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92% of organizations have experienced at least one setback in their Artificial Intelligence projects—such as delays, quality issues, or compliance blocks—due to barriers related to content management.
For CFOs, financial executives, and Accounts Payable managers, the promise of AI is immense: automating accounting, accelerating invoice processing, and reducing manual errors. However, we are moving from generative AI (which simply summarizes or drafts) to agentic AI, systems that reason about content, make decisions, and execute multi-step workflows on behalf of users.
These AI agents can resolve invoice discrepancies in minutes or autonomously route approvals, but they are only reliable when supported by accurate, centralized business content, data, and information. In other words, they need a foundation—a source of truth to work from. If financial information is fragmented, lacks consistent metadata, or is disconnected from your ERP, the AI agents will make decisions based on incomplete information.
For SAP users and finance departments to unlock the true potential of agentic AI, establishing a solid foundation is essential. Below, we detail the 5 best practices for Enterprise Content Management to prepare your financial ecosystem .
1. Start with "AI-Ready" content
Only 12% of organizations have their content fully governed, centralized, and connected. In an Accounts Payable department, having contracts, delivery notes, purchase orders, and invoices scattered across local folders, emails, and legacy systems is the greatest enemy of automation.
For an AI agent to function correctly, content must be:
• Centralized: a single source of truth accessible across the entire company.
• Enriched: with standardized metadata (vendor number, amount, cost center) applied automatically.
• Connected: linked directly to business transactions in SAP.
You don't need a massive data cleanup project beforehand; an intelligent SaaS Content Management platform like OpenText structures and classifies this business context from day one.
2. Integrate AI agents directly into SAP (where the work happens)
52% of organizations report that their employees use unapproved AI tools because corporate systems are slow or limited. Forcing a financial analyst to leave SAP to consult an AI agent in another window breaks the workflow and creates security risks.
The key to success is integrating agentic AI directly into the applications your team already uses. By integrating solutions into SAP like OpenText Extended ECM or Vendor Invoice Management (VIM), agents operate with full context.
For example: an AI agent integrated into SAP can detect a discrepancy between a purchase order and an invoice, automatically search for the original vendor contract in the OpenText repository, summarize the payment terms, and propose a resolution for the exception, all without the user leaving the SAP Fiori interface.
3. Governance and Compliance by default, not as an afterthought
For a CFO, traceability is non-negotiable. Every action an AI agent takes must be auditable, and every document it retrieves must respect access controls. Manual governance does not scale in the AI era.
Modern Content Management platforms automate governance:
• Full traceability: Every modification, access, or decision made by the AI is automatically recorded in an audit trail.
• Access control: based on SAP roles, ensuring the AI only uses information for which the user has permissions.
• Automatic retention: regulatory compliance (such as GDPR or electronic invoicing regulations like the Crea y Crece Law or ViDA) applied from the moment the document is captured. If an auditor asks, the answer is already there.
4. Workflow automation from day one
Deploying traditional automation used to require months of process mapping. Today, finance departments need agility. Agentic AI allows you to move from rigid workflows to autonomous processes.
With the right infrastructure, you can implement out-of-the-box automation for common finance use cases:
• Intelligent invoice routing based on business rules, department, or risk level.
• Vendor file management with automatic escalation rules.
• Contract approvals with version control and digital signature capture (integrating tools like DocuWare, Signaturit, or Core Signature).
AI agents handle routine steps, extract data, and only escalate exceptions to humans, drastically accelerating the Procure-to-Pay cycle.
5. Keep pace with continuous cloud innovation
Maintaining an on-premise system means dealing with costly upgrade projects, system downtime, and IT bottlenecks. In the fast-paced world of AI, falling behind by a few months means losing competitiveness.
Migrating to SaaS solutions, such as OpenText Core Content Management, minimizes these challenges. New agentic AI capabilities, security patches, and compliance updates are delivered automatically. This not only reduces the Total Cost of Ownership (TCO) by eliminating infrastructure maintenance, but also ensures your finance department always has access to the most advanced AI tools on the market.
Prepare your SAP system for AI with Brait and OpenText
Agentic AI is already changing how finance departments operate. But success doesn't depend on implementing the trendiest AI model; it depends on building a solid foundation where content and processes are governed, unified, and connected. OpenText and SAP have been co-developing solutions to achieve exactly this for over 25 years, and we have been implementing them for nearly 20.
At Brait, we specialize in integrating SAP and OpenText. We have a dedicated AI department and a highly qualified team with years of experience helping large organizations digitize and automate their financial workflows, from intelligent document management to global electronic invoicing.
Is your content infrastructure ready to work alongside AI agents? Contact us today and we will help you define the right approach to maximize the performance of your SAP system.
