NetSuite
Pull financials and post entries with approvals.
Master data, transactions and plans you approve.
Entries and updates through the approval flow you configure.
The source transactions, the proposed change and the approval.
How to set it up
Sign in
Connect NetSuite with your admin's OAuth or a credential scoped to what the agent needs.
Choose what it can see
Pick the accounts, workspaces, projects or folders the agent may read.
Set what it can do
Turn on reads and writes separately, and name who approves each action.
Run one job
Try one read, one approved action, and check the trace before rolling it out.
NAV reconciliation
Fund NAV tied out to the administrator every day
NetSuite, Snowflake, BoxCapital call notices
Call and distribution notices per investor
NetSuite, Box, SalesforceEngagement margin tracking
Hours, fees and margin per engagement, weekly
NetSuite, Workday, TableauClient invoice preparation
Invoices assembled from approved time and expenses
NetSuite, Asana, Box
Monthly variance commentary
Budget variances explained by driver for every cost center
NetSuite, Anaplan, SnowflakeMonth-end close checklist
Close tasks run, reconciled and signed off on time
NetSuite, Box, SlackVendor payment run review
Payment runs checked for duplicates and terms before release
NetSuite, Coupa, SlackCollections outreach
Overdue invoices chased in the right tone, on time
NetSuite, Salesforce, SlackExpense report audit
Expense claims checked against policy, with the receipts
Expensify, NetSuite, SlackSubrogation recovery
Recovery opportunities found and the demand drafted
Box, Salesforce, NetSuitePremium billing reconciliation
Premium billed, collected and remitted tied out monthly
SAP, NetSuite, SnowflakeAgent commission statements
Producer commissions computed and the statements sent
SAP, NetSuite, SalesforceClient invoicing
Transaction-based invoices built from the volumes worked
NetSuite, Snowflake, BoxOutside counsel invoice review
Law firm invoices checked against the billing guidelines
NetSuite, Box, ServiceNow
Ready to connect NetSuite?
Connect it from the workspace in a few minutes, or ask us to set it up with your team.