OpenAI and PwC collaborate to reimagine the office of the CFO

Source: OpenAI Blog

Collaboration Overview

Finance teams sit at the center of how organizations plan, allocate capital, manage risk, and make decisions. To help them keep up with growing demands, PwC and OpenAI are collaborating to reimagine the office of the CFO with AI agents that can automate workflows, coordinate across systems, surface risks and insights, and support better decisions with strong governance and human oversight.

Together, PwC and OpenAI are building AI agents around the core operating rhythms of finance, from planning, forecasting, and reporting to procurement, payments, treasury, tax, and the accounting close.

What sets this collaboration apart is its focus on building in the real world, not just designing in theory. For example, PwC and OpenAI are building a procurement agent inside the OpenAI finance organization, and are applying those learnings to additional agents across core finance workflows.

AI Agents in Finance

OpenAI has already been applying AI agents across its own finance organization, using tools like ChatGPT and Codex to support workflows across investor relations, treasury, tax, reporting, corporate development, and contract review. Now, PwC and OpenAI are building on those learnings to help other CFOs apply AI agents across their organizations.

In practice, this means helping finance teams:

• Automate repeatable work
• Connect context across systems
• Support better decisions with clear governance and human oversight

Agents can help:

• Monitor payments and exceptions
• Review contracts or invoices against policy
• Update forecasts as business conditions change
• Prepare reporting materials
• Surface risks before month‑end or quarter‑end close

Tools and Technologies

• Codex – Helps teams build and adapt the tools behind these workflows, such as dashboards, spend trackers, and exception‑management systems.
• Workspace Agents – Make those workflows repeatable for teams across the tools they already use.
• Skills and Connectors – Enable agents to follow approved processes and work with the right enterprise context.

PwC’s Role

PwC brings finance transformation, controls, and implementation expertise to move these workflows from prototype to production in real enterprise environments. As agentic workflows scale, CFOs will also need visibility into AI usage, token consumption, and projected spend, so finance teams can govern adoption the same way they manage other enterprise operating costs.

Quote

“Finance is at an inflection point, where organizations are moving from process efficiency to intelligent, decision‑centric operations. Through our collaboration with OpenAI, we’re helping clients embed agentic AI into the core fabric of the finance function, enabling more proactive insights, stronger controls, and a more adaptive operating model.”
— Tyson Cornell, US Advisory Leader, PwC

Results and Impact

The OpenAI finance organization serves as “customer zero” for applying AI agents to finance work, using that production environment to validate enterprise‑scale workflows, governance models, runtime controls, and human‑agent collaboration patterns.

Key outcomes observed by the OpenAI finance team:

• Using Codex to process 5× more contracts with the same‑sized team.
• Using IR‑GPT to manage more than 200 investor interactions during a recent fundraise.

Through this collaboration, PwC and OpenAI will continue to build on these learnings to help more enterprises modernize the office of the CFO. PwC contributes finance transformation, controls, and implementation expertise; OpenAI provides the models and product capabilities that make it possible to build, adapt, and govern agent workflows across the platforms finance teams already use.