Agentic AI in finance: automating P2P inquiries (case study)

Can artificial intelligence handle the constant stream of finance queries? #AIAgents #Automation #ProcessIntelligence In this episode of the AI Automation Dojo, we host Mateusz Ślemp from Amer Sports. We discuss the deployment of their first global AI agent, a tool designed to help employees reclaim time spent on manual payment status checks in corporate systems.Mateusz explains why the agent is not connected directly to the SAP system and how PowerBI acts as a secure data layer to prevent system overload. We also cover the importance of data security and protecting confidential information in large organizations. You will learn how to manage AI projects in environments regulated by strict SOX audits.What you will learn in this episode: 🔸Replacing thousands of support tickets with a simple chat on Teams, 🔸Using PowerBI architecture instead of overloading the core SAP system, 🔸Why invoice amounts were intentionally removed from the agent database, 🔸The evolution from traditional RPA robots to intelligent agents, 🔸How a phased testing strategy helped detect business errors before launch, 🔸AI manages the heavy lifting while humans focus on exceptions.