Agents - ERP
AI Agents - ERP
Contents 2
Accelerate your Oracle ERP AI journey today
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Benefits of employing AI Agents
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Oracle ERP AI Agents
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Ledger Agent
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Payables Agent
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Payments Agent
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Expenses Agent
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Cash Processing Agent
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Why Version 1
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Complimentary Oracle AI exploratory workshop
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Oracle AI Agents are intelligent, task-oriented digital assistants embedded within Oracle Fusion Cloud ERP. They use artificial intelligence, machine learning, and natural language processing to understand requests, act and continuously improve – all while working securely with your ERP data and your processes.
Accelerate your Oracle ERP AI journey today
With Oracle’s free to use AI Agents 4
With Oracle AI Agents, your ERP works for you, proactively supporting users, reducing manual effort, and unlocking smarter business outcomes: Increased productivity across teams
Faster decision making, with greater confidence and accuracy
Tangible cost savings across finance and operations
Unlike traditional automation or chatbots, Oracle AI Agents: • Act within ERP workflows
Improved user experience and adoption
Built-in security, governance, and trust
40%
of enterprise applications (including ERP systems) will be integrated with task-specific AI agents, by 2026 Gartner
60%
of HCM Fusion customers are already deploying Agentic AI due to Oracle’s “no additional license fee” Forrester AI World 2025
80%
of organisations believe Agentic AI will entirely eliminate manual and semimanual workflows IDC MarketScape
• Learn from data and user behaviour • Execute tasks, not just answer questions • Provide recommendations and insights in real time • Ensure users have access to the right AI tools
They are designed to help users work faster, make better decisions, reduce manual effort and avoid errors across finance, supply chain, HR, procurement, and operations.
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Oracle ERP AI Agents
Oracle ERP AI Agents Delivering measurable business value by automating routine tasks, improving decision-making, and helping teams operate more efficiently across your organisation.
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Ledger Agent
Payments Agent
Proactive AI for ledgers that surfaces only essential ledger insights and answers account queries instantly.
AI-optimised payments that evaluate options, generates supplier offers, and automates execution in one intelligent workflow.
• Surfaces anomalies and AI-generated narratives for variance and reconciliation. • Natural language enquiry across GL and Payables/Receivables subledger data.
• Payment Options (dynamic discounting and virtual card evaluation).
• Supplier Offers (offer creation and tracking). • Payment Execution (scheduling, monitoring, exception handling).
Payables Agent
Expenses Agent
Near-touchless AI enablement for Oracle Payables, that automates invoice end-to-end processing and accelerates payment readiness.
End-to-end expense processing simplification, powered by AI, that reduces effort from receipt capture to approval.
• AI-based attribute defaulting, anomaly detection, and a unified invoice list for exception management.
• Supports multilingual recognition and global e-invoicing via Thomson Reuters.
• Employees forward receipts by email; agent matches to corporate card charges, validates against policy and auto-submits. • The agent adds conversational email completion for missing details (attendees, justifications, cost centres) and enhanced receipt itemisation.
Cash Processing Agent Intelligent cash matching that applies payments automatically and surfaces only . the exceptions that need attention. • Creates receipts from bank statement lines, matches remittances to receipts, and surfaces exceptions in a unified workspace for Cash Application Specialists.
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Ledger Agent
Ledger Agent An agentic AI embedded directly in Oracle Fusion General Ledger. Ledger Agent proactively monitors balances, journals, and transactions - surfacing contextual insights to the accounts team when intervention is required, and answering ad hoc natural language questions on demand.
Key features Proactive monitoring prompts
Predefined and configurable prompts scan for exceptions unapproved journals, process failures, cost or revenue variances - at a chosen frequency. Alerts surface only when conditions are met.
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Contextual insight explanations
Each triggered insight includes a natural-language summary with root-cause analysis and recommended next steps. Accountants can follow up conversationally to drill into journals or subledger detail.
Natural language balance enquiry
Ask free-form questions about balances, variances, journal summaries, and subledger data. Guided prompt templates support deterministic, repeatable analyses for common constructs.
Why it matters Replaces periodic manual checks and multi-screen navigation with continuous, automated monitoring and conversational enquiry - giving finance teams earlier visibility into exceptions and faster answers without leaving the General Ledger.
Key benefits Period-end exception deletion Monitor for manual journals posted without approvals or accounting process failures at a daily cadence - surfacing exceptions automatically rather than relying on periodend checklists.
Ad hoc balance investigation "What drove the increase in operating expenses for Cost Centre 1020 in March?" – answered instantly from GL and subledger data, without navigating multiple enquiry screens or running reports.
Variance and anomaly alerts Anomaly detection flags invoices deviating from vendor payment history or matching a known duplicate pattern. Processing halts pending review -preventing erroneous payments before they occur.
Subledger reconciliation support Drill from a GL balance discrepancy into Payables or Receivables transactional detail conversationally - identifying unreconciled items and their root cause within a single agent session.
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Payables Agent
Payables Agent An AI agent that automates the full invoice lifecycle in Oracle Fusion Payables - from multi-channel ingestion and attribute defaulting through to anomaly detection and exception management - enabling near-touchless processing from capture to payment readiness.
Key features Multi-channel invoice ingestion
Ingests invoices from email, integration services, and einvoicing providers across multiple formats and languages. Streamlines and organises documents by source and file type with realtime status. 10
AI-driven compliance and control
Converts natural language SOPs into attribute defaulting rules and anomaly parameters. Out-of-the-box anomaly checks flag suspicious, duplicate, or noncompliant invoices before validation proceeds.
Unified invoice list
Single hub for all invoice management - exceptions, anomalies, rejections, and queries in one screen. Smart filters and natural language queries surface the exact invoices requiring attention.
Why it matters Transforms Payables from a manual, reactive cost centre into a proactive, automated function - reducing errors, accelerating cycle times, capturing early payment discounts and preventing fraud or duplicate payment before funds leave the organisation.
Key benefits High-volume supplier automation Configure a dedicated email stream per business unit for a key supplier. Invoices arrive, are ingested, attributes auto-defaulted and proceed straight to validation - with no manual data entry.
Global e-invoice compliance Ingest structured e-invoices from Thomson Reuters and other providers to meet local tax mandates across multiple jurisdictions – without manual format conversion or separate processing workflows.
Duplicate and fraud prevention Anomaly detection flags invoices deviating from vendor payment history or matching a known duplicate pattern. Processing halts pending review -preventing erroneous payments before they occur.
Exception triage at scale The Invoice List surfaces only invoices requiring attention. AP teams use natural language queries to filter by anomaly type, supplier, or amount - resolving exceptions faster with full context.
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Payments Agent
Payments Agent Three task-specific AI assistants, embedded in Oracle Fusion Payables, that transform payments from a tactical scheduling function into a dynamic, insight-driven process - evaluating payment options, generating supplier offers, automating execution, and surfacing exceptions in a single conversational experience.
Key features Payment Options Assistant Reviews upcoming payable instalments and compares financial benefits across dynamic discounting, virtual credit cards, and supply chain financing. Calculates economic impact per program and drafts offers aligned to working capital goals. 12
Supplier Offers Assistant Manages the full lifecycle of dynamic discount offers: drafts personalised proposals, dispatches to suppliers via automated outreach, tracks responses, and ensures accepted terms are applied to subsequent payment runs.
Payment Execution Assistant Guides scheduling and submission of payment process requests, surfaces run status, acknowledgment failures, pending approvals, and exceptions – enabling users to act immediately within a single guided experience.
Why it matters Moves Accounts Payable from reactive operational specialists to strategic governors - optimising working capital, generating incremental revenue through early-payment discounts and virtual card rebates, and handling routine payment execution autonomously so specialists manage by exception.
Key benefits Working capital optimisation
Payment run exception handling
"Which suppliers have invoices due in the next 14 days where early payment would generate the best discount return?" - agent evaluates instalments, calculates benefit and drafts an offer in one flow.
'Insights view' flags a failed acknowledgment file or stalled approval. User navigates directly to the Payment Execution Assistant, identifies the cause, and resolves it without leaving the agent experience.
Virtual card rebate analysis "Which suppliers have invoices due in the next 14 days where early payment would generate the best discount return?" - agent evaluates instalments, calculates benefit and drafts an offer in one flow.
Supplier offer lifecycle management Track open dynamic discount offers across suppliers, send reminders for offers approaching expiry, and confirm accepted terms are applied to the next payment run all via natural language.
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Expenses Agent
Expenses Agent Extending Touchless Expenses with email-based completion, richer receipt capture and agentic policy enquiry - reducing manual effort across the full expense lifecycle for employees, managers and administrators.
Key features Email-based expense completion Employees forward receipts to the Expenses Agent by email. The agent creates the expense, identifies missing details (attendees, cost centre, justification), and replies conversationally. Once complete, the report is autosubmitted - no UI interaction required. 14
Expense policy enquiry via Agent Studio Managers upload corporate travel and spend policies to AI Agent Studio as PDF, TXT or markdown. Employees query the agent in natural language - from desktop or mobile - and receive contextual, policy-specific answers before submitting expenses.
Receipt capture and matching enhancements Automatic itemisation of accommodation receipts with linelevel breakdown in both email and desktop. Spend Authorisation field links expenses to pre-approved authorisations. Full location (city, country) selection improves policy application and reporting accuracy.
Why it matters Together these updates eliminate the most common friction points in expense reporting - chasing missing data, interpreting policy, and manually itemising receipts - while strengthening compliance controls and accelerating reimbursement cycles.
Key benefits Zero-touch receipt processing Employees save time as receipts and invoices are captured and interpreted automatically with high accuracy. This removes manual data entry entirely and ensures clean, categorised financial data from the moment of submission.
Real-time compliance assurance Every expense is checked instantly against policy, preventing errors before they reach finance. This reduces audit workloads dramatically and improves employee confidence through immediate, contextual guidance.
Smart approval acceleration
Predictive spend intelligence
Low-risk, compliant reports are auto-approved, speeding up reimbursement and reducing workflow congestion. Managers only review true exceptions, improving control without slowing the business down.
Forward-looking analytics highlight spend trends, vendor risks, and negotiation opportunities. Real-time liability insights strengthen cash-flow forecasting and support more strategic financial planning.
Contextual cross-system matching Expenses are automatically linked to procurement data, card feeds and project structures, eliminating reconciliation work. This accelerates billing cycles and ensures costs land in the right place without human intervention.
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Cash Processing Agent
Cash Processing Agent An AI-driven capability within Oracle Fusion Receivables and Cash Management that automates the full cash application flow - ingesting bank statements and remittance advices, creating receipts, matching to transactions and surfacing exceptions in a unified workspace.
Key features Automated ingestion and extraction
Bank statements (BAI2, MT940, CAMT053) and remittance advices (PDF, CSV) are ingested using trained templates. Payer details, references, and amounts are extracted without manual intervention. 16
Receipt creation from bank data
Eligible bank statement lines are converted to receipts based on configured rules. Structured fields and unstructured additional information derive payer details and references for downstream matching.
Remittance matching and exception
Remittance advices are matched to receipts using references, amounts, and customer data. Unmatched records are retained until receipts arrive. Exceptions surface with source document context for rapid resolution.
Why it matters Replaces fragmented, manual cash application with a single coordinated flow reducing exception volumes, accelerating cash posting, and giving Cash Managers end-to-end visibility from bank statement to reconciled receipt.
Key benefits High-volume remittance processing Remittance advices emailed as PDF or CSV are ingested automatically - extracted, matched to open receipts, and applied without a specialist touching each document.
Exception triage with source context Ambiguous references or failed business unit derivation route exceptions to the unified workspace alongside the source document specialists correct and reprocess without switching applications.
Bank statement to receipt automation BAI2 or MT940 lines meeting configured rules convert directly to receipts - eliminating manual transformation and accelerating the time from bank credit to applied receipt.
Role-separated cash monitoring Track open dynamic discount offers across suppliers, send reminders for offers approaching expiry, and confirm accepted terms are applied to the next payment run all via natural language.
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Our track record
150+ 62%
AI projects delivered
of our GenAI PoCs make it into production - twice the industry average
Industry recognition ISG Global Leader in: Generative AI Services for Strategy and Consulting Services, Development and Deployment Services
ISG Europe Leader in: Oracle Cloud and Technology Ecosystem for Professional Services, Managed Services and OCI Solutions and Capabilities
Why Version 1 18
Our AI framework
AI Labs
Responsible AI
People first
Benefit from best practices, accelerators and emerging trends in AI
ISO/IEC 420 01 certified to global AI Management System for responsible development, deployment, and use of AI
Looks beyond the technology, putting people and processes at the centre to bring the wider organisation along the journey
100+
170+
Our people
80+
AI specialists
AI publications
Data specialists
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Transform your business
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We are delighted to you a complimentary Oracle AI exploratory workshop, to understand how AI can transform your operations. During this session we will: → Demonstrate available Oracle AI Agents, relevant for your organisation. → Understand your current business processes and evaluate opportunities for innovation with AI.
→ Outline a set of high-level, actionable next steps and opportunities for AI, aligned to your organisation’s goals.
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