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Keeps routine close journals moving — drafted, balanced, and posted only after your approval.
Guide close journals through analysis and approval. Give routine close adjustments a consistent path from evidence to an approved journal. This automation gathers close variances from NetSuite and prepares a balanced journal proposal with supporting context for the period under review. Its steps separate the investigation from the posting decision. When an adjustment is needed, the exact proposal is presented for approval. A no-action result completes with a summary, while insufficient or invalid preflight evidence follows a stopped path instead of proceeding to posting. Only an approved proposal reaches the journal creation step, which checks the resulting record. Rejection ends without a journal. The close Skill is included when you add the automation. Your new copy starts as a draft, ready for you to review its period scope, account choices, approval process, and sharing. Business area: Month-end Close · Type: Automation

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What’s included

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Pinned tools

  • er_suiteql_query_validate
  • ns_createRecord
  • ns_getRecord
  • ns_getRecordTypeMetadata
  • ns_getSuiteQLMetadata
  • ns_runCustomSuiteQL

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Included skills

  • NetSuite Intelligence Library
  • NetSuite GL & Close

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Trust and governance

Supported NetSuite actions include ns_createRecord. The Agent’s approval steps, tool policies, and your NetSuite permissions control when these actions can run. Adding the template does not execute these actions. 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