Function cockpit
Finance
Agents close the books. The CFO certifies them.
Phase: Phase 4 — Governed autonomy
Run the close-to-plan rhythm as a continuously reconciled system: matching, reconciliation, standard journals, cash application and reporting assembly are agent work; fiduciary judgment, disclosure and material payment authority remain human.
Trust score
0
Touchless
0%
Human review
0%
Override rate
0%
Capacity released
20-30% released finance capacity initially (pioneer outcomes reach higher)
Accountable human
Chief Financial Officer
CoS agent: Finance Chief of Staff
Eleven decomposed sub-functions, each with its own estate rating
Sub-functions
Finance, decomposed
Nobody automates a function. more
Autonomy ceiling range
58%→90%
The binding constraint here is Investor Relations Support — capped at 58%.
The lowest ceiling in Finance by design. more
FP&A Orchestrator · human owner VP Financial Planning & Analysis
estate rating
Owns analysis work end to end inside Finance. more
Variance explanation and commentary drafting are agentic and remove most of the analyst grind. more
Units / wk
140
Agents
8
Lines
3
Cost / unit
$199
was $564
Budget Orchestrator · human owner Director, Budgeting
estate rating
Owns budget line work end to end inside Finance. more
Template issue, chasing, validation and consolidation are pure mechanics and run touchless. more
Units / wk
6,698
Agents
8
Lines
3
Cost / unit
$6.70
was $19
Management Reporting Orchestrator · human owner Director, Management Reporting
estate rating
Owns report work end to end inside Finance. more
Reporting assembly and plain-language answers are the clearest agentic win in Finance. more
Units / wk
9,301
Agents
8
Lines
3
Cost / unit
$12
was $31
Close Orchestrator · human owner Corporate Controller
estate rating
Owns close task work end to end inside Finance. more
Journal posting and reconciliation are deterministic and audited. more
Units / wk
13,406
Agents
9
Lines
3
Cost / unit
$11
was $41
Controllership Orchestrator · human owner Chief Accounting Officer
estate rating
Owns technical position work end to end inside Finance. more
Deliberately capped low. Agents research and draft technical positions, but accounting judgments are attested to by named officers and concurred by external auditors.
Units / wk
13,796
Agents
8
Lines
3
Cost / unit
$8.25
was $20
Treasury Orchestrator · human owner Corporate Treasurer
estate rating
Owns cash action work end to end inside Finance. more
Position sweeping, forecasting and covenant math are automated. more
Units / wk
16,324
Agents
9
Lines
3
Cost / unit
$12
was $32
Tax Orchestrator · human owner VP Tax
estate rating
Owns tax filing work end to end inside Finance. more
Data assembly and computation are agentic. more
Units / wk
13,337
Agents
8
Lines
3
Cost / unit
$15
was $36
Controls Orchestrator · human owner Director, Internal Controls
estate rating
Owns control test work end to end inside Finance. more
Evidence collection and test execution are automated and continuous rather than sampled. more
Units / wk
11,273
Agents
8
Lines
3
Cost / unit
$15
was $43
Investor Relations Orchestrator · human owner VP Investor Relations
estate rating
Owns disclosure item work end to end inside Finance. more
The lowest ceiling in Finance by design. more
Units / wk
9,743
Agents
8
Lines
3
Cost / unit
$18
was $39
Profitability Orchestrator · human owner Director, Profitability Analytics
estate rating
Owns analysis work end to end inside Finance. more
Allocation and margin modeling are mechanical and run at full granularity. more
Units / wk
75
Agents
8
Lines
3
Cost / unit
$446
was $1K
Finance Systems Orchestrator · human owner Director, Finance Systems
estate rating
Owns change work end to end inside Finance. more
Monitoring and retry are automated. more
Units / wk
10,920
Agents
8
Lines
3
Cost / unit
$12
was $45
How to read an estate rating
The rating is not a maturity badge. more