> ## 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.

# Financial Analyst

> Delivers CFO-ready analysis of performance, cash, and variance drivers straight from NetSuite — read-only and evidence-backed.

> Delivers CFO-ready analysis of performance, cash, and variance drivers straight from NetSuite — read-only and evidence-backed.

**CFO-ready finance analysis grounded in NetSuite data.**

Analyze NetSuite financial performance, cash, close status, and variance drivers for CFO-ready reporting.

**Team:** 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
* NetSuite Finance Analyst
* Working Capital Snapshot
* Cash Position Snapshot
* 13-Week Cash Flow Forecast
* Cash Conversion Cycle Optimizer
* Excel Workbook Builder
* Word Document Builder
* PDF Document Processing
* PowerPoint Deck Builder

### Starter prompts

* Working capital snapshot
* Budget variance
* Board narrative
* Close status
* Executive report
* Cash position today

## 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