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Build a Financial Reporting Agent with Codex

Thursday, October 15, 11 AM ET

Key Takeaways

  • Learn how to use OpenAI Codex to power AI agents that work with real-world financial data.
  • Understand the core principles of AI agent design, including planning, tool use, and safe execution.
  • Build a financial reporting agent from scratch that reads data and generates structured investment insights.

Your Presenter(s)

Jayeeta Putatunda headshot

Jayeeta Putatunda

Forward Deployed AI Engineering Lead at Turing

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Jayeeta Putatunda is the Forward Deployed AI Engineering Lead at Turing. She builds multi-agent AI systems and helps enterprises close the gap between AI capability and real-world deployment. Before joining Turing, she served as Lead Data Scientist and Director at Fitch Group, where she built AI solutions for financial services. She has received the AI100 award in Generative AI (2024) and was named among the Top 25 Visionary Women in FinTech AI.

Why this matters

AI agents are changing how financial teams work. Tools like OpenAI Codex let developers build agents that can read reports, run analysis, and generate insights automatically. For AI engineers, knowing how to design and deploy these systems is becoming a core skill. A financial reporting agent is one of the most practical examples — it shows how to connect real data to a model that can reason about it and take action.

In this code-along webinar, Jayeeta Putatunda, Forward Deployed AI Engineering Lead at Turing, will show you how to build a financial reporting agent using OpenAI Codex. You will learn the key principles behind AI agent design, from planning and tool use to safe execution. By the end, you will have a working agent that can process financial data and produce structured reports you can use in the real world.

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