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See your account clearly. Turn evidence into your next improvement.
Explore transaction trends, customization hotspots, workflow inventory, retained script-error logs and account configuration. Drill into role-scoped evidence, inspect cached record context and create team review Tasks. Business area: Audit & Controls · Type: App Built for: NetSuite administrator, Controller, Operations lead

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Data and resources

  • Saved account insights (Tool action): Snapshots, progress and history for each viewer’s own NetSuite authorization.
  • Run account health check (Tool action): Queue a resumable read-only scan; writes its evidence only to Erstan.
  • Find record context (Tool action): Search fresh cached REST record/field definitions.
  • Read record fields (Tool action): Selected exact REST fields, bounded and permission scoped.
  • Create team review Task (Tool action): Create a human review Task in the installing team, with the selected opportunity and source snapshot.

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Included Agents

  • Annexa Account Auditor.
This App includes Agent setup. A workspace admin must review the required connections, Run As consent, and triggers. Check each installed Agent’s setup status before relying on it.

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Install and use

Open Library → Apps in Erstan and select NetSuite Account insights. Review its requirements, choose a destination and the requested resources, then complete the installation review. See Adding Apps. Open the installed App from Artifacts. Review its data and setup status before sharing it. Later edits remain a draft until you publish them. See Create and edit an App.

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Access and actions

The App uses the viewer’s access to its connected systems and resources. App sharing does not share credentials or grant access to a Sheet, Database, or Data Source. Actions follow the configured permissions and approval policy. See Connect App data.