NEW YORK
CFO Round-Table Discussion: Agentic AI in Finance & Accounting: ROI Perspectives
Date:
Time:
Venue:
July 17, 2025
4:00 PM - 6:00 PM ET
Dream Downtown, by Hyatt
Hyperbots Inc., a finance AI product company, in partnership with 20 leading CFOs from multiple industries has been researching AI for Finance and Accounting. During this journey, we realized that a wider community of CFOs must join this AI initiative.
This is a round-table discussion of recent advancements in AI and how they can be applied to Finance & Accounting (F&A) functions.
Join us for an engaging discussion followed by drinks, dinner and networking!
Hosted by Hyperbots Inc.
Agenda
Mapping Agentic AI to Finance & Accounting workflows
Pinpoint high-impact processes (AP, AR, FP&A, audit, tax, treasury) best suited for autonomous agents.
Outline prerequisite data, integrations, and governance for each agent.
ROI framework & metrics by process
Break down cost-to-serve, cycle-time savings, error reduction, and risk mitigation.
Introduce standardized payback formulas, KPI baselines, and measurement cadence.
ROI-driven prioritization & road-mapping
Stack-rank F&A processes by projected return, payback period, and strategic value.
Build a phased adoption roadmap aligned with budget cycles and change-management capacity.
Moderated by
Rajeev Pathak
CEO & Co-founder, Hyperbots Inc.
Over 30 years of experience in building technology products and businesses for global markets. Managed technology business for Wipro as GM and Vertical Head, handling a business of over $100 million.