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What is agentic AI?

AI systems that carry out multi-step work across documents and tools, such as extracting information, classifying transactions, summarizing contracts, identifying inconsistencies, creating supporting schedules, and drafting preliminary financial statements. This class uses agentic AI to connect unstructured sources into a structured reporting package.

Where you will use it: this term comes up in the Applied AI for Finance and Accounting course, and the full course glossary collects every term in one place.

Related terms

From the free Applied AI for Finance and Accounting course by Devon Coombs, CPA, MBA.