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Markets2026-09-23 · source-backed
Ramp Accounts Receivable went GA on September 22 after a summer beta: contracts and POs into invoice drafts, collections follow-ups written from payment history and policy, incoming payments auto-matched to open invoices, revenue recognized in the right period and synced to the ERP. Every step is "AI drafts, finance reviews." Ramp now covers spend and revenue, which was BILL's whole reason to exist as a single platform.
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The loudest enterprise-agent number of the quarter falls apart when you divide it. SaaStr's breakdown of Salesforce Q2 FY27 (reported August 26, stock up 23%) puts cRPO at $33.5B growing 14% against 11% revenue growth. Agentforce ARR passed $1.5B at +240% on 3.2 billion agenti...
Ara Kharazian, who runs the Ramp AI Index, posted September 16 that OpenAI's growth is coming from shifts off GPT-5.6 Sol, off some Anthropic models, and from net-new usage, reading it as Anthropic's pace-the-frontier position costing it frontier adoption. That cuts against th...
Ramp's Accounting Agent auto-codes transactions in real time at 90%+ accuracy and about 3.5x the rate of legacy tools, Canopy Bookkeeping is widening its beta, and Intuit embeds Assist into QuickBooks. The agent eats the categorization-and-close grunt work while the system-of-...
SaaStr's analysis of the September 8 earnings: fiscal Q2 2027 revenue of $292.8M up 21%, usage revenue up 24%, free cash flow up 47% to $50.5M, NDR above 110%, then more than $2B of market cap gone in a day on back-half guidance of roughly 15% growth against 25% a year prior....
UC Berkeley's Sky Lab put seven models through Claude Code, Codex CLI and Pi on 30 sampled tasks each from SWE-bench Lite and Terminal-Bench 2.0, three attempts per task, 21 model-harness pairs total. HarnessTax is the result, from Melissa Pan, Ion Stoica, Matei Zaharia and co...
Almost nobody there has logged into the Salesforce UI in six-plus months. They went at the API directly, built a Claude agent on top called 10K, and folded Bill, Brex and QuickBooks into the same layer, running a small human team plus 20+ production agents (SaaStr). The pricin...
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