For the past decade, automation has helped Client advisory services (CAS) leaders keep up. Automated expense categorization, invoice routing, data extraction and reconciliation have dramatically reduced manual effort. But these tools still depend on humans to take the next step — investigating anomalies, making decisions and pushing work forward.
Agentic AI changes that equation.
This emerging class of AI systems doesn’t just analyze data; it acts on it within firm-defined boundaries. For CAS teams already stretched thin, AI agents represent a shift from automation that assists to automation that executes. This guide examines how AI agents work and where agentic AI can drive immediate, measurable impact.
