> ## 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.

# Finance Agent

> Reporting, cash flow and close, in one conversation.

> 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

## What's included

### 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`

### Recommended skills

* 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

### Starter prompts

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

## 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