> ## 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.

# Close Pack Builder

> 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.

> 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`

### Recommended skills

* 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