Enterprise DNA

UiPath

Automation software that now adds AI agents to its software robots, which click through business systems.

Revenue
About $1.5B a year (public)
Based in
New York, US
Listed
Public (PATH)
Why it is winning

Many large firms already run UiPath automations, so agents can be added to existing work.

The risk to watch

Agent-first rivals and the big software suites are moving into the same workflows.

Money coming in

Who pays UiPath, and for what.

No customers of UiPath mapped yet.

Money going out

Who UiPath pays to do what it does.

No suppliers of UiPath mapped yet.

Where it sits on the map

Competitors and neighbours

Microsoft
MSFT

Sells Microsoft 365 Copilot inside Office and Windows, and owns a large stake in OpenAI.

20M+ users (2025)

Open profile
Salesforce
CRM

CRM company selling Agentforce, AI agents built into its customer software.

Agentforce ARR about $800M in the quarter to Jan 2026, up 169% year on year (company, Q4 FY26)

Open profile
n8n

Open-source workflow tool that links AI models to business apps, with a paid cloud and enterprise tier.

About $40M a year (reported at the Aug 2025 term sheet, Sifted). GetLatka also estimates $40M

Open profile
LangChain (LangSmith)
Supplier

Makes LangChain, a popular framework for building AI apps, and LangSmith, its tracing and testing product.

LangSmith annual recurring revenue reported at $12M to $16M (TechCrunch, 2025). Not confirmed by the company

Open profile
SAP
SAP

Business software giant that invested in n8n and plans to put n8n inside its Joule Studio agent tool.

Open profile
CrewAI
Supplier

Open-source framework where several AI agents work together as a team on one task.

About $3.2M ARR in 2025 (estimate, via a news report citing Latka). Growjo estimates $2.4M

Open profile
Zapier

Connects thousands of apps so tasks run automatically, and now sells AI agents on top.

About $250M+ a year (estimate)

Open profile
Relevance AI

Low-code platform where businesses build teams of AI agents without deep coding.

US$24M Series B led by Bessemer (May 2025), after a $15M Series A (2023)

Open profile
Workato
Supplier

Enterprise automation platform that connects business systems and runs AI agents across them.

ARR up 35% year on year and net new ARR up 50% in FY26 (year to 31 Jan 2026, company-reported via a summary site). Over 700 customers above $100K ARR

Open profile

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