A directory of real use cases of people and companies using AI and AI agents in accounting, treasury, consolidation, annual accounts, controlling and reporting, and in the most widely used financial ERPs, plus the tutorials, guides, prompts and resources people use today.https://agentsfinance.io/enhttps://agentsfinance.io/entries/resource-community-mcp-server-odoo-2026/https://agentsfinance.io/entries/resource-community-mcp-server-odoo-2026/A community project on GitHub (MPL-2.0 license, more than 400 stars, latest release published on 10 October 2026) that lets Claude and other assistants query and modify data in an Odoo instance: invoices, customers, products and aggregations. It has a test mode that needs no module and a module for production.Sat, 10 Oct 2026 00:00:00 GMTCommunity resourceOdooAccountingReportinghttps://agentsfinance.io/entries/prompt-draft-reconciliation-agent-no-posting/https://agentsfinance.io/entries/prompt-draft-reconciliation-agent-no-posting/Instructions ready to adapt for an AI assistant that reconciles an account against the trial balance: it uses only the files provided, posts no entries, checks for duplicates, separates what ties out from what is doubtful and leaves a list of questions. It is our own wording based on practices published by accountants, not tested with real data.Sun, 27 Sep 2026 00:00:00 GMTUseful promptAccountingTreasuryhttps://agentsfinance.io/entries/case-igdrasil-swedish-bookkeeping-claude-code-codex-2026/https://agentsfinance.io/entries/case-igdrasil-swedish-bookkeeping-claude-code-codex-2026/Philip Eriksson, co-founder of Igdrasil, explains how, from mid-July 2026, he kept the books of several Swedish limited companies by talking to Claude Code and Codex. He provides volumes taken from his logs, a VAT error caught before filing and a table of agent failures. He is the author of an accounting tool.Sun, 27 Sep 2026 00:00:00 GMTUse caseAccountingTreasuryhttps://agentsfinance.io/entries/gartner-cfo-survey-finance-ai-september-2026/https://agentsfinance.io/entries/gartner-cfo-survey-finance-ai-september-2026/A Gartner survey of 160 finance leaders, conducted from January to April 2026, indicates that data extraction, accounts payable and receivable automation and report generation usually deliver results in about 9 to 10 months. More complex cases, such as forecasting or insight generation, take longer.Thu, 24 Sep 2026 00:00:00 GMTNewsAccountingReportingControlling and management accountinghttps://agentsfinance.io/entries/odoo-20-ai-accounting-assistant-2026/https://agentsfinance.io/entries/odoo-20-ai-accounting-assistant-2026/With Odoo 20, presented on 24 September 2026, the system adds an accounting assistant that answers questions about reports, audits reconciliations and lets you pay bills from Odoo, plus agents that create automations from natural-language instructions. It is a vendor announcement; the entry includes no customer results.Thu, 24 Sep 2026 00:00:00 GMTNewsOdooAccountingTreasuryReportinghttps://agentsfinance.io/entries/case-unhcr-treasury-cash-forecast-ai-2026/https://agentsfinance.io/entries/case-unhcr-treasury-cash-forecast-ai-2026/The treasury team at UNHCR, the UN Refugee Agency, explained at EuroFinance 2026 how it uses AI to collect, normalise and project its cash flows, with treasurers still responsible for reviewing and deciding. It is a real case told by its head; the 40% to 60% reduction in work is his estimate for once the model is stable, not an audited result.Wed, 16 Sep 2026 00:00:00 GMTUse caseTreasuryReportinghttps://agentsfinance.io/entries/guide-claude-for-bookkeepers-claude-md-rules-2026/https://agentsfinance.io/entries/guide-claude-for-bookkeepers-claude-md-rules-2026/Michael Robichaud, a consultant who rolls out Claude at accounting firms, explains how to set up the rules file (CLAUDE.md), which tasks the assistant can prepare (reconciliation, categorization, client reminders, close) and which always need human review. It is a consultant’s guide with an associated commercial service.Fri, 31 Jul 2026 00:00:00 GMTGuide / manualAccountingTreasuryhttps://agentsfinance.io/entries/holded-mcp-server-claude-chatgpt-2026/https://agentsfinance.io/entries/holded-mcp-server-claude-chatgpt-2026/In June 2026 Holded released a remote MCP server that lets AI assistants query and, if the user authorizes it, modify data in their account: invoices, contacts, treasury and stock. It connects with OAuth 2.1 and the assistant inherits the permissions of the Holded user who authorizes it.Mon, 01 Jun 2026 00:00:00 GMTNewsHoldedAccountingTreasuryReportinghttps://agentsfinance.io/entries/sage-intacct-ai-ap-automation-mcp-may-2026/https://agentsfinance.io/entries/sage-intacct-ai-ap-automation-mcp-may-2026/In May 2026 Sage announced payment reminders, AI-powered three-way matching in accounts payable and an MCP-based AI Gateway to connect external AI tools to Sage Intacct. Some features are generally available and others are in an early-adopter program, with differences by country.Thu, 28 May 2026 00:00:00 GMTNewsSage (Intacct, 50…)AccountingTreasuryReportinghttps://agentsfinance.io/entries/case-onlycfo-cfo-prepaid-reconciliation-agent-2026/https://agentsfinance.io/entries/case-onlycfo-cfo-prepaid-reconciliation-agent-2026/The author of the OnlyCFO newsletter, who runs an accounting team, describes the agent they built to reconcile prepaid expenses against their ERP’s general ledger. According to them, it went from about 2 hours of human work to about 5 minutes, and the same pattern took a day off the monthly close.Fri, 15 May 2026 00:00:00 GMTUse caseAccountinghttps://agentsfinance.io/entries/sap-joule-autonomous-finance-assistants-2026/https://agentsfinance.io/entries/sap-joule-autonomous-finance-assistants-2026/In May 2026 SAP announced a family of AI assistants for finance that coordinate specialized agents for the financial close, accounts receivable, billing, tax, treasury and planning. For now it is an announcement: the sources we reviewed give availability dates but no results measured at customers.Tue, 12 May 2026 00:00:00 GMTNewsSAPAccountingTreasuryControlling and management accountinghttps://agentsfinance.io/entries/dynamics-365-finance-account-reconciliation-agent-2026/https://agentsfinance.io/entries/dynamics-365-finance-account-reconciliation-agent-2026/The account reconciliation agent in Dynamics 365 Finance compares subledgers with the general ledger, detects differences and proposes what to do with each one, with a rationale. Microsoft has kept it in preview since April 2025 and its 2026 release plan expects general availability in September 2026; we could not confirm that it has already happened.Wed, 01 Apr 2026 00:00:00 GMTNewsMicrosoft Dynamics 365AccountingTreasuryhttps://agentsfinance.io/entries/tutorial-reconcile-accounts-claude-cowork-close-folder-2026/https://agentsfinance.io/entries/tutorial-reconcile-accounts-claude-cowork-close-folder-2026/Tyler Whitlock, a certified public accountant (CPA), explains on LinkedIn the six steps he used to tie a close’s accounts to the trial balance with Claude Cowork. He says 2–3 days of work were reduced to an hour of review, and he published the folder structure and instructions on GitHub.Tue, 31 Mar 2026 00:00:00 GMTTutorialAccountinghttps://agentsfinance.io/entries/sage-50-mobile-app-ai-small-business-spain-2026/https://agentsfinance.io/entries/sage-50-mobile-app-ai-small-business-spain-2026/In February 2026 Sage Spain launched a Sage 50 mobile app aimed at managers and owners of small businesses, with voice activity summaries and queries on sales, customer payments and invoices. Sage says it validated it with a two-month pilot with 20 customers, without publishing savings figures.Fri, 27 Mar 2026 00:00:00 GMTNewsSage (Intacct, 50…)ReportingTreasuryhttps://agentsfinance.io/entries/oracle-fusion-agentic-applications-erp-agents-2026/https://agentsfinance.io/entries/oracle-fusion-agentic-applications-erp-agents-2026/In March 2026 Oracle announced 22 agentic applications for Fusion Cloud, one of them dedicated to collections, and in June it confirmed four finance agents available in release 26B: Ledger, Expenses, Payables and Payments. This is vendor information; these sources include no customer figures.Tue, 24 Mar 2026 00:00:00 GMTNewsOracle Fusion Cloud ERPAccountingTreasuryReportinghttps://agentsfinance.io/entries/netsuite-autonomous-close-ai-bank-reconciliation-2026/https://agentsfinance.io/entries/netsuite-autonomous-close-ai-bank-reconciliation-2026/At SuiteConnect (February 2026), Oracle NetSuite announced a close supported by several agents that watch exceptions and progress, bank reconciliation with generative AI, and planning and reconciliation agents for its EPM module. It is a product announcement relayed by the trade press; it includes no customer results.Wed, 11 Feb 2026 00:00:00 GMTNewsOracle NetSuiteAccountingTreasuryControlling and management accountingReportinghttps://agentsfinance.io/entries/case-fisconsulting-madrid-advisory-n8n-invoices-2025/https://agentsfinance.io/entries/case-fisconsulting-madrid-advisory-n8n-invoices-2025/A final-year thesis at UPM describes two automations built in n8n for FISCONSULTING, an advisory firm in Madrid: one that extracts and classifies invoices from Google Drive with ChatGPT, and another that handles appointments over WhatsApp. The author states that the time per invoice drops from 2 minutes to about 30 seconds.Tue, 01 Jul 2025 00:00:00 GMTUse caseAccountinghttps://agentsfinance.io/entries/us-autoforce-copilot-finance-bank-reconciliations/https://agentsfinance.io/entries/us-autoforce-copilot-finance-bank-reconciliations/U.S. AutoForce, a division of U.S. Venture that uses Dynamics 365, automated its recurring credit card and bank statement reconciliations with Microsoft Copilot for Finance. According to Microsoft, it took four weeks to roll out and its accounting team saves more than 30 hours a month.Tue, 28 Jan 2025 00:00:00 GMTUse caseMicrosoft Dynamics 365AccountingTreasury