RSMUS.comIntroducing Agentic AI (TAI): A new era in treasury management
Kyriba Live 2025, held from May 12–14 in Orlando, Florida, brought together finance and treasury professionals to explore the evolving landscape of financial technology. A standout revelation at the event was Kyriba’s introduction of Agentic AI (TAI), a transformative solution poised to redefine treasury operations.
TAI represents a significant leap forward in AI-powered treasury solutions, designed to empower CFOs and treasury leaders with Kyriba.
- Trusted insights: Providing clarity and confidence in decision-making.
- Trusted connectivity: Seamlessly integrating with existing systems for unified operations.
- Trusted data: Ensuring data integrity and security at every step.
Unlike conventional AI models, TAI is built on a foundation of trust, addressing common concerns around data privacy and transparency. It operates within a secure environment, ensuring that financial data remains protected and compliant with industry standards.
Insights from IDC’s Info Brief: The growing role of AI in treasury
An IDC Info Brief, sponsored by Kyriba, highlights the increasing importance of AI in treasury management.
- Market growth: The public cloud treasury management software market is projected to grow at a 16% CAGR from 2023 to 2028, driven by demands for real-time visibility and regulatory compliance.
- Treasury priorities: 78% of treasury professionals rank contributing to the bottom line as a high priority, with a similar emphasis on liquidity risk management and stewardship of financial transactions.
- AI adoption: Over 84% of treasury professionals agree that generative AI will significantly impact treasury processes in the next 24 months.
These findings underscore the growing reliance on AI to enhance efficiency, accuracy, and strategic decision-making in treasury functions.
Building trust in AI: A core principle of TAI
Trust remains a pivotal factor in AI adoption. TAI addresses this by:
- Data security: Utilizing an embedded large language model (LLM) that does not train on customer data, ensuring privacy and compliance.
- Transparency: Providing clear insights into AI decision-making processes, allowing users to understand and trust outcomes.
- Human oversight: Incorporating human-in-the-loop mechanisms to validate and guide AI actions, maintaining control and accountability.
This approach aligns with insights from CFO leaders, emphasizing the necessity of trust in AI adoption for effective treasury management.
Looking ahead: The future of treasury with TAI
As the treasury landscape continues to evolve, TAI stands at the forefront, offering:
- Enhanced efficiency: Automating routine tasks to free up resources for strategic initiatives.
- Improved accuracy: Leveraging AI to provide precise cash forecasts and risk assessments.
- Strategic insights: Empowering treasury teams with data-driven insights for informed decision-making.
TAI not only addresses current challenges but also anticipates future needs, positioning organizations for success in an increasingly complex financial environment.
Partnering for success: RSM US LLP and Kyriba
As a proud partner of Kyriba, RSM US LLP is committed to helping organizations harness the power of TAI to transform their treasury operations. Our collaboration ensures that clients receive tailored solutions that align with their unique needs and objectives.
Discover how RSM can help you revolutionize your treasury functions: Treasury global services | Services | RSM US
Learn more about how Agentic AI is advancing autonomous decision-making—and how your organization can take advantage of this emerging innovation.
For additional insights, explore the IDC InfoBrief.
Stay tuned for more updates and thought leadership on the future of treasury and finance.
Michael Kapala
Mike is in the data and digital services practice, providing implementation experience and sharing best practices around treasury management optimization. His industry experience includes financial services, health care, real estate, and manufacturing. Mike has over five years of finance and technology transformation experience. Prior to joining RSM in 2021, he spent five years with a management consulting firm as a senior consultant in their treasury advisory services group.
