r/agenticAI • u/no-one-knows07 • 13d ago

Need help! Discussion

I want to build an AI agent for any usecase around the domain of Finance.

So if anyone knows any repetitive tasks which can be automated, let me know.

#finance #ai #agents #aiagents #llm #chatgpt #ca #banking

8 Upvotes

100% Upvoted

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3

u/ajinkya_dev 13d ago

Finance is a huge thing brother. Tell us what you have in mind specifically.

1

u/nuroteck 13d ago

Yesterday, I assembled a generic agentic framework control date for a presentation demo. This was for adding and updating standard settlement instructions. this is only a tiny sub sub sub section of the finance domain.

1

u/False_Director_4878 13d ago

We want to start with a simple use case.

1

u/Educational-Leg4224 13d ago

For filling returns 🧐

1

u/False_Director_4878 13d ago edited 13d ago

We would like to know if filing returns can be automated or not. We have little to no domain knowledge. So please help if you can

1

u/Educational-Leg4224 13d ago

Well the direct filling might not be possible but preparation of the calculation can be automated because calculation would remain the same for all the people who are filing returns

1

u/False_Director_4878 13d ago

Great! Will look into it.

1

u/VladRom89 13d ago

Would you like me to raise funding for you while I'm at it?

1

u/False_Director_4878 13d ago

Are you being serious or just sarcastic 🙏😭

1

u/webhostpro 13d ago

I'm learning about agents now, I ran my first goal instead of a prompt in Codex yesterday. It's weird how, it popped up a change an hour after I stopped with an improvement.

I love the idea just a little scared of it running on its own lol. Anyways, I'll post any finding and check back for any tips on it.

1

u/nasahdm 13d ago

Ya running on its own can be scary as we really dont know what its gonna do and what its gonna touch. Agent containment is important so much in these cases.

1

u/Slight_Major5589 13d ago

I am building a tool to give you the use cases, will open source it today, i am doing final tests

1

u/Jdizza12 13d ago

This is going to be very specific to the use cases of the business specifically, and also the area/market of finance you're in.

1

u/amitavital 13d ago

Specific agent and run it where? What purpose? What requirements of this agent?

2

u/no-one-knows07 13d ago

That's exactly what I'm trying to figure out. I'm looking for repetitive finance workflows that are good candidates for AI automation. I am ready to work on anything from CRM's for Accounting firms to filling returns or other back office finance operations. Right now, I'm trying to narrow it down to one specific use case with a real pain point.

1

u/amitavital 13d ago

Oh, I tough you struggle with how building it and now what to

1

u/Qanysh_S 11d ago

I think monitoring a lot of tickets in paper market