Esker, the leading AI Automation Suite for Office of the CFO, today unveiled its Synergy Agentic Framework, a governed agentic layer built on its Source-to-Pay and Order-to-Cash solutions. Building on Esker existing Synergy AI, Synergy Agentic Framework adds new agentic capabilities and advances company vision for governed autonomous finance: AI that acts, finance that talks, and autonomy that's governed. Announcement was made from Lyon, France and Madison, Wisconsin, on September 9, 2026.
Within 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.
Customers using Esker existing automation solutions have reported measurable improvements, including more than 90% touchless invoice processing, over 40% decreases in DSO, and more than 3x faster approvals, dispute resolution, and order processing. Synergy Agentic Framework designed to extend automation from individual tasks toward broader sequences of governed execution.
For finance leaders managing growing workloads across increasingly complex systems and teams, 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 prioritization. Agentic AI capabilities include new layer of reasoning, orchestration, and autonomy, combining Synergy AI, trusted transaction context, workflows, and business rules to execute broader sequences of work.
Synergy Agentic Framework uses shared context, intelligence, and control to connect three capabilities:
Act — Autonomous execution across workflows: Business Agents combine Synergy AI models and predictions with rules, workflows, and actions best suited to each mission, performing repetitive work 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 Framework connects request to right context, workflow, or Business Agent to retrieve information, guide intake, or execute governed action. Interaction bidirectional: platform can also engage users when approval, clarification, or confirmation required.
Connect — Governed access to enterprise ecosystem: 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 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.
Framework also designed to operate as part of customers broader technology ecosystems. Through APIs and emerging standards such as Model Context Protocol MCP and Agent-to-Agent A2A, Esker can securely connect finance workflows and agents with enterprise AI, LLMs, ERP, and CRM environments, while keeping access, permissions, and resulting finance actions governed within Esker.
"Finance leaders seeking trusted solutions that can coordinate work across functions while preserving control, rather than disconnected suite of AI tools," said Eric Bussy, Chief Marketing Officer and Head of Product Management at Esker. "Most AI tools assist users within single task or application," said Jean-Jacques Berard, Chief Product and Technology Officer at Esker. "Value of AI agent does not come from model alone. It comes from combining right intelligence with trusted transaction context, business rules, and governed execution."
About Esker
Esker AI Automation Suite for Office of CFO leverages latest in Agentic AI and automation technologies to optimize working capital and cashflow, enhance strategic decision-making. Source-to-Pay and Order-to-Cash solutions automate any business process while supporting long-term growth strategies. 40+ years industry knowledge, operates in North America, Latin America, Europe and Asia Pacific with global headquarters Lyon, France, and U.S. headquarters Madison, Wisconsin.
