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Esker’s New Agentic AI Framework to Better Govern Finance

The Synergy Agentic Framework adds new agentic capabilities and advances the company’s vision for governed autonomous finance: AI that acts, finance that talks, and autonomy that’s governed.

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Esker unveiled its Synergy Agentic Framework, a governed agentic layer built on its source-to-pay and order-to-cash solutions.

Building on Esker’s existing Synergy AI, the Synergy Agentic Framework adds new agentic capabilities and advances the company’s vision for governed autonomous finance: AI that acts, finance that talks, and autonomy that’s governed.

“Finance leaders are seeking trusted solutions that can coordinate work across functions while preserving control, rather than a disconnected suite of AI tools,” says Eric Bussy, chief marketing officer and head of product management at Esker. “With the Synergy Agentic Framework, Esker is helping the office of the CFO do just that: use AI as a governed extension of their finance team, from automating tasks to fully orchestrated agentic workflows that support decision-making."

 

Key takeaways:

 

·        Synergy Agentic Framework removes repetition to help improve working capital, accelerate cash conversion, increase productivity, and strengthen control without adding proportional headcount.

·        Agentic AI capabilities include a new layer of reasoning, orchestration, and autonomy, combining Synergy AI, trusted transaction context, workflows, and business rules to execute broader sequences of work.

·        Business Agents move repetitive execution out of human task queues while allowing teams to retain control over judgment, policy, and exceptions. Across source-to-pay and order-to-cash, Business Agents can identify invoice exceptions, route approvals, prioritize collections, assess credit risk, support cash application, resolve claims, and help customer service teams respond faster to inquiries.

·        The Synergy Agentic Framework uses shared context, intelligence, and control to connect three capabilities: act, talk, and connect:

  • The Synergy Agentic Framework is also designed to operate as part of customers' broader technology ecosystems. Through APIs and emerging standards such as Model Context Protocol (MCP) and Agent-to-Agent (A2A), Esker can securely connect its finance workflows and agents with enterprise AI, LLMs, ERP, and CRM environments, while keeping access, permissions, and resulting finance actions governed within Esker.

 

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