Esker Unveils Synergy Agentic Framework for the Office of the CFO
Wednesday 9th September, 2026
Esker has 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’.
For finance leaders managing growing workloads across increasingly complex systems and teams, the Synergy Agentic Framework removes repetition to help improve working capital, accelerate cash conversion, increase productivity, and strengthen control without adding proportional headcount.
Esker has embedded Synergy AI in finance workflows for years, helping automate document recognition, data extraction, matching, anomaly detection, auto-coding, and prioritisation. 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. Rather than relying on standalone AI agents that automate individual tasks, the Synergy Agentic Framework connects specialised Business Agents, Conversational Finance, human-defined governance, and performance data, enabling work to be executed and governed through one shared operating layer.
From task automation to agentic execution
Within the Synergy Agentic Framework, 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.
One governed agentic framework for the Office of the CFO
The Synergy Agentic Framework uses shared context, intelligence, and control to connect three capabilities: act, talk, and connect:
Act — Autonomous execution across workflows: Business Agents combine Synergy AI models and predictions with the rules, workflows, and actions best suited to each mission, performing repetitive work across source-to-pay and order-to-cash and escalating decisions that require human judgment.
Talk — Conversational interactions with finance processes: Conversational Finance gives users one simple entry point to finance. Users state what they need in natural language, and the Synergy Agentic Framework connects the request to the right context, workflow, or Business Agent to retrieve information, guide intake, or execute a governed action.
Connect — Governed access to the enterprise ecosystem: The Synergy Agentic Framework makes selected Esker finance capabilities available to people, systems, and external agents while identity, permissions, business policies, and resulting actions remain governed within Esker.
Common foundations — Context, intelligence, control, and assurance: Synergy AI and trusted transaction context inform each request and action, while identity, permissions, policies, approval boundaries, evaluation, and auditability govern how and when agents can act. Esker’s Data Lake and Benchmark Intelligence use KPIs, performance history, and anonymized peer benchmarks to identify gaps, measure results, and feed insights that agents and finance leaders can use to improve execution over time.
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.
