Financial performance management
Scenario modeling and trend-based reforecasting
General accounting and reporting
Move beyond manual reporting and reactive processes. Agentic automation streamlines financial operations, coordinating tasks, resolving issues in real-time, and ensuring policy adherence. Digital assistants manage the close, providing visibility, controls, and time for analysis.
Use cases:
General ledger accounting
Intercompany/subledger reconciliation
Financial close and reporting
Accounting policy governance
Compliance monitoring, audit readiness
Fixed asset project accounting
From project intake to retirement, automation ensures no detail is missed. Processes run smoothly across teams and systems, with alerts surfacing when action is needed. Finance gains clear visibility into investments, ensuring accurate and timely asset accounting—without the chase.
Use cases:
Capital planning and project approval
Capital project accounting and cost tracking
Asset capitalization and depreciation
Asset transfers, audits, disposals
Payroll accounting
Automate the entire payroll accounting lifecycle—from time capture to general ledger posting. Ensure accuracy, timeliness, and compliance with autonomous workflows, coordinating steps and resolving exceptions. Streamline payroll accounting, letting your team focus on strategic workforce and cost insights.
Use cases:
Time reporting and validation
Payroll cost allocation and accruals
Journal entry creation and GL posting
Payroll-related compliance reporting
Prebuilt automations let you reinvent the business, not the wheel
Our prebuilt automation and ready-to-go connectors can give you a head start on a more innovative future for finance and accounting.
2-way match accelerator
Drive instant ROI with industry-leading straight-through processing
Get the accelerator
3-way match accelerator
Ensure payments to vendors or suppliers are accurate and complete
Get the accelerator
Process Goods Receipt accelerator
Increase data accuracy across various incoming supplier packing slips
Get the accelerator
Finance accelerators
Speed up your automation journey with prebuilt, reusable building blocks for finance
See all acceleratorsTreasury: Optimize liquidities and cash-forecast reliability
Identify investment opportunities with greater speed and confidence, decrease uninvested cash by improving cash-forecast reliability, and digitize reconciliation processes.
- Treasury processes and procedures
- Cash
- In-house bank accounts
- Debt and investments
- Risk and hedging strategies
Treasury processes and procedures
Streamline treasury procedures to enhance cash flow management and financial asset oversight, ensuring optimal liquidity for efficient operations.
Use cases:
Establish data-driven treasury operations scope and governance
Develop dynamic, market-adaptable treasury policies
Implement continuous monitoring of treasury procedures
Enhance internal controls with real-time risk assessment
Update security requirements based on emerging threats
Cash
Leverage analytics to track cash flow, improve forecasting accuracy, and optimize cash on hand.
Use cases:
Generate cash flow analysis with predictive insights
Automate cash position reconciliation
Prepare cash equivalents reports with trend analysis
Optimize fund transfers with enhanced security
Develop ML-based cash flow forecasts
Manage banking relationships with data-driven insights
Analyze and optimize bank fees using historical data
In-house bank accounts
Efficiently merge cash flows from subsidiaries and business units to enhance visibility and simplify cash management using agentic automation.
Use cases:
Centralize in-house bank accounts and incoming payments
Streamline internal payments with automated reconciliation
Calculate interest and fees using real-time market data
Generate timely account statements
Manage inter-company loan transactions
Optimize central outgoing payments with intelligent scheduling
Debt and investments
Enhance strategic supervision of financial resources and implement advanced treasury procedures to maximize liquidity and improve performance.
Use cases:
Optimize liquidity with real-time cash analysis
Enhance exposure handling with automated risk
Streamline debt and investment processing
Automate forex transactions with live rates
Generate transaction reports
Execute interest rate transactions
Strengthen financial intermediary relations
Risk and hedging strategies
Implement advanced analytics to monitor rate changes, anticipate trends, and minimize risk with precision and speed.
Use cases:
Execute hedging transactions with real-time market data
Produce hedge account transactions and reports with automated analysis
Enhance interest rate risk management through predictive modeling
Tackle foreign exchange risk with adaptive strategies
Oversee exposure risk with real-time monitoring and alerts
Stop pushing paper and start driving real change
White paper
How AI-powered finance automation delivers transformative business value
Learn how AI can uncover inefficiencies and identify opportunities.
