Why Salesforce, PayPal, and Team Car Care leaders call AI agents a game changer for finance

Good morning. We are only in the early stages to explore the capabilities and applications of artificial intelligence agents in financing.

It was a fast food from luckThe emerging financial manager occurred on Thursday, which was held in partnership with Workday, a sponsor of the daily financial manager. My colleague Jeff Colvin spoke to Silvio Savarerez, EVP and the chief scientist at Salesforce AI Research; Jimmy Miller, Financial Director and COO in PayPal; Castonguay, the financial manager of team Car Care, died on how their companies benefit from this technology.

Savarerez said: “Artificial intelligence agents can work as complications for the functioning of the work and the workforce of humans – such as the presence of a fleet of agents at your disposal, 24/7.” He described four main components of the agent: memory (to keep information and use it), the brain (for thinking and planning), and players (to implement procedures via applications of application programming), sensors or facades (to communicate with the outside world). AgentFORCE is the AICFORCE platform.

In financing, Savarese explained, agents can automate and customize customer interactions in retail banking services, simplifying operations such as mortgage lending, and improving customer satisfaction with faster approvals. He added that the agents will soon be able to communicate with each other, and they require new protocols for safe interactions. Since the parties to compliance with the artificial intelligence agent are still developing, Savarians have advised to work with legal teams and a risk to develop internal policies in line with the standards of upcoming artificial intelligence.

In PayPal, Miller said the company’s goals use cases that include large -sized manual work or smart decision -making, such as addressing the bill and dues. Agents can format data from multiple formats and automate tasks such as compliance with travel and costs by checking receipts and submitting recommendations. “In our capacity, we are responsible for the financial statements and compliance, so it is important to obtain the correct checks, balances and censorship,” Miller said. “With the right frame, potential applications are limitless.”

Castonguay shared that Care Care Care, the Jiffy Lube brand, focuses on the automation of large -sized handicrafts such as accounting reconciliation and store support. The company publishes an agent to help reconcile inventory transactions, which is a density data process. He said that processing a lot of data was a challenge. He added: “But this is promising, and we expect to see an investment return soon.”

This work requires accountants who focus on data who understand each of the process and how the agent works. This requires all team members to bring ideas to the table. “Whether it is in Salesforce, whether it is on the day of work, whether it is in an original third party tool – how can we benefit from cases of use and technology?” Castonguay said.

Miller’s Agenic Ai described as “the game change”, indicating the huge capitalist investment of technology and private stock companies. “We are only at first,” she said. Castonguay agreed, adding that for companies supported by private stocks such as Team Car Care, cost management with Agentic AI is a top priority.

happy vacation. We see you on Monday.

Sherrill Estrada
Sheryl.strada@fortune.com

This story was originally shown on Fortune.com

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2025-06-13 12:05:00