Technology & AI · ML & AI

AI Agents in Finance — What to Automate, What to Keep Controlled

Finance lead simulation. Classify month-end-close workflows into three zones (full-auto, human-in-the-loop, human-only), design named controls, engage the auditor, and run a phased pilot. Practice risk-first mapping for AI agent deployment in finance.

4 rounds Executive English, Español
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Who it is for

An advanced simulation for participants used to working with the main frameworks and trade-offs of the subject, designed for executive education and experienced professionals.

How a session runs

  1. The instructor creates a session from the Eureka dashboard and invites the participants.
  2. Participants play 4 rounds. In each one they submit their decisions and the simulation calculates the results.
  3. The simulation can be run in English, Español.
  4. The instructor follows each participant's progress and results from the dashboard, and uses the class results for the debrief.

Decisions participants make

The decisions participants make during the simulation:

  • Bank reconciliations on standard accounts
  • Invoice 3-way matching with POs
  • Accruals and prepaids
  • FX revaluations
  • Revenue recognition on non-standard contracts
  • Impairment assessments
  • Reserve estimates (bad debt, inventory obsolescence)
  • Routine journal entries from templates
  • Reviewer focus
  • Rejection workflow

Subjects covered

Designed for courses in ML & AI.

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