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Finds short-pays, disputed invoices, and orphan credits, then routes each one — follow-up tasks are created only after your approval.
Every short-pay found, classified, and owned — before it goes cold. Short-pays and disputed invoices quietly rot in the aging until someone notices — and by then the trail has gone cold. This agent sweeps NetSuite for the telltale signs: invoices paid across multiple receipts, open credit memos, unapplied cash sitting on account, and balances that stopped moving. It classifies each finding by likely dispute reason, proposes who should own the follow-up, and — once you approve — creates the routed follow-up tasks so every dispute has an owner and nothing goes cold again. Team: Accounts Receivable · Type: Agent

What’s included

Pinned tools

  • er_ns_tasks_create
  • er_suiteql_example_find
  • er_suiteql_query_validate
  • ns_getSuiteQLMetadata
  • ns_runCustomSuiteQL
  • NetSuite Intelligence Library

Starter prompts

  • Run a dispute sweep
  • Find short-pays
  • Unapplied cash on account
  • Investigate one customer
  • Route the confirmed disputes

Trust and governance

This agent can take action in NetSuite through er_ns_tasks_create — 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