Signal Agentic opportunity concentrates in FP&A, sales and profitability (48%), working capital (46%), and expense management (44%)

Summary

Deloitte asked finance leaders where AI agents could make the biggest positive difference, and financial planning and analysis came out on top. Agentic AI is drawing serious interest as a planning tool that can help navigate uncertainty and guide capital allocation, cited by 52% of early-stage peers and 48% of AI leaders. Beyond that, the survey identifies three assistive areas with the most promise. Sales and profitability management reached 48%, working capital optimization 46% and expense management 44%. Other candidates included a value-added tax agent and a SOX compliance agent. The report argues that agentic systems can help pressured finance leaders handle critical tasks more efficiently.