FIS reveals agentic AI offering for CFOs FIS introduces FIS Agentic Insights Suite FIS has announced the FIS Agentic Insights Suite, an agentic AI platform designed to empower CFOs and finance functions with the ability to optimise cash flow forecasting, lessen credit risk and improve working capital management. The solution consolidates all dispersed data, both internal and external, for predictive insights.
This launch will address a new level of complexity for finance teams finding the data they need to make decisions on time. The new financial planning features introduced with this launch do not only focus on specific tasks. They combine data, analyze the financial situation, and recommend the next steps to users to spot issues early.
Unifying Financial Data for Better Decision-Making
FIS Agentic Insights Suite integrates data from inhouse, financial, systems, and third-party sources like credit bureau data, and publicly available data. The solution offers a single view of relevant information to finance, credit, and treasury teams and reduces manual reconciliation and data discrepancies between systems.
Its capabilities include real-time account scoring and recommendations, allowing teams to focus on accounts and address emerging risks. The platform also assesses credit risk, business health, and environmental, social, and governance (ESG) factors by combining multiple data sources.
Also Read: TruChoice Financial Partners with Zocks to Accelerate AI-Powered Operational Efficiency for Financial Professionals
“Most finance teams can tell you what happened to their cash last quarter; very few can tell you what happens next month with confidence,” said Andrés Choussy, President, Capital Markets at FIS. “FIS Agentic Insights Suite changes that: it does the work of pulling together credit, treasury and market signals and showing a CFO where the risk sits before it reaches the books. That is how FIS helps clients put their money to work, turning cash from something they report on into something they actively manage.”
Introducing Multi-Horizon Cash Flow Forecasting
The second exciting new addition is a cash flow forecasting module that employs machine learning and simulations to project cash balances over customizable time frames. Instead of just a single forecast, the module considers a range of possible cash flow trajectories so finance teams can understand how their cash flow changing over time might impact liquidity.
This example can also enable your team to understand the impact of late customer payments and quicker cash outflows from your account. Because of this, you can plan more proactively when it comes to liquidity, cash flow, and working capital.
It has a natural-language interface that allows users to pose questions in natural language, and deliver the answers as dashboards using Microsoft Power BI. Standardized reporting is designed to ensure teams will work from the same data across different functions.
Improving Working Capital and Finance Operations
The FIS Agentic Insights Suite can be integrated into an organization’s finance workflows instead of having to replace an entire technology environment. It works with FIS receivables solutions, including GETPAID and BillerIQ, and treasury solutions, such as Integrity and Quantum.
The platform claims to enable self-service setup and deployment “in weeks rather than months.” The platform, by assisting finance teams to focus on collections, flag risks and improve DSO, can drive an increase in efficiency without additional headcount, based on the company.
In subsequent updates, FIS will add payment anomaly detection and forecast dispute resolution to its platform to add to the platform’s array of services in financial risk management and receivables, the company added.
Advancing AI Adoption in the Office of the CFO.
The release comes amid finance leaders who are considering the use of agentic AI to better working capital and automate finance workflows. As an FIS study, Deloitte’s 2026 Finance Trends, 46% of finance leaders worldwide said working capital tuning would be the main focus of the agentic AI and 14% said AI agents are now fully integrated into their finance function.
FIS Agentic Insights Suite is a response to this evolution, combining cash forecasting, credit intelligence and treasury data to deliver real-time “forecasts” to CFOs. The solution is designed to enable CFOs to predict financial pressure, allocate resources optimally, and act sooner to changing conditions within their business.
