“When Companion becomes the layer that decides how work flows, including across non-Oracle systems, Oracle gains considerable influence over the enterprise’s process architecture. While that is convenient for Fusion-centric organizations, it could be a concern for those that want to keep orchestration neutral,” Chaturvedi said.

Over time, he added, delegating more work to AI agents could also erode employees’ understanding of underlying business processes, making exceptions and failures harder to diagnose when automated workflows break down.

Alongside Fusion Companion, Oracle is adding Fusion Agentic Home, a native interface within Fusion Applications that serves as an alternative for enterprise users who prefer not to rely on external AI assistants to delegate tasks and manage AI-driven workflows, while using Companion as the underlying orchestration layer.