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Definition · AI in finance

Agentic workflow

Agentic workflow is a multi-step process executed by AI agents that plan, act, and adapt. For agentic workflow, the useful boundary is the data it uses, the tools it can call, the approvals it needs, the review standard, and the finance decision it may influence before the output is trusted or automated.

Also known as agent workflow, AI agent workflow

Written by Pluvo TeamReviewed by Pluvo Team
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Why it matters

Understanding agentic workflow matters because AI-assisted finance work can sound confident even when data, assumptions, or compute paths are wrong. A useful definition keeps the output grounded, reviewable, and accountable. Pluvo turns recurring finance processes into agentic workflows that run on schedule or on a trigger, with every figure computed deterministically and traceable.

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In practice

  • Governance example

    Teams use agentic workflow when they evaluate whether an AI-assisted analysis can be trusted. The useful test is whether the output is tied to approved data, repeatable logic, human review, and an audit trail.

  • Pluvo example

    Pluvo turns recurring finance processes into agentic workflows that run on schedule or on a trigger, with every figure computed deterministically and traceable.

In practice, teams should define agentic workflow with a clear source, owner, time period, and decision before they use it in reporting, planning, or operating reviews.

Understanding agentic workflow matters because AI-assisted finance work can sound confident even when data, assumptions, or compute paths are wrong. A useful definition keeps the output grounded, reviewable, and accountable. Pluvo turns recurring finance processes into agentic workflows that run on schedule or on a trigger, with every figure computed deterministically and traceable.

A strong workflow for agentic workflow separates the definition from the action: first agree what the term means, then decide how it is measured, when it changes, and who is accountable for the next step.

Pluvo turns recurring finance processes into agentic workflows that run on schedule or on a trigger, with every figure computed deterministically and traceable.

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FAQ

What is an agentic workflow?

Agentic workflow is a multi-step process executed by AI agents that plan, act, and adapt. For agentic workflow, the useful boundary is the data it uses, the tools it can call, the approvals it needs, the review standard, and the finance decision it may influence before the output is trusted or automated.

How do agentic workflows automate finance processes?

To use agentic workflow, start with the decision, then confirm the source data, timing, calculation logic, and owner. The analysis is strongest when a reviewer can trace the answer back to the records that produced it.

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Sources

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