Covered in This Course
- Orchestrate multiple AI agents into an end-to-end finance workflow by defining inputs, outputs, handoffs, and shared context.
- Evaluate and troubleshoot agent workflows by identifying dependencies, failure modes, recovery approaches, and situations where orchestration may be unnecessarily complex.
Description
Many finance processes are too complex for a single AI agent. They involve multiple steps, decisions and handoffs that need to work together reliably. In this hands-on course, you’ll learn how to orchestrate multiple AI agents into a connected finance workflow. Building on the skills introduced in Building a Finance Agent, you’ll explore how agents share information, maintain context and manage dependencies across a process.
Using month-end close as a case study, you’ll connect data validation, variance commentary and exception flagging agents into one coordinated workflow. You’ll also intentionally test what happens when things go wrong, from incomplete handoffs and missing context to unexpected changes in outputs, and learn how to design workflows that can identify and recover from these issues.
You’ll leave with a practical framework for deciding when multiple agents can improve a finance process and when a simpler solution may be more effective.
Orchestrating Agent Workflows is the second course in a three-part series designed to progressively build your agentic AI skills for finance. This course prepares attendees to participate in the AFP Hackathon at the 2027 AFP FP&A Forum in New Orleans this March.
This educational badge series uses the following definition of an agent: an AI model equipped with tools and guided by instructions and guardrails that allow it to perform a defined job or workflow. This aligns with definitions from frontier models, although there is a bit of wiggle room for differences.
The labs start deliberately with human-guided agents rather than full autonomy. Keeping a person in the loop makes it easier to learn how an agent works, see where it succeeds or fails, and practice the judgment and governance needed to use it responsibly. Think of this as the foundation, not the finish line. At the FP&A Forum, we will build on that foundation and explore what it takes to let agents run more autonomously, and when finance should and shouldn't let them.