Zuora AI Adds New Agents to Supercharge Finance Productivity Across Quote-to-Cash

Zuora delivers efficiency that CFOs trust within existing controls, permissions, and audit frameworks

FOSTER CITY, CALIF. April 16, 2026 - Zuora Inc., the leading monetization platform and system of record for quote-to-cash, today announced new agents and skills for Zuora AI, all built within existing controls, permissions, and audit frameworks. Trusted by CFOs, Zuora AI supercharges productivity for finance teams, just as AI copilots are supercharging developer productivity. By automating repetitive, manual tasks and surfacing explainable insights, Zuora AI makes finance more efficient, accelerating scale without increasing costs.

But in finance, productivity alone isn't enough. AI must be trusted, yet there is still a clear disconnect between AI innovation and the financial requirements to make it reliable, auditable, and usable. New research commissioned by Zuora and conducted on their behalf by The Harris Poll among over 300 finance and accounting decision makers found:

• 92% of finance and accounting decision makers 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%) of finance and accounting decision makers 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. Since Zuora serves as a trusted system of record for the quote-to-cash process, it operates within an organization's existing controls, permissions, and audit frameworks. Unlike AI tools that aren't purpose-built for finance, Zuora 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. Zuora 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," said Todd McElhatton, Chief Operating and Financial Officer at Zuora. "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."

Now, tasks that once required hours of manual reconciliation across files and systems are handled automatically within controlled workflows. 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 LLM using MCP 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. To learn more, join our April 23 webinar: "AI in Quote-to-Cash: What Finance Needs to Know" or visit here.

About Zuora, Inc.

Zuora provides the leading monetization platform and system of record for quote-to-cash through a dynamic mix of usage-based models, subscription bundles and everything in between. From pricing and packaging, to billing, payments and revenue recognition, Zuora's flexible, modular software solutions are designed to help companies evolve and scale monetization with demand. Customers around the world, including BMC Software, Box, General Motors, The New York Times, Schneider Electric, and Zoom use Zuora's unique combination of technology and expertise to transform their financial operations and how they go to market. Zuora is headquartered in Silicon Valley with offices in the Americas, EMEA and APAC. To learn more, please visit zuora.com.

© 2026 Zuora, Inc. All Rights Reserved. Third party trademarks mentioned above are owned by their respective companies. Nothing in this press release should be construed to the contrary, or as an approval, endorsement or sponsorship by any third parties of Zuora, Inc. or any aspect of this press release.

Methodology

This survey was conducted online within the United States by The Harris Poll on behalf of Zuora from March 18 - 25, 2026 among 321 finance/accounting decision makers (at least share decision making) ages 21 and over. The sampling precision of Harris online polls is measured by using a Bayesian credible interval. For this study, the sample data is accurate to within +/- 6.4 percentage points using a 95% confidence level. For complete survey methodology, including weighting variables and subgroup sample sizes, please contact [email protected].

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