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Builds reconciled customer statements and drafts the covering email — nothing is sent to a customer without your approval.
Accurate, reconciled customer statements — sent only when you say so. Customer statements are the quiet workhorse of receivables: sent regularly and accurately, they resolve half of your overdue balances before anyone picks up the phone. This agent builds complete, reconciled customer statements straight from NetSuite — open invoices aged by bucket, credit memos, and unapplied cash shown separately — assembles them into a polished statement document, and drafts the covering email. Nothing is sent to a customer until you have reviewed and approved it. Team: Accounts Receivable · Type: Agent

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What’s included

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Pinned tools

  • er_ns_email_send
  • er_suiteql_example_find
  • er_suiteql_query_validate
  • ns_getSuiteQLMetadata
  • ns_runCustomSuiteQL
  • NetSuite Intelligence Library
  • Word Document Builder

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Starter prompts

  • Statement for one customer
  • Statements for past-due accounts
  • Statement as a document
  • Why does the balance differ?
  • Approve and send

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Trust and governance

This agent can take action in NetSuite through er_ns_email_send — 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