Finance functions are entering a new era, with agentic AI gaining serious traction. At the recent CCH Tagetik inTouch25 conference, a survey of 392 finance leaders revealed that while only 6% currently use agentic AI, that number is set to skyrocket, rising to 44% by 2026. That’s a 600% increase in just over a year.
What’s driving this rapid adoption? Economic volatility is a major catalyst. According to the survey:
- 67% of finance teams plan to deploy AI in FP&A for the first time,
- 14% aim to expand existing AI initiatives, and
- 8% are continuing with current projects.
To manage this evolution, 33% of organizations are exploring new hires, while 24% are preparing for structural changes.
Talent and Data: The Cornerstones of AI Readiness
As the role of AI expands, so does the need for skilled people and quality data. A striking 85% of finance leaders see AI proficiency as a key hiring factor, and 44% point to data readiness as the top priority for scaling AI efforts. Meanwhile, 25% emphasize the need for AI-driven performance management platforms, and 23% stress the importance of AI training.
To support this transformation, a new Learning Hub has been launched focused on building AI fluency and data skills for finance professionals. At CRMT, we align each CCH Tagetik module with your organization’s unique needs, combining best practices in data governance, automation, and user training to ensure your AI journey delivers lasting value.
Faster, Smarter, More Accurate Finance
The benefits of agentic AI are already clear. Survey respondents highlight improved accuracy (40%) and increased productivity (36%) as top advantages. And the time savings are significant:
- 42% expect a 10% reduction in manual effort (roughly 26 working days per year)
- 24% foresee a 20% reduction (52 days)
- 22% anticipate saving 5% (13 days)
To make AI even more accessible, CCH Tagetik has introduced an Excel 365 add-in that brings intelligent analytics directly into the tools finance teams already use. This means users can retrieve data using natural language, create instant visualizations, and run detailed analyses all without changing their workflow.
A Smarter Path Forward
Agentic AI goes far beyond answering questions. It can perform diagnostics during financial close, simulate forecasting scenarios, respond to voice commands in multiple languages, and automate repetitive tasks, freeing up finance professionals to focus on strategy and collaboration.
As the official partner and distributor of CCH Tagetik, CRMT is here to support every phase of your AI adoption. From solution design and data integration to tailored configurations and any support along the way. Whether you’re just getting started or looking to scale, we’ll help you turn AI potential into measurable performance.
The shift toward agentic AI is already underway. Now is the time to act.
Get in touch with us today and discover how agentic AI can elevate your finance function.