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Customer invoices, collections and cash application.
Review customer invoices, prioritize collections, explain receivables and investigate unmatched payments. Business area: Accounts Receivable · Type: Agent

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What’s included

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Pinned tools

  • er_dataset_analyze
  • er_document_export
  • er_ns_email_send
  • er_ns_tasks_create
  • er_suiteql_example_find
  • er_suiteql_query_fix
  • er_suiteql_query_validate
  • ns_getRecord
  • ns_getRecordTypeMetadata
  • ns_getSuiteQLMetadata
  • ns_runCustomSuiteQL
  • ns_runSavedSearch
  • NetSuite Intelligence Library
  • AR Aging Analysis & Commentary
  • AR Unapplied Cash & Credits
  • Collections Priority Ranker
  • Dunning Email Drafter
  • DSO Calculator
  • Customer Credit Risk Monitor
  • Bad Debt Reserve Estimator
  • Customer Payment Behavior Analyzer
  • Excel Workbook Builder

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Starter prompts

  • Prioritize overdue invoices
  • Investigate unmatched payments
  • Draft a payment reminder

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Trust and governance

This agent can take action in NetSuite through er_ns_email_send, er_ns_tasks_create — and every write is approval-gated. Nothing is created, updated, or sent until a human approves it. Reads and analysis run without interruption. All activity is captured in a full audit trail, agents use your existing NetSuite roles and permissions, and your data is never used to train models. Works with: NetSuite