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6 Ways Agentic AI Could Reshape the Enterprise Software Market

AI agents could shift enterprise software from human-operated screens toward work completed across applications. Here are six market effects, the evidence behind them and the questions buyers should ask.
From TheFinanceBase Team7 min to read
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AI agents could change enterprise software by doing work across applications rather than waiting for people to operate each screen. That shift may put pressure on seat-based pricing, increase demand for usage- or outcome-based fees, and make integration, data context and governance more important. It does not mean business software is about to disappear: screens still help people review decisions and hand work off, and current market-wide displacement estimates are forecasts, not realized losses.

For companies choosing software—and for anyone assessing the business behind it—the key question is whether an agent can deliver a reliable outcome at a predictable cost, with appropriate human control. Here are six ways that change could unfold, and what is established versus still uncertain.

1. Agents could make business applications less visible

From operating screens to requesting outcomes

Traditional enterprise software is often designed around employees logging in, navigating screens and entering information. An agent can instead carry out steps across multiple systems on a person’s behalf. If that becomes reliable, employees may interact less with individual applications even while those applications continue to store data, enforce rules or perform work behind the scenes.

Gartner calls this possibility agentic arbitrage: agents deliver outcomes while bypassing some of the user experience in traditional applications. In a July 2026 forecast, Gartner estimated that up to $234 billion in enterprise application spending—roughly 20% of enterprise application SaaS spending—could be exposed to agentic arbitrage through 2030. “Exposed” means at risk of being affected; it does not mean Gartner expects that full amount to vanish or that the forecast has already occurred.

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The distinction matters. Software may become less visible to employees without becoming unnecessary. A workflow may still depend on the application’s data, business rules and infrastructure even if the agent becomes the main point of interaction.

2. Seat-based SaaS pricing could come under pressure

Why the number of logins may tell less of the story

A per-seat subscription ties revenue to the number of people licensed to use a product. If an agent performs work that previously required several employees to open the application, customers may need fewer human seats even when the software continues to support the same or greater output. That weakens the connection between user growth and vendor revenue growth, a risk Gartner identifies for enterprise software vendors.

The exposure is not equal across every product. Seat counts are a less direct measure of value where agents can complete meaningful work with fewer human interactions. Products whose value depends on direct collaboration, review or decision-making by people may still benefit from broad human access. The likely pressure point is the relationship between what customers pay for and what the software helps them accomplish.

How incumbents may respond

Established vendors can embed agents into their existing products and try to preserve value by drawing on customer-specific workflows and institutional knowledge. This is a potential response, not proof that every incumbent will retain its customers or pricing power. Gartner also argues that enterprise buyers may put less emphasis on buying more tools and dashboards, and more on achieving better outcomes; adding AI features alone can raise costs without improving results.

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3. Pricing could shift toward usage and outcomes

What may supplement the subscription

Deloitte expects subscriptions and seat licensing to be supplemented or, in some cases, replaced by hybrid pricing tied to usage or outcomes. This is a forecast about possible pricing models, not evidence that one model has become dominant. A hybrid contract might combine a base subscription with charges for usage or for a defined result, but the exact unit and terms will vary by vendor.

For buyers, a new pricing label does not automatically make a contract more economical. Usage and outcome charges can make bills harder to forecast, especially when demand varies or the charged result is difficult to define. Compare what triggers a charge, how usage is measured, whether there are caps, what counts as a successful outcome, and what happens when a person must review or correct the agent’s work.

What current spending figures do—and do not—show

Deloitte Insights reported results from its 2025 Tech Value survey, which was U.S.-focused: 57% of respondents said they allocated 21%–50% of their annual digital-transformation budgets to AI automation, while 20% said they allocated 50% or more. These are survey responses, not a universal spending pattern, a measure of realized returns or evidence that agentic pricing has taken hold.

4. Software may be designed for agents as well as people

Three layers of agent-ready software

Microsoft WorkLab’s April 2026 view describes software in three layers: a user experience for humans and agents, business logic encoded as callable agent skills, and data prepared for agent use. The implication is that making an existing screen available to an AI is not enough. An agent also needs dependable ways to invoke actions and access relevant, usable information.

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  • User experience: People still need ways to review work, share information and take over or hand off tasks. Interfaces may change, but they are not simply made obsolete by agents.
  • Business logic: Functions and workflows need to be available in forms agents can call, with the rules and limits that shape their use.
  • Data: Information needs to be accessible and prepared so an agent can use it in context, rather than relying on a person to find and interpret it on screen.

This is Microsoft’s product-design argument, not independent evidence that a particular architecture is already standard. It does, however, explain why useful agent support can require changes beneath an application’s interface, not just a conversational layer on top.

5. Context, controls and oversight become platform battlegrounds

What production agents need around them

An enterprise agent must operate within an organization’s identity and access controls, understand relevant business context, follow policy and be observable in production. People also need ways to oversee its actions and intervene when necessary. In a June 2, 2026 Microsoft Official Blog post, Microsoft executive Jay Parikh argued that success depends on the surrounding system: how agents are built and deployed, contextualized, governed and observed, and improved safely over time.

Gartner likewise stresses the importance of preserving institutional and customer context. These are vendor and analyst positions about what production use requires; they do not establish that any one platform has solved security, governance or context management. Buyers should verify how a system handles permissions, audit trails, policy enforcement, data access and human review in the workflows they actually intend to automate.

Adoption figures need their populations attached

Salesforce’s second-edition Agentic Enterprise Index reported an average of five activated agents per enterprise in February 2025 and 13 in April 2026. Salesforce defined its index cohort as enterprises with production agents active each month across the period. The averages describe that cohort, not all enterprises.

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The same Salesforce index reported that average unique skills per agent rose from two at the beginning of 2025 to six by year end. Salesforce connected the increase to seasonal demand in industries including retail and financial services. That is cohort-specific vendor telemetry; it does not establish a general trend across software customers or show that adding skills caused better business outcomes.

Workplace alignment is another constraint. Microsoft’s 2026 Work Trend Index found that only 26% of surveyed AI users said their leadership was clearly and consistently aligned on AI. The survey covered 20,000 knowledge workers who used AI at work across ten markets, and the measure was self-reported. It should not be read as a result for all workers or as a direct measure of agent performance.

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6. Implementation and organizational change may gain value

Why deployment can be harder than a demo

A cross-application workflow has to connect systems, account for permissions and business context, and define when a person should review or take over. Gartner says end-to-end autonomous workflows across systems typically require substantial services engagement. This points to potential demand for integration and workflow redesign, but it is not evidence of guaranteed project returns or of a specific implementation provider’s success.

Organizational incentives matter too. Microsoft’s survey finding on leadership alignment is one indication that enthusiasm among AI users does not necessarily mean an organization has aligned its policies, responsibilities and processes. Successful deployment may require deciding which tasks agents can perform, who is accountable for exceptions and how work changes for employees.

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A practical comparison for buyers

There is no established overall winner between agents embedded in incumbent software suites and horizontal or AI-first platforms. Compare specific systems against the same requirements, using a real workflow rather than a feature checklist alone:

  • Workflow coverage: Can the system complete the necessary steps across the applications involved?
  • Integration and implementation: What work is required to connect systems, encode business rules and maintain the workflow?
  • Data and organizational context: Can the agent access the information it needs, with relevant context and appropriate limits?
  • Security and governance: How are identity, permissions, policy, auditability and production monitoring handled?
  • Human review and handoff: Can people inspect decisions, intervene and manage exceptions?
  • Pricing predictability: What is the pricing unit, how is usage measured, and can costs be capped or forecast?
  • Production evidence: Is there evidence the workflow works in production under conditions like yours, rather than only in a demonstration?

What the market evidence supports so far

The evidence points to a market in transition, not a settled replacement cycle. Gartner’s spending figure is a forecast of exposed spending; Deloitte describes possible pricing changes and reports survey allocations; Salesforce publishes telemetry from a defined production cohort; and Microsoft’s Work Trend Index includes self-reported survey results. Those measures are useful for understanding direction, but they are not interchangeable and do not prove market-wide adoption or causal productivity gains.

Deloitte expects a gradual transition rather than wholesale application replacement in 2026, and estimates that the broader possibility is at least five years away. The practical near-term change is more likely to be selective: agents handle some work across systems, vendors experiment with how to charge for it, and buyers test whether the result justifies the cost and operational effort.

Product prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on Amazon at the time of purchase will apply.

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