Rootstock rolls out Summer ’26 release with new AI agents and security tools

Rootstock Software launched its Summer ’26 ERP release with two AI agents in active pilot, plus new security, Word export and financial upgrades. The update is aimed at helping manufacturers and distributors speed decisions, tighten controls and handle more complex operations.

Why it matters: - Rootstock’s latest release pushes AI deeper into ERP workflows that manufacturers and distributors use every day. - The update also adds enterprise security and financial tooling that can reduce manual work and help growing companies manage more complex operations. - The release is positioned for midmarket customers that want advanced capabilities without stitching together multiple point solutions.

What happened: - Rootstock Software announced its Summer ’26 Release on August 18, 2026. - Two new Rootstock AI agents entered active pilot with select customers. - The release adds AccessGuard, Rootstock’s native enterprise security solution for midmarket manufacturers and distributors. - Rootstock also delivered Word export for RootForms and major enhancements to Rootstock Financials.

The details: - The Sales Agent supports customer delivery promise workflows by checking open inventory and component requirements. - The Sales Agent also handles lot trace and recall, identifying affected orders when shipped items come from a defective or damaged lot. - The Purchasing Agent helps with purchase order expediting by analyzing delays, flagging downstream sales orders and work orders, and identifying alternative supply sources. - The Purchasing Agent also includes lot trace and recall capabilities for supply-chain traceability. - Both agents are native to Rootstock ERP and are also available in certain workplace messaging apps and through MCP servers. - Pilot customers are using the agents in production environments. - AccessGuard provides company-level and division-level access controls so users only see records they are authorized to access. - AccessGuard is available as an add-on to Rootstock ERP. - RootForms now exports documents to Word (.docx) in addition to PDF. - Rootstock Financials now includes a reimagined Bank Statement Workbench and reconciliation experience with embedded bank connectivity. - The financial update also expands auto-reconciliation, adds support for European and Canadian operations, and deepens integration with third-party accounting platforms. - The release includes a customer-driven enhancement from Rootstock Idea Factory.

Between the lines: - Rootstock is signaling that its AI strategy is not a standalone add-on, but part of the ERP platform itself. - The company is also leaning on customer co-creation to shape product priorities, which can help adoption if the features solve real workflow pain points. - Security and financial upgrades suggest Rootstock is targeting broader enterprise readiness, not just AI differentiation. - CEO Rick Berger said manufacturers and distributors do not have the IT bandwidth to connect multiple point solutions for AI. - VP of Product Ohad Idan said the agents were co-created with a select group of manufacturing customers through Rootstock’s AI Council.

What's next: - Rootstock is continuing active pilots of the new AI agents with select customers. - The company says the new capabilities are part of its broader push toward an AI-driven ERP market. - Interested customers can schedule a demo.

The bottom line: - Rootstock’s Summer ’26 Release combines AI, security and finance upgrades in one push, aiming to make its ERP platform more useful for manufacturers and distributors with more complex operations.