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

AI & Automation Services

MCP Connection Setup

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

Typical timeline: 1-2 weeks

Learn more →

NetSuite AI Configuration

Enable and optimize NetSuite's native AI capabilities.

Typical timeline: 1-2 weeks

Learn more →

AI-Assisted Workflows

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

Typical timeline: 4-12 weeks depending on scope

Learn more →

Who AI & Automation Services Are For

Good Fit

  • ✓ 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 with high-volume, repetitive processes

Not the Right Fit

  • ✗ Companies on older NetSuite releases without AI features
  • ✗ Organizations with strict policies against AI tools
  • ✗ Teams not ready to experiment with new technology

Ready to Connect AI to Your Data?

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

Schedule a Call