> ## Documentation Index
> Fetch the complete documentation index at: https://docs.erstan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Board Report Drafting

> Drafts the board narrative and deck with tie-outs checked before distribution — strictly read-only, nothing in NetSuite is ever changed.

> 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

## What's included

### Pinned tools

* `er_suiteql_example_find`
* `er_suiteql_query_validate`
* `ns_getSuiteQLMetadata`
* `ns_runCustomSuiteQL`

### Recommended skills

* NetSuite Intelligence Library
* Word Document Builder
* PowerPoint Deck Builder

### Starter prompts

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

## 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