AI Agents for Oracle ERP

AI Agents - ERP

Contents 2

Accelerate your Oracle ERP AI journey today

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Benefits of employing AI Agents

5

Oracle ERP AI Agents

6

IDR for AP Invoices

8

Procurement Policy Advisor

10

Expense Policy Agent

12

Ledger 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, taskoriented 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 within your ERP data and 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

Unlike traditional automation or chatbots, Oracle AI Agents: •

Act within ERP workflows

•

Learn from data and user behaviour

•

Execute tasks, not just answer questions

•

Provide recommendations and insights in real time

•

Role-based agents ensure users have access to the right AI tools

Tangible cost savings across finance and operations

Improved user experience and adoption

Built-in security, governance, and trust

of enterprise applications (including

40%

ERP systems) will be integrated with task‑specific AI agents, by 2026 Gartner

of HCM Fusion customers are

60%

already deploying Agentic AI due to Oracle’s “no additional license fee” Forrester AI World 2025

They are designed to help users work faster, make better decisions, reduce manual effort and eradicate errors across finance, supply chain, HR, procurement, and operations.

of organizations believe Agentic AI

80%

will entirely eliminate manual and semi-manual workflows IDC MarketScape

5

Oracle ERP AI Agents Delivering measurable business value by automating routine tasks, improving decisionmaking, and helping teams operate more efficiently across your organisation.

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IDR for AP Invoices

Ledger Agent *

Unlocks meaningful benefits for finance teams

Ensures accuracy and timeliness of financial data

Intelligent Document Recognition (IDR) using AI, recognises invoices, extracts key data, validates it against ERP records, and routes invoices for processing with minimal human intervention, replacing manual invoice entry with intelligent, touchless processing.

The Ledger Agent will automatically post transactions, reconcile accounts, and maintain the general ledger, providing up-to-date financial records and reducing errors from manual bookkeeping.

Procurement Policy Agent

Expense Policy Agent

Streamlines compliance across purchasing

Simplifies employee expense management

This agent supports procurement policy compliance by assisting with and automating procurement policy queries, such as approval policies, and vendor compliance, helping teams maintain adherence to organisational guidelines, while reducing manual processes.

The Expense Policy Agent supports employees by addressing expense policy questions, ensuring faster reimbursements, accurate reporting, and adherence to company policies.

*Coming soon

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IDR for AP Invoices Intelligent Document Recognition (IDR) for AP Invoices uses embedded AI to read supplier invoices in any format (PDFs, scanned images, or electronic documents) extract key data, match it against purchase orders and supplier records and create draft invoices in Oracle Payables. The system learns from corrections over time, improving recognition accuracy with each invoice processed.

How it works AI reads invoices from multiple

The agent validates extracted

Invoices meeting defined

sources, extracts key fields such

data against purchase orders,

criteria are processed

as, PO number, supplier, date,

contracts, and supplier master

automatically, with the AI

amount, line items and creates

data, flagging discrepancies

learning from corrections to

draft invoices automatically.

for review.

improve accuracy over time.

Why it matters 8

Automates the AP invoice entry with intelligent, touchless processing that improves with use.

Key Benefits

By embedding intelligence directly into core ERP processes, Oracle AI Agents enable businesses to operate with greater speed, insight, and confidence.

Faster invoice processing cycles

Lower processing costs

Invoices are captured and processed automatically, significantly reducing invoice turnaround times and enabling on-time or early payments.

Automates high-volume invoice handling, reducing cost per invoice and scaling AP operations without additional headcount.

Continuous accuracy improvement

Fewer errors and less rework AI-driven extraction, validation and duplication detection minimises manual data entry mistakes, freeing AP teams to focus on exceptions.

The system learns from every correction, so recognition and matching accuracy increases the more invoices it processes.

Core Features

Benefit

Intelligent invoice capture

Eliminates manual data entry from invoices in any format

AI-based validation and matching

Reduces exceptions by auto-matching to POs and suppliers

Automated exception handling

Faster resolution by routing discrepancies to the right approver

Adaptive learning

Increasing accuracy with every invoice processed

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Procurement Policy Advisor The Procurement Policy Advisor conversational AI Agent is embedded directly into Oracle Procurement Cloud. It gives employees’ instant answers to procurement policy questions whilst they are creating requisitions, drawing responses from your uploaded organisational procurement policy documents.

How it works Your procurement policy

Employees ask policy questions

The agent provides compliance

documents are uploaded and

in natural language during

guidance at the point of need,

managed within your Oracle

requisition creation and receive

reducing the likelihood of policy

Fusion setup; the agent indexes

summarised, context specific

breaches before they enter the

them for conversational retrieval.

answers immediately.

approval chain.

Why it matters 10

Simplifies the buying process providing instant, conversational guidance on complex purchasing rules, ensuring procurement compliance.

Key Benefits

By embedding intelligence directly into core ERP processes, Oracle AI Agents enable businesses to operate with greater speed, insight, and confidence.

Reduced procurement team workload

Fewer policy breaches Employees get guidance before submitting, catching compliance issues earlier in the process.

Faster requisition completion

Routine policy questions handled by the agent rather than escalated to procurement staff.

Consistent policy application

Employees resolve policy uncertainty immediately instead of pausing to search documents or wait for answers.

All employees receive the same answers drawn from your current policy documents, reducing inconsistency.

Core Features

Benefit

Centralised policy management

Single source of truth for procurement policy documents

Conversational Q&A

Instant policy answers without leaving the requisition workflow

Embedded policy guidance

Fewer errors through real-time compliance support

Real-time decision support

Compliance issues caught before entering the approval chain

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Expense Policy Agent The Expense Policy Agent, delivered through Oracle’s Touchless Expenses Capability, automates expense capture and processing using generative AI. Employees forward receipts by email in any language or format; the AI reads, categorises, and matches them to corporate card charges, creating expenses automatically. A policy advisor chatbot answers expense policy questions conversationally. The agent validates against your corporate policies and routes for approval with minimal manual intervention.

How it works Employees forward receipts

The agent matches receipts to

Approved expenses are

to a configured email address;

corporate card charges, creates

routed for reimbursement

generative AI reads them regardless

expenses automatically, and validates

directly, with auditors

of language, format, or whether

against your expense policies—

focused on high-risk

they are images, PDFs, or electronic

prompting employees only when

exceptions rather than

documents.

additional information is needed.

routine spot-checks.

Why it matters 12

Removes manual expense creation for employees and replaces routine auditing with risk-based exception handling.

Key Benefits

By embedding intelligence directly into core ERP processes, Oracle AI Agents enable businesses to operate with greater speed, insight, and confidence.

Eliminates manual expense creation

Faster reimbursements

Employees no longer select expense types, attach receipts, or enter repetitive information. The agent takes care of this.

Automated processing and submission removes the delays caused by incomplete or late expense reports.

Stronger policy enforcement

Reduced auditor workload

Expense policies are applied consistently throughout the process, reducing violations and audit burden.

Auditors focus on high-risk exceptions rather than clearing backlogs of routine expense reviews.

Core Features

Benefit

Intelligent receipt capture

Reads receipts in any format or language via email

Automated expense creation and matching

Eliminates manual expense entry and card reconciliation

Policy validation and compliance

Fewer violations through automated, consistent policy checks

Expense Policy Advisor chatbot

Instant answers to employee expense policy questions

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Ledger Agent * Ledger Agent will automate and enhance core general ledger activities. It will continuously analyse ledger data to detect anomalies, support reconciliations, and assist finance teams during period close. By applying AI directly to financial transactions and balances, the AI Ledger Agent helps ensure accuracy, consistency, and confidence in financial reporting.

How it works The AI Ledger Agent continuously

It provides intelligent

During close, the agent

monitors general ledger activity

explanations and

supports reconciliations and

across periods, analysing transactions,

recommendations, helping

validations by highlighting risk

balances, and historical patterns to

users understand the root

areas and guiding users to the

identify anomalies, unusual variances,

cause of issues quickly.

actions required.

or potential errors.

Why it matters 14

The AI Ledger Agent reduces this burden by proactively identifying issues and guiding resolution, enabling a faster, more reliable financial close. *Coming soon

Key Benefits

By embedding intelligence directly into core ERP processes, Oracle AI Agents enable businesses to operate with greater speed, insight, and confidence.

Improved accuracy and reduced risk

Faster period close Automated monitoring and intelligent issue detection reduce manual checks and rework, helping teams shorten close cycles.

Greater visibility and confidence

AI-driven anomaly detection helps identify errors early, reducing the risk of misstatements and late adjustments.

Increased finance productivity

Clear explanations and insights provide transparency into ledger movements, improving trust in reported results.

By automating routine analysis and validation, finance teams can focus on higher-value activities such as insight, planning, and business partnering.

Core Features

Benefit

Continuous ledger monitoring

Identifies unusual transactions and balances early, reducing close risk

AI-driven anomaly detection

Highlights potential errors and variances before they impact reporting

Intelligent explanations

Helps users quickly understand the root cause of ledger issues

Close support automation

Reduces manual checks and accelerates period-end close

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Our track record

40+ 62%

In the last 12 months we have delivered 40+ AI prototypes and 20 GenAI production solutions to over 30 clients

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 & Capabilities

Why Version 1?

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Our methodology

AI Labs

Responsible AI

People first

Benefit from best practices, accelerators and emerging trends in AI

ISO/IEC 42001 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

80+ Our People

AI specialists

170+ Data specialists

100+ AI publications 17

Transform your business 18

We are delighted to offer 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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