Oracle Corporation (ORCL.US) reconstructs financial procurement software to kickstart the automation era, delving deep into AI power to break through the crisis of being replaced.

On the afternoon of March 24th (Tuesday) at 4:00 Beijing time to 1:45 in the morning on March 25th (Wednesday) in London, the Oracle AI World conference will be held. During the conference, global software giant Oracle Corporation (ORCL.US) plans to announce a transformation of its cloud-based financial software for large enterprises, enabling it to work collaboratively with AI agents, with the goal of allowing people to pose business questions to the system and have AI determine how to obtain relevant data. This change is part of a broader trend where enterprise software providers are adapting their software for use by AI agents to complete tasks on behalf of human users. It also marks a new era for Oracle Corporation, transitioning from traditional software services to full compatibility with AI agents. Specifically, with this restructuring, Oracle Corporation aims to break the operational logic of traditional Enterprise Resource Planning (ERP) systems, transforming the system from a mere data repository to an active assistant with reasoning, decision-making, and execution capabilities. In the future, users will no longer need to manually handle tedious data inputs or invoice processing, but will interact with AI agents to directly solve complex strategic business problems such as reducing costs and improving efficiency, freeing up human resources from basic administrative tasks and redirecting them to high-value activities like supplier negotiations and decision-making. The core highlight of this transformation is the introduction of the new "Fusion Agentic Applications" category by Oracle Corporation. This suite of applications is driven by multiple specialized AI agent teams that can proactively perform tasks such as finding cross-departmental data and creating purchase orders within strict security permissions and enterprise workflow frameworks. Furthermore, to build ecosystem barriers, Oracle Corporation has also upgraded its AI Agent Studio development platform, adding an AI agent application builder. This tool allows customers and partners to quickly customize and deploy dedicated AI agents based on their specific business scenarios without the need for coding. In the latest development, Oracle is updating its Fusion software suite, which covers core business tasks such as factory production planning and customer collections. Steve Miranda, Oracle's Executive Vice President of Applications Development, stated that the company's goal is to help companies focus more easily on business issues, such as designing new products at a lower cost and faster speed while minimizing the risk of supply chain interruptions. Miranda added that the data required to make these decisions is scattered throughout Oracle's suite and its connected third-party software applications. AI will handle tasks such as data entry, collection, and providing suggestions, while human employees will focus on developing skills related to negotiation with suppliers and the company's ability to tolerate risks of supply chain disruptions. Oracle Corporation has committed to offering these advanced AI functions free of charge to existing Fusion Applications customers to enhance the competitiveness and customer retention of the current market. From a capital market perspective, Oracle Corporation's move is not just a technological iteration, but also a strong response to market doubts. Previously, due to investors' widespread concerns that generative AI may disrupt and replace complex business software, Oracle Corporation's stock price once faced nearly a 40% decline this year. In response, Oracle Corporation executives argue that the company adopts AI tools to enable software to adapt to these changes and maintain a leading position. Today, Oracle Corporation has rapidly integrated over 1,000 AI agents deeply into its full product line matrix, including supply chain, finance, marketing, and service, demonstrating how AI serves as a "booster" rather than a "gravedigger" for the SaaS industry. This strategic shift to enhance business flexibility through AI reflects Oracle Corporation's aggressive approach to addressing structural changes in the industry, signaling the entry of the enterprise software market into a new stage of automation and AI-led decision-making.