What's new and what's next in Zuora for 2026

… put any undue reliance on some of the futuristic things that you’ll hear about today that are in, um, development. Some of these timelines can shift, but we will be as transparent as possible as we walk through today’s agenda of, you know, what is available now versus what’s coming in the near term. So as I mentioned before, my name is Natalie Kalis. I sit on the product team, and I’m joined by a number of my colleagues today that spl- that span our platform. We have Bharath, who will talk to you a little bit about some of those platform innovations. Errol’s come back and joined us to talk about all good things commerce and catalog. John will join us on the CPQ side to talk about a lot of the exciting enhancements that we’ve made in Zuora CPQ. Kevin will talk about not only platform, but all of the Zuora

AI enhancements. So we have a full 30-minute section just on AI for you all at the… towards the tail end of today’s presentation. Richard will talk a little bit about MCP and the developer experience. And Sean will talk about acquisition to cash, specifically about our billing and Zephyr integration. But before I get into, you know, the meat of today and what we are doing for 2026, I want to ground ourselves into what we delivered within 2025. 2025 was about driving agility, operational efficiency, and accelerating cash flow across the entire quote to revenue life cycle.

Through acquisition, we, we strengthened multi-org support in CPQ, which enables large enterprises to manage complex org structures while preserving governance and access control for those sales assisted channels in Zuora CPQ. We also introduced our commerce catalog. This laid the foundation for customers to be able to launch new revenue models like dynamic pricing, bundles, features and entitlements without custom logic or SKU proliferation, and you’ll hear a lot about that today from Errol. Moving to the second pillar around billing and usage, we delivered consumption insights that gives you real-time visibility into usage behavior, enabling more proactive revenue man- management.

As many of you are moving more and more towards usage-based pricing, you lose some of that predictability. Consumption insights is all about being able to give you the ability to forecast what that revenue is and be able to understand where there may be anomalies within your usage data. We launched dynamic price… dynamic usage as well, which allows you to rate and bill at extremely high scale, think about three billion events a day, without an underlying subscription. So for those of you who potentially have millions of different SKUs for usage, right, this is a new feature that you could take advantage of, um, that helps you be able to support your customers. As we look at the third pillar,

we, we went to general availability for a number of payments features, including payment forms, payment links, which really streamline the checkout process and reduce friction in terms of conversion as customers are moving through that checkout flow. We GA’d gateway routing, which allows you to optimize authorization rates and lower processing costs. We also brought to market, uh, network tokenization into early access to improve security and reduce payment failures. And we introduced our Stripe Financial Connector to improve reconciliation and finan- and financial visibility, especially for those of you who are moving more towards ACH, ACH payments. Payments is, is

certainly where efficiency directly translates into revenue growth. And obviously, we’re really excited about some of those payment features that we released over the last year. Moving to the fourth pillar, we invested heavily last year in accounts receivable and automation. We launched Zuora Collections, which automates a lot of those dunning and customer communication workflows. It gives you a scoring system to be able to prioritize those outstanding collection accounts, reducing involuntary churn and accelerating recovery. We also introduced, as part of the collections model- uh, module, cash applications with underlying AI to support reducing the manual, um, matching effort between bank files and Zuora

to improve AR accuracy. And finally, we, we introduced our period close dashboard in Zuora Billing, which provides you real-time visibility into your close res- readiness, helping teams close faster with greater confidence. Finally, on the platform side of the house, we introduced a number of new integrations, uh, one with SAP and with Workday, um, specifically pulling those journal entries between, um, uh, Zuora Billing and Zuora Revenue and pushing those directly into SAP and Workday to strengthen that ERP alignment and audit readiness. And last but not least, we introduced our MCP server. This gives you a secure governed framework for customers who want to be able to

start building out those agentic workflows, really laying the foundation, um, for AI-powered automation across order to revenue. And so as we look back at 2025, we really increased commercial flexibility on our front end, we strengthened financial rigor on the back end, we accelerated payments and cash flow, we improved financial- finance team productivity, and we really laid the groundwork for intelligent automation. With the in- with all of this in mind, there was one goal we were trying to achieve, reduce revenue complexity while enabling scalable growth, and that’s really the foundation as we move into 2026.So,

what are we doing in 2026? We are building the most intelligent end-to-end monetization platform in the market. It’s really in response to all of you, right? We’re hearing this day-in, day-out from customers. Every enterprise is racing to launch AI-driven products. These products introduce new revenue models, new complex revenue models, m- may I add, with tokens, outcomes, usage. It also opens up a whole new set of channels to monetize, which means many of you are now managing multiple pricing and revenue models at once, and at the same time, finance and IT are being asked to do more with the same or even fewer resources.

Audit and compliant scrutiny is increasing, and IPO markets are reopening, and experimentation without rigor isn’t acceptable. We’re hearing this consistently. Revenue complexity, not growth, is now the biggest scaling risk for enterprise leaders. And so 2026 really centers around four areas of investment. First is around intelligent customer acquisition, helping your product and your sales team move faster with flexible pricing, faster time to market, and higher conversion. Second, it’s around enterprise financial rigor, ensuring that as revenue models become more dynamic, your control, auditability, and operational

efficiency become stronger, not weaker. Third, it’s around unified platform insights, so delivering a true single source of truth across quote to revenue so that you can model, forecast, and understand financial impact in real-time. And the fourth is around AI-powered value agents, embedding AI directly into our platform to automate execution, surface insights, and multiply the productivity of lean teams. Everything we are delivering across billing, revenue, payments, AI platform, it maps directly back to one of these themes. They are deliberate steps that we are making towards reducing

revenue complexity while accelerating, accelerating innovation, and I’m so excited to bring you on that journey today as we look into what we d- delivered in Q1. Errol’s gonna kick us off with John and Sean talking about some of these revenue motions and the new revenue models that we support today within Zuora. Bharath and myself are gonna walk you through some of our new seamless integrations, specifically around our AMROT tax connector, as well as a new SIEM integration with Splunk. Kevin and Bharath are also gonna walk you through some of our new visual reports as well as our global nav and homepage. Get excited. The global nav and the homepage experience, um, has had an uplift and customers that are seeing it are really, really excited.

And then finally, we’ll bring it in with Kevin, um, and Richard talking about all good things, MCP as well as Zuora AI. So with that, Errol, I’m gonna kick it off to you to talk a little bit about Pricing Waterfall. Thank you, Natalie. And we’re thrilled to share quite a few new updates today, including a demo. So in November, we launched the Zuora Monetization Catalog, specifically designed to give you the flexibility to innovate how you priced. We are continuing to build upon that investment, not only extending this into packaging, but also extending the ability to not only dynamically price, uh, your offerings based on attributes and different formulas,

but now, the fir- next element we’re introducing is dynamic discounting. So you will have the ability to utilize attributes, uh, associated with things like, I wanna create a, a discount for customers in the platinum segment, I wanna target big spenders and I wanna give them a specific discount. So that’s coming in the February release, as well as the Pricing Waterfall. Now, with all of the ability to now support things like contract-based pricing, attribute-based pricing, and these adjusted flexible pricing, um, there’s a lot more variability, and as we continue to evolve, we’ll see even more variability. So we’ve introduced the Pricing Waterfall, which is a simple

visualization that enables you to see the composition from the base price, uh, to the extended price, all the way to the effective or net price that’s presented to your customers. So that is currently go- going to be in the February release, and again, it will continue to evolve just to give you that much more simplicity and confidence in how you deliver dynamic pricing. But the big announcement, uh, today, we’ll jump ahead, is our continued investments in packaging and enabling you to more effectively pull together not only complex offerings into bundles, which we’ll talk about in a moment, but also how you essentially

break down the value that you deliver, uh, as part of your solutions, and the way we’ve done that is we’re entered- we’re entering a, uh, Features& Entitlements beta. So let’s make this very simple. First and foremost, we all know what a feature is. Um, but products have capabilities, and this can be everything from a metered capability, such as seats, podcasts, amount of storage, or it could be unmetered, uh, such as premium support. Now, in the past, Zuora just had features as essentially a metadata field. Now what we’re actually enabling you to do is quantify and manage, uh, a- and assign features and entitlements to products.

So to give you a very simple example, a product could be CRM and the feature is that this product has seats, a plat- uh, let’s just say seats and support. Now, when you entitle, um, that…… essentially, seat count to a bronze plan, you might have 10 seats, gol- uh, silver 50, and gold 1,000 seats, et cetera. And so we’ve not only introduced that directly into the core catalog, uh, but we’re also introducing a basic entitlement management system. So what that means is upon cl- when you sell a subscription to a customer, they will then therefore be entitled, uh, to actually monitor… That entitlement will be activated

and you’ll have a central system to manage those entitlements. Now, there’s a lot more coming out here, which is why we wanna work with you in beta. Uh, we’re working on policies, such as when you, uh, essentially consume all of the elements of your entitlements, do we automatically, uh, charge you an overage fee? Do we give a hard or a soft stop? How do we manage things like pooling, rollovers, et cetera? And that’s really the next phase. But what’s already been built, like I said, is that feature and entitlement element. So let’s jump forward and introduce you to join the beta program. We’re absolutely thrilled, uh, again, to work with each of you on your use cases. And so we’d also like to understand what

really, uh, is most important to you. So let’s take a quick poll. We have a couple polls going on at once. There’s, uh, the first poll is all around the beta program, and if you know that you want to be part of the beta program, we wanna talk to you, right? If you’re thinking, “Hey, this may be something that I wanna do in the future,” um, we also have an indication there. So, um, that is super, super helpful. Um, second poll is all around your use cases, right, around features and entitlements. What are you trying to solve at the end of the day? And so, um, kindly, if you wouldn’t mind taking just a couple minutes to say,

“Yes, I have interest in the beta,” “No, not right now,” all good. Um, and then if you do have some of those use cases around features and entitlements, um, we would love to, to chat further. I’ll give it maybe one last minute and then we can proceed forward with, all good things, bundles. And while we do that, I will say connecting the vision now, what we’re absolutely thrilled to do is to give you the granularity to understand exactly how your customers are using your products. So when you now take a solution and apply it and, and you understand exactly

how many seats, how much storage is being consumed, as well as by whom, uh, you now have the ability to more effectively package and price in the future. And a little bit of insight in the second half, we’ll be using all of that information then to make dynamic packaging recommendations, uh, to, again, enable you to more effectively monetize your portfolios. So with that, Natalie, should we move to bundles? Let’s do it. All right. At the other end, uh, we’re thrilled to announce the available of, uh, hard bundles with optionality. Uh, so there is a lot going on here and I’ll introduce it as a hard bundle is essentially a preconfigured

bundle. Uh, and then we’ll hit later, later this year, we’re also gonna provide dynamic bundles. Uh, but let’s talk about what’s available now. So first and foremost, in this model, we enable you to combine not only multiple products and their plans and charges into a new bundle. So it’s most easily explained on the right. So in this scenario, we’ve combined two component products and their component plans and charges into a new bundle. So the new bundle will inherit not only product one and product two, but plan double A and double Z. And then what you can see is we also then have the ability

to manage those charges. So charge one and two, uh, come right over. But in this case, you wanna, uh, discount the first charge by 10%, uh, mark the second charge down by 5%, and you’ll also then be able to combine charges. So for example, maybe product one and product two both had installation, and now you only wanna provide one installation charge. So what you’re able to do then is the new plan will have two charges that are discounted and a new combined charge. But then finally, we’re gonna exclude that last charge, which is not relevant any longer. So this starts to give you an understanding of the power, uh, number one,

not only, uh, do we maintain the integrity and the inheritance of all of those component products and plans, uh, but for accounting purposes, et cetera, when you actually now, uh, post sale, you’re actually able to track exactly what has been sold as well as the constituent parts, uh, so you know exactly which component, plans, charges, et cetera. It’s also been integrated already with our CPQ solution. But there’s no better way, uh, to really understand it than jumping into a demo. So let’s give that a quick, uh, s- try. And so before I do so, l- let me just back up one slide. We have our fictional SaaS provider.

Um, this is AssistIQ, and while we can create very rich bundles that bring together five or ten products, we’re gonna combine two products…. and show you how five or six plans come together into a new and very simple plan. So we’re going to take a new offering called the Gold SaaS. It’s an AI product. We want to make it very easy to buy, and so we’re also gonna add an add-on, and the add-on is for data services. And what we’re gonna see is, I’m gonna set the bundle up, and then John is gonna show you how to start with premium data services to integrate your AI across your MCP and your back office. And then once your customers get used to that, then they’ll be able to downgrade to

a basic plan. So now, let’s go ahead and check it out. Before we begin with the Assist IQ scenario, let’s look at an existing bundle to show you how robust these capabilities are. As you can see, we’re combining multiple products, plans, and charges with different consumption models as well as billing terms all into a single bundle. Now, as we covered earlier, we’re gonna start with this base bundle, which is the SaaS recurring gold plan, which you can see is $1200 for the license fee, and then we’re gonna show you how to include a few add-ons. So we’re gonna come into here, we’re gonna add a new plan. We’re then gonna select the two plans that have already

been, uh, identified as part of this bundle. We’re gonna rename it, and we’re going to go down here. You can see these two plans have been combined, and now we have six charges. So the first thing we’re going to do is we’re going to exclude that initiation fee as well as the consumption fee. Now, the license, because we want to make it even easier and more compelling to buy, we’re gonna reduce that base cost from $1200 to $1000 and complete that. We’re going to also exclude this third add-on, and so now we look at these managed service charges, and we’re going to make both of these optional charges. And so we’re gonna complete this,

and finally, we’re going to make this an optional charge. So now what we’ve actually done is we have marked down the base license and provided two optional add-ons to this specific bundle. All right. That is part one of the solution, and now I’m gonna hand it over to John. And we’re gonna show you the end-to-end integration, how that bundle now integrates into our CPQ solution. Great. Thanks, Errol. Uh, so as you saw, Errol built a bundle in the product catalog, and with the appropriate sync configurations, CPQ will acknowledge that bundle and you’ll be able

to quote with it. Uh, so some things you’ll notice is you’ll be able to add a bundle to a quote, and you’ll be able to identify that it is a bundle through the appropriate labeling. We’re gonna show a demo, so don’t worry about the- this- the image size here. Uh, and then with adding a quote to- a bundle to a quote, you’ll be able to move that bundle across the lifecycle that you want it to play out in, whether it’s a ramp deal or future-dated actions. You’ll be able to remove optional charges, include optional charges at different points in time, and make all of the standard updates to charges that you’re used to. So we’ll go ahead and play the demo now. I’m gonna show you how to take a hard bundle created in your Zoho product catalog and add it to a quote. First thing I’ll do is I’ll search for my bundle,

and I’ll notice the bundle tag identifying it. As I hover over the rate plans, I will see that the SaaS license fee is required, and thus is- has no option to select or deselect. Whereas the other two, recurring flat fee and re- recurring per-unit charges, have an ability to select as optionally included or excluded from this bundle. I’ll leave the flat fee add-on one charge included, and I’ll add this to my quote. So the two charges, the one required and the one that was optional, have been added to the quote as of the beginning of the subscription term. When I click the Edit Options link here, I can see the ch- charges that I’ve selected that are optional.

I can choose to keep them as I- as they were, or I can change it. I’ll keep ’em now, and I will create a future-dated update for April 1st, which is the date that I know my customer will no longer need the flat fee add-on. So I will click the Edit Options button and uncheck the flat fee add-on, hitting Save shows that that charge was now removed as of April 1st. And then a couple months after April 1st, the customer will need the per-unit add-on, and thus we’ll add it at that point in time.

And that, with metrics, shows you how you can create a bundle, add it to a quote, and select or remove the optional charges at any point in time across the quote. Thanks. Okay. So just to recap, we created a bundle in the catalog, we added it to a quote, and we manipulated how that bundle would play out with the optional charges over the timeline of the subscription. Um, and just for, you know, transparency, this will work in renewals, amendments, just as you were today with quotes, being able to change how the optional charges are now included or excluded across the lifecycle

as you make changes when customers decide that they need something, you know, outside of the initial creation of their subscription. So now we’ll move on and talk about, uh, CPQ efficiency. So we- we mentioned this in the last webinar, uh, and we’ve-… kind of made some additional enhancements. So the smart preview, which was the, the biggest kind of improvement to performance, was a setting, now it’s just enabled for all users as of the 10-51, uh, package version. Uh, beyond that, some of the other settings that were, uh, only available by support to enable, have been exposed, as well as a new setting to improve the renewal and amendment quote loading, um, s- performance. Um, so the larger the, the subscription that you’re trying to renew or amend, the faster that quote will now load when you click the renew or amend

icons in the billing account and subscription selection page. So this is just again, you know, emphasizing the trend of us continuing to work on performance and continuing to make sure that CPQ is, is as efficient as it can be and needs to be for your sales reps. Moving on from there, we’ll talk about, uh, some small improvements, but important improvements to the Quote Studio UI. Much of the feedback we’ve gotten around the Quote Studio UI, is that it was using quite a lot of white space and leaving a, a lot to be desired in terms of kind of the efficiency of what you saw and what you could focus on on the screen. So we eliminated white space. We made the pages dynamic so that when you resize your browser window or use different browsers, you’ll have more columns of fields available and everything resizes kind of according to

how you’re sizing your browser window. Uh, and then lastly, we’ve added a few changes to the charge table where we’ve made it a bit more concise, uh, e- eliminated some of the space that was just under-utilized there, and then we’ve also added an option to expand the charge table into the full focus of the page so that that is the main thing you are looking at when you are working on charges. As we know, our sales reps are spending the most amount of time working with charges. Uh, so that is controlled by setting, and, uh, you can request, uh, it to be enabled by support. Take a look at it, and if you decide that it’s not for you yet, you can disable it as well. And that’s all we have for CPQ, and so we’ll hand it off to Sean Great. Thanks, John.

S- so on, on the, the Zephyr side and acquisition, we have been really focusing on the unification of the, the platform. And wha- what this means for us is that buil- we are going to be building on top of some of the great things that, uh, we, we heard from Erroll. So right now, if you’re using both Zephyr and Billing, we know that it’s a bit of a challenge to, to manage both platforms. There are duplicate catalogs that you need to manage and keep in sync. There are, uh, different ways of managing entitlements between the systems. Again, often relying on workflows and other tools to, to keep everything i- in sync.

Where we are going with Zephyr right now, say, is complete unification. We are focusing on making sure that we have that c- integration into the, the catalog and the new entitlements service, so we have a single source of truth between all of the, the platforms. So Zephyr is now utilizing all of the great functionality, uh, that has been mentioned already. This will mean that we’ll be able to create, uh, new types of rules within the Zephyr platform, specifically focusing on that catalog experience as well. And third to that, we are also enhancing that integration that we have right now with, uh, one ID, um, to, to make sure that we have that single sign-on across, uh, Zephyr, as well as the, the Billing platform as well.

Uh, we’ll see a lot more, uh, functionality throughout the rest of the year, where we are really focused on digging deeper into the rest of the, the Billing, uh, into our ecosystem, so the, we, um, can, can share all the great functionality that is currently there through, through Billing. Uh, and with that, I’ll be passing over to Natalie. Thank you, Sean and Erroll, John. Um, that was killer to be able to see bundles, features, entitlements. There’s quite a few questions in the chat, if you guys can hop in there and start answering those Q and A. I know that customers are super excited to hear more about all the great things, bundles, um, in both the core catalog as well as CPQ.

One of the new revenue, uh, models that we introduced over the last quarter is flexible commitments. This solves a r- very real problem for a lot of our B2B customers who are moving more towards usage-based models. Usage-based revenue is obviously very powerful. Customers want to pay for how they consume, but usage also creates highly variable revenue, as many of you know. For businesses, that volatility makes forecasting difficult. For customers, it also creates uncertainty around minimum spend and budget planning. So sales teams often try and bridge the gap manually. They try and negotiate minimum commitments that sit outside of the system or require custom logic.

So today, with flexible commitments, not only supported in CPQ, but also supported in core Billing, sales reps can negotiate structured minimum spend agreements directly in the platform, giving your business and your customers shared financial certainty. And this isn’t limited to just usage. The, a commitment can now span across one-time charges, reoccurring charges, usage charges, including dynamic usage, and across products, subscriptions, or even a-… the entire account. We introduced a new commitment object at the account level that supports these charges. Commitments can be created, viewed, and managed directly in CPQ or directly in billing if you’re not a CPQ customer. We’ve even built out

the custom evaluation logic and automation notifications, allowing you to track balances, evaluate thresholds, trigger true-ups, initia- initiate internal or customer communications. And finally, you can now manage midterm amount changes. So let’s say midterm, your customer wants to increase that commitment amount halfway through the term, that’s no problem. ZORA can handle all of that. And most importantly, everything is auditable here. Every change is tracked. So flexible commitments give you the flexibility of being able to offer, you know, more usage plans without having revenue volatility. And as we look into Q2, we’re actually going to be layering prepayment

support on top of that commitment. So you’ll be able to take payment in advance and draw down on that prepayment with the commitment itself. The next thing that we introduced as we look into kind of this theme, right, of more and more dynamic revenue models is calculated charges, or some of, some of you may know this as percentage of spend. We’re seeing more contracts structured around percentage of spend. Typically, this looks like support fees, revenue share agreements, AI usage uplifts, reseller margins. Historically, these have required custom logic or spreadsheets or even maybe post-invoice adjustments. Now they’re available out of the box. This is a revenue

model that’s available out of the box, uh, in ZORA Billing. So with the new calculated charge model, you can automatically charge a percentage of other products spent as a separate invoice item. So typically, you s- you may see this on contracts as, like, let’s say, a 5 or 10% of your total spend needs to go to a support fee, right? Now you’re able to actually utilize this and utilize this revenue model without customizations in ZORA Billing. You can now configure a reoccurring charge that is calculated as a percentage of other invoice items. You can include optional minimum and maximum fee thresholds. You can apply it across usage, uh, one-time,

reoccurring charges, including dynamic usage, and you can define a flexible scope in terms of which charges are actually eligible for that percentage of spend. In other words, you can model a sophisticated percentage-of-spend agreement in ZORA natively without customizations or workflows. As revenue models become more and more dynamic, these capabilities really become foundational for us. This is how we reduce revenue complexity while increasing pricing flexibility. Now I’m gonna move on to what we’re supporting in terms of integrations and some of the new integrations that we’re now supporting in ZORA. The first one is our Anrok

tax integration. So we seldom talk about tax and the lens of revenue complexity. Um, and this is something that I’ve been spending the last couple weeks on with our tax, uh, partners. As revenue models evolve, usage, hybrid pri- usage, hybrid pricing, AI consumption, cross-border digital sales, this tax complexity increases right alongside revenue complexity. It’s no longer just about applying a rate. It’s about handling subscription proration, dynamic usage, being able to support multi-entity structures, cross-jurisdiction VAT in real time, e-invoicing. And as y- we’ve said, revenue complexity is now the biggest scaling risk. Tax is

a major contributor to that risk. That’s why we’ve introduced a direct integration with Anrok. Anrok was designed to be a modern tax engine that is purpose-built for SaaS and digital businesses. Unlike traditional tax engines that were originally designed with the, uh, with ERP in mind, Anrok is really built for reoccurring-revenue usage models as well as hybrid subscription structures. The integration is native within ZORA, so you can configure, you can manage, map, manage all of that tax logic directly in our platform with default mappings out of the box and flexibility to customize as your business evolves. So as you expand into new markets, you

adopt more dynamic pricing models, your tax infrastructure can flex with you. It c- it doesn’t have to slow you down. Our new Anrok integration ensures that compliance keeps pace with your innovation while reducing risk and enabling global growth. If you’re interested in learning more about the Anrok integration, please let us know. And finally, and we talked about this in our last webinar, but it’s worth, uh, bringing up again, um, as it’s highly relevant to many of you who operate in the Salesforce ecosystem, Salesforce has obviously announced their end of sale for Salesforce CPQ and their next-generation quote-to-revenue platform, ARM, is gaining momentum.

You know, for many enterprises, this creates both opportunity and uncertainty. ZORA and Salesforce have been long tupple- coupled within, you know, the quote-to-revenue ecosystem, so a lot of the questions that we’ve been hearing from you all…… um, are simple, right? It’s if I migrate to ARM, what happens to quote, or quote, “to revenue flow within Zuora?” Um, and that’s really why we built this integration. We’ve introduced a productized connector that really completes the quote to revenue cycle, syncing accounts, products, orders directly from ARM into Zuora. Um, this means that you can modernize your front office, um, while maintaining

the, the, the, you know, Zuora for subscription management as well as contract management, um, revenue reconciliation, um, without disruption. And most importantly, the goal is not to have this be a heavy, customized, uh, implementation. It’s designed to be plug and play. Um, it has preconfigured data mapping and is aligned to the ARM model. It’s designed to really minimize friction and eliminate the need for bespoke mappings. This today is in beta, and so if you are trying to evol- to, um, adopt, you know, Salesforce ARM, we wanna work with you. We wanna talk to you. Um, and so we are gonna launch into

our next poll, which, you know, for those of you who are utilizing Salesforce ARM today, would you be interested in learning more about the Zuora connector? Would you be interested in working with our team? Um, and there’s differing, you know, um, degrees of maybe where you’re at on this journey. Are you actively migrating to ARM today? Maybe you’re evaluating it and you’d be interested in learning more. Maybe you plan to migrate in the next 12 to 24 months and you want us to just keep you informed. We wanna know, so please take a moment now to, uh, participate in the, the, the poll, and, um, we’ll be in touch.

Okay, as those of you are answering the poll, I am going to pass it over to Kevin and go look at my Q&A to see if I have anything in there, of course. Um, and Kevin’s gonna talk to you a little bit about visual reports. So thanks, Kevin. Yeah. Thank you, Natalie. Hey, everyone. Great to be here today. Yeah, so the next feature we wanna highlight today is visual reports, and this one is all about helping you get more value out of the reporting you’re already using inside of Zuora. So for context, uh, Zuora reporting has always been a powerful tool for building custom reports against your, your monetization, your subscription data. Uh, you can slice and dice by account, product, region, whatever you need.

But the output of reports has always been tabular, rows and columns. And what we’ve heard from many of you is that when you’re trying to spot trends in your business, in your MRR, your ARR patterns, your usage data patterns, uh, a table of numbers only gets you so far. So what ends up happening is you’ll export the data from, uh, reporting into Excel, build your own charts. Maybe you pull the data into Tableau or Power BI, and that creates extra steps, extra tools, uh, and extra friction between you, uh, your data and your insights that you need. So we’ve built visual… Uh, so what we’ve built is visual reports, which is the ability to create custom data visualizations directly from any summary report

in Zuora. Uh, so if you can build a summary report today, uh, you now have an option to be able to visualize that summary data as a bar chart, a line chart, a pie chart, an area chart, uh, what have you, uh, right from that same interface in reporting. Uh, you can choose the chart type. You can configure the axes and groupings and tailor the display to the specific question you’re trying to answer. Uh, there’s no separate tool, no setup, uh, uh, no export needed. Um, and the impact of this is really a couple fold. Uh, so first, uh, it is designed to really compress the time between asking a question about your business and getting a clear visual answer. Uh, you’re going from minutes of exporting and formatting down to seconds,

and the second is, uh, this is one I’m personally most excited about, is that I feel like it democratizes access, access to visual insights. Your finance team, your operations team, your executive stakeholders can all self-serving these visual t- visualizations without having to file a ticket with your data team or needing a BI platform license. Uh, it keeps the insights where the data lives, which is inside of Zuora. And with that, I will pass it on to Bharath.

And, uh, I see Bharath is trying to make his way onto stage. Uh, howdy. All right. All right. Thanks. Thanks, Kevin. Hey, everyone. Great to be here today. Um, so let’s start with the problem for this, uh, Zuora-Splunk integration. So, um, we’ve heard from many of you. Uh, you know, today many security teams rely on manual log exports or delayed API pools to monitor critical activity out of Zuora. That means login attempts, access changes, billing updates, or platform events, uh, aren’t visible in real time. So when the visibility is delayed, risks are harder to detect. Uh, you know, incident investigations takes longer. Compliance reporting becomes reactive instead of continuous,

and more importantly, SOC teams spend valuable time cleaning and normalizing logs instead of, you know, responding to threats. At the same time, ingesting large volumes of unstructured audit data into SIEM tools can drive up operational and licen- licensing costs. So the challenge is clear.How do we get real-time visibility without increasing complexity or costs here? So that’s where this new ZORA Event Streaming connector comes in. Uh, this is delivered through our integration hub, uh, uh, which is a near-real-Time Security Observability, starting with a native Splunk connector. So this enables a one-click, zero-maintenance, push-based streaming of ZORA audit

events directly into your SIEM. So you can grab events such as login activity, user management events, like role and access changes, billing audits, platform-level actions, everything into your SIEM tool. So all the streamed actions is- is clean, normalized format designed for security monitoring. So if you’re not using Splunk today, we also have option for pull-based, uh, e- event streaming, uh, and u- using which you can, you know, like stream the events into your SIEM platforms like Microsoft Sentinel, Sumo Logic, Datadog, or even any in- internal tools that you have in your security ecosystem. So what’s the impact with this new

feature? First, you gain near-real-time monitoring across, you know, um, uh, ZORA systems. Second, you reduce your SOC overhead load, uh, because the data arrives normalized and structured, so teams can spend less time parsing the logs and more time responding to the meaningful signals. Third, you know, you can lower your SIEM ingestion- ingestion cost because clean and purpose-built audit streams reduce noise and unnecessary data volume. And most importantly, finally, your audit-ready by design continuous even visibility supports compliance and governance requirements without last-minute data pulls. So in short, this release,

uh, of this feature, uh, you know, turns ZORA into a real-time security signal within your broader observability ecosystem. So (clears throat) with that, I hand over to Nathalie. Thanks, Bharath. Um, for those of you who are interested in learning more about the Splunk integration, um, if you would be interested in joining our EA program, we’d love to have you. We’d love to talk to you more about this. And so please, um, feel free to answer that poll. Um, and we’ll jump in shortly into what’s coming next. As those of you who are finishing up, I’m just gonna

keep with time just to make sure that we have all of, uh, the allocated time possible. Um, and Bharath- Bharath is- Yes…. here offstage, but this is- this is his, uh- this is the most exciting part, which is global nav and configurable homepage. And so, um, I’m gonna pass it back to you, Bharath, to talk a little bit about specifically what we’ve done with global nav and our configurable homepage to make for a more friendly, intuitive user experience at the end of the day. Yeah. Thanks, Nathalie. Yes. So you’re right, uh, Bharath. You know, you heard it right there. So, (clears throat) you know, when the revenue models grow more complex,

the team- the way the teams navigate within the system becomes, you know, real, uh, scaling factor. So with this new feature, you know, uh, uh, it unifies, uh, the navigation between our, um, products, you know, whether it can be ZORA Billing or ZORA Revenue. So it unifies, uh, you know, the user experience altogether, and it- it slows down the decision-making and, you know, like, uh, it reduces, I mean, uh, the- the- the, uh, fragmented user experience that we were having. It- it- it slows downs your decision-making and reduces your overall productivity, especially for operations and finance team who rely on speed and clarity. So with this new feature, what we call it as the Global Navigation and Configurable

Homepage, uh, it- this is, uh, targeted to deliver more unified, intuitive experience across ZORA. So in- in two parts, like first, get inside the unified navigation, so you can now seamlessly navigate across billing and revenue, uh, without the feel of, you know, uh, you’re jumping between two different systems. So we have a more intuitive tenant switcher in here. Let’s say you’re- you’re- you are working on your, uh, you know, like one of your multi-entity or multi-org, uh, environment, you wanna switch between- uh, switch to a different, uh, environment, it’s- it’s going to be seamless from the place that you are, uh, accessing, uh, ZORA. And, you know, we have this features- new

features like pinned pages and suggested pages, which you can build your own, uh, left navigation, uh, um, you know, UI, and you can, like, make your primary pages visible in your left navigation. So there’s a lot of changes that’s- uh, that has been put together in- inside this unified navigation to make, uh, the user experience much, much better and, uh, more intuitive. The second part is the global homepage. You know, you- we have, like, a lot of dashboards inside our, uh, ZORA system. Now, you know, like many teams works, you know, in- in- in- in a different ways, and you might, you know, like, you might need to have some metrics which is more important for you.

Now, with this homepage, you know, think it as of a operational command center. You know, it- it provides you a centralized visibility the moment you log in. So we allot- like, there’s three ready-to-use billing templates at the moment as a part of our beta launch. So, you know, it’s- it’s tailored for billing operations and developers. Um, you know, ev- like I said before, like, every team works differently, and this homepage is flexible. You can configure, uh…… the widgets and customize the layouts to fit your role and priorities without impacting the other users. Now, it’s like you have your ho- own homepage, customize it, build your widget, and, and, and, you know, like, you can view your metrics at any time.

So this is our, uh, it’s all about our new feature, so. (clears throat) Yes. That, um, yeah. We can let’s into, uh, jump in. Welcome to the walkthrough of the new Zuora experience. We’re excited to show you the sleek and enhanced global navigation and a new configurable homepage. These new features allow you to tailor your experience for instant access to key pages and build a workspace that is truly yours. To begin this new experience, start by selecting a homepage template for the Zuora billing application. The Billing Standard template features the essential Zuora billing actions, while the Developer template

exposes real-time APIs, performance insights, and error tracking in one spot. There’s also an option to build your own and start adding your preferred widgets into a blank slate. Let’s start with the Billing Standard template. This homepage template is designed to help billing admins work more efficiently by surfacing the right actions, insights, and shortcuts the moment they log in. There are some predefined widgets on the page. First, we have Quick Actions. These widgets allow you to take critical actions directly from the homepage across key domains, such as customer accounts, subscriptions, invoice, and more. Instead of navigating through multiple pages,

you can quickly jump into these actions, like creating customers, orders, or running billing, saving time on repetitive workflows. Next, we have Operational Insights. These widgets surface important insights and potential risks across different domains at a glance. For example, you can immediately see subscription risks, accounts with suspended subscriptions, or other operational risks, allowing you to prioritize work and take action proactively without having to dig into reports. And finally, Quick Links. This allows you to add internal links to your homepage as widgets. They could be a specific report, a configuration page,

or a workflow you use daily, making navigation as simple as a single click. On top of the standard template, you are not limited to the default setup. You can easily add widgets to further tailor the homepage. For example, here you can add a business process widget to the page. This allows you to track or launch key business processes, uh, directly from the homepage, bringing even more context and efficiency into your daily workflow. Beyond widgets, the homepage also offers flexible layout configuration. Through the Configure Mode, widgets can be easily rearranged by an intuitive drag-and-drop experience, allowing you to prioritize what’s most important

to you. You can also enable or disable the global search bar and even change where it appears on the page depending on how you prefer to work. You can adjust the number of columns, customizing the layout for various viewport sizes, from large monitors to smaller screens. You can also enable full content width, making better use of available screen space. All right. Yes, that’s true. Whatever you saw, that’s our Zoro- new Zuora UI, and, um, we have this new beta program, uh, running, like, we, we are enabling the, uh, this new UI, uh, new homepage

and unified navigation in our, uh, in, in your sandboxes. So, yeah. Please, uh, feel free to, you know, like, uh, jump into this poll. All right. I’ll hand it over to, back to Natalie.

Thanks, Bharath. I’m actually gonna invite Errol to join us back on stage to give us a brief, um, update on all good things, experiences, um, and where we’re at with our beta program. And so, Errol, if you can join me back on stage and just finish us out. Um, we’re seeing a lot of excited, excitement in the Q&A, just as we have a couple moments. I know that there’s a lot that we’re throwing at you today, um, and so I would encourage you all to work directly with your account teams, right? Your customer solution arch- eh, engineers, your account, um, executives. They are closest to your implementations. They are closest to your use cases. They can help you prioritize some of these features. Um, and so, you know, there’s a lot,

obviously, that we’re talking about today. Not everything will be relevant to your particular business needs, to your particular implementations, and so I encourage you all to work really closely with your account teams as you’re looking at these and you’re trying to evaluate what makes sense. We have great partners that obviously work with us as well, and so if you’re looking for introductions on speaking with them as well, we’re happy to facilitate those conversations. And with that, Errol, I will hand it back to you.Awesome. Thank you, Natalie. Uh, so we are thrilled to announce that Zuora experiences will be moving into beta, uh, as we move into April, and then early availability in May. So first and foremost, I wanna

apologize because we’ve been talking about Zuora experiences for some time, and, uh, there was a bit of a delivery delay. And the reason for that is we essentially, as you know, the pace of innovation in the experience delivery phase is absolutely staggering. Uh, with all of these new technologies such as Vercel, Lovable, uh, Cloud Code, et cetera, Cursor, being utilized to develop these new front ends, we realized that the entire paradigm was shifting very quickly. So last year, uh, we modified our approach and we’re absolutely thrilled with that decision because not only, and I’ll talk about it in a moment, are we giving you substantially

more flexibility, but as part of the offering that we’re gonna be bringing to market, you’ll actually be able to utilize the widget library and the primitives that we’re creating to dynamically build and embed, uh, these experiences into your websites. So let me actually then start, uh, by dispelling a myth. While there are quite a few exciting technologies out there, like I said, you’ve got Vercel, Replit, Lovable, where you can build these front end experiences, you can’t just essentially vibe code an experience and expect it to have the security, the identity, the access management, and all of those APIs and guaranteed delivery,

um, that’s gonna work seamlessly with your Zuora environment. And so that’s really what we’ve been focused on, is not only giving you a WYSIWYG, what you see is what you get, editor, but that is pre-integrated into all of the Zuora processes with all of the widgets. So the first thing that we’re going to deliver is the customer portal or the subscriber experience portal, enabling customers to view their subscriptions, invoices, modify payment, and essentially, eh, and engage you in a self-service mode. Um, as a fast follow then, we’ll also bl- be delivering commerce and storefront experiences, enabling your customers, um, to actively discover,

compare different plans, and actually, uh, pay for them and check out. So that’s our 2026, let’s say, slightly longer term strategy. Customer portals coming in May. Uh, but then the other exciting element, uh, the first one I hit, is that as part of this, you also have a widget library. So any customer-facing experience that you wanna create, you’ll be able to access all of these widgets and essentially build your own custom experiences that can actually be dropped or embedded into your existing site. So these can be essentially exported as everything from React widgets, PHP, if you wanna drop them into WordPress, they’re pre-integrated,

if you would wanna drop them into Shopify, et cetera. And then finally, on the right side are what we call embedded views, and again, that is now another very exciting capability where you can actually take all of these Zuora components, such as exposing invoices, um, directly into another application, such as Salesforce, Workday, Zendesk, et cetera. So maybe your customer support reps want to be able to not only view a customer’s invoices and subscriptions, but also take action on those directly. And so they would be interacting in an iframe mode with Zuora, but natively in these applications. Uh, so we’re again thrilled to work with each and every one of you

and welcome you to join our beta program Awesome. Thank you so much, Errol. Really, really appreciate it. Thank you for the updates and for the transparency. Um, to our, all of our product managers, thank you so much. There are just a couple last, uh, questions that haven’t been answered in chat. Um, Errol, uh, Baroth, if you wouldn’t mind just taking a look at those, um, as you finish up. And, um, we’re gonna move into, you know, our, our last portion of today, and that’s really around Zuora AI and MCP. So if you all are feeling like, “Wow, Zuora, you just blew my mind with all the, all the innovations that you’ve come out,” um, we’re about to blow your mind a bit further. And so,

um, I wanna tee it up before I have Kevin come back on stage that, you know, we’ve been, we’ve been utilizing our what’s new, what’s next to give you updates on what we’ve been doing around Zuora AI, around our MCP. Today’s no different, and we’re going to continue to do this. The speed of innovation is rapid, right? It is happening, um, on a daily basis, and we know that you have high demands for AI within Zuora. We totally hear you. Um, when we started this journey and we started building z- you know, Zuora AI, we wanted to keep these four pillars in mind. We needed to make sure that AI delivers efficiency gains that you can measure, not just AI for the sake of AI. We really needs to really

think about the persona at the heart of it. Who is utilizing Zuora at the end of the day and thinking about those roles? Um, and we also know that AI needs to make Zuora easier to use and not harder, right? AI in places that are actually useful for those personas, whether you’re sitting in billing operations or product or you’re a revenue accountant, right? We have those use cases in mind. We have those personas in mind. Um, and so, you know, we wanna make sure that you have AI where you need it most, um, when you need it most, and you know, maybe even before you know that you actually need it. Um, the third pillar is all around trust and control. So finance is particularly sensitive to AI,

um, taking action by itself without keeping that human in the loop, right? We heard this time and time again from our customers at, you know, our Zag events, is that human needs to stay in the loop. We need visibility into those AI actions, and we need permissioning around AI read versus write, right? And so these are some of the standards, again, that we’re thinking about as we continue to develop Zuora AI, um, under the hood. And then the fourth is really context. It’s really being able to understand your data, your contracts, your policies, connecting that across the entire quote to revenue model and making sure that it’s enterprise grade and understanding why your data is structured the way that it is. And so with that,

right? We have developed a set of functionality that we’re really excited to walk you through today, and I’d like to invite Kevin back on stage to talk a little bit about, you know, really what we’ve done.Yeah. Awesome. Thank you, Natalie. Uh, yeah. So at the core, uh, Zuora AI understands your business. It, it operates across the full quote-to-cash flow, from quoting and metering, uh, through billing, uh, accounts receivable, payments, and revenue. And that’s what lets it do real work, not just provide insights in isolation. It also knows how you work. Uh, it understands your role, what you’re working on, what you’ve done before, and what you’re allowed to do in Zuora.

And that’s how actions stay relevant and safe without, uh, you having to explain everything from scratch, uh, to Zuora AI. Um, underneath all of that is trust. So every action in Zuora AI is governed. Reasoning is transparent. Financial and business process controls are built in. Uh, this is what makes it possible for, for you to use AI in real finance workflows without losing control. And then finally, uh, it’s ready to extend. So Zuora AI isn’t a closed box. This is where our MCP servers come into play. It’s designed to plug into your AI tooling, your AI workflow tools, um, and help you evolve your business over time. So when we say Zuora AI is built for the people

who run quote-to-cash, that, that’s what we mean. Now, um, how does this show up in the product? Uh, it really shows up in three ways that Zuora users can interact with Zuora AI, and I’m gonna have, uh, three different demos that I’m gonna show you today, uh, just to kinda show you, uh, some of this in action. Uh, the first and major way users will be able to interact with Zuora AI is through chat. So there’s gonna be an ever-present side panel on the right side of, of the Zuora screen. Uh, you can open this, um, at any point and, and chat with Zuora AI. There will be an option to go into a full-screen immersive mode, where you can open up AI

in full screen, um, and have more expansive chats. Uh, the second area, uh, or the second way you’ll be able to interact with AI is through what we call integrated AI. So these are, um, uh, AI that we’ve embedded inline in the Zuora interface. Uh, the idea is we wanna help you, uh, where we think AI can be most impactful, um, anticipate your needs. Um, so this will be things like, uh, buttons where you can summarize accounts or subscriptions, single-click, get the insights from AI. And then the final piece we’ll go through, uh, Richard will come up here a little bit later. He’ll, he’ll walk you through, uh, some of the innovations around, uh, MCP servers. Uh, I, I think of MCP servers as kind of, uh, very similar to how APIs

in the past helped you build and extend on Zuora programmatically. MCP is, is essentially that for AI, where you can bring your own AI tooling, uh, your, your clients, and, um, interact with Zuora tools and context. Okay. So everything we’ve talked about so far comes down to really this. Zuora AI is built for the people who run, uh, quote-to-cash every day. Uh, first, it helps, uh, finance teams scale their work by, uh, uh, taking real work off, off, off your plate, more the mundane, um, aspects of, of, of your tasks. Uh, not just summarizing data, but reducing that manual effort across the whole quote-to-cash,

uh, life cycle. Um, we think it’s gonna help teams move quickly. Um, you’ll be able to have, uh, decisions in, in… grounded in how your business actually runs. And Zuora, Zuora AI will actually understand your quote-to-cash, um, contacts end to end. Um, third, we’re building it, uh, with trust in mind. So we know, uh, we house very sensitive data for you all. Uh, we take that very seriously. We’re putting a, a large emphasis on, on how do we make every action taken by the AI to be governed, auditable, explainable? You’ll see when we get into the demo, uh, it’ll show its thinking process. It has human in the loop so that every, every action that the AI takes is, is based on you saying, “Yes, go ahead and do that.”

Um, and that’s, that’s what, uh, Zuora AI is really designed for. It’s helping you, the finance team, do more fast, uh, m- to move faster, stay in control, um, as your quote-to-cash, uh, keeps getting more and more complex. Okay, so with that, uh, let’s jump into the product demos. In this video, we’ll cover some of the basic functionality of Zuora AI. One of the key aspects of Zuora AI is what we call integrated AI, where on various pages inside of Zuora, you’ll see these Summarize buttons. I can go ahead and click this and get a summary of the account that I’m interested in looking at. In this case, I’m looking at AB Studios.

AI has examined all of the account’s various subscriptions, invoices, payments, and created a summary, uh, that I can read about the account. Now, this account happens to have very high, um, unpaid invoice balances, and so AI will actually recommend a series of actions for you, one of which is to potentially evaluate an invoice write-off. So what I can do is I can click on, uh, one of the suggested actions and Zuora AI will open up the Zuora AI side panel. From here, I can go ahead and engage further with the AI.What we can see here is that it’s starting to evaluate the request, and it’s getting invoice details. Zora AI will always show you how it’s thinking about things,

and so there was a lot of text there. We actually have a full immersive mode, so you can actually go into, uh, full immersion mode by clicking this little Go button, or, um, at the top of any screen, on the side panel, there’s a full screen mode option. So, I’m gonna go ahead and hit Go, and let’s take a look at what the AI has come back with. First, it has summarized some of the invoice details. It’s assessed whether the invoice is eligible for a write-off, and in this case, it says, “Yes, it’s under a million dollars. It is eligible for write-off.” This is based on control, so all the AI can be set up so that it has a series of controls in terms of what the AI can actually take action on. That’s all controlled from this area over here in Zora AI called Controls.

And then this can go ahead and proceed with its recommendation, which is to approve the write-off. And then it asks, “Would you like me to proceed with writing off the invoice?” So, you might be wondering what the AI can do. You can always ask, uh, the AI, “What can you do?” And so now, it’ll actually tell you what it can do. So, in this case, it’s able to say, “I can do account management, subscription operations, invoice management, bill run operations,” uh, and many other things. Zora AI is also good for ad hoc queries. So, if I wanted to, I could say, um, “Show, show me the top 10 accounts by account balance,” and it will

work on this. We do show our thought process in the AI. So, it says, “Hey, the user wants to see the top 10 accounts by account balance.” It will actually submit a data query, and we show the actual query it’s issuing, uh, which you could use in the data query product. And then if we give this a few moments, it’ll come back with the top 10 accounts. Now, if this is something that you want to run over and over again, you could also save this to a runbook. This- this is now running, and it’s gonna create a- an AI prompt that you can save to run this same type of analysis over and over again. It has successfully saved this, and then if I go back over to my runbook area, I can see that this is something that

I could go ahead and execute anytime. Now, I mentioned earlier, the final piece I wanna show you is Control. So, the AI had said earlier that the write-off was under a million dollars, and, uh, let’s take a look, and we can see that that is where this was set. So, you can put in a whole series of controls here to limit what the AI will do. And so that’s just a little bit of a preview of some of the things that you can do with the new Zora AI. Okay. Uh, we, so that- that was the first demo. That was kind of a billing use case. Uh, we’re gonna look at the next demo, which is, uh, more of a system administration use case with Zora AI.

Now, let’s take a look at how AI can be used for system administration. Zora AI has a number of capabilities for helping you manage more technical tasks within Zora. So, for example, it can help you write or improve your data queries. It can help you write code in our mediation platform. Uh, so I’m gonna show you an example of how it works within data query. Gonna go ahead and click on a, uh, on a query here. Some of you may have worked with some complex queries, and the integrated AI is actually able to look at any query you write in Zora and help analyze it for you. Okay, so now, it’s finished analyzing the query, and we can see that it does a few things. It helps summarize what the query is about. In this case, it’s the daily count of active subscribers from 2007

to 2025. It explains the different statements within the query, and it can also help identify gotchas or issues. For instance, possible missing filters. The other thing it can do is, is help suggest and write updates. So, I could actually copy the SQL query here and paste it into the editor, updating my query. Uh, so the idea here is AI is now within Zora to help you perform more of the technical tasks inside of Zora as well, with greater efficiency and accuracy. Okay. And then one last demo, uh, for the revenue folks in the room, uh, we’re gonna show you how it works with Zora Revenue.

Hey, there. Today, we’re diving into Zora AI focused on revenue contract modification. Revenue contracts are formed by combining various subscriptions and charges. Over time, these contracts undergo amendments, making it tricky to grasp all the changes. Amendments could arise from price shifts, upsell, downsell in terms or quantity, cancellations, or renewals. Each amendment results in a new contract version. If users want to perform an impact analysis, it feels like a black box. Gathering all the necessary information to create a summary means navigating through multiple tabs or reports. In today’s demo, we’ll showcase Zora AI designed for revenue analysts.

This tool helps analyze contract modifications. I’ll focus on a specific revenue contract that’s recently been amended. There are five versions with the latest amendment in the September ’25 accounting period. We’re looking at RC100097, and I’ll search for it now. When it opens, you’ll see a wealth of information. Contract modifications appear in a tabular format, but summarizing or analyzing impacts can be tough.You’ll need to download the data into Excel and compare previous versions to evaluate impacts on TCV or revenue adjustments. But here’s where Xora AI shines. Xora AI allows you to inquire about the revenue contract changes for September 2025.

I’ll type a prompt to identify contract lines modified leading to prospective allocation. Xora AI reviews and analyzes changes. It assesses changes from inception to today’s date, generating a summary. It offers contextual analysis allowing further questions about contract 1097, providing detailed amendment analysis. You’ll see details like the old and new prices, the price change, and which contract module was triggered, all clearly summarized. In September ’25, it highlights two amended lines resulting in prospective revenue allocation. You can also ask about the total TCV change for contract 10,097 in September ’25. Xora AI reanalyzes the context, responding that the total TCV

decreased by $1,300 from the previous to the current version in September 2025. It clarifies that down-sells led to TCV changes. You can further inquire about price change variance by SO line ID, interacting with Xora AI to get precise information. Now you’ll see an analysis of specific lines detailing price changes and a generated summary. This helps revenue analysts in analyzing the revenue contract much faster than before. What used to take hours can now be done in minutes. Okay, awesome. So let me skip through these. Uh, so we are running a beta program

on Xora AI. If, if you all are interested and want to try it in, say, like a sandbox tenant, um, uh, we invite you, would love to work with you on this, um, uh, and, and be a part of this beta program. Uh, so go ahead and, and fill in the poll, um, if you’re interested and then, and then we’ll reach out to you, um, within the next week to get you started. And with that, I think we will, uh, invite Richard onto the stage, uh, to take us through MCP.

Thanks, Kevin. Uh, Kevin just outlined our overall AI product plans, and I’m here to talk to you about just one element of those, that box in red there on the right that Kevin had showed earlier, our Xora MCP server. Kevin showed our new agent features all running inside his Xora tenant using the Xora UI, uh, but the MCP server is more about enabling access to your Xora tenant from other third-party AI tools. Xora’s MCP server uses the AI industry model contacts protocol, or MCP standard, to make Xora features and functions available outside of the Xora UI. Clients that support the MCP standard can now optionally interact with your Xora tenant. These are clients such as Claude Desktop, um, uh, Windsurf, uh, or Cursor. Um, that screenshot there, it’s a little hard to see,

I’ll blow it up a little bit, hopefully this is easier, is taken from a Windsurf session from one of our demos. Um, the… on the left-hand side, Windsurf is one of these, uh, AI empowered IDEs for developers, intended for developers. The left-hand side has got some Java code that the Xora MCP server has generated. On the right-hand side, you can see interactions, uh, the MCP server’s interactions and, uh, Windsurf thinking through the problem that it was given, in this particular case, about extracting product catalog data from your Xora tenant. Um, the… currently, uh, our server implementation is 19 discrete tools that give you access to different Xora features. So there’s an Ask a Xora tool, for example, which will answer your questions rooted

in the Xora documentation. You know, not whatever’s out there on the whole internet, but specifically focused on the, uh, Xora documentation. There’s a Xora CodeGen tool, you saw some of the output of that in the previous screenshot, uh, therefore generating custom integration code based on your instructions. Uh, we’ve added other tools that could, for example, invoke, uh, your customer reports, you know, reports that you’ve created in your tenant, and you can invoke them directly by name, uh, using, uh, your, uh, chat session with the MCP server. Uh, the same goes for workflows as well. But how you use this, you know, the specifics of using this, that’s really gonna be up to yourselves. You know, you’re no longer bound by the Xora UI; the MCP server gives you access to our MP- APIs in a much easier to consume fashion,

and we’re gonna see a demo, a couple of demos of this in just a minute. For the more technical amongst the audience, we have two flavors of MCP server right now. For the last couple of months, we’ve shipped a local MCP server. This is a node package you can download, run on your desktop, connect it to your client running on your desktop, Windsurf cursor, whatever, you know, Cloud Desktop, whatever one of these clients is, and then have it interact with your Xora tenant. Um, uh, but we’re about to release next month a server side version, um, where we’ve added a new MCP endpoint to our APIs, and you can configure that and utilize that instead. Um, but it… the whole thing about this feature is extensibility. You know, it’s allowing not just developers but business users to build, uh, custom reports, applications, integrations,

and automations that seamlessly connect to your Xora tenant. And to double down on that last point, you know, we built the Xora MCP server intending it for developers, yet the first round of beta testing, we, uh, the consistent feedback we got was that, “Oh my goodness, our business users really love this because of its ad hoc reporting and dashboard abilities.” And, um, you know, we’re seeing a very lo- uh, large utilization based on, um, not the developer audience that we’d intended, but on the business side. Um..So, let’s go take a look at what I’m talking about. And if we could cue the first demo. In this session, we’ll use Zuora’s MCP server running with Codex from OpenAI

to generate a billing forecast for a financial persona. Our prompt asks for a forecast of the euro-denominated accounts up to the year’s end and specifies the desired CSV results. Codex starts by querying the euro accounts. Four get listed, then Codex initiates a billing preview. This is a Zuora API call that asks the billing engine to generate all future unbilled charges up to the specified future date. In this scenario, that future date is the end of 2026. For a customer with a 10 euro monthly fee, billing preview will generate 10 euro charges for each month until the end of 2026. The output of billing preview is a CSV

file, which Codex retrieves before creating a Python script to filter the billing forecast CSV file and extract only the future charges for the euro accounts. Codex automatically created a sanity check Python script to verify the earlier Python script worked. While not shown here, we’d encourage you to take the prompt and modify it to meet your specific forecast needs. A succinct summary is now available, including a CSV file written to my laptop, as well as displayed on screen. For February through November, our four euro accounts will be billed 870 euros monthly. In December, that amount drops due to a contract termination,

reducing the December billings by 220 euros. All this is facilitated by a single prompt, which we’ve included in the accompanying materials. Thanks for your time. (music plays) (audio speeds up) You don’t… So just go onto the next one, Sabrina. Thanks. (instrumental music plays) In this demonstration of Zuora’s MCP server, I’m asking the server, running inside of Claude desktop, to act as a tutor, specifically asking for a plan on how my business can start billing for professional services using Zuora. This is an example of using MCP to provide advice, to plan, not to just execute my instructions. The prompt here on the right tells the LLM to act as a billing solution designer

and to interview us to understand how to bill for professional services. The prompt includes instructions on interviewing the user, then designing the configuration, and we specify the desired output. We want an owner’s manual, a document that I can share with management to explain how we can enable milestone billing out of Zuora. When the prompt is executed, we get an initial round of questions being asked by the LLM, and I give an initial round of answers. We bill both milestone and time and materials, and we also sell training classes. The LLM then asks me some follow-up questions, as you can see here. And again, I provide more detailed answers, including our standard rates. After another round of questions and answers, you can see Claude start designing the solution.

As specified in our prompt, the final output, an owner’s manual, is created. This are instructions on implementing professional services billing tailored for my business, for how we operate, so much better than a generic tutorial. I also ask Claude to create a Word document, which I can review before sharing with management. So, we decide what we like and ask for changes or more explanations for any parts we don’t like or understand. When we’re happy, we can decide to implement these manually or we can ask the MCP server to complete them for us. And one more. In this demo, I’m using OpenAI’s Codex command line tool with Zuora’s MCP server to monitor

my tenants’ unbilled usage. Unbilled usage is customer usage that has been loaded, but is waiting for the customer’s regular monthly billing day to be invoiced. Zuora has a report that lists unbilled usage. Here, we’re going to create a report that alerts you to sudden increases in usage consumption by individual customers. Hopefully this is a sign of a happy customer, but this also exposes the business to unexpected costs, which can be a problem. This prompt asks Codex to create two reports. First, a list of unbilled usage in dollars per account, and second, a report that flags excessive unbilled usage. Our prompt defines excessive as a customer whose unbilled usage exceeds

their average monthly amount by more than 30%. Once I run the prompt, Codex responds by asking me to confirm that I want to run both reports. Codex promptly invokes Zuora’s billing preview to obtain the unbilled usage amounts for each account before using our object query tool to work on the next phase, running the queries needed to calculate the three-month billing average for each account. In the final step, the results are displayed. As you can see, my demo tenant only has four billing accounts with unused usage, all listed here in markdown format. Finally, the excessive usage report is shown. Glentoran has 370 dollars of unbilled usage,

but Glentoran normally consumes 95 dollars each month, so Codex has flagged this sudden delta of 275 dollars, an amount that exceeds our 30% threshold. A useful addition to this prompt would be to ask for a third report flagging sudden drops in unbilled usage compared to past months, a possible churn predictor. Thanks for your time.Super. Thank you. Um, so just to wrap up, um, yeah, please consider joining our MCP, uh, Beta program. We show on three different use cases using three different AI tools, all

interacting with Azura Sandbox tenant in this particular instance. We’re obviously very excited here about our MCP server. We all hope you consider joining the Beta program, and, uh, we’ll not only get access to, you know, our MCP server, but you’ll also get to influence the direction, you know, what, what tools are missing, what features are you trying to use, um, and, uh, we’d love your feedback. Finally, um, the… our developer interest board and the community is where you can get updates on all of our developer tools and features, not just MCP, although obviously MCP is, uh, will be in there as well. As you’ll see in a second, I’ll be hosting a table talk near the end of March about our MCP server, and I’d love to be able to feature some of your experiences in that talk.

At this point, I’ll hand it back. Thanks everybody. Thank you so much, Richard. Richard, there’s a few questions in the Q&A, um, for you and Kevin that are outstanding, if you don’t mind. And for those of you who are excited about everything that you’ve seen today, we’d invite you to, um, you know, join our Betas. We would love to have you as a part of, um, of this experience as we continue to innovate, we continue to understand what your use cases are, how you most want to be able to leverage our MCP server as well Azura AI. Um, and with that, uh, thank you so much for joining the last 90 minutes with us. You will receive a recording, um, with all of the great demos. If you

didn’t sign up for, uh, a Beta program, you’ll have an opportunity to do so within the follow-up email as well. We have a couple of events to just, uh, alert you of, a couple table talks, right? Um, end of February as well as March. Um, you know, as we continue to, um, innovate in the AI space, this is… Your table talks are gonna be, um, really important because we’ll dive into particular topics, right? As Richard talked about with the, um, MCP server in action. Um, we also have a number of upcoming events, right? We’re, um, in the process of having a number of user group events. They’ve already kicked off in EMEA with our Doc User Group in January. We have a UK User Group and Paris User Group that will happen in

the March timeframe, as well as a number of events for those of you who are in the EMEA audience, uh, that will be in the UK in June, Docs, Nordics, I will be coming to see you and really excited to, to talk a little bit more about all the great things that we’re doing. Um, and ultimately, we couldn’t do what we do without you. Your stories are powerful. Um, if you feel like, you know, you want to be able to tell your story, we are always looking for more advocates to, to work with. Um, so please, please, um, let us know if you’d like to tell your story and we would love to work with you. With that, thank you for spending the last 90 minutes with us, and we’ll stick around a little bit,

um, to answer any sort of questions that come through the chat, um, and look forward to seeing you in May for our Q2, What’s New, What’s Next. Thanks again.