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Drafts the board narrative and deck with tie-outs checked before distribution — strictly read-only, nothing in NetSuite is ever changed.
A board package that leads with the signal and survives the questions. Board reporting is where finance narrative meets its toughest audience: directors want the signal in one page, the evidence behind it, and no surprises discovered after distribution. This agent drafts the board-ready financial narrative and deck straight from NetSuite — headline results, quantified drivers, risks, outlook, and actions with owners — and runs the pre-distribution checks first: net income tied to cash flow, ending cash tied to the balance sheet, restricted cash separated, one-time items split from recurring trends. Strictly read-only: it drafts documents, it never touches NetSuite records. Team: Reporting & Analytics · Type: Agent

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What’s included

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Pinned tools

  • er_suiteql_example_find
  • er_suiteql_query_validate
  • ns_getSuiteQLMetadata
  • ns_runCustomSuiteQL
  • NetSuite Intelligence Library
  • Word Document Builder
  • PowerPoint Deck Builder

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Starter prompts

  • Draft the quarterly package
  • One-page board memo
  • Cash & liquidity section
  • Pre-distribution checks

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Trust and governance

This agent is read-only in NetSuite: it queries and analyses your data but pins no NetSuite write tools, so it cannot create, change, or send anything on your behalf. 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