Trust, always: agents use your existing NetSuite roles, every NetSuite write is held for human approval, every run leaves a full audit trail, and your data is never used to train models.In the library today: 61 agents and 13 team packs across 12 teams.
Accounts Payable
6 agents · 1 team pack- Accounts Payable Team (team pack) — A full AP team in one install — a lead AP Agent and four specialists take payables from vendor onboarding to clean data, with every NetSuite write held for your approval.
- AP Agent — Runs your AP desk — aging, duplicate catches, vendor spend, and payment-run planning — with every write held for your approval.
- AP Data Quality & Audit — Sweeps AP for duplicate bills, missing tax IDs, bad bank details, stale vendors, and unusual spend — strictly read-only, so it never touches a NetSuite record.
- AP Payment Recommendations — Ranks open bills by urgency and drafts your weekly payment-run plan — follow-up tasks are created only after your approval.
- Invoice Processing Agent — Turns invoice files into reviewed, duplicate-checked AP data — bills are only prepared with your approval.
- AP Vendor Bill Automation — Turns incoming invoices into matched, duplicate-checked vendor bills — every bill waits for your approval before it is created.
- Vendor Onboarding — Collects, validates, and duplicate-checks new vendor details — the vendor record is created in NetSuite only after your approval.
Accounts Receivable
5 agents · 1 team pack- AR & Collections Team (team pack) — A receivables team that keeps cash moving — aging turned into priorities, statements and dunning drafted for review, cash applied to the right invoices, and disputes routed, with approval on every send and every change.
- AR Aging Analysis — Ages your receivables by bucket and customer with executive commentary and DSO context — strictly read-only, nothing in NetSuite changes.
- AR Officer — Keeps cash coming in with AR aging, collections priorities, and dunning drafts — no outreach is sent without your approval.
- Customer Statement Runner — Builds reconciled customer statements and drafts the covering email — nothing is sent to a customer without your approval.
- Dispute Triage — Finds short-pays, disputed invoices, and orphan credits, then routes each one — follow-up tasks are created only after your approval.
- AR Cash Application — Matches customer payments to open invoices and applies the cash — low-confidence matches come to you for review before posting.
Collections
4 agents · 1 team pack- Collections Team (team pack) — Turns credit risk, dunning, promises-to-pay, and DSO into one collections rhythm — outreach and follow-up tasks go out only after your approval.
- Credit Health Scoring — Scores every customer’s credit health from payment history, aging, and limit utilization — strictly read-only, recommendations stay recommendations.
- DSO Analysis — Computes DSO with the method stated, tracks the trend, and decomposes every move into its drivers — strictly read-only, nothing in NetSuite changes.
- Dunning Sequence — Runs escalation-aware dunning across your overdue accounts — every email is drafted for your approval before anything is sent.
- Promise-to-pay Tracking — Logs customer payment promises, verifies them against cash received, and chases the broken ones — follow-up tasks are created only after your approval.
Procurement
5 agents · 1 team pack- Procurement Team (team pack) — Runs procurement from requisition to purchase order — requests validated, vendors risk-screened, spend categorised, and every PO draft held for your approval.
- Vendor Spend Anomaly Monitor — Watches vendor spend against baseline and escalates anomalies as ready-to-act risk briefs — read-only monitoring, no surprises.
- PO Drafting — Turns purchase requests and vendor quotes into complete, validated purchase orders — nothing is created in NetSuite until you approve.
- Requisition Intake — Turns chat and email purchase requests into complete, validated requisitions — follow-up tasks are created only after your approval.
- Spend Categorisation — Maps vendor spend into clean categories and flags miscoded transactions with evidence — strictly read-only, so no NetSuite record is ever changed.
- Vendor Risk Screening — Scores vendor reliability, price stability, and single-source dependency risk from your purchasing history — strictly read-only, nothing in NetSuite is touched.
Month-end Close
6 agents · 1 team pack- Month-end Close Team (team pack) — A close team that keeps the checklist moving — routine journals drafted, accounts reconciled, variances explained, close readiness checked, and nothing posts without your approval.
- Account Reconciliation — Reconciles GL control accounts to subledger detail and builds an aged exception list — strictly read-only, it never posts or changes anything in NetSuite.
- Bad-Debt Reserve JE: Estimate, Draft and Post — Estimates the bad-debt reserve from your AR history and drafts the journal entry — nothing posts without your approval.
- Close-readiness Check — Checks period status and hunts down every close blocker into a go/no-go checklist — strictly read-only, it never closes or locks a period.
- Controller Close — Guides a cleaner month-end close, with every journal entry and period change paused for your explicit approval.
- Routine Journal Posting — Keeps routine close journals moving — drafted, balanced, and posted only after your approval.
- Variance Analyser — Runs materiality-screened flux analysis and decomposes every variance into quantified drivers — strictly read-only, nothing in NetSuite is ever changed.
Inventory
4 agents · 1 team pack- Inventory Team (team pack) — Keeps stock levels, reorders, write-downs, and cycle counts under control — reorder POs and inventory adjustments are drafted for review, and nothing posts without your approval.
- Cycle Count Reconciliation — Reconciles physical counts against NetSuite balances and explains every variance — inventory adjustments are created only after your approval.
- Inventory Write-down — Finds slow-moving stock, recommends reserves, and drafts the write-down — journals post only after your approval.
- Reorder Drafting — Computes reorder needs net of inbound stock and drafts vendor-grouped purchase orders — nothing is created in NetSuite until you approve.
- Stock Level Monitor — Watches item-location stock levels against reorder points and leads with the exceptions — read-only monitoring, nothing in NetSuite is changed.
Billing
4 agents · 1 team pack- Billing Team (team pack) — Turns fulfilled orders and due schedules into clean invoices while catching pricing breaches and unbilled revenue — every invoice is created only after your approval.
- Billing Schedule Runner — Works out which billing-schedule instalments are due and drafts the run — invoices are created in NetSuite only after your approval.
- Invoice Generation — Finds fulfilled-but-unbilled orders and drafts accurate invoices — each invoice is created in NetSuite only after your approval.
- Pricing Rule Enforcement — Audits sold prices against your price levels and flags off-list rates and discount breaches — read-only, it never changes your NetSuite data.
- Revenue Leakage Detection — Hunts unbilled fulfillments, lapsed renewals, and missed uplifts, then ranks the recovery worklist — read-only, it never changes your NetSuite data.
Reporting & Analytics
8 agents · 2 team packs- NetSuite Finance Essentials (team pack) — The baseline finance analysis toolkit for every NetSuite workspace, approval-gated on any write-capable action.
- Reporting Team (team pack) — Builds close packs, variance commentary, board narratives, and refreshed KPI views straight from NetSuite — analysis is read-only and nothing is ever written to your books.
- Enterprise Research Agent (Anthropic) — Turns a company name into a research-grade brief, built from live web research and delivered as a structured document.
- Board Report Drafting — Drafts the board narrative and deck with tie-outs checked before distribution — strictly read-only, nothing in NetSuite is ever changed.
- Close Pack Builder — Assembles the monthly close pack — statements, KPIs, flux, and tie-outs — into workbook and deck deliverables; strictly read-only, nothing in NetSuite is ever changed.
- Financial Analyst — Delivers CFO-ready analysis of performance, cash, and variance drivers straight from NetSuite — read-only and evidence-backed.
- KPI Dashboard Refresh — Refreshes your KPI pack from exact inline SuiteQL sources and rebuilds the dashboard workbook — strictly read-only, nothing in NetSuite is ever changed.
- NetSuite Report Writer — Turns SuiteQL and saved-search results into polished, executive-ready reports and documents.
- NetSuite Orchestrator — One front door for NetSuite finance — routes every request to the right specialist.
- Variance Commentary — Turns period variances into reviewer-ready narrative with quantified drivers and clear escalations — strictly read-only, nothing in NetSuite is ever changed.
Sales & CRM
6 agents · 1 team pack- Sales & CRM Team (team pack) — Keeps CRM data clean and the pipeline honest — leads enriched, quotes drafted, gaps and upsell signals surfaced, with every NetSuite write held for your approval.
- Lead Enrichment — Finds incomplete lead and customer records and drafts sourced field updates — each record is changed in NetSuite only after your approval.
- Pipeline Gap Analysis — Measures pipeline coverage against target by period, rep, and stage — read-only, it never changes your NetSuite data.
- Quote Drafting — Turns a plain-language request into a priced, validated NetSuite estimate — the quote is created only after your approval.
- Sales Agent — Moves deals from pipeline to booked sales order — quotes, orders, and outreach are drafted for your approval first.
- Support Triage — Keeps customer support cases categorized, prioritized, and routed with full context — case updates and replies wait for your approval.
- Upsell Signal Detection — Mines order history for expansion signals and ranks your upsell targets — read-only, it never changes your NetSuite data.
Audit & Controls
5 agents · 1 team pack- Audit & Controls Team (team pack) — Watches your ledger and access model for fraud patterns, toxic permission combinations, and control exceptions — everything is evidence-backed and read-only, and follow-up tasks are created only after your approval.
- Approvals Manager — Clears approval queues faster with evidence-backed approve/reject recommendations — the final say on every record stays with you.
- Audit Trail Export — Extracts who-changed-what audit trails from system notes into a workbook-ready evidence package — read-only from start to finish, nothing in NetSuite is ever changed.
- Exception Flagging — Sweeps NetSuite for control exceptions and routes each one to an owner — follow-up tasks are created only after your approval.
- Fraud Pattern Detection — Sweeps transactions for duplicate, round-amount, structuring, and velocity fraud patterns — findings are scored and reported for your review, and nothing in NetSuite is ever changed.
- Segregation of Duties Check — Maps roles and permissions against a segregation-of-duties conflict matrix — conflicts are reported with least-privilege fixes for your review, and no role is ever changed.
Treasury & Cash
1 team pack- CFO Command (team pack) — A finance team for the corner office — cash, working capital, and variance analysed by the lead analyst, then turned into board-ready reporting, with approval before any write.
Build on NetSuite
8 agents · 1 team pack- Software Delivery (team pack) — Plan a build from Project Resources and turn the plan into ordinary assigned Tasks.
- Erstan Agent Builder — Designs, drafts, and debugs working Erstan agents with you — every NetSuite write tool it wires stays approval-gated by contract.
- Erstan Dashboard Builder — Turns KPI conversations into refreshable NetSuite dashboards with exact validated SuiteQL embedded inline — strictly read-only, it never writes to NetSuite.
- Delivery Architect — Turns agreed requirements into blueprints a team can implement without guessing.
- Delivery Coordinator — Turns Project context into a clear plan and creates ordinary Tasks when you are ready.
- NetSuite CSV Import Runner — Runs your saved NetSuite CSV imports on demand and reports back the task status — routine data loads without the clicks.
- Product Manager — Keeps product requirements sharp, testable, and evidence-backed across draft and published Documents.
- NetSuite SuiteScript Expert — Reads your deployed SuiteScript, drafts reviewed 2.1 code, and stages File Cabinet uploads and script runs behind your approval.
- NetSuite SuiteQL Expert — Turns questions into correct, validated SELECT-only SuiteQL using curated examples and live metadata.