Zuora, a monetization platform for businesses, on Thursday announced new agents and skills for Zuora AI, all built within existing controls, permissions, and audit frameworks.
By automating repetitive, manual tasks and surfacing explainable insights, Zuora AI makes finance more efficient, accelerating scale without increasing costs, the Foster City, CA-based company said in a media release on April 16.
New research commissioned by Zuora and conducted on its behalf by The Harris Poll among more than 300 finance and accounting decision-makers found:
- 92% say their finance teams are using AI tools, but 87% say there’s a gap between AI promise and reality in finance.
- 41% say one of the largest gaps is difficulty integrating AI outputs into finance workflows.
- 33% say one of the largest gaps is the inability to audit or explain AI-driven results across systems.
- 53% of finance and accounting decision-makers say they would trust AI features embedded in existing solutions most when evaluating AI tools for finance.
- Less than half (44%) whose finance teams are using AI are “very confident” in their AI tools’ ability to operate within their existing financial controls and audit framework.
Zuora AI embeds intelligence directly into a unified quote-to-cash process, without moving data across external tools or disconnected workflows. It operates within an organization’s existing controls, permissions, and audit frameworks, and ensures recommendations and actions align with established financial processes. Every interaction is transparent, traceable, and governed, with role-based access and configurable controls that reflect how finance teams already work, the company said.
Zuora says it has also achieved ISO/IEC 42001 certification, the international standard for AI management systems, reinforcing its commitment to governed, accountable, and safe AI development and operations.
“AI can’t be ‘close enough’ in finance: accuracy is foundational when you’re dealing with revenue, compliance, and auditability,” Todd McElhatton, chief operating and financial officer at Zuora, said in a statement. “Zuora AI brings intelligence directly into controlled financial workflows, surfacing the right information, accelerating decision making, and keeping humans in the loop, so finance can move quickly without introducing additional risk.”
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Zuora AI’s latest agents and skills are purpose-built to help revenue managers, revenue accountants, collections, and billing operations teams:
- Understand the impact of complex contract modifications: Rather than spending hours reconciling discrepancies, Zuora AI can instantly pinpoint what line items and prices changes and fully explain the revenue impact before anything touches the ledger.
- See full financial impact before changing allocations: Zuora AI can generate a side-by-side comparison of current allocation, proposed allocation, dollar and percentage impact, and the exact ASC 606 formulas used.
- Instantly develop responses to audit inquiries: Zuora AI can pull together the insight needed to respond to auditors. For example, identify high-balance accounts, pull subscriptions, invoices, and payment activity, and generate a structured, reviewable report grounded in your company’s data.
- Collect cash faster: Zuora AI prioritizes accounts based on payment behavior, surfaces context instantly, matches invoices to email and PDFs, and drafts follow-up communications without taking control away from your team. Collectors spend less time chasing information and more time bringing in cash.
- Close faster with immediate answers: Lets finance ask questions in plain language within any large language model using Model Context Protocol and get structured answers directly from their Zuora data.
Zuora AI includes:
- Chat with Zuora AI: Enter a free-form prompt to take action, pull insights, or schedule workflows all while operating within defined financial controls.
- Integrated AI: Instantly understand the full financial picture of any account with summaries, insights, and smart actions—including invoices, payments, subscriptions, and risk signals—without digging across multiple screens.
- Zuora MCP: Enable external AI tools to securely connect to Zuora and execute workflows using natural language. Teams can retrieve and analyze data, preview changes, and perform supported actions across subscriptions, product catalog, and billing without navigating APIs or writing code.
Zuora AI is now available to all customers, with options to enable customizations and agentic capabilities. More information can be found here.
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Tags: Accounting, ai agents, Artificial Intelligence, finance, Technology, Zuora
