monday.com NASDAQ: MNDY used its Elevate 2026 investor Q&A to outline a strategy centered on enterprise AI adoption, managed deployment services, consumption-based monetization and a broader positioning beyond project management software.
Co-Founder and Co-CEO Eran Zinman said customers have moved beyond buying AI tools simply to gain access to the technology and are increasingly focused on measurable return on investment. He said companies want AI to reduce costs or increase revenue, but often need help identifying use cases, deploying systems and driving organizational change.
Frontier targets enterprise AI deployment
To address that need, monday.com announced monday Frontier, an organization combining managed services and deployment engineers. Zinman said the company plans to scale the initiative through 2027 as customers seek assistance implementing monday.com and its AI capabilities.
“In order to drive real change, you need people and agents, data and context all live in one place,” Zinman said. He described Frontier as a way to help customers deploy AI safely on a platform where their work data, contacts and users are already active.
Roy Mann, Co-Founder and Co-CEO, said Frontier does not represent a departure from monday.com’s focus on ease of use. Instead, he said the service is intended to help customers determine where AI can create business value and manage the broader change process, while allowing customers to retain ownership of what they build.
Chief Revenue Officer Casey George said the company expects its field deployment-engineer motion to focus primarily on mid-market and enterprise customers. For smaller customers, monday.com plans to rely more heavily on partners offering pre-built assets and services.
Zinman said adoption of AI agents is currently three times higher among enterprise customers than among small and midsize businesses, on a relative basis. He added that Frontier will focus on mid-market customers and above, where monday.com sees greater willingness to adopt and pay for AI services.
Platform expands beyond work management
Management said monday.com’s business has evolved beyond its historical identity as a project or work-management software provider. Zinman said customers increasingly use the platform to manage critical business processes that do not fit conventional off-the-shelf software categories.
He said the company’s addressable opportunity has expanded as AI allows customers to build more consequential workflows and generate greater business impact. The company continues to pursue a multi-product strategy spanning work management, CRM, service and development-related use cases.
George said AI capabilities can be used across those products, allowing customers to leverage assets developed in one product within others. Zinman said CRM and service may be easier to deploy with more specific built-in AI agents, while work-management deployments may require more assistance from Frontier because customer use cases are broader and more varied.
Management also emphasized the importance of data context, governance and interoperability. Mann said enterprise customers want to know who can access data and when, while agents require knowledge of projects, teams, roles and organizational objectives. Zinman said monday.com is open through APIs and MCP, and that third-party agents from providers such as Claude and ChatGPT can be brought into the platform and treated like other users.
Hybrid seat-and-consumption model
monday.com is also moving toward a hybrid monetization model that combines user seats with consumption. Zinman said the company has unified its credit system so usage of features including monday vibe, agents, AI columns and AI workflows draws from a shared pool of credits.
He said the model is designed to let customers scale usage regardless of headcount and may create an additional expansion path for accounts that have already reached broad employee deployment. Management said customers have generally received the approach well, though they continue to seek predictability around consumption-based spending.
“It’s no longer just a seats model, it’s a hybrid model,” Zinman said, adding that the company expects its packaging to evolve as it learns more about customer preferences for predictability and outcome-based pricing.
Chief Financial Officer Eliran Glazer said monday.com remains focused on balancing investment with efficiency. He said the company is monitoring AI costs and headcount investments following a previously announced reduction in force, while continuing to assess bottom-line efficiency and free-cash-flow considerations.
Harmony voice product and internal AI use
The company also discussed Harmony, a separate voice-AI product developed following monday.com’s acquisition of OneAI. Mann said Harmony includes internally developed lightweight models designed to support higher-quality voice interactions, including identifying voicemail before responding.
Harmony supports outbound and inbound calling use cases, according to Zinman, and has its own website and go-to-market effort. Management sees potential to sell the product to monday.com’s customer base and integrate call activity into broader monday.com workflows. George said the contact-center market is “ripe for disruption,” while Mann cautioned that Harmony remains an early-stage startup initiative.
Internally, Glazer said monday.com is using AI to automate finance processes, though he characterized the effort as a transition that is currently replacing repetitive work rather than immediately reducing staffing. Mann said roughly 30% of code in research and development is now written automatically by AI, including some bug-related processes supported by existing quality-validation infrastructure.
About monday.com (NASDAQ:MNDY)
monday.com Ltd. is a software company that provides a cloud-based Work Operating System (Work OS) designed to help organizations manage projects, workflows and business operations. Its platform uses configurable boards, dashboards, automations, integrations and collaboration tools, enabling teams to organize work and build workflows without extensive software development.
The company offers products tailored to several business functions, including monday work management for project and task coordination, monday CRM for sales and customer relationship processes, monday dev for software development teams, and monday service for managing customer support and service operations.
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