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Oracle AI for Enterprise Resource Planning

Oracle 适用于 Enterprise Resource Planning (ERP) 的 AI agent 通过预测式、生成式和代理式 AI 技术，提升运营效率、自动执行标准交易、增强财务运营可见性并优化财务流程。这些解决方案嵌入到财务工作流中，可自动执行端到端流程并提供预测性洞察，从而帮助财务主管转变核心财务职能，提高生产率、提升绩效并强化管控。

了解面向 ERP 的最新 AI agent

了解全球领军企业如何利用 Oracle Fusion Cloud ERP 推动 AI 优先财务 (1:18)

AI agent：CFO 如何自动化几乎所有的财务流程
了解嵌入式 AI agent 如何通过数据驱动的洞察来支持无接触运营，从而提高效率、降低成本并引领潮流。

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迭代的财务转型时代已经结束
探索融合传统与生成式 AI 的 AI agent 如何实现端到端财务流程自动化，提升运营效率并交付业务成果。

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Oracle Fusion Applications 中的 Oracle AI 功能：专为 AI 时代的企业而构建
了解 Oracle Fusion Applications 中的 Oracle AI 功能如何帮助企业提升生产力和创新能力。

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AI 驱动的财务：从座席环境中变现

观看点播网络研讨会，了解如何利用 AI 为企业带来真正的业务成果。

观看 AI 如何推进财务转型

Embedded AI capabilities in Oracle Fusion Cloud ERP

Organizations can quickly and easily adopt the latest AI capabilities to help finance teams improve productivity, streamline processes, and guide users across the full financial lifecycle, including transaction processing and accounting, planning, forecasting, and reporting. Explore the AI features by finance process in the following table.

Note: Generative AI features are denoted with *, and AI Agents are denoted with **.

Functional area	Use case	Business benefit
Finance	New—Payables Agent**	Helps AP automate multichannel invoice processing. The agent can ingest invoices from email, portals, EDI/e-invoicing, and PDFs; extract/normalize data; match to POs/receipts; create distributions/accounting; apply tax/policy/fraud checks; and route for approval/payment—boosting straight through processing, reducing manual effort and errors, and strengthening compliance.
Finance	New—Ledger Agent**	Helps accountants shift from report chasing to continuous insight and action. The agent can set natural language monitoring prompts, deliver context-aware inquiry and explanations with supporting details, and autocreate adjustment journals—accelerating issue resolution, reducing handoffs, and improving accuracy and continuous financial visibility.
Finance	New—Planning Agent**	Helps FP&A move to continuous, connected planning. The agent can provide real-time trend and variance analysis via natural language interactions, run event-driven predictions on Fusion financial/operational data, and guide “what if” simulations—shortening cycles, improving forecast accuracy, and enabling better cross functional decisions.
Finance	New—Payments Agent**	Helps finance optimize cash outflows and expand payment choices. The agent can evaluate and manage early pay, virtual cards, and financing options; enable bank system interactions for faster supplier onboarding and execution; and monitor acknowledgements/exceptions—speeding payment outcomes, increasing program adoption, and boosting working capital.
Finance	Expense Policy Agent**	Address policy questions from employees with contextual answers, helping employees understand corporate policies before incurring business expenses and the requirements for expense submission.
Finance	Profitability and Cost Management (PCM) Agent**	Provide a conversational interface to help users build, modify, calculate, and analyze profitability and costs models.
Finance	Intelligent account combination defaulting	Predict and populate account code combinations to reduce the need for accounts payable to manually enter data, improving velocity and minimizing the risk of human error.
Finance	Dynamic discounting	Facilitate execution of a dynamic discounting program, resulting in potential savings versus static supplier discounts.
Finance	Intelligent document recognition	Process supplier invoices quickly with less manual intervention.
Finance	Transaction matching	Automate high-volume, labor-intensive, and complex reconciliations.
Finance	Predictive cash forecasting	Predict short- and medium-term cash forecasts using real-time data to manage liquidity, including receivable cash inflows based on customer payment behaviors.
Finance	Management reporting narratives*	Generate narrative summaries to bring more intelligence to reporting and analysis.
Finance	Receipt Capture and Matching Using Document IO for Touchless Expenses**	Increased accuracy and automated matching of credit card charges during expense creation, thereby minimizing user inputs.
Intelligent performance management	Predictive planning	Run predictions on your financial and operational data for improved accuracy and more timely, better informed decisions.
Intelligent performance management	Auto Predict	Schedule user-defined predictions to predict possible future performance based on historical data, automating the prediction process.
Intelligent performance management	Advanced Predictions	Use Advanced Predictions to improve your forecasts using multiple input drivers and sophisticated forecasting and machine learning algorithms.
Intelligent performance management	IPM insights	Embedded AI continually monitors your data in multiple EPM processes and alerts you about any anomalies, biases, and hidden correlations.
Intelligent performance management	IPM Insights summary*	Automatically generates a narrative summary for a single insight or group of insights.
Intelligent performance management	Risk analysis	Monte Carlo simulations to determine the likelihood of various scenarios, giving you confidence in your decisions.
Intelligent performance management	Process orchestration job analytics*	Helps surface bottlenecks in your close orchestration process to alert you of potential bottlenecks.
Intelligent performance management	Automated consolidations	Perform consolidations and close processes faster via intelligent automation, which automatically triggers when relevant conditions are met, freeing up staff to work on more value-added activities.
Intelligent performance management	Generative narrative reports*	Generate narrative reports using conditional text generation and summarize notes to provide additional insight for readers.
Intelligent performance management	Auto-reconciliations	Significantly reduce the time spent on your account reconciliation process with powerful transaction matching and auto-reconciliation capabilities.
Narrative reporting	Variance narrative generation*	Allows you to generate draft differential narratives that help examine performance variances.
Narrative reporting	Period comparison narrative generation*	Designed to generate draft narratives that help compare narratives across time periods.
Narrative reporting	Exception with causality*	Enables you to generate differential draft narratives that help examine performance variances causality.
Project management	Project change order generation*	Can be used to generate draft project change orders based on project issues.
Project management	Project program status summary generation*	Can be applied to generate a draft summary of key project items, such as schedule, budget, and costs.
Project management	Project program analysis and action plan generation*	Uncovers program-specific trends and generates actionable recommendations.
Project management	Project change order summary generation*	Highlights the impact of a change order on project financials and helps align stakeholders with project updates.
Project management	Project proposal generation*	Create a comprehensive project proposal that covers project objectives, scope, timeline, budget estimates, and staffing plans.
Risk management	GenAI role briefing report*	Allows security administrators to easily request access for users and obtain the necessary review and approval inputs.
Risk management	User access certification*	Helps perform reviews that determine whether roles are assigned appropriately by generating summaries that describe the access granted by the role’s privileges and identifying any unusual levels of access.
Risk management	Access Request Assistant**	Helps users quickly create access requests to ERP roles and appropriate data without having to remember specific names. Initiates the Advanced Access Request workflow to perform deep separation-of-duties analysis after request submission.
Risk management	Access request administration*	Allows security administrators to easily request access for users and obtain the necessary review and approval inputs with generated high-level summaries describing the granted access and highlighting unusual assignments for the job title.

查看 AI 在财务领域的实际应用

Oracle Fusion Cloud ERP 中的 Document IO Agent 演示

了解 Document IO agent 在 Oracle Fusion Cloud ERP 中的实际应用，帮助简化采购到支付流程，并推动无接触操作的未来。
Oracle Fusion Cloud ERP 中的 Narrative Reporting

了解 Oracle AI 如何通过智能文档创建、数据探索与可视化技术，优化季度业务审查流程，重塑财务规划与分析。助力财务团队专注高价值分析、决策与沟通。
Oracle Fusion Cloud EPM 中的 Predictive Insights

了解 Oracle Cloud EPM 内置的 AI agent 与生成式 AI 如何通过引导式洞察与可视化，协助财务经理预测收入缺口、分析风险并提升预测准确性。赋能财务团队，实现更明智的数据驱动决策。