The SAP Agent Stack Where the document layer sits — and where it bottlenecks User Joule The gateway / conversational interface 50+ Joule Assistants Domain helpers: finance, procurement, supply chain, HR, CX 200+ Specialized Agents The Autonomous Suite — execute specific tasks SAP Business AI Platform BTP + Business Data Cloud + Business AI, unified Knowledge Graph + BDC + Reltio 452K tables, 7.3M fields, MDM — SAP's structured data layer ⚠ THE BOTTLENECK Document Layer Invoices · POs · Contracts · Vendor records · Receipts feeds THE LAYER SAP DIDN'T ACQUIRE Nanonets — Document AI Structured, audit-ready, enterprise-grade extraction at the accuracy bar Klein set interface layer UI helpers execution layer platform layer data layer THE READ SAP bought Reltio, Dremio, and committed €1B+ to Prior Labs to fix its data layer. It did not acquire a document AI layer. That layer is still where 200+ agents will stall — and where specialized tools continue to win in 2026.