Change your NetSuite experience from complex work to instant insights and automation by giving a single prompt.

What is NetSuite AI assistant?

NetSuite AI Assistant automates routine tasks like report creation, project updates, and resource scheduling. Instead of digging through records or running complex searches, you can simply ask the AI to retrieve project data, update task statuses, or generate reports. This saves valuable time and allows project managers, consultants, and finance teams to stay aligned and focused on delivering client value, not paperwork.

Tasks you can do in seconds with NetSuite AI-Assistant

Smart Reporting & Visualization

Request information from the NetSuite account via chat.

• Natural language access to complex NetSuite data
• Automated query generation without technical knowledge
• Dynamic visualization of financial metrics and KPIs Simply ask for what you need and our AI-Assitant will provide instant results. The system handles the technical complexity while you focus on the business insights that matter, adapting to your follow-up questions to refine and explore your data further.

Intelligent Document Processing

Convert unstructured documents into actionable NetSuite records instantly.

• Extract critical data from PO files automatically
• Validate and confirm information before processing
• Create complete sales orders with a single prompt Using AI-powered Optical Character Recognition (OCR) file processing in NetSuite, you can extract essential information from your purchase orders, validate it against your database, transform it into accurate sales orders, and modify the data before finalizing your records.

Entity and Transaction Creation

No more manual data entry. Whether you’re:

• Onboarding a new lead
• Generating a quote
• Processing a sales order Our AI-driven assistant handles it all. Just provide a prompt, and it will quickly create leads, prospects, customers, quotes, opportunities, and sales orders. This tool makes your workflow easier and faster, just like taking orders over the phone. Simply give the instructions, and it will create the sales order in NetSuite without any hassle.

Instantly Generate and Access Saved Searches

Setting up saved searches manually is a thing of the past. With our tool, you can:

• Create and store saved searches in real-time
• View search results on a customizable dashboard
• Get quicker insights for better decision-making Just give a prompt, and our AI-assistant will do the rest, from generating search queries to presenting the results in NetSuite’s native format. Plus, you can visualize these results in graphs or other formats for easier data analysis.

Master SuiteQL with Ease

No need to be an expert in SuiteQL. Our integrated tool helps you:

• Query data efficiently using simple prompts
• Get the data you need without complex scripting
• Make data retrieval straightforward and hassle-free With our NetSuite AI-Assistant, you can boost productivity, reduce technical dependency, and focus on what really matters — growing your business.

Enjoy the benefits of our effortless and efficient AI-Assistant

Simplified access to reports

Users can easily retrieve data simply by asking questions to the AI-Assistant in natural language.

Visual representation of data

For certain types of reports, the AI-Assistant can display the results visually as a graph for easy insights.

Automated extraction of data

The system can process external document files and extract relevant information.

Error-checked record creation

Data extracted from files or provided by the user for record creation is presented in a structured grid.

Efficient transaction processing

The process of turning an external document into a system transaction is faster than manual data entry.

Process more file types

Accepts a wide range of formats, including PDFs, Word docs, and scanned images, making the bot more versatile and user-friendly.