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Customer invoices, collections and cash application.
Help your receivables team turn open balances into a focused collection plan. AR Agent reviews aging, customer exposure, payment history, and collection priorities using evidence from your connected NetSuite account. Ask it to explain an overdue balance, reconcile gross and net receivables, prepare a customer statement, calculate DSO, or identify accounts that need follow-up. It can analyze remittance information, draft collection messages, and organize the results into worklists, dashboards, or workbooks when requested. The Agent confirms the date, subsidiary, currency, and aging basis and distinguishes current balances from historical as-of results. Findings include the source and scope, with credits, disputed items, and material limitations explained so you can understand what the totals represent. Collection emails require the Erstan NetSuite Add-on and approval of the exact recipient and message. Payment applications, credit-limit changes, write-offs, and other accounting changes remain proposals for review. The separate cash application automation provides a structured approval path when you choose to add it. 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_suiteql_example_find
  • er_suiteql_query_fix
  • er_suiteql_query_validate
  • ns_getRecord
  • ns_getRecordTypeMetadata
  • ns_getSubsidiaries
  • ns_getSuiteQLMetadata
  • ns_listAllReports
  • ns_listSavedSearches
  • ns_runCustomSuiteQL
  • ns_runReport
  • ns_runSavedSearch

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Included skills

  • NetSuite Intelligence Library
  • Erstan NetSuite Add-on
  • NetSuite Receivables & Collections
  • NetSuite Treasury & FP&A
  • NetSuite Sales & CRM
  • File Understanding
  • Dashboard App Artifact
  • Excel Workbook Builder
  • Word Document Builder
  • NetSuite Reference Search

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Starter prompts

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

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Trust and governance

Supported NetSuite actions include er_ns_email_send. The Agent’s approval steps, tool policies, and your NetSuite permissions control when these actions can run. Adding the template does not execute these actions. 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