Solution Library

​

Choose an agent

• Finance Agent: Reporting, cash flow and close, in one conversation.
• AP Agent: Supplier invoices, vendor bills and payment preparation.
• AR Agent: Customer invoices, collections and cash application.
• NetSuite Solution Agent: Requirements, process design and NetSuite configuration.
• Technical Agent: SuiteScript, SuiteQL and integration help.
• Inventory Agent: Stock, replenishment and inventory exceptions.
• Sales Agent: Leads, opportunities, quotes and sales orders.
• Support Agent: Customer cases, responses and support knowledge.

​

Optional automations

• Enterprise Research Agent (Anthropic): Turns a company name into a research-grade brief, built from live web research and delivered as a structured document.
• Bad-Debt Reserve JE: Estimate, Draft and Post: Estimates the bad-debt reserve from your AR history and drafts the journal entry — nothing posts without your approval.
• AP Vendor Bill Automation: Turns incoming invoices into matched, duplicate-checked vendor bills — every bill waits for your approval before it is created.
• AR Cash Application: Matches customer payments to open invoices and applies the cash — low-confidence matches come to you for review before posting.
• NetSuite CSV Import Runner: Runs your saved NetSuite CSV imports on demand and reports back the task status — routine data loads without the clicks.
• Inventory Write-down: Finds slow-moving stock, recommends reserves, and drafts the write-down — journals post only after your approval.
• Routine Journal Posting: Keeps routine close journals moving — drafted, balanced, and posted only after your approval.
• Vendor Spend Anomaly Monitor: Watches vendor spend against baseline and escalates anomalies as ready-to-act risk briefs — read-only monitoring, no surprises.

​

Apps

• AP Command Center: Bills, vendors and POs from a refreshed cache, and an approval queue that lives in Tasks — free to view, with the NetSuite work done by a producer Agent.
• AP Review Workspace: React pilot for AP review and write-back visibility over shared operational records and real Tasks.
• Document Hub: Browse and read your team’s Documents in one pane, then ask an Agent about the one you have open.
• NetSuite Board Pack: A board-ready starting point for your NetSuite financial review, with saved reports and monthly performance.
• NetSuite CSV Importer: Drop a CSV, get mapped and validated rows on a Sheet — the App uploads, the Sheet holds the mapping and the data, the Agent does the work.
• Procurement & AP Dashboard: Six SuiteQL views of procurement and payables on one page, installed into your team and bound to your NetSuite connection.
• Procurement Workspace: React pilot for currency-separated procurement reporting from published managed Data Sources.
• Quote Workspace: Build and track sales quotes on a Sheet — quotes and lines as two tabs, the App as the form, every change a versioned Sheet write.
• Sheet List: A table and an add-row form over one Sheet you choose or create — the simplest Sheet-backed App, ready to copy and extend.

​

Packages

• Complete NetSuite Prompt Pack: Accounts payable, receivables, close, treasury, inventory, sales, support and NetSuite development in one prompt pack.
• Customer Operations: Collections, customer balances, sales opportunities, quotes and support cases.
• Finance & Close: Reconciliation, reporting, cash forecasts, dashboards and month-end close.
• Inventory & Purchasing: Stock availability, cycle counts, replenishment and purchasing.
• NetSuite Delivery: Requirements, process design, SuiteQL, SuiteScript and implementation guidance.
• Vendor Operations: Vendor checks, bill reviews, invoice intake and payment preparation.