From Pilot to Production: Zendesk's agentic AI playbook for Accounting with Maxima.ai

Most accounting teams are still testing AI in isolated pilots. Zendesk has already moved agentic AI into production, saving 6,500 hours annually and enabling 24/7 error detection. Join this closed-door peer session to hear what it actually took: where Zendesk started, what workflows they prioritized, how they handled controls and review, and what they learned scaling AI agents across accounting operations.

Agentic AI is moving quickly from boardroom conversation to daily accounting work. But getting it into production is not just a model problem. It requires the right workflows, controls, system integrations, review model, and internal rollout strategy. In this one-hour session, Brian Foster, VP Corporate Controller at Zendesk, will share the practical lessons behind Zendesk’s deployment, including what worked, what did not, and what other accounting teams should consider before scaling agentic AI.

You’ll learn:

● Which accounting workflows Zendesk prioritized first

● How they moved from pilot to production

● How they maintained controls, review, and auditability

● What enabled 100% transaction coverage and 24/7 error detection

Panelists:

● Yogi Goel, CEO and Co-founder, Maxima

● Brian Foster, VP, Corporate Controller, Zendesk