But the real question is: should you give an AI agent permission to modify your financial records? For most situations, the answer should be a big NO.

AI agents are excellent at reading data, summarising financial records, uncovering insights, and even recommending what changes should be made. However, granting them write access to your financial data is a different matter altogether.

Financial records are a system of record, and any modification should remain under human control or follow a tightly governed approval workflow, not be performed autonomously by an AI agent.