Finance & Accounting

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.

Provides a donor contribution summary with key performance metrics and exports to Excel and PowerPoint.

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.

Automate your ability to reconcile your 3rd party e-commerce platforms (i.e. Shopify, Amazon, TikTok, Walmart) with your NetSuite data

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.

Analyzes active grants in NetSuite and delivers a professional Grant Status and Utilization Tracker. Shows budget vs. actual spending, utilization percentage, remaining balance, days until expiration, and risk levels for each grant. Highlights at-risk grants and provides actionable recommendations for nonprofit finance teams.

Calculates gross margin and highlights the biggest drivers.

Our Agent looks 90+ days back at all your sales and purchasing data to make individual item level recommendations to optimize your inventory.

Scans inventory items in NetSuite's inventory management module for items below a reorder point threshold, then notifies users with details like item name, current quantity, and suggested reorder amounts.

Identify the highest open balances, oldest overdue invoices, customers with repeated late payments, and any unusual invoice trends. Summarize total open AR, aging buckets, top overdue customers, and invoices needing immediate follow-up.

Analyze the item list using inventory, pricing, vendor, and location fields to identify stock risks, setup issues, and high-priority exceptions, then return a ranked summary of items needing attention.

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.

Generates a clear Net Asset Roll-forward & Release Tracker showing beginning and ending balances, releases from restriction, and fund-level movements. Highlights compliance risks and missing releases for accurate nonprofit financial reporting.

Analyzes NetSuite fund accounting data and generates fund-level net asset reports, release-from-restriction tracking, compliance risks, and practical journal entry recommendations.

Pledge receivable analysis with a PowerPoint export that includes a line chart for month-over-month and year-over-year, and a bar chart by program and pledge year.

Reviews current on-hand stock, open sales orders, purchase orders, and reorder points in NetSuite to identify items that need restocking. Delivers a clear prioritized list of reorder recommendations with suggested quantities and urgency ratings.

Answers revenue questions fast with drill-downs and comparisons.

Our Agent looks at historical data, the web and any context you want to provide to deliver a robust forecast with assumptions, scenearios and more.

This agent queries a NetSuite saved search (complete transaction line level detail), computes KPIs (total revenue, weighted average margin, units sold, growth rates), and performs time-series, top-performer, margin-band, and inventory analyses. It then packages all findings into an 8-slide PowerPoint presentation complete that automates and improves your existing analysis process - complete with strategic insights, recommendations, risks and next steps. This is all performed using 100% of your transaction level detail, no rolled-up/aggregated data.

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

Sales Root Cause and Recommendations with actionable Excel workbook deliverable.