AI & Automation

Connect AI tools to your NetSuite data. Stop copy-pasting context and start asking questions.

AI tools like Claude and ChatGPT are transforming how people work—but they're disconnected from your business data. Every question requires copy-pasting context. Every analysis starts from scratch.

NetSuite now supports the Model Context Protocol (MCP), which means AI tools can securely access your business data. But the connection requires proper setup: bundle installation, role configuration, security review, and usage guidelines.

Plus, NetSuite has built-in AI features that most companies haven't enabled. You're paying for capabilities that sit dormant.

What Becomes Possible

  • → "What's our AR aging by customer segment?" — answered in seconds from live data
  • → "Draft a follow-up email for all invoices over 60 days" — with customer context included
  • → "Explain why this customer's revenue recognition looks wrong" — with full transaction history
  • → "What patterns do you see in our project profitability?" — real analysis, not guesswork

MCP Connection Setup

Configure NetSuite's MCP bundle for secure AI tool integration.

Typical timeline: 1-2 weeks

NetSuite now supports the Model Context Protocol (MCP), which means AI tools like Claude and ChatGPT can securely access your business data. No more copy-pasting context. No more explaining your data structure. Just ask questions and get answers. But the connection requires proper setup: bundle installation, role configuration with appropriate scope, security review, and usage guidelines. Get it wrong and you either expose too much or block too much.

Sound Familiar?

  • ✕ Your AI tools have no access to your business data

What's Involved

Secure MCP setup requires careful configuration.

Bundle Installation

Install and configure NetSuite's MCP SuiteApp

Role Configuration

Create roles with appropriate data access scope

Security Review

Ensure the connection exposes only what it should

Testing

Validate the connection works with your AI tools

Usage Guidelines

Document what works well and what to avoid

What You Get

✓

MCP Connection Configuration

Configured and tested AI-to-NetSuite connection.

✓

AI Enablement Guide

Guide to using AI with your NetSuite data.

This Is For You If...

  • ✓ Teams already using Claude or ChatGPT for work
  • ✓ Finance leaders wanting AI-assisted analysis
  • ✓ Anyone tired of copy-pasting NetSuite data into AI tools
  • ✓ Organizations exploring AI but unsure where to start

NetSuite AI Configuration

Enable and optimize NetSuite's native AI capabilities.

Typical timeline: 1-2 weeks

NetSuite has built-in AI features—Text Enhance, Analytics AI, intelligent automation—that most companies haven't enabled or configured. You're paying for capabilities that sit dormant. This service enables and tunes NetSuite's native AI features for your specific use cases, so you get value from what you're already licensed for.

Sound Familiar?

  • ✕ NetSuite's AI features aren't enabled or configured

What You Get

✓

NetSuite AI Configuration

Native NetSuite AI features enabled and tuned.

✓

Training Materials

Role-based training for your team.

This Is For You If...

  • ✓ Companies on recent NetSuite releases
  • ✓ Teams curious about AI but not sure what NetSuite offers
  • ✓ Organizations wanting to maximize their existing investment

AI-Assisted Workflows

Build intelligent automation using AI for classification, extraction, and decision support.

Typical timeline: 4-12 weeks depending on scope

Some tasks are too complex for simple rule-based automation but too repetitive for skilled humans. AI-assisted workflows bridge the gap: intelligent categorization, document extraction, exception handling that learns. This is forward-looking work—designing workflows that leverage AI for the 80% while routing exceptions to humans. Not replacing people, but multiplying their effectiveness.

Sound Familiar?

  • ✕ Manual categorization and data entry waste hours

What You Get

✓

Solution Blueprint

Technical architecture for the proposed solution.

✓

Process Documentation

Updated SOPs for key workflows.

This Is For You If...

  • ✓ Organizations with high-volume, repetitive processes
  • ✓ Teams drowning in manual categorization or data entry
  • ✓ Forward-thinking CFOs exploring intelligent automation
  • ✓ Companies wanting to do more without adding headcount

Ready to Connect AI to Your Data?

Let's talk about what's possible when AI can actually see your NetSuite.

Schedule a Call