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Reporting, cash flow and close, in one conversation.
Understand financial performance, cash flow, reconciliations and month-end close, and build dashboards with evidence from NetSuite. Business area: Reporting & Analytics · Type: Agent

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What’s included

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Pinned tools

  • er_dataset_analyze
  • er_document_export
  • er_suiteql_example_find
  • er_suiteql_query_fix
  • er_suiteql_query_validate
  • ns_getRecord
  • ns_getRecordTypeMetadata
  • ns_getSuiteQLMetadata
  • ns_runCustomSuiteQL
  • ns_runSavedSearch
  • NetSuite Intelligence Library
  • Dashboard App Artifact
  • NetSuite Finance Analyst
  • Working Capital Snapshot
  • Cash Position Snapshot
  • 13-Week Cash Flow Forecast
  • Accounting Periods Review
  • Excel Workbook Builder
  • Word Document Builder
  • PDF Document Processing
  • PowerPoint Deck Builder

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Starter prompts

  • Review financial performance
  • Check close readiness
  • Build a finance dashboard
  • Review cash flow
  • Refresh my dashboard

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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