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Guides a cleaner month-end close, with every journal entry and period change paused for your explicit approval.
Month-end close control with explicit approval for every write. Controller and close lead: reviews journals, close status, accounting periods, and write-gated close adjustments. Team: Month-end Close · Type: Agent

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What’s included

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Pinned tools

  • er_dataset_analyze
  • er_document_export
  • er_ns_tasks_create
  • er_suiteql_example_find
  • er_suiteql_query_fix
  • er_suiteql_query_validate
  • ns_createRecord
  • ns_getRecord
  • ns_getRecordTypeMetadata
  • ns_getSuiteQLMetadata
  • ns_runCustomSuiteQL
  • ns_runSavedSearch
  • ns_updateRecord
  • NetSuite Intelligence Library
  • Journal Entry Management
  • Accounting Periods Review
  • Excel Workbook Builder
  • Word Document Builder
  • PDF Document Processing
  • Inventory Health Monitor

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Starter prompts

  • Close checklist
  • Journal review
  • Reserve adjustment draft
  • Period status

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Trust and governance

This agent can take action in NetSuite through er_ns_tasks_create, ns_createRecord, ns_updateRecord — and every write is approval-gated. Nothing is created, updated, or sent until a human approves it. Reads and analysis run without interruption. 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