AI Agents Finance Report

Realising ROI from AI Agents in Finance

The CFO's role in transperancy, compliance and control.

In partnership with

Adapt
ERP Report: Realising ROI from AI Agents in Finance

The reality of AI Agent adoption in ANZ.

77%

77%

of CFOs aren’t seeing ROI from AI. 

89%

89%

Say their data isn’t in shape to support AI agents.

95%

95%

of CFOs agree that managing risk and compliance is a top priority when it comes to AI. 

87%

87%

of CFOs plan to retain human-in-the-loop.

What you’ll find in the report.

  • Real-world examples of how finance leaders are achieving measurable ROI with AI. 
  • Practical steps to integrate AI agents into your finance strategy without disruption. 
  • Insights on reducing risk and improving accuracy with audit trails and automatic updates. 
  • Key metrics that show the financial impact of AI adoption. 
  • A roadmap to intelligent automation.

ERP Report: Realising ROI from AI Agents in Finance

Your industry on Workday

How to level up Agentic AI in your organisation.

For your business to grow in Australia and New Zealand, you need an AI-powered platform that unites HR and finance systems simply, efficiently and powerfully.

Financial Services Industry Snapshot: CFO Perspectives on AI Agents

AI Agents in Financial Services

Financial services face a "perfect storm" of regulation and aging tech. This report shows how agentic AI drives maintainable efficiency and autonomous decision-making while upholding the highest standards of financial governance.

Public Sector Industry Snapshot: CFO Perspectives on AI Agents

AI Agents in Public Sector

Public sector CFOs face tight budgets and high audit standards. Agentic AI offers a practical lever to automate rules-based work and real-time controls, ensuring transparency and freeing capacity for strategy and community stewardship.

Higher Education Industry Snapshot: CFO Perspectives on AI Agents

AI Agents in Higher Education

Higher education faces funding reform and legacy tech debt. This report shows how agentic AI dismantles data silos and automates compliance, providing the real-time visibility and audit-readiness needed to refocus resources on student outcomes.

Financial Services Industry Snapshot:CFO Perspectives on AI Agents

AI Agents in Healthcare

Healthcare CFOs face thin margins and rising costs. This report shows how agentic AI acts as a catalyst for change, automating manual tasks to free teams for strategy and sustainable care while bridging the gap between legacy tech and ROI.

What your peers are saying.

"The challenge is not just data quality but data scattered across multiple systems. We’re investing in centralisation and governance before we can do anything meaningful with AI."

 

CFO of a financial services firm

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FAQs.

What is Workday?

Workday is a cloud-native, SaaS-based system that unifies finance, HR, and operations on one adaptable platform. As a true multi-tenant SaaS solution, it delivers real-time insights, continuous innovation, and trusted intelligence—helping organisations run smarter and adapt faster in the AI era. Learn more about Workday Financial Management and Workday Human Capital Management.

Unlike legacy systems built on siloed databases and rigid upgrades, Workday was built from the ground up as a multi-tenant SaaS platform. It’s continuously updated, powered by a single data core, and enhanced with embedded AI to drive automation, agility, and confident decision-making across the enterprise.

Workday includes comprehensive capabilities for financial management, human capital management, planning, procurement, and operations—all unified on a single, secure data model. With the addition of Workday Contract Lifecycle Management, powered by Evisort AI, we enable organizations to connect procurement and legal workflows seamlessly. Explore Workday Financial Management and Workday Spend Management.

Workday embeds AI directly into business processes—automating repetitive work, predicting outcomes, and surfacing insights in the flow of work. This helps leaders make faster, more informed decisions while improving accuracy and efficiency. Explore AI in Workday.

Yes. Our open, extensible architecture integrates seamlessly with third-party applications and data sources through APIs, connectors, and Workday Extend. This ensures interoperability without sacrificing security or data integrity.

Scale your business with the Enterprise AI platform for people, money and agents.