Finance teams today aren’t just evaluating technology for marginal gains—they’re racing to solve core business problems.
According to the 2025 Gartner Business Buyer Survey, modernization in finance is being driven by operational inefficiencies, global expansion, limited data visibility, and the inability of legacy systems to support innovation. In short, the tools many finance teams rely on are no longer built for the jobs they’re being asked to do.
As CFOs seek more strategic influence in the business, the pressure is mounting to adopt smarter, faster, and more flexible systems. Increasingly, that means turning to platforms infused with Agentic AI, a new generation of intelligent automation that doesn’t just suggest actions, but takes them.
Outdated Systems Are a Barrier to Strategic Execution
Legacy finance systems not only fail to keep pace with new technologies like AI, but they actively block progress. CFOs, FP&A leaders, and controllers all agree: outdated platforms lead to rising support costs, a lack of data integration, and limited reporting capabilities.
- CFOs are focused on driving performance through smarter IT investments, recognizing that legacy systems compromise risk management and limit real-time insights.
- FP&A leaders struggle with siloed data that undermines reliable forecasting and scenario planning, two capabilities that are increasingly critical in volatile markets.
- Controllers face a lack of built-in reconciliation and validation, making it harder to ensure consistent financial data across entities and geographies.
Modern platforms that embed automation and analytics into everyday workflows are helping finance teams move from reactive to strategic. But to make that leap, they must first retire the systems holding them back.
Here are the 7 most pressing business issues pushing finance teams to invest in modern software, and how solutions like Auditoria.ai are helping them solve these challenges with intelligent, autonomous workflows."
1. Outdated Systems Are Blocking Strategic Agility
Legacy finance systems weren’t designed for today’s business landscape. They’re slow to adapt, expensive to maintain, and notoriously difficult to integrate with modern tools. Worse, they’re often incompatible with the data and AI capabilities that CFOs now need to deliver strategic insights.
Gartner reports that 71% of finance leaders plan to adopt flexible ERP architectures within two years. This is more than a tech upgrade. It’s a strategic necessity. Finance leaders can’t remain reactive. They need intelligent systems that adapt quickly, enable scenario modeling, and surface insights in real time.
That’s where Agentic AI becomes a game-changer. Unlike traditional automation, which depends on static workflows, Agentic AI can autonomously initiate processes, like resolving invoice discrepancies or escalating compliance issues, based on dynamic context. It’s not just supporting finance teams; it’s working alongside them.
2. Manual, Inefficient Workflows Continue to Drain Resources
Despite years of digital transformation, finance teams are still drowning in inefficiencies. Manual reconciliations, fragmented tools, and time-consuming approvals are common and costly.
Gartner found that the median number of employees supporting finance operations has increased, not decreased, in many organizations. That suggests automation efforts to date have fallen short, often due to the rigidity of traditional platforms or incomplete implementations.
Today’s finance leaders are looking for intelligent automation powered by Agentic AI. Instead of simply digitizing manual tasks, these systems interpret context, learn from patterns, and make decisions autonomously. That means fewer human handoffs, faster closes, and less risk of error.
3. Global Expansion Is Complicating Compliance and Planning
As companies expand into new markets, finance teams are being asked to support increasingly complex operations across currencies, tax codes, and regulatory environments. Static systems can’t handle the fluidity required for global business.
FP&A leaders need tools that support scenario planning, localized compliance, and rapid reforecasting. They also need real-time visibility across geographies to respond to shifts in global markets.
Modern platforms that embed Agentic AI can automatically adjust reporting structures, identify compliance risks, and adapt workflows based on local rules. That kind of responsiveness is essential when operating across multiple jurisdictions and time zones.
4. Demand for Real-Time Insights Is Outpacing Legacy Reporting
Finance teams are under pressure to deliver data-driven decisions — not monthly, but daily. Unfortunately, most traditional systems rely on batch reporting and disconnected data sources, making real-time insight impossible.
Without continuous access to data, teams can’t confidently forecast or respond to emerging trends. This puts organizations at a strategic disadvantage, especially in volatile markets.
Agentic AI helps bridge this gap by unifying disparate data sources and surfacing insights on demand. These systems don’t wait for users to request reports—they detect anomalies, flag risks, and proactively recommend action. It’s a major step forward in turning finance into a real-time decision engine.
5. Poor Data Infrastructure Undermines AI Potential
There’s no question AI will shape the future of finance, but only if the underlying systems can support it. Many legacy ERPs and point solutions simply don’t provide the clean, structured, and connected data required to train and operate AI models effectively.
Even organizations experimenting with AI often fail to realize its full potential because their platforms weren’t designed with AI in mind.
Agentic AI systems solve this by tightly integrating data capture, workflow automation, and decision intelligence. They don’t just analyze data, they’re built to act on it. For CFOs exploring AI strategies, the message is clear: modernize first, then scale.
6. Migration Fears Are Slowing Modernization Efforts
While the need for change is urgent, many organizations are still hesitant to begin modernization due to concerns about complexity, cost, and risk. Past experiences with clunky migrations and failed integrations have left scars.
Finance leaders want reassurance that new systems will integrate seamlessly with existing tools, migrate data safely, and avoid business disruption.
What they’re looking for are solutions that offer pre-built connectors, flexible APIs, and guided implementation. Agentic AI can even assist here, identifying migration bottlenecks or cleansing and structuring data during the transition, making modernization less daunting and more achievable.
7. Legacy Tools Are Driving Away Top Finance Talent
Today’s finance professionals are digitally fluent, data-savvy, and eager to work in high-impact roles. But outdated systems force them into repetitive, administrative work, leading to disengagement and attrition.
Attracting and retaining talent means providing tools that empower people to focus on strategic contributions, not manual processing. Agentic AI helps deliver on this promise by handling routine tasks autonomously, giving employees more room to lead, analyze, and innovate.
Companies that modernize their finance tech stack will not only improve operational performance—they’ll also become magnets for high-performing talent.
Modern Finance, Powered by Agentic AI
At Auditoria.ai, we understand the urgency finance teams are facing. Our platform was built from the ground up to address these challenges head-on, with Agentic AI at its core.
Auditoria goes beyond traditional automation by delivering intelligent, autonomous workflows across accounts payable, receivable, audit readiness, and more. Our Agentic AI agents act proactively, reducing manual work by up to 80%, shortening close cycles, and improving audit compliance—without overhauling your entire tech stack.
If you’re looking to modernize, eliminate inefficiencies, and build a future-ready finance function, Auditoria.ai is ready to help. Schedule a demo today to see how intelligent automation can solve your most urgent finance challenges.