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AI FP&A Committee Meeting #26
March 5, 2025

The AI FP&A Committee convened for its 26th meeting, marking its seventh anniversary. The session focused on AI agents in FP&A and featured an insightful case study titled "AI Agents in FP&A" by Peter Galik, Global Head of Innovation, Analytics and Automation at Takeda.

Peter Galik’s presentation explored the emerging role of AI agents in FP&A, focusing on practical applications and implementation challenges.

Peter outlined a structured framework for understanding AI agents, categorising technologies into:

  1. Enterprise Platforms – Foundational ERP and CRM systems.
  2. Data Infrastructure – Data warehouses, data lakes, and analytical models.
  3. General IT Infrastructure – Cloud computing, mobility, and network solutions.
  4. Process Automation – RPA and workflow automation solutions.
  5. Emerging Technologies – AI, machine learning, IoT, blockchain, and generative AI.

He emphasised that AI agents, particularly generative AI, have introduced a paradigm shift by enabling systems to ‘understand’ and automate complex workflows, reducing manual intervention in FP&A.

He highlighted two primary applications of AI agents: AI-Powered Assistants that automate routine queries, transactional tasks, and self-service processes, and Back-Office AI Agents that automate decision-making in tasks such as invoice processing, financial analysis, and predictive modelling.

The discussion addressed key challenges in AI adoption for FP&A. A major concern is data quality — AI is only as good as the information it learns from, and unreliable data leads to unreliable insights. While generative AI is improving, it still has a tendency to produce misleading results, making validation crucial. The role of finance professionals is also evolving, requiring them to understand and oversee AI-driven processes rather than relying on automation blindly. Another challenge is AI’s struggle with numerical accuracy; despite advancements, large language models still have difficulty handling complex financial data. 

The meeting concluded with an engaging discussion on the future of AI in FP&A. Key insights included:

  • AI agents are already enhancing FP&A efficiency, but they need to be better integrated into enterprise systems for organisations to realise their full potential.
  • Adapting to AI isn’t just about technology — it is about culture. Finance teams need to embrace continuous learning and be open to new ways of working.
  • The Committee will keep tracking AI developments, fostering knowledge-sharing, and supporting best practices across the industry.

If you would like to learn more about AI Agents in FP&A, you are welcome to read the article written by Peter Galik. To watch the videopresentation, please follow this link.

Petr Galík

Petr Galik held a number of Business Finance and Finance leadership roles in FMCG, Retail and Pharmaceuticals with emphasis on business partnering.

He enhanced this capability by also taking 2 commercial roles as part of his career in order to understand how it feels like to be directly responsible for business outcomes.

In recent years Petr has been focusing on unlocking the value of Data to support decision-making and enhance company performance, currently working at Takeda Pharmaceuticals as a Head of Innovation, Analytics and Automation.

Petr studied Corporate Economics and Management at the University of Economics in Prague. His background is mainly in business finance and business analytics.

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Mastering Data in FP&A: Smarter Analytics, Better Decisions
 
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The Face-to-Face Sydney FP&A Board
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The Face-to-Face Singapore FP&A Board: Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
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