Platform

The Intelligence Layer for NetSuite

AI agents, interactive workbooks, and operational dashboards — embedded directly in your NetSuite environment. No ETL. No data replication. No new systems to learn.

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How it works

NetSuite Data

SuiteQL Direct Queries

AI Agent Processing

Workbooks, Dashboards & Reports

Read-only access

NSGPT queries your data but never modifies it

Zero replication

No data leaves your NetSuite instance

Real-time

Direct queries, not stale extracts

Capabilities

Everything finance teams need

AI Agents

Autonomous analysis, natural language queries, multi-agent orchestration with human approval gates.

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Workbooks

Interactive documents combining narrative, live code, SQL, and visualizations. Sandboxed Python execution.

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Dashboards

Drag-and-drop builder with AI-powered compute cards. 20 pre-built templates. Embeddable in NetSuite.

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NetSuite Integration

SuiteScript, SuiteQL, RESTlets. Embedded subtabs, portlets, and setup wizard. SSO passthrough.

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External Data

300+ integrations via Nango. MCP connectors for Notion, Gmail, web search. Cross-system analysis.

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150+ Analysis Templates

Pre-built playbooks across 12 financial domains. From financial ratio analysis to multi-entity consolidation.

Pre-Built Intelligence

150+ analysis playbooks across 12 domains

Consultant-grade analysis templates ready to run against your NetSuite data. Each template includes optimized SuiteQL queries, analytical frameworks, and output formatting.

Financial Statement Analysis

18 playbooks

Ratio analyzer (20+ ratios), executive summary creator, trend analysis

Budgeting & Forecasting

16 playbooks

Rolling forecasts, scenario modeling, budget vs actual variance

Month-End Close

9 playbooks

Close checklist, reconciliation, flux analysis, JE review

Cash Flow & Treasury

14 playbooks

13-week forecast, working capital, AR/AP optimization

Revenue & Customer

20 playbooks

ASC 606 validation, customer profitability, churn prediction

Expense & Cost

15 playbooks

Vendor spend intelligence, cost reduction finder, labor efficiency

Operational Intelligence

12 playbooks

KPI dashboards, benchmark comparison, department scorecards

Supply Chain & Inventory

8 playbooks

Inventory health, demand forecasting, reorder optimization

Risk & Controls

8 playbooks

Fraud detection (Benford's Law), SOD violations, compliance validation

Audit & Assurance

14 playbooks

Workpaper preparation, control documentation, compliance checklists

HR & Workforce

8 playbooks

Headcount planning, compensation modeling, capacity analysis

Multi-Entity Consolidation

8 playbooks

Subsidiary consolidation, elimination entries, currency translation

Automation

Set it and forget it

Schedule analysis to run automatically. Get results delivered where you need them.

Scheduled execution

Run workbooks on a daily, weekly, or monthly cadence

Webhook triggers

Kick off analysis when external events occur

Email distribution

Automatically send reports and alerts to stakeholders

Configurable thresholds

Get notified when metrics cross your defined boundaries

Enterprise Security

Built for regulated environments

Enterprise-grade security and governance built into every layer of the platform.

Row-level security

PostgreSQL-enforced data isolation between organizations

Approval workflows

Human sign-off required for sensitive AI actions

Full audit trails

Every agent action logged with timestamp and context

Sandboxed execution

Python runs in RestrictedPython sandbox preventing malicious code

Zero data replication

Queries run directly against NetSuite, data never leaves your instance

Credential encryption

All credentials encrypted at rest

Extensible

Build on the platform

Custom agents

Build agents tailored to your specific workflows using the Agent Framework SDK

Custom templates

Create analysis templates for your unique business processes

Custom dashboards

Drag-and-drop builder for any operational view you need

API access

RESTful API for programmatic integration with your existing tools

Collaboration

Work together, securely

Organizations & Projects

Structure access around your team hierarchy

Role-based permissions

Control who sees what at the org and project level

Shared resources

Share workbooks, dashboards, and templates across your team

Public sharing

Generate token-based links for external stakeholders without accounts

Comments & annotations

Inline discussion on workbooks and analysis

Version history

Full audit trail of changes with one-click restore to any prior version

See the platform in action

Book a personalized demo to see how NSGPT transforms your NetSuite data into actionable intelligence.

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