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  • Agribusiness Software Moats in the Age of Agentic Capabilities

Agribusiness Software Moats in the Age of Agentic Capabilities

EverAg launches Everett, what does it mean for agribusiness software?


Shane Thomas
Shane Thomas

May 2, 2026

•

5 min read


This week EverAg Launched Everett, The Ag Decision Engine:

❝

This isn’t another AI tool or chatbot. Everett is purpose-built for the agricultural supply chain, embedded directly into the products teams already rely on. It connects your data, applies EverAg intelligence, and turns insights into real decisions by orchestrating and evolving workflows across your operation.

Built on decades of domain expertise and the team behind some of the earliest AI innovation in ag, Everett is designed to keep learning, adapting, and delivering impact where it matters most.

A good move from EverAg.

In January, I wrote a white paper called AI and Agribusiness Software: From Systems of Record to Systems of Action. The launch from EverAg is an example of that shift occurring.

EverAg has this on the product website (emphasis mine):

❝

Everett runs through your products, connecting data across your workflows, surfacing what matters, and enabling action across your operation. It gets smarter the more it’s used.

It’s interesting to look at how EverAg is evolving their capabilities in the current world, and what that means for the future of agribusiness software.

Systems of Record

EverAg has acquired many deeply embedded systems of record, including Dairy(dot)com, AgencyRoot and the EFC Systems. EFC Systems, and their ERP offering, Merchant Ag, is where I will emphasize most of the below.

A system of record at its most basic keeps track of the core units of a business. For an ag retailer for example, product inventory, account information, payment information sales orders, pickup ticket, delivery tickets, custom application work orders, custom application records, CRM, and more.

Some of these items are “static,” some are read constantly and some are connected to many different “pipes” through APIs or corporate processes.

Sometimes systems of record bundle these things together, in something that I would refer to as vertical software, or a vertical operating system. In the aformeentioned whitepaper, I highlighted ServiceTitan, which represents multiple systems of record. An Air Conditioning Install business must know its customers (aka CRM), when its technicians (personnel) are free (calendar), and parts (inventory) that are available for sale, and at what prices (accounting), and must be able to accept payments.

We see the same thing with EverAg, where it integrates many of the same functions into an operating system for the ag retailer.

A system of record has been standard within the industry for decades. But systems of action, and arguably, something else (agent orchestration layers) are required to be a relevant software in 2027 and beyond. EverAg is positioning themselves to progress towards that next generation software. I think without moving towards agentic capabilities, software in any industry risks, not only commoditization, but irrelevance.

Moats and Shifts

Traditional SaaS has created its moat in a number of ways, some of which are decreasing in value (eg: business logic, public data), others are increasing in value (eg: proprietary data, network effects). We will come back to the increasing value components, but if we simplify what made software successful over the last ~three decades in agriculture it comes down to three uniquely integrated layers:

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