PwC, OpenAI Prep AI Treasury A
After years of skepticism, agentic AI is reshaping the way CFOs run their organizations.
Global accountancy and consulting firm PwC and OpenAI are teaming up to bring agentic AI to CFOs and their organizations. They promise that their agents can benefit financial organizations’ planning, forecasting, reporting, purchasing, payments, treasury and tax functions.
Technology is no longer seen as emerging – it is now widely accepted as an essential tool to optimize operations and drive long-term growth.
As recently as October 2025, AI remained controversial. Deloitte faced a $290,000 judgment in Australia after submitting a report to Australia’s Department of Employment and Workplace Relations that included a number of generic AI hallucinations, triggering litigation. Such incidents alerted accountants to the technology and its shortcomings.
Yet, with a little help from the human touch, an appreciation of AI input has evolved rapidly. PwC and OpenAI have clearly defined roles: AI agents execute and coordinate tasks, while PwC staff supervise – a structure designed to minimize the risk of hallucinations.
The proposal is based on real-world experiences
OpenAI is billed as “customer zero”. According to a prepared statement, the company uses the ChatGPT AI chatbot and Codex Software coding agents in its own finance organization, where they “monitor payments, review contracts, update forecasts and prepare reporting materials.” Meanwhile, PwC applies that information to other companies. The lessons learned at OpenAI will help other CFOs.
According to OpenAI officials, some of the complex corporate workflows managed by AI agents include processing five times more contracts than without adding professionals to the existing team and managing more than 200 investor interactions during a fundraising event.
PwC and OpenAI appear to have mastered the art of deploying agentic workflows.
Yet, in this rapidly evolving new world, PwC does not work exclusively with OpenAI. The firm recently announced another collaboration with OpenAI rival Anthropic. PwC is providing its large client portfolio with access to Anthropic’s Cloud AI Assistant. According to PwC, clients in financial services, pharmaceuticals and life sciences are particularly interested in the capabilities of the cloud. In the insurance sector, underwriting cycles can be reduced from weeks to days. In cybersecurity, agents respond to threats in minutes rather than hours. The reimagining of the CFO office is just beginning.
