
Agentic Automation in Action: Turning
Forrester’s AI Agent Pivot into Enterprise Reality
Introduction: The Turning Point in Automation
Forrester recently published “The AI Agent Pivot: A New Era for Process Design”, declaring that while agentic AI is transforming how tasks are executed, legacy BPM and digital process automation tools aren’t equipped for its next phase. As businesses strive to automate multi-step, decision-rich workflows, achieving true autonomy demands platforms built for agentic orchestration, not just scripted flowcharts.
Enter Kanverse.ai—a platform designed from the ground up to support intelligent, goal-oriented agents and end-to-end document processing workflows via its robust Agentic Automation architecture. Kanverse not only offers agentic intelligence, but also a highly adaptable integration framework, enabling seamless connectivity across both legacy and modernized systems, whether on-premise or in the cloud. With strategic partnerships—including with leading iPaaS providers like Boomi—Kanverse ensures enterprise-wide interoperability, accelerating time-to-value across diverse digital ecosystems.
What Is Agentic AI and Why Does It Matter?
Unlike narrow AI agents or RPA bots, agentic AI refers to multi-agent systems capable of planning, adapting, reasoning, and executing complex workflows with minimal human intervention. As Forrester highlights, enterprises need to move from task-based automations toward autonomous goal-driven agent orchestration.
Kanverse.ai: An Agentic Platform Built for the Future
Agentic Automation
Kanverse enables enterprises to build zero-touch business workflows that unify AI, machine learning, rule engines, analytics, connectors, and orchestration—all in one platform.
Intelligent Document Processing (IDP)
Kanverse’s Intelligent Document Processing functionality ingests, classifies, extracts, validates, and integrates data from invoices —with up to 99.5% extraction accuracy while protecting PII and preventing fraud.
AI Agents for End‑to‑End Automation
Kanverse AI Agents drive workflows like AP Invoice Automation, Sales Order Automation, and Contract Processing—handling ingestion, validation, human collaboration, and ERP integration with minimal manual touch. These agents are specifically trained to intelligently process unstructured, semi-structured, and highly customized documents, tailored to industry-specific formats and business nuances.
How Kanverse Applies Forrester’s Framework
Goal‑Oriented Agent Design vs. BPM Modeling
Forrester emphasizes designing around business goals—not manual steps. Kanverse’s visual no-code orchestration canvas lets users design agents that reason, adapt, escalate, and integrate, without coding.
Built-In Governance & Observability
True agentic systems need compliance, traceability, audit, and exception management—areas where Forrester notes traditional DPA tools are lacking. Kanverse embeds dashboards, rule-based governance, human-in-the-loop touchpoints, and secure PII masking by default.
Enterprise‑Ready and Scalable
Forrester’s companion report “AI Agents: Ready for Enterprises, and Moving Toward Autonomy” says autonomy is still evolving—but functional enterprise-ready agents are already delivering value. Kanverse’s Accounts Payable Agent already processes invoices in a few seconds, handles millions in transactions, and serves thousands of vendors reliably.
Real Impact: Agentic AP Automation Made Real
Zero‑Touch AP at Scale: Kanverse’s AP Agent retrieves invoices from multiple channels, extracts data (99.5% accuracy), validates it, triggers human review when needed, and integrates results into ERPs—all in under a minute.
Operational Results: Significant reductions in cycle time (to < 60 s), manual effort (~80% lower costs), and errors, while safeguarding sensitive data and boosting compliance.
Customer stories from EJ Electric, Mood Media, Solairus Aviation, and others demonstrate faster invoice cycles, fewer compliance issues, and improved vendor experience.
Refer to success stories here: Customer Success Stories
How to Embrace the AI Agent Pivot with Kanverse.ai
Step | What to Do |
1. Identify | Document-centric workflows—AP, PO’s, contracts, especially those involving unstructured and custom document format |
2. Define Goals | High-level objectives (“approve invoice,” “verify identity”) vs granular steps |
3. Design Agents | Build logic, exception flows, escalations using Kanverse’s visual editor |
4. Pilot & Measure | Track cycle time, extraction accuracy, cost savings |
5. Govern & Iterate | Use dashboards to monitor agents, refine rules, and expand scale |
Trustworthy Agents: Governance Matters
Forrester stress-tests adoption risks—low trust, employee resistance, fragmented data, and unclear regulations are real barriers. Kanverse addresses this head-on with built-in auditability, escalation logic, compliance guardrails, and enterprise-grade PII protection, empowering organizations to scale automation responsibly. But we also know that trust isn’t just technical—it’s human. That’s why Kanverse follows a “people-first” approach to automation, ensuring transparency and collaboration with business users. In our EJ Electric Installation Co. case study, for example, this approach helped align IT and finance teams from day one, enabling a smooth and confident shift to zero-touch AP processing.
Table Of Contents
- Agentic Automation in Action: Turning Forrester’s AI Agent Pivot into Enterprise Reality
- What Is Agentic AI and Why Does It Matters?
- Kanverse.ai: An Agentic Platform Built for the Future
- How Kanverse Applies Forrester’s Framework
- Real Impact: Agentic AP Automation Made Real
- How to Embrace the AI Agent Pivot with Kanverse.ai
- Trustworthy Agents: Governance Matters
- Conclusion: Scaling into the Agentic Era
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Conclusion: Scaling into the Agentic Era
Forrester’s AI Agent Pivot signals a critical shift: enterprises must evolve from scripted BPM to autonomous, goal-driven orchestration. Kanverse.ai delivers that evolution with an Agentic Automation platform combining no‑code agent design, high‑accuracy IDP, governance-by-design, and enterprise-scale performance.
Ready to pilot an agentic workflow?
Explore our AP Invoice Automation, Sales Order Automation, and other automation workflows, book a demo and unlock the next phase of enterprise automation.