Automatic.co Releases Report on AI Transforming Finance and Business Services

New report highlights shift toward autonomous operations and workflow automation in finance and professional services

Apr. 13, 2026 at 4:54pm

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A high-end, photorealistic studio still-life photograph featuring a stack of financial documents, a pen, and a calculator on a clean, monochromatic seamless background, conceptually representing the abstract transformation of finance through AI-powered workflow automation.A minimalist studio still life captures the essence of how agentic AI is transforming financial operations through workflow automation and autonomous decision-making.Today in Orlando

Automatic.co, a leader in agentic AI and enterprise automation, has released a new report exploring how artificial intelligence is reshaping finance and business services. The report outlines how AI systems are automating complex workflows, reducing manual intervention, and enabling organizations to operate with greater speed, accuracy, and efficiency across core financial functions like reconciliation, compliance, invoicing, and forecasting.

Why it matters

As finance teams and business service providers face increasing pressure to deliver faster insights, tighter compliance, and improved margins, the report positions AI as a foundational shift in how operational work is executed, moving beyond isolated use cases to fully integrated, autonomous systems that operate continuously across departments.

The details

The report highlights how agentic AI systems are bridging gaps between fragmented finance and business systems, executing multi-step workflows across tools like ERPs, CRMs, and accounting software without human intervention. These AI agents are capable of handling tasks like financial reconciliation, compliance monitoring, invoice processing, data aggregation, and real-time financial analysis. Organizations implementing these technologies are already seeing measurable outcomes, with benchmark studies showing productivity gains of 3-5x and operational cost reductions up to 38%.

  • The Automatic.co report was released on April 13, 2026.

The players

Automatic.co

A leader in agentic AI and enterprise automation that helps organizations deploy autonomous AI systems across finance, marketing, operations, and enterprise workflows.

Eric Lamanna

The VP of Sales at Automatic.co.

Timothy Carter

The Chief Revenue Officer of Automatic.co.

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What they’re saying

“Finance teams are being asked to move faster, operate leaner, and deliver more strategic insight than ever before. What we're seeing is that AI isn't just assisting these teams—it's fundamentally replacing the manual coordination layer that has historically slowed everything down. Entire workflows that used to take days are now executed in minutes.”

— Eric Lamanna, VP of Sales

“When you remove human bottlenecks from financial and operational systems, the entire business model changes. Growth is no longer constrained by headcount. Agentic AI allows organizations to scale output, improve margins, and operate with a level of efficiency that simply wasn't possible before.”

— Timothy Carter, Chief Revenue Officer

What’s next

The report aligns with broader industry trends showing increased adoption of AI across finance functions, though many organizations still struggle to scale beyond pilot programs. Automatic.co argues that agentic AI represents the next phase of this evolution, moving beyond isolated use cases to fully integrated, autonomous systems that operate continuously across departments.

The takeaway

This report highlights how AI is fundamentally transforming finance and business services, automating complex workflows, reducing manual intervention, and enabling organizations to operate with greater speed, accuracy, and efficiency. By embedding AI agents directly into financial and operational systems, companies can transition from reactive, human-driven processes to proactive, system-driven execution.