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Home » AI Agent & Copilot Podcast: How Solver Is Transforming Financial Planning with AI Agents
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AI Agent & Copilot Podcast: How Solver Is Transforming Financial Planning with AI Agents

Giuseppe IanniBy Giuseppe IanniApril 21, 20261 Min Read
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In this episode of the AI Agent & Copilot Podcast, Giuseppe Ianni is joined by Tad Remington, Chief Commercial Officer at Solver, who discusses how AI is transforming financial planning and analysis through intelligent agents.

Key Takeaways

  • The Rise of AI in FP&A: Remington emphasizes that AI is no longer experimental in finance, it’s operational. Organizations are increasingly relying on AI agents embedded in FP&A tools to enhance analysis and planning. As he notes, “they really like the analysis capabilities that we have built in,” highlighting strong adoption of AI-driven insights across finance teams.
  • Trusted Data Is the Foundation: A major differentiator for Solver is its reliance on curated, governed data. Remington explains that AI outputs are only as good as the inputs: “it works off of the reports that they’ve developed….” This ensures accuracy, security, and trust in AI-generated insights.
  • Autonomous Finance Is Coming Fast: One of the most forward-looking insights is the move toward autonomous agents. Remington shares, “we want to get to… the autonomous agent kind of era,” where financial processes run independently and take action without prompts, signaling a major shift in how finance teams operate.

Community Summit North America is the largest independent innovation, education, and training event for Microsoft business applications delivered by Expert Users, Microsoft Leaders, MVPs, and Partners. Register now to attend Community Summit in Nashville, TN from October 11-15.

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