Goldman: Chinese ERP Players Pivot to AI Agents With Consumption Pricing, Targeting Full Back-Office Automation

Kingdee, Yonyou and peers shifting from subscription to pay-per-use models as AI agents tackle finance, HR and procurement workflows — mirroring Salesforce/ServiceNow but with compressed timelines and higher execution risk.

ndtv-profit-business · 7/21/2026, 8:05:29 AM · Ask about this →