Webinar

From Manual to Agentic: How AI Transforms Reconciliations Across the Balance Sheet

A practical framework for automating down the balance sheet
Tuesday
,
May 19
 –
9:00 am
 
PT
 /
5:00 pm
 
GMT
1
CPE/CPD Credit
Registration has been closed.

Please email the event organizer to determine if additional capacity is available or to be added to the event waitlist:
Webinar

From Manual to Agentic: How AI Transforms Reconciliations Across the Balance Sheet

A practical framework for automating down the balance sheet
Tuesday
,
May 19
 –
9:00 am
 
PT
 /
5:00 pm
 
GMT
1
CPE/CPD Credit
Registration has been closed.

Please email the event organizer to determine if additional capacity is available or to be added to the event waitlist:
Featured Speakers
Featured Speakers & Guests
Featured Guests
Featured Guest
Jason Andrews
Sr. Product Marketing Manager
Brian Updike
Partner
Sponsored By
Brought To You By
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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

  • 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
  • A framework for getting started — practical prioritization so you're confident in the possibilities
Registration has been closed.

Please email the event organizer to determine if additional capacity is available or to be added to the event waitlist:
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Featured Speakers
Featured Speakers & Guests
Featured Guests
Featured Guest
Jason Andrews
Sr. Product Marketing Manager
Brian Updike
Partner

Attendees are eligible for 1 CPE Credit.

  • Recommended field of study: Accounting
  • Prerequisite: None
  • Program Level: Basic
  • Advanced Preparation Required: None
  • Delivery Method: Group Internet Based
  • CPE (or CPD) Credit: 1
  • CPE Cost: Free

FloQast is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. All of FloQast’s webinars are free of charge. For more information regarding our compliance and program cancellation policies, please contact us at info@floqast.com.

FloQast is registered with The CPD Certification Service as a sponsor of continuing professional education. Boards of accountancy have final authority on the acceptance of individual courses for CPD credit. All of FloQast’s webinars are free of charge. For more information regarding our compliance and program cancellation policies, please contact us at info@floqast.com.