Agentic AI in Finance: 
Meet Esker Synergy AI Agents

Esker’s AI agents enable modern businesses to execute faster, anticipate issues earlier and improve working capital performance. By combining AI agents, embedded automation and connected workflows, Esker helps Finance, Procurement and customer-facing teams act faster, reduce exceptions and improve visibility across the Office of the CFO.

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Why trusted AI agents matter in modern finance

Trusted by thousands of companies worldwide, Esker delivers governed, explainable and enterprise-ready AI — built to perform when and where it matters most.

 

  • In finance, the question is no longer whether a platform uses AI. The real question is whether AI can be trusted to support mission-critical financial operations, reduce risk and deliver measurable outcomes.

  • As Finance teams face growing complexity, the next step is not simply more automation — it’s intelligent execution.

  • Where traditional automation helps users complete tasks, Synergy Agents go further. They help detect patterns, surface risks, coordinate actions and support better decisions across finance workflows — all while keeping humans firmly in control.

  • Within the Office of the CFO, autonomy only matters if it delivers measurable business value. Errors impact cashflow. Delays reduce efficiency. Poor visibility increases operational costs. That is why ROI is becoming the key factor in evaluating AI-driven finance software. 

What are Esker Synergy AI Agents?

Esker Synergy AI Agents are the intelligence layer embedded across Esker’s Office of the CFO suite. They are purpose-built agents designed to support finance, procurement and customer service execution in business-critical workflows — not isolated assistants and not generic consumer AI experiences.
 

They learn from workflow patterns, help reduce exceptions, identify issues before they slow operations, and connect actions across source-to-pay and order-to-cash. Their role is simple: help teams move faster, work smarter and stay in control, with humans at the center of every critical decision.

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HERE’S HOW ESKER SYNERGY AI AGENTS WORK:

  • Vision

    They detect patterns, anomalies, signals and workflow context across documents, transactions and communications.

  • Decisions

    They surface recommendations, priorities and next best actions to support faster, more consistent decisions.

  • Actions

    They automate tasks, route work, reduce exceptions and assist users in real time inside live finance workflows.

  • Coordination

    They connect actions across processes, users and systems to reduce silos and improve execution continuity across the Office of the CFO.

The intelligence behind Esker Synergy AI

Synergy AI Agents combine the technologies required for complex finance execution at scale, including document AI, machine learning, natural language processing, generative AI, predictive analytics, workflow automation, RPA and system orchestration. But these technologies are not the story by themselves. They are the foundation that helps Esker understand context, automate repetitive work, improve process accuracy and support human-in-the-loop finance execution across source-to-pay and order-to-cash processes that modern CFOs prioritize.

AI-driven technology

Machine learning

Learns from user actions and corrections over time to improve recognition, predictions and workflow accuracy. Esker uses machine learning to help systems improve from experience using data and algorithms.

Natural language processing

Helps the system understand text, extract data, and identify meaning, intent, and emotion in communications and documents. Esker’s Synergy AI includes a conversational AI tool which allows users to chat in natural language to accomplish tasks.

Deep learning

Recognizes complex document patterns and structures to improve first-time data extraction across invoices, orders, remittances and other business documents.

Generative AI (GenAI)

GenAI uses LLMs to generate original content that mimics human creativity (text, visuals, speech, etc.). Within Esker solutions, GenAI is effectively used to summarize communications, generate responses, and recommend next steps across finance and customer service workflows.

Retrieval augmented generation (RAG)

RAG builds on GenAI by combining LLM capabilities with information retrieved from a trusted knowledge base. Esker’s Synergy AI is no stranger to RAG — utilizing it to ground AI responses and recommendations in real-time business data for more accurate, contextual and traceable outcomes.

Agentic AI

Meet your new autonomous coworker: Agentic AI is a system with the “agency” to prioritize tasks, suggest actions, and execute workflows based on business context and objectives. Esker Synergy AI brings this to life with AI-powered agents built to drive faster, more adaptive business operations.

Intelligent automation tools

Character extraction

Uses OCR and intelligent data capture to extract relevant information from text-based and image-based documents, enabling automation from day one.

Teaching

Allows users to define recognition rules for recurring document layouts, helping Esker adapt to specific templates and business scenarios over time.

Robotic process automation

Supports the automated movement of data between systems, helping reduce manual handoffs across finance workflows and connected environments.

 

CONVERSATIONAL FINANCE

Turn everyday communication into finance execution with AI

The future of AI in finance is conversational. Instead of requiring business users to learn a complex interface, Esker Synergy AI brings finance workflows into the communication tools teams already use every day.
 

Through Microsoft Teams, Slack and chat-based assistant experiences, users can ask questions, retrieve information, review context and trigger workflow actions using natural language. By interpreting intent and connecting to the right business context, Esker helps Finance, Procurement and customer-facing teams move work forward via an intuitive experience with less friction, faster adoption and stronger control across the Office of the CFO. 
 

This is an Agentic AI tool for finance built to support real execution. Users can use natural language to indicate what they’re looking to accomplish — whether they need to check invoice status, surface exceptions, review supporting documents, approve remittances or trigger the next workflow action. Esker handles orchestration, workflows and governance in the background. 
 

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  • Work in the tools users 
    already know

    Bring your finance AI into Microsoft Teams, Slack and conversational assistant experiences so occasional users, approvers and business stakeholders can engage without a steep learning curve.

  • Move from answers 
    to action

    Users can retrieve the right information, review business context and trigger workflow steps directly from a conversational interface.

  • Reduce friction without 
    losing control

    Esker combines conversational simplicity with governed execution, explainable decision support and workflow-level visibility across the Office of the CFO.

Explore AI Agents across the Office of the CFO

Synergy Agents work across finance and procurement workflows to reduce friction, accelerate decisions and improve execution where outcomes have the greatest impact.

  • Work across workflows, not as isolated point tools

  • Coordinate, not just automate

  • Suite-native — fewer silos, faster scale

  • Designed for CFO and CIO alignment

Order-to-Cash Agents

Credit Management Agent

Helps teams assess and prioritize credit risk earlier, so they can act sooner and protect cashflow.

Customer Inquiry Agent

Supports service teams by proposing answers to customer requests, automatically understanding them and retrieving relevant information.

Order Management Agent

Helps CSRs process orders faster and more accurately by capturing data, detecting anomlaies and helping manage exceptions.

Cash Application Agent

Improves matching rates, speeds reconciliation and helps resolve remittance exceptions faster.

Explore AI in Accounts Receivable Explore AI in Customer Service

Source-to-Pay Agents

Sourcing Agent

Eliminates the barrier to event creation by generating events from a prompt or documentation, while giving hosts and suppliers access to best practices and guidance.

Procurement Agent

Guides employees through the purchasing process using natural language, helping capture needs, launch sourcing when required and ensure compliant purchasing with less complexity.

Contract Management Agent

Helps improve visibility across contract workflows and supports more efficient lifecycle execution.

Accounts Payable Agent

Helps AP teams access invoice information instantly, approve invoices faster and keep AP workflows moving efficiently.

Explore AI in Source-to-Pay

Cross-process Agents

Synergy Orchestration Agent

Coordinates actions across order-to-cash, source-to-pay, ERP, CRM, and connected finance systems to reduce silos and improve execution continuity.

Analytics & Forecasting Agent

Helps surface insights, anticipate issues, and improve planning and operational visibility.

Governance & Compliance Agent

Supports audit readiness, policy enforcement, traceability and control in regulated finance environments.

Connectivity Agent

Extends orchestration across the broader finance ecosystem through enterprise-grade connectivity.

 

Why choose Esker for trusted Agentic AI in finance

Designed for how finance is actually run, Esker’s AI is embedded directly into mission-critical workflows across order-to-cash, source-to-pay and customer service — instead of simply AI layered on top of finance software.

With guided autonomy, explainable decisions and cross-process orchestration, Esker helps teams move from manual work and disconnected tools toward more intelligent, coordinated execution.

Embedded in core finance workflows

Built into the processes that matter most across the Office of the CFO, Esker helps teams automate and improve execution across order-to-cash and source-to-pay processes instead of adding another disconnected AI layer.

Long-term customer relationships

Esker combines 40+ years of industry knowledge with a partnership-oriented approach, helping customers optimize processes over time with thoughtful customization, continuous refinement and support for long-term growth strategies.

Human-in-the-loop control

Esker ensures humans remain central to financial operations thanks to AI that continuously supports (not replaces) judgement. While AI handles the heavy lifting of analysis, coordination and execution, teams stay in control of approvals, exceptions and policy-driven actions — delivering speed and accuracy without sacrificing control or confidence.

Measurable business outcomes

Esker helps organizations achieve stronger visibility, faster processing and meaningful financial impact, with documented cost savings and measurable ROI as well as customer results like reduced turnaround times and better cross-company analysis.

Governed & explainable execution

Designed for high-control finance environments, Esker supports audit trails, secure archiving, process visibility and compliance-ready workflows so teams can move faster while maintaining transparency and oversight.

One trusted platform for enterprise AI & automation

Instead of stitching together multiple AI providers, organizations can rely on Esker as a one-stop shop for intelligent automation — backed by multi-ERP flexibility and a global footprint supporting thousands of customers.

Built for mission-critical operations

Financial workflows are too important for black-box AI. Esker’s approach emphasizes governed, explainable support where security and control are imperative.

A trusted name in finance AI automation

  • 40+ years of experience
  • 3,000+ customers worldwide
  • 1.12M users served globally
  • 15 global locations

Open, future-ready orchestration

Esker’s approach is designed to work across enterprise agents, ERP assistants, CRM copilots and third-party systems, with interoperability and governance as core principles.

See how Esker Synergy AI Agents transform finance execution

Discover how Esker Synergy Agents help Finance and Procurement teams execute faster, anticipate earlier and improve performance across the Office of the CFO.

Talk to an expert

Frequently asked questions

Agentic AI in finance helps teams move from manual task completion to more intelligent execution. Instead of only automating repetitive steps, AI agents can understand context, detect issues, prioritize work, recommend next best actions and support workflow execution across source-to-pay and order-to-cash. Esker’s internal materials describe Agentic AI as helping Finance teams shorten cycles, optimize working capital and improve decision-making by interacting with users, checking rules and then executing the task.

No. Esker's Synergy Agents are purpose-built AI agents embedded in finance workflows, not generic chatbots. The point is not only to answer questions, but also to support execution through recommendations, prioritization, workflow guidance, document understanding, suggested actions, and orchestration across systems and teams. Esker’s internal materials describe this as Agentic AI for finance execution, not just conversational assistance.

Users can ask questions in natural language, retrieve invoices, customer details, reports, graphs and other business information, and access summaries or recommendations more quickly. Esker's AI assistant helps users quickly find the information they need from the system and can generate lists, graphs and reports based on the request. Users can request operational and financial insights such as invoice status, sorted lists, averages, KPIs, reports, graphs and financial analysis. Esker's finance AI can also provide financial analysis and recommendations from uploaded financial reports, with internal materials citing time savings of more than 90% for some financial statement analysis tasks.

Yes. Esker’s Agentic AI tools go beyond simple information retrieval. Esker's finance AI tools include use cases such as managing invoice approvals, prioritizing follow-ups, preparing tenders, checking rules, generating recommended actions and executing tasks inside finance workflows. That makes the experience more action-oriented than a traditional reporting assistant.

No, Esker’s finance AI software is not intended to fully replace human jobs in finance and accounting. Esker’s approach is to help Finance and Accounting teams reduce repetitive work, act faster and make better-informed decisions. Esker's AI is focused on supporting people with prioritization, analysis, exception handling, workflow guidance and faster access to information, so teams can focus more on judgement, collaboration and performance.

 
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