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Our Roadmap to the Agentic Future
We're engineering the future of finance — one intelligent agent at a time. Here's what's coming as we build toward our January 1, 2026 launch.
Join the Journey
Phase 1 – Foundation
Now → December 2025 | Building the Core
We're laying the groundwork for a new era in financial operations. Our team is architecting the Agentis Core Framework, a sophisticated infrastructure designed to power autonomous finance agents that understand context, adapt to complexity, and deliver insights with precision.
This foundational phase focuses on developing and training our first generation of specialized agents. Our Cash Flow and Forecast Agents are learning from thousands of financial scenarios, understanding seasonal patterns, identifying anomalies, and predicting liquidity needs with unprecedented accuracy.
We're building alongside an elite community of CFO advisors who bring decades of real-world expertise. Their insights shape every decision, ensuring our agents solve actual problems faced by finance leaders daily. Simultaneously, our Thought Leadership Hub is becoming the destination for forward-thinking finance professionals exploring the agentic revolution.
Core Framework
Engineering intelligent infrastructure
Agent Training
Cash Flow & Forecast intelligence
CFO Advisors
Real-world expertise shaping design
Thought Leadership
Insights for the agentic era
Engineering intelligence that thinks like finance.
Phase 2 – Launch
January → March 2026 | The Dawn of the Finance Agent
January 1, 2026 marks the beginning of autonomous finance. We're launching our first suite of production-ready agents: Cash Flow Agent, Forecast Agent, and Close Agent. These aren't simple automation tools — they're intelligent systems that understand financial nuance, learn from your organization's patterns, and proactively surface insights that drive better decisions.
Cash Flow Agent
Real-time liquidity intelligence and predictive cash positioning
Forecast Agent
Dynamic planning that adapts to changing business conditions
Close Agent
Automated month-end with accuracy and speed
Seamless integration is critical to adoption. We're launching with native connectors to QuickBooks, Xero, and Microsoft Dynamics 365, ensuring your agents work within your existing technology ecosystem. No rip-and-replace. No migration headaches. Just intelligent enhancement of what you already use.
From day one, we're publishing transparent ROI benchmarks and real use cases from early adopters. Finance leaders will see concrete evidence of time savings, accuracy improvements, and strategic value delivered by autonomous agents.
From spreadsheets to self-driving finance.
Phase 3 – Expansion
Q2 → Q4 2026 | Scaling Intelligence Across the Enterprise
As our agent ecosystem matures, we're expanding into more complex financial domains. The Board Pack Agent transforms executive reporting from a monthly scramble into an automated process that synthesizes data from across the business, crafting narrative-driven insights tailored for board-level audiences.
Our Compliance Agent brings proactive intelligence to regulatory requirements, monitoring changes in accounting standards, flagging potential issues before they become problems, and maintaining audit-ready documentation automatically.
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Q2 2026
Board Pack Agent launch and compliance intelligence
2
Q3 2026
Multi-entity support for complex organizational structures
3
Q4 2026
Microsoft Fabric & Power BI deep integration
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This phase brings enterprise-grade capabilities: support for multi-entity organizations with complex hierarchies, consolidated reporting across geographies, and intercompany reconciliation. We're also building deep integrations with Microsoft Fabric and Power BI, enabling agents to leverage your existing data infrastructure and deliver insights through the analytics tools your teams already trust.
Intelligence without boundaries.
Phase 4 – Autonomy
2027 and Beyond | Finance That Runs Itself
The future of finance isn't just automated — it's autonomous. Our agents will continuously learn from every financial cycle, building deeper understanding of your business patterns, industry dynamics, and economic conditions. They'll anticipate needs before you articulate them, identify opportunities you might miss, and optimize processes in real-time.
Cross-Agent Collaboration
Agents working together to solve complex problems
Continuous Learning
Intelligence that evolves with your business
Manufacturing Pack
Specialized for production and inventory
SaaS Pack
Built for subscription and recurring revenue
Retail Pack
Optimized for merchandise and omnichannel
We're developing industry-specific Agent Packs tailored to the unique challenges of manufacturing, SaaS, retail, and beyond. Each pack brings domain expertise encoded into specialized agents that understand your industry's metrics, cycles, and benchmarks.
Most exciting is cross-agent collaboration. Your Cash Flow Agent will communicate with your Forecast Agent to refine predictions. Your Close Agent will alert your Compliance Agent about potential issues. The entire system becomes a unified intelligence layer that thinks holistically about your finance function.
This is the future we're building: finance operations where human creativity and strategic thinking are amplified by autonomous intelligence. Where CFOs and their teams focus on decision-making and value creation while agents handle the operational complexity. Where finance truly becomes a strategic driver of business growth.
Human creativity + autonomous intelligence.