Chat with your ERP: Agentic AI for Finance Teams

Join us for a free in-person breakfast session on Agentic AI and the future of finance systems.

What if your finance team could interact with your ERP through a simple chat interface, getting instant answers, automating workflows, and accessing real-time insights without complexity?

We invite you to an exclusive breakfast event where we demonstrate how Agentic AI is transforming ERP interaction. You’ll see how an AI assistant can be built and connected to Fortnox, enabling finance teams to move faster, work smarter, and unlock more value from their data.

Why attend?

Agentic AI is something you can start using today. Here's what you’ll learn at our event:

Live Build & Deployment
See how an AI agent is developed step by step using IBM watsonx (Bob), and deployed into watsonx Orchestrate in under an hour.

Chat with Your ERP
Discover how IBM Bob enables a natural chat interface to query and interact directly with Fortnox, no technical expertise required.

Fast Time to Value
Understand how you can go from a live demo to a production-ready solution in just a few weeks.

Business Impact for Finance Teams
Learn how finance roles, CFOs, controllers and finance managers, can use AI to improve efficiency, decision-making and access to insights.

Agenda
We are happy to host this session together with Per Forsberg and Jonas Jakobsson from Nion.
Speakers

Per Forsberg is an experienced software engineer and technology leader with a background in building scalable solutions across a wide range of platforms and programming languages. In this session, Per will demonstrate how Agentic AI can be applied in real-world scenarios, building and deploying an AI assistant for ERP systems live, and showing how complex capabilities can be made accessible through simple, user-driven interfaces.

Jonas Jakobsson, CFO and Co-Founder of Nion (est. 2010, formerly Polar Cape), brings a strong finance and strategy perspective. He has played a key role in growing Nion from a small founding team to over 200 employees, combining financial management, strategy and M&A with disciplined execution and a clear growth vision. In this session, he shares insights on the practical impact of AI in finance and how organisations can translate new technology into real business value.

08:30 – 09:00 | Breakfast & Welcome
Start the morning with breakfast and informal networking.

09:00 – 09:10 | Introduction
AI in finance and how ERP interaction is evolving.

09:10 – 09:20 | Agentic AI in Practice
What it means for finance teams and how chat interfaces change workflows.

09:20 – 10:00 | Live Demo: From Prompt to Working Agent

• Building an AI agent using “Bob” (IBM watsonx)

• Deploying the agent to watsonx Orchestrate

• Connecting to Fortnox

• Using IBM Bob to query ERP data through chat

• Real finance workflows and use cases

10:00 – 10:15 | CFO Perspective
Practical use cases, business value and key considerations from a finance leader.

10:15 – 10:30 | Q&A & Discussion
Open session with the team.

Free event & breakfast. Register now.

Info: Start the morning with breakfast and informal networking.

Info: AI in finance and how ERP interaction is evolving.

Info: What it means for finance teams and how chat interfaces change workflows.

Info:   • Building an AI agent using “Bob” (IBM watsonx)
  • Deploying the agent to watsonx Orchestrate
  • Connecting to Fortnox
  • Using IBM Bob to query ERP data through chat
  • Real finance workflows and use cases

Info: Practical use cases, business value and key considerations from a finance leader.

Info: Open session with the team.

Event Venue & Nearby Stays

IBM, 16 Vasagatan, Stockholm, Sweden

Concerts, fests, parties, meetups - all the happenings, one place.

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