Use cases: AI and agents in finance

An identifiable person, firm or company explains what they do with AI or agents in finance: with which tools, how, and with what result.

5 entries

Use caseEvidence: Real case
Ten weeks keeping the books of Swedish limited companies with Claude Code and Codex, with wins and mistakes
Philip Eriksson (co-founder of Igdrasil)Individual · Swedish limited companies in software, e-commerce, digital health, services and food
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.
- Claude Code
- Codex (OpenAI)
- Igdrasil (own CLI and MCP server)
- +1
- Accounting
- Treasury
September 27, 2026
Use caseEvidence: Real case
UNHCR uses AI to prepare its treasury cash forecast: what it did, what it gained and how to replicate it
UNHCR, the UN Refugee Agency — treasury unitOrganization or institution · International humanitarian organisation (United Nations system)
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.
- AI cash forecasting model developed with UNICC (the source does not detail the type of model)
- ERP data: accounts payable and future-dated purchase orders
- Almost ten years of cash flow history
- +2
- Treasury
- Reporting
September 16, 2026
Use caseEvidence: Real case
A CFO explains how their team reconciles prepaid expenses with an AI agent: from 2 hours to 5 minutes
Author of OnlyCFO (a company CFO, no name visible on the page)Individual
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.
- AI agent with a “skill” (a SKILL.md of about 200 lines) and a YAML configuration file
- MCP connector to the ERP (the article does not say which one)
- MCP connector to the shared drive (Google Drive, Box or SharePoint)
- +2
- Accounting
May 15, 2026
Use caseEvidence: Real case
A tax and accounting advisory firm in Madrid automates invoice intake with n8n and ChatGPT
FISCONSULTING, tax and accounting advisory firm in Madrid (project by Álvaro Díaz Blanco, UPM)Accounting or advisory firm · Tax and accounting advisory
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.
- n8n (on a Hostinger cloud server)
- Google Drive and Google Sheets
- PDF.co
- +3
- Accounting
July 2025
Use caseEvidence: Real case
U.S. AutoForce saves more than 30 hours a month on reconciliations with Copilot for Finance
U.S. AutoForce (U.S. Venture)Company
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.
- Dynamics 365 Finance
- Microsoft 365 Copilot (finance agent in Excel)
- Microsoft Dynamics 365
- Accounting
- Treasury
January 28, 2025

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