AI Agents for Finance Teams

Wingman for Finance is Seizmic’s productized suite of AI agents for finance. Acting as your digital copilot, it automates routine tasks, delivers real-time insights, and proactively supports CFOs and finance teams in smarter decision-making.

Why Finance Needs a Wingman

Modern finance teams are overwhelmed with manual work and reactive reporting. Traditional FP&A and treasury tools leave gaps in speed, visibility, and foresight.

Wingman for Finance solves this by introducing AI agents for finance that:
Automate reconciliations, variance analysis, and reporting
Detect anomalies, compliance risks, and fraud before they escalate
Provide real-time answers in natural language
Continuously monitor financial performance and recommend next actions

Core Capabilities of AI Agents for Finance

Real-Time Financial Insights

Ask questions in plain English and get instant answers from financial data.

Automated Reporting

AI generates board-ready reports and narratives without manual prep.

Anomaly & Risk Detection

Detect unusual patterns, fraud, or compliance gaps automatically.

Workflow Automation

Reconciliations, approvals, and variance checks handled by AI agents.

Scenario Simulation

Model outcomes instantly to support planning and decision-making.

Always-On Monitoring

AI agents run 24/7, surfacing proactive alerts to finance leaders.

How Wingman for Finance Works

1

Connect

Integrate ERP, HRIS, banking, and BI systems.

2

Assist

AI agents analyze, automate, and flag anomalies in real time.

3

Decide

Finance leaders act with confidence on proactive insights.

Benefits of AI Agents for Finance

Automate low-value manual finance tasks
Gain real-time visibility and proactive alerts
Strengthen risk management and compliance
Free finance teams to focus on strategy and growth
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AI Agents for Finance Frequently Asked Questions

What are AI agents for finance?

AI agents for finance are intelligent digital assistants that automate manual finance processes, deliver insights, and provide proactive risk monitoring.

What is Wingman for Finance?

Wingman for Finance is Seizmic’s branded suite of AI agents for finance, designed to act as a copilot for CFOs and finance teams.

How does Wingman for Finance integrate with our systems?

It connects seamlessly to ERP, HR, CRM, and BI systems for consolidated analysis and reporting.

How secure is it?

Wingman for Finance uses enterprise-grade security, audit trails, and role-based access controls.

Who should use Wingman for Finance?

Finance leaders, FP&A teams, controllers, and treasury professionals seeking automation, insights, and risk resilience.

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