Rollio

Rollio is an enterprise AI agent platform that handles operations work such as order-to-cash, IT service and procurement tasks across SAP, Celonis and ServiceNow, for finance, IT and operations teams at large companies.

Updated October 2026

Rollio logo
OtherAI Agents
Visit Rollio

Overview: What is Rollio?

It doesn't publish prices, and deals start with a use-case assessment (checked October 2026).

Rollio started as a conversational assistant that let sales and service reps update Salesforce by text or voice, and its Salesforce AppExchange listing still describes that product. The company now sells agents for back-office work. Its best-known product is the Celonis Process Collaboration Agent, launched with Celonis in January 2025, which brings the right people into a Microsoft Teams chat to clear process exceptions such as blocked orders.

Fit: Ideal customer profile.

Large companies running SAP, Celonis or ServiceNow that want agents to work through repetitive exceptions, like credit blocks or payment follow-ups, with people approving the edge cases. It isn't an outbound or AI SDR tool, so a B2B sales team looking for prospecting, sequencing or meeting booking should look elsewhere.

  • Order-to-cash exceptions
  • ERP-heavy workflows

Capabilities

Key features.

01

Agents for order-to-cash, IT service management and procurement workflows

02

Reads structured ERP data alongside emails, tickets, documents and approvals

03

Connectors for SAP, Celonis and ServiceNow

04

Celonis Process Collaboration Agent, which runs inside Microsoft Teams

05

Human-in-the-loop controls, from full autonomy to supervisor approval of edge cases

06

Records how each exception was resolved, so the reasoning can be looked up later

Usage

How to use Rollio.

Rollio scopes work through a use-case assessment, then connects to your ERP, Celonis or ServiceNow data and the email and Teams traffic around it. You set which processes run on their own and which go to a human supervisor. Celonis customers can get the Process Collaboration Agent through Celonis AgentC, where Rollio is a certified integration partner.

Cost

Pricing.

Quote only

Rollio doesn't list prices on its site (checked October 2026). Pricing is quoted after a use-case assessment, and the company says it measures its work by cycle time and exception backlog rather than seats sold.

At a glance

Quick facts.

Stack position
Other
Category
AI Agents
Best for
Order-to-cash exceptions, ERP-heavy workflows
Pricing
Quote only

Subcategories

  • Enterprise AI Agents

Questions

Frequently asked.

What does Rollio do?

Rollio builds AI agents for enterprise operations, mainly finance work like order-to-cash, plus IT service and procurement. They read data from SAP, Celonis and ServiceNow and the emails around it, then act or bring in a person to approve.

Does Rollio still work with Salesforce?

Rollio began as a text and voice assistant for Salesforce, and that app is still listed on the Salesforce AppExchange. The company's site now focuses on ERP and operations agents rather than CRM updates for reps (checked October 2026).

What is the Celonis Process Collaboration Agent?

It's an agent Celonis and Rollio launched in January 2025. When a process gets stuck, it opens a Microsoft Teams chat with the people who need to decide and gives them the process context. Campari uses it to clear credit blocks in finance.

How much does Rollio cost?

Rollio doesn't publish pricing. It quotes after a use-case assessment, and says it judges its work by outcomes rather than seats sold (checked October 2026).

What are the alternatives to Rollio?

Workato and Tray automate workflows across business apps, and Glean searches and automates work across company tools. For the job Rollio was first known for, updating Salesforce quickly, Scratchpad and Dooly are built for sales reps.

Talk to us: Pick the tool. We run the system around it.

Rollio is one part of a stack. We build and run the revenue system it plugs into.

Talk to Phi