Tech news: Deloitte and UiPath team up to launch Agentic ERP

Published March 20, 2026 1:06 PM

Updated March 20, 2026 1:51 PM

1 Min Read

Deloitte and UiPath team up to launch Agentic ERP; EY announces new software development model; SAP touts new integrations, features for Concur; and other accounting tech news and updates.

Deloitte and UiPath team up to launch Agentic ERP

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Big Four firm Deloitte and AI automation solutions provider UiPath teamed up to develop Agentic ERP, which helps organizations optimize complex ERP environments using agentic automation and process orchestration. The product is intended to be an alternative to ERP systems that host a patchwork of different spreadsheets, email chains, portals and point solutions that users need to keep switching between. The new ERP allows users to design and scale their own automation programs, migrate and process data, and conduct tests of enterprise software within the program. Automations can be made across workflows, including Record to Report, Source to Pay, Lead to Cash, and Data/Master Data. AI handles the high-volume execution and follow-through alongside users, while humans handle exceptions, approvals and decisions. UiPath is embedded into Deloitte's AI-native, plug-and-play Agentic ERP North Star architecture, built alongside packaged ERP programs. It is AI model agnostic, while standardizing orchestration, security and policy enforcement across the enterprise. In addition to the Agentic ERP offering, the alliance includes UiPath's support of a Deloitte SAP AI & Innovation Center in EMEA — an accelerator focused on integrating AI and emerging technologies into SAP environments to support responsible, compliant and high-impact adoption.

EY announces new software development model

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Ernst and Young launched EY.ai PDLC, an AI-native approach to software development that de-emphasizes the traditional linear software development cycle, which relies on handoffs between siloed teams, with a "collaborative mesh" of AI agents with human oversight across the full software lifecycle, from requirements and architecture through code, testing, infrastructure and ongoing operations. 8090's Software Factory is an enabler of EY.ai PDLC for clients as well as for digital engineering teams within EY US. Working with 8090's Software Factory, EY teams help clients with legacy modernization and decommissioning and new product development. EY.ai PDLC is designed as an open ecosystem, with 8090 as a founding partner. The EY organization expects to add additional technology partners over time, expanding the capabilities and reach of the program.

SAP touts new integrations, features for Concur

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SAP announced new integrations, agents and workflows for its Concur platform. Building on the integration between Joule and Microsoft 365 Copilot, SAP Concur now offers travel and expense management directly within the Microsoft applications used every day by employees. Employees can create and submit expense reports, track expense status, ask policy-related questions, upload receipts, book travel and more without having to leave the application they're working in to log into Concur solution. SAP also announced two new AI agents: an Expense Automation Agent that acts as a virtual delegate creating the expense report and automatically adding transactions, including populating custom fields based on contextual details and user history; and an Expense Pre-Submit Audit Agent, which proactively flags discrepancies in receipts before submission. In addition, Concur Expense will soon support new capabilities to submit receipts via text message, and SAP Sales Cloud solution now integrates with Booking Agent. SAP also touted new AI-based rule creation tools that help customers automate enforcement of nuanced policies using natural language or company policy documents as the input, a capacity that will be available as part of the SAP Early Adopter Care program in Q2 2026. Beyond this, SAP Concur and American Express Global Business Travel are announcing new innovations in Complete, an AI-enabled, co-developed solution for booking, servicing, payments and expensing. New capabilities include AI-enabled travel support with hand-off to a live travel counselor and a specialized home page for travel managers. Concur Expense also integrates with Amex GBT Egencia for customers worldwide. For all customers using the new Concur Travel experience, it now fully supports guest bookings, offering an improved reservation workflow for hosting guest travel. Guest profiles can be created without having to establish new profiles for recurring visitors each time. TripIt by SAP Concur is also adding new on-device capabilities that help travelers organize plans while staying informed about potential disruptions. Further, in TripIt Pro Image to Plan with Apple Intelligence, travelers can turn photos or PDFs—including tickets, reservations, event flyers and receipts—into organized TripIt plans in just a few taps. There are also expanded TripIt Pro risk alerts: Based on the address entered with a trip plan, TripIt Pro monitors breaking news that may disrupt the itinerary. Travelers will now receive timely alerts about incidents that could affect lodging, car rental, rail, activities and other plans, in addition to flights, airlines and airports.

Board releases Office of Finance Agents

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Finance planning platform Board, announced at Board Beyond in London the expansion of its integrated business planning solutions with the introduction of its Office of Finance Agents. The FP&A Agent streamlines tasks such as three-statement modeling, variance validation, revenue and margin planning, adaptive forecasting and root-cause analysis. The Controller Agent extends these capabilities into financial close, consolidation and reporting. New agents soon to follow include a Merchandiser Agent which connects demand, inventory, cost and financial goals to enable decisions across products and channels and a Supply Chain Agent that anticipates disruptions and guides planners through what-if scenario analysis. In addition, Board deepened its Microsoft 365 integration, allowing users to continue working in Excel while remaining connected to Board's data, models and business logic. Combined with the interactive spreadsheet-like planning experience provided by Board Flex Grid, users can work within Excel environments while maintaining a connection to governed enterprise data. Finally, the platform now sports operational forecasting capabilities to support execution-level decisions and short-horizon operational decisions for forecasting. Native to the Board AI Continuous Planning Platform, these capabilities help with financial plans, operational decisions and executive reporting.

MyCPE One launches Build-Operate-Transfer engagement model

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Professional education solutions provider MyCPE One announced its BOT engagement model, built for mid-to-large accounting firms and professional service organizations that are ready to establish a dedicated offshore entity in India or the Philippines. MyCPE One establishes a governance and transition agreement, incorporates a dedicated legal entity, and leads the full build, HR policies, compliance frameworks, payroll, onboarding and standard operating procedures aligned with U.S. firm standards. A custom-branded workspace is developed to mirror the firm's domestic environment. When operational maturity is reached, ownership transfer is available at the firm's discretion. Transfer of ownership is voluntary: Firms decide if and when to assume equity control based on their own readiness and strategic timeline, with the option to retain selective MyCPE One support or operate fully independently.

OneVest launches OneVest GO for independent advisors

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Wealth management solutions provider OneVest announced the launch of OneVest GO, a standalone wealth relationship workspace built specifically for independent advisors to help manage prospects, clients and complex workflows. OneVest GO is embedded into every stage of the advisor's daily routine: communications and calendars across Outlook and Google are captured and organized automatically; AI analyzes meetings to generate immediate action items, summaries and client-ready notes; and the system proactively highlights the "next best action." Beyond that, it also supports deep relationship mapping, tagging and real-time net worth tracking; the ability to search the entire firm's history using natural language to get summaries and insights; Kanban Opportunity Pipelines that provide a visual way to move prospects through the conversion cycle; secure storage with automated data extraction to eliminate manual filing; and multilanguage and multicurrency support.

Partnerships, integrations, M&A

Payments and finance platform Ramp announced the acquisition of Billhop, a Stockholm- and London-based payments platform licensed in the U.K. and Sweden. The acquisition deepens the company's support for customers operating in the U.K. and Europe. Additionally, Ramp will open its first international offices in London and Stockholm. Ramp will be actively building its European team across go-to-market, partnerships and operations in the coming months, with plans to more than double the U.K. team over the next 12 months. Ramp will begin onboarding U.K.- and EU-based businesses this summer. … AppZen, a spend and compliance management platform, has completed a Workday Design Approved Integration for its Workday Marketplace App, AppZen Expense Audit, integrated with Workday Expenses. Users gain access to AppZen's Mastermind AI Platform for autonomous expense auditing within the Workday platform. … Compliance solutions provider Vertex announced its Vertex O Series Tax Engine and Indirect Tax Accelerator for Oracle's ERP offerings are available on the Oracle Marketplace and can be deployed on Oracle Cloud Infrastructure. … American Express announced the integration of American Express Virtual Cards into Concur Expense, expanding its partnership with SAP Concur to deliver integrated spend management solutions to enterprise clients. With this integration, Amex Virtual Cards can be created within Concur Expense for employees with limited or occasional spending needs, and can be used for travel expenses including airfare and meals as well as other online business purchases like subscriptions, office catering or event needs.

Other news

Vena, an FP&A platform for the Microsoft technology ecosystem, has been named a Niche Player in the 2026 Gartner Magic Quadrant for Financial Close and Consolidation Solutions. The report evaluates vendors in the financial close and consolidation market on two axes: completeness of vision and ability to execute. According to Gartner, completeness of vision reflects vendors' understanding of market direction, innovation and customer needs, while ability to execute evaluates product capabilities, sales and marketing execution, customer experience and overall operational effectiveness.