Software

Our AI agent reconciles 3PL warehouse and NetSuite inventory data, identifies the root cause of every mismatch, and delivers audit-ready explanations—so your inventory is always accurate without manual reconciliation work.

An AI-powered accounts receivable agent designed to streamline and modernize the collections process by intelligently recommending next-best actions, prioritizing customer outreach, and surfacing clear, real-time visibility into outstanding balances and cash flow. By continuously analyzing payment behavior, invoice data, and historical trends, it enables AR teams to focus on the highest-impact accounts and take proactive steps to improve collections outcomes.

Our Agent looks across your data (i.e. by GL account(s) and/or transaction type(s)) for any quantitative ($) and/or qualitative anomalies.

Guided journal entry creation that turns a plain-English intent into a balanced JE with suggested accounts, memos, and checks.

Simple or complex - this agent tailors itself to your bank reconciliation process to provide speed, automation and process improvement.

An AI agent that automatically matches incoming payments and refunds (ie batches) to invoices, credits, refunds, etc. and applies cash in your ERP, and resolves exceptions—eliminating manual work and reconciliations. This AI Agent optimizes your accounting team and speeds up month-end close.

Forecasts cash in/out using all your NetSuite data points (i.e. SOs, Invoice, POs, Bills), external data (i.e. payroll, debt service, capex) and more.

Look into your transactions and system notes to ensure you are pro-actively staying compliant

Analyzes uploaded customer contracts to provide a comprehensive ASC 606 revenue recognition analysis, including performance obligations, billing schedule, and recognition timing. Delivers actionable, step-by-step guidance for configuring Revenue Arrangements, Revenue Elements, and Billing Plans in NetSuite.

NRR, CLV, Growth, Segmentation, Churn, etc. - are these metrics important to you? Understand the performance and risks of your Customers with this pro-active AI Agents automated analysis and recommendations. Don't just know the metrics - know what to do about it.

Instantly assess the credit risk of new NetSuite customers before terms are extended. Returns a scored recommendation, suggested credit limit, peer benchmarks, required conditions, and web-enriched risk signals in minutes.

This AI agent analyzes historical customer sales data to identify and prioritize the highest-value upsell opportunities. By segmenting customers, uncovering product affinity patterns, and analyzing purchasing behavior, it delivers a ranked, revenue-weighted list of expansion opportunities with actionable insights for sales execution.

This agent reviews customer and vendor metadata and proposes a cleanup of addresses, email addresses, and phone numbers.

An AI agent that continuously analyzes receivables, payment behavior, and customer patterns to identify the fastest ways to reduce Days Sales Outstanding (DSO). By prioritizing collections, reviewing business process, predicting late payments, and recommending targeted actions, it helps finance teams accelerate cash flow and improve working capital.

This AI agent forecasts the next 12 months of expenses using historical spending patterns and expense-to-revenue relationships. It generates detailed projections at the GL account and drive levels (i.e. subsidiary, department, class location), helping finance teams plan more accurately and proactively manage costs.

Calculates gross margin and highlights the biggest drivers.

This AI agent automatically identifies likely missing month-end accruals by comparing current-period transactions to historical spending patterns, estimating the appropriate accrual amounts, and recommending journal entries with clear CFO-friendly explanations. It prioritizes material variances and highlights accounts where expected expenses have not yet been recorded.

Answers revenue questions fast with drill-downs and comparisons.

This agent converts a trial balance file from another ERP system into a NetSuite CSV import file.