What’s Next in AI: Agentic Platforms Transforming Audit, Finance & Enterprise Services
As artificial intelligence continues to evolve, the rise of agentic AI platforms is redefining how businesses operate. These intelligent agents—powered by advanced large language models (LLMs)—are capable of autonomous decision-making, task execution, and workflow orchestration. While OpenAI’s ChatGPT Agent has led the charge, a new wave of innovation from global tech leaders is expanding the ecosystem, offering powerful tools for audit, finance, and enterprise services.
Emerging AI Agents from Industry Leaders
Anthropic – Claude 4 Opus & Sonnet
Released in May 2025, Claude 4 models are designed for advanced reasoning, ethical decision-making, and autonomous coding workflows. These agentic LLMs are ideal for industries requiring layered logic and compliance-sensitive automation.
Use Case Example: Automating internal audit documentation with traceable reasoning and ethical safeguards.
Google DeepMind – Gemini 2.5 & AlphaEvolve
Google’s Gemini 2.5 Pro and Flash models (March–June 2025) feature “Deep Think” capabilities and large context windows. AlphaEvolve, Google’s agentic coding environment, evolves algorithms over time. Their Conversational Agents Console supports enterprise deployment across cloud systems.
Use Case Example: Continuous optimization of financial forecasting models using evolutionary coding agents.
Zoho – Zia LLM & Agent Studio
Zoho’s Zia platform includes 40 pre-built agents and a no-code builder, enabling businesses to create custom workflows without technical expertise. It’s a cost-effective solution for SMEs and enterprise teams alike.
Use Case Example: Automating invoice processing and approval workflows in finance departments.
Writer AI – Action Agent
Writer’s Action Agent is a high-performance enterprise tool that integrates with over 600 platforms. It excels in multi-step task execution and outperforms competitors in benchmarks like GAIA Level 3 and CUB.
Use Case Example: End-to-end automation of market research, report generation, and stakeholder communication.
Zhipu AI – GLM 4.5 (China)
Zhipu’s GLM 4.5 is an open-source agentic LLM optimized for task decomposition and execution. With over 1,500 LLMs released in China, the region is a global leader in agentic AI innovation.
Use Case Example: Automating regulatory compliance checks across multilingual jurisdictions.
AI Applications in Audit, Finance & Enterprise Services
1. Intelligent Document Drafting
Agents can generate audit reports, financial summaries, and compliance documentation with minimal human input—reducing turnaround time and improving consistency.
2. Automated Risk Assessment
AI agents analyze transactional data to flag anomalies, assess risk exposure, and recommend mitigation strategies in real-time.
3. Predictive Financial Modeling
Agentic platforms like Gemini and Claude can simulate market scenarios, optimize investment strategies, and forecast revenue trends.
4. Workflow Orchestration
Tools like Writer’s Action Agent automate multi-step processes across ERP, CRM, and accounting platforms—streamlining operations and reducing manual errors.
5. Client Interaction & Support
Conversational agents handle client queries, generate personalized financial advice, and manage onboarding processes—enhancing customer experience.
Strategic Shifts Required
- Smart Procurement: Choose vendors aligned with data governance, compliance, and integration needs.
- Audit-by-Design: Ensure agents include traceability, action logging, and escalation protocols.
- Talent Transformation: Professionals must shift from manual execution to supervising and orchestrating agent workflows.
- Interoperability Standards: Adopting protocols like Model Context Protocol (MCP) helps unify agent platforms across vendors.
Vendor Snapshot
Current LLM models that are supporting the assurance and audit industries to build and scale efficiencies.
| Model | Strategy Focus | Enterprise-Ready Agent Features |
|---|---|---|
| OpenAI (ChatGPT Agent) | Deep research, tool-driven task execution | Pro/Plus access, web browsing, doc creation |
| Anthropic (Claude 4) | Ethical design, layered reasoning | Advanced coding and reasoning agents |
| Google (Gemini + AlphaEvolve) | Multimodal LLMs + agent frameworks | Evolutionary coding, internal cloud agents |
| Zoho (Zia) | Cost-effective, no-code enterprise tools | Pre-built agents and custom builder |
| Writer AI (Action Agent) | Orchestration across business tools | High benchmark performance, cross-stack execution |
| Zhipu / GLM-4.5 (China) | Open-source, task decomposition agents | Cost-efficient, accessible global agent |
Final Takeaway
The rise of agentic AI platforms marks a new era in enterprise automation. From audit and finance to client services and compliance, intelligent agents are transforming workflows, enhancing decision-making, and driving operational efficiency.
At Baker Tilly UAE, we are committed to helping our clients not only adapt to this transformation—but lead it. Through our AI advisory, digital audit solutions, and finance services, we empower organizations to:
- Accelerate growth by streamlining operations and unlocking new efficiencies.
- Enhance decision-making with predictive insights and intelligent reporting.
- Strengthen compliance through traceable, auditable AI workflows.
- Build future-ready teams with training and enablement programs tailored to AI integration.
Whether you're exploring AI for the first time or scaling enterprise-wide automation, Baker Tilly UAE provides the strategic guidance, technical expertise, and operational support to help you achieve more—securely, intelligently, and confidently.
Let’s build the future of intelligent enterprise together.
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