Limited invitations · Complimentary with your code
A Custom Agentic AI Finance Plan for your Organization
A finance-specific readiness plan crafted by practitioners who have run transformation.
Not a generic checklist or PDF download. A governed plan for where agentic AI removes manual work in your finance operation, ranked by payback and sequenced into action.
Five finance domains assessed against your current state
Payback-ranked 30/60/90 day roadmap, not a strategy slide deck
Governance and audit-ready controls designed in from the start
5Finance domains scored and ranked by payback
~2 wksFrom scoping call to live Blueprint walkthrough
$10KCustom engagement value, complimentary with your code
Trusted by enterprise finance and operations teams
Overview
What is the Agentic AI Finance Blueprint?
The Agentic AI Finance Blueprint is a structured readiness assessment for finance operations: it scores five domains (close, reconciliations, AP/AR, reporting, controls), ranks automation opportunities by payback, and delivers a sequenced 30/60/90 day roadmap. Built for agentic automation rather than generic Copilot deployment, you start with a 30-minute scoping session and receive a document your CFO can take to the board, not shelf-ware. Normally a $10,000 engagement; complimentary with a valid invitation code.
What you receive
Deliverables built to drive decisions.
Actionable outputs, not a shelf-ware report. Every item is designed to align your team and sequence next steps.
Custom Blueprint document
Your operation scored across five finance domains, with automation opportunities ranked by estimated payback.
30/60/90 day roadmap
Prioritized action items with labor and cycle-time impact estimates, sequenced by feasibility and return.
Governance framework
Audit-trail design, exception escalation paths, and SOX-relevant control thinking for finance-grade agentic AI.
Live walkthrough session
We present the Blueprint, answer your team’s questions, and hand over the document to share internally.
How it works
Three steps. One clear timeline.
Register with your code, scope your operation on a 30-minute call, and receive your crafted Blueprint in a live walkthrough.
01
Register
Claim your complimentary Blueprint with your invitation code. We confirm fit and schedule a 30-minute scoping session with Neeraj Mathur and Amit Gupta.
02
Scope
On the call, we map your close cadence, exception pain points, current automation footprint, and the workflow you want to tackle first.
03
Craft
Forward-deployed engineers and finance SMEs build your Blueprint: domain scores, payback-ranked opportunities, and a governance lens.
2 min
Register with your invitation code
1 day
We schedule your scoping call
30 min
Scoping call with Neeraj and Amit
~2 wks
Blueprint crafted and walkthrough delivered
Inside the Blueprint
Five finance domains, assessed for your operation.
Each dimension is scored against your current state and ranked by estimated payback for your operation.
Dimension 01
Close & period-end
Where the close loses a week: journal entries stuck in email, intercompany eliminations, and tasks that could run without a human in the loop.
Typical impact: 3–7 days shaved off close cycle when top manual tasks are automated
Dimension 02
Reconciliations
Exception handling buried in inboxes, match logic that still needs manual review, and the reconciliations your team dreads every month.
Typical impact: 40–60% reduction in reconciliation exception handling time
Dimension 03
AP & AR
Invoice coding, three-way match exceptions, cash application, and vendor or customer workflows with the highest manual load.
Typical impact: 50%+ of invoice and cash-application exceptions resolved without human touch
Dimension 04
Reporting & analytics
Reporting cycles that could run themselves, management packs assembled by hand, and variance analysis that takes days instead of hours.
Typical impact: Reporting cycles compressed from days to hours with governed automation
Dimension 05
Controls & governance
Audit-trail design, human-in-the-loop escalation, SOX-relevant control thinking, and the governance layer finance-grade agentic AI requires.
Typical impact: Audit-ready controls designed in from day one, not bolted on after
Fit
Who this Blueprint is for.
Senior finance leaders at enterprises ready to move beyond generic AI strategy slides.
CFOs and Controllers who need a sequenced plan with payback estimates, not another vendor demo.
VP Finance and FP&A leaders mapping where agentic AI fits across close, reconciliations, and reporting.
Finance transformation leads evaluating automation ROI and governance for SOX-relevant workflows.
Invited enterprise leaders with a valid channel code from a webinar, influencer, or outbound campaign.
Who crafts it
Practitioners who have run finance transformation at scale.
Your scoping session and Blueprint are led by:
Blueprint co-crafter
Neeraj Mathur
Goldman Sachs trading technology, intelligent automation at VMware and UiPath, co-author of a book on intelligent automation, and lecturer at Carnegie Mellon’s Heinz College.
Blueprint co-crafter
Amit Gupta
Chartered accountant who ran finance and accounting transformation at Genpact for a decade and led BPS at Wipro, with a track record managing a $40M-plus book.
Customer results
Trusted by finance and operations leaders.
Enterprise teams use Kognitos to remove manual work across finance workflows—the same discipline behind your Blueprint.
3,300 hrs saved / year
“Kognitos helped us eliminate 3,300 hours of manual work per year. Their team understood the human element of AI, and it has been a fantastic partnership. I absolutely would recommend them.”
Scott Mallory
President & CEO, JBI Interiors
98% success rate
“Working with Ableneo to implement Kognitos’ automation solutions has been transformative for our unstructured document processing tasks. We’ve seen an impressive 98% success rate, allowing our team to focus on more strategic initiatives.”
Martin Borsky
CFO, EOS Group
23x projected ROI
“How long does it take to stand up and how good is this thing? Kognitos has exceeded the bar on both dimensions. You can eventually get to something working with UiPath, but you can’t get there without a ton of implementation and maintenance.”
Gayatri Narayan
SVP Digital Products & Services, Fortune 50 F&B Company
Invitation required
Ready to claim your Blueprint?
Enter your invitation code and details. We follow up within one business day.
Confidential. Senior finance leaders at enterprise organizations.
Frequently asked
Common questions.
A structured finance readiness assessment that scores five domains, ranks automation opportunities by payback, and delivers a sequenced roadmap. Complimentary with a valid invitation code (normally valued at $10,000).
A working session to understand your operation: close cadence, exception pain, automation footprint, and the workflow you flagged in registration. That input shapes everything in the Blueprint.
Senior finance leaders at enterprises in our current ICP with a valid channel code, a finance leadership title, and a work email on your company domain. If you do not qualify, our Solutions team will still book time with you.
Yes. This is an invitation-only offer. Add your unique invite code in the registration form to redeem your complimentary Blueprint. If you received a code by email or at an event, enter it exactly as shown.
Limited slots this month
A custom plan for your finance operation.
Claim your complimentary Blueprint with your invitation code. No purchase required.
Invitation required
Claim your complimentary Blueprint
Enter your details and invitation code. We follow up within one business day.
Confidential. For senior finance leaders at enterprise organizations with a valid invitation code.
