Skip to main content
Assembles the monthly close pack — statements, KPIs, flux, and tie-outs — into workbook and deck deliverables; strictly read-only, nothing in NetSuite is ever changed.
The monthly close pack, assembled and tied out — not rebuilt by hand. The monthly close pack — statements, KPIs, flux, and commentary — usually gets rebuilt by hand every month from a folder of exports. This agent assembles it straight from NetSuite: income statement, balance sheet, and cash view for the period, budget-versus-actual with the top drivers quantified, KPI summary, and a preliminary flux narrative, all tied out before anything is distributed — net income to cash flow, ending cash to the balance sheet. It delivers the pack as a workbook and a summary deck. Strictly read-only: it builds 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
  • NetSuite Intelligence Library
  • Excel Workbook Builder
  • PowerPoint Deck Builder

​
Starter prompts

  • Build this month’s pack
  • Tie-out check only
  • Budget vs actual section
  • Preliminary mid-close pack

​
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