ERP AI workspace · authorized business data

AI workspace for ERP reporting, analytics, and controlled record actions.

AskNetSuite is the AI workspace your finance and operations teams have been waiting for. Ask questions in plain English, run reports, review charts, and trigger approved record actions across authorized business systems. Schedule recurring reports + smart threshold-based alerts. Designed for authorized users with approved access to business data — customers remain responsible for their ERP licensing, roles, and access policies.

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asknetsuite.com / ai
Live
Show me top 5 customers this year and update ABC Corp email
🧠
Generated SuiteQLSELECT entityid, SUM(amount) FROM transaction…
📊
Returned 5 rows · 2.4sAcme · Globex · Wayne · Stark · Initech
🛡
Ready to updateAwaiting approval before write
CustomerABC Corp · ID 224365 Current emailold@abc.com New emailap@abc.com
✨ Early access · in beta with first cohort

Built by ERP and integration consultants who understand finance, operations, and reporting workflows. We're a small team focused on one job: helping business users get answers and run approved actions without waiting on manual report requests.

⚡ FEATURES

Ten workflows. One workspace.

Stop juggling your ERP, Excel, Power BI, Boomi, and a data warehouse. AskNetSuite collapses the entire reporting + action stack into one AI-first surface.

Ask anything in plain English.
Get the answer + the SuiteQL.

"Top customers this year by revenue" returns a table, a chart, and the generated SuiteQL — every time. Your finance team can copy, audit, or pin the query. No SQL or ERP training required for the asker.

📈

43+ AI BI Reports

Income Statement, AR Aging, EBITDA, Inventory On-Hand — pre-built and auto-charted.

🔍

Saved Search runner

Pin your favorites. Run by Script ID. Chart instantly.

Safe record updates with approval gates

Controlled record actions for selected supported record types, with preview and approval before execution. Every write audit-logged.

📊

One-click charts & pivots on every result

Bar, Line, Pie, Ring, Area, plus pivot tables — works on AI Reports, Saved Searches, AND uploaded files.

📄

Upload & analyze

CSV, Excel, JSON — visual path finder for nested data.

🔐

Security-first design

Encrypted credential handling, role-based access, tenant isolation, and audit logging.

👥

Multi-tenant admin

Companies, users, plans, expirations — managed centrally.

🔔

Scheduled reports + threshold alerts

Daily AR aging in your inbox. Hourly alerts when invoices cross 60 days overdue. Threshold-based: "Email me only if total AR > $500K" or "if COUNT of pending bills exceeds 50." Custom email templates, CC/BCC, signatures, CSV attachments — set it once, forget it.

🎨

Analytics Studio — power-user workspace

A dedicated, distraction-free workspace for building reports. Templates, saved searches, AI Q&A, and scheduled alerts in one focused surface. Open it in a separate tab so your finance team can work in parallel without sidebar clutter.

⚡ THREE SUPERPOWERS

Read, write, and sync your business data — in plain English.

Most NetSuite tools are read-only or import-only. AskNetSuite does both directions, in real time, with safety rails. Here's exactly what your team can do from day one.

🔍 Read

Anything in NetSuite

Live SuiteQL pass-through means whatever's in NetSuite right now is what you get. No warehouse, no overnight ETL, no "out of date" report.

  • AI-generated SuiteQL from plain English
  • 30+ pre-built BI reports (AR Aging, Income Stmt, EBITDA)
  • Saved Search runner via NetSuite RESTlet
  • One-click charts & pivots on any result
"Show top 10 customers by revenue this year"
→ 5 rows · 2.4s · SuiteQL shown
★ FLAGSHIP
✏ Write

Update & create records

This is what makes us different from every "AI for NetSuite" demo. We don't just read — we write. Every change goes through an approval gate with full audit logging.

  • Update single records — for supported record types
  • Bulk-update from CSV — change 200 records in one approval
  • Create records at scale — CSV upload + AI field mapping
  • Approval gate on every write — old → new preview
  • Audit-logged — who, what, when, IP, every time
"Update ABC Corp email to ap@abc.com"
→ Preview: old@abc.com → ap@abc.com
→ APPROVE · Audit logged · 1.8s
🔄 Sync

Real-time, no ETL

Your team queries against your NetSuite directly. There's no "sync delay," no nightly batch job, no warehouse to keep fresh. What you see is what's in NetSuite right now.

  • Live data always — no warehouse, no ETL pipeline
  • Direct TBA OAuth connection to your NetSuite
  • Encrypted credential handling · no warehouse storage
  • Multi-environment — Production + Sandbox in one workspace
Connected · Real-time · TBA OAuth
Last query · 0.2s ago · 0 cached records
Real things teams do with us
Finance
"Run AR aging across 3 entities" — 4 seconds, charted
Operations
"Update payment terms on 200 vendors" — bulk via CSV
Sales Ops
"Create 50 new customer records from event leads"
Consultants
Multi-client view across 5 client NetSuites
🎯 WHY US

Open up data access
to the rest of your team.

Help business users get answers faster while keeping access controlled and auditable. Most teammates just need to ask questions and pull reports — AskNetSuite gives them that surface, with role-based access and full audit logging, while your admin keeps full ERP licensing oversight.

The pattern we see

One admin, many requesters
  • Business users with no read access ping the admin for every report
  • Every report request goes through one admin — 1–2 day turnaround
  • Stakeholders ping the admin on Slack all day
  • Saved searches and SQL require training that most stakeholders don't have
  • CSV exports → email → manual Excel work

With AskNetSuite

Self-serve access for everyone
  • Plain-English questions answered in seconds, drawn live from your data
  • Self-serve: "show me top 10 customers this year" → answered in seconds
  • 43+ pre-built BI reports (AR Aging, Income Statement, Inventory On-Hand)
  • Saved Search runner — pin existing searches and re-run with one click
  • Approval-gated record updates with full audit logging
  • Your admin reclaims their calendar for the work only they can do
3-6s
average AI answer time
5 min
setup via TBA OAuth
43+
pre-built BI reports
🎯 SCOPE

What AskNetSuite is.
And what it isn't.

We'd rather under-promise and over-deliver than oversell. Here's the honest scope so there are no surprises after you sign up.

What it is

A focused query + action layer for your ERP.

  • Real-time NetSuite data via SuiteQL pass-through — no warehouse, no ETL
  • 30+ AI BI reports (AR Aging, Income Statement, EBITDA, sales trends)
  • Saved Search runner via NetSuite RESTlet, chartable
  • Controlled record actions — for selected supported record types, with preview and approval
  • Create records at scale via CSV bulk upload + AI field mapping
  • Approval gates on every write + complete audit log (who/what/when/IP)
  • CSV/Excel/JSON upload with AI analysis + path finder for nested data
  • Multi-tenant admin, BYOK Anthropic/OpenAI, AES-256-GCM, TBA OAuth
What it isn't (yet)

Not a middleware platform or warehouse.

  • Not an iPaaS. If you need EDI parsing, SFTP polling, or multi-system orchestration, you still need Boomi / Celigo / Workato
  • Not a BI suite. We have charts and pivots, not the full Tableau / Power BI feature set
  • Not a data warehouse. Real-time pass-through only — no historical retention beyond NetSuite
  • Limited record types for writes. Common ones today; the long tail is on the roadmap
  • Not a workflow engine. No multi-step approval chains or scheduled jobs (yet)
  • SOC 2 Type II — on the roadmap (Q2 2027), not yet certified
On the roadmap → SFTP/EDI inbox for vendor invoices · scheduled reports · long-tail record write support · SOC 2 audit · Slack/Teams output. We ship features in public — if something's missing that you need, tell us and we'll prioritize.
🔗 SELF-SERVE PORTALS

Stop answering "where's my invoice?"
Let your customers and vendors self-serve.

Two scoped logins, one URL. Everything is locked to their entity ID in NetSuite — they can never see another customer's invoice or another vendor's PO. A single contact who is both a customer and a supplier of yours can have both roles on one login.

👤
Customer Portal
For your customers

Customers log in to see their open invoices, sales orders, and account statements — drawn live from your NetSuite. No support tickets, no PDF attachments, no "let me check with AR."

Open invoices & overdue balance
Sales orders status & history
Account statements (12 months)
Date range filters & CSV export
🏭
Vendor Portal
For your suppliers

Vendors log in to see their open POs, bills awaiting payment, and remittance history. Fewer "did you receive my invoice?" emails — they can see exactly where every bill stands.

Open purchase orders & status
Bills awaiting payment
Payment remittance history
Same login can have both roles
⚙️
Admin Console
For workspace owners

A dedicated console for company owners and IT. Manage users, invite portal logins, monitor query usage by tenant, and connect multiple NetSuite environments per company.

See all users in your company
Per-user query usage & logs
Multiple NetSuite environments
Email alerts on every change
Tenant isolation, by design. Every portal user is scoped to a specific NetSuite Entity ID. They never see another company's data — even if you accidentally invite the same email twice.
💎 PLANS

Built around your team,
not our tiers.

Every new account gets 20 free queries to evaluate — no credit card, no pressure. When you're ready to scale, we'll quote a plan that fits your team size, AI workload, and integration depth. No one-size-fits-all sticker prices, and no surprise tier upgrades after you've adopted us.

👥
Dimension 01

Team size

Solo finance ops up to a 500-person org. Most ERP teams have one or two licensed admins and a long tail of people who just need to ask questions. We price for that shape.

Dimension 02

AI workload

Light reporting vs heavy daily reconciliation are very different cost shapes. Bring your own Anthropic or OpenAI key and your AI usage becomes effectively unlimited — we discount the platform fee in return.

🔌
Dimension 03

Integration depth

Standard ERP environment connection, multi-environment (PROD + Sandbox), SSO/SCIM for regulated teams, custom field mapping, dedicated CSM — pick what matters and we'll scope it.

📞 Talk to us

Tell us about your team. We'll send a tailored quote within one business day.

No 6-call sales cycle. One conversation to understand your setup and what you want to automate, then a fixed quote you can take to procurement.

What every plan includes

No feature gates. No upgrade nags.

🧠 43+ AI BI reports
P&L, EBIT/EBITDA, BS, CF, AR/AP aging, customer/vendor 360 — every plan.
🔑 Bring your own AI key
Paste your Anthropic or OpenAI key, get unlimited queries, pay AI directly.
📄 CSV upload + AI mapping
Bulk create / update with AI-assisted column mapping and audit trail.
📅 Scheduled reports + alerts
Daily / hourly delivery with threshold-based filters and CSV attachments.
🔍 Saved Searches via REST
Run any saved search from the AskNetSuite UI in seconds.
🛡️ AES-256-GCM + TBA OAuth
Token-based auth — no ERP passwords stored. Multi-tenant isolation.
📜 Full audit logs
Every query, every action, every record change — exportable to CSV.
🎯 Customer / Vendor / Item 360
Full entity drill-down with orders, invoices, payments, balance.
This is an independent product and is not affiliated with, endorsed by, sponsored by, or approved by Oracle or NetSuite. Oracle and NetSuite are registered trademarks of Oracle and/or its affiliates. All other trademarks belong to their respective owners.
❓ FAQ

Questions buyers always ask.

How does the free trial work?
Every new company gets 20 free AI queries with no credit card required. Connect your NetSuite, ask up to 20 questions, run reports, try the saved-search runner. When you hit 20, the app shows a friendly lockout with a "Get a quote" option — pricing is tailored to your team size and feature needs, so we'll match a plan to what you actually use. The trial counter doesn't reset; once you're past 20, it's request a quote or walk away. Note: Saved Searches, BI Dashboard, and CSV upload features still work without AI on a paid plan.
Are you storing our NetSuite data?
No. AskNetSuite is a real-time pass-through. Your NetSuite remains the only source of truth. We store only your encrypted credentials, audit logs, and saved-search bookmarks — never customer records, invoices, or financials.
How does AskNetSuite connect to our NetSuite?
Token-Based Authentication (TBA OAuth) — NetSuite's recommended production auth. You generate a Consumer Key/Secret + Token ID/Secret in your NetSuite. We encrypt all four with AES-256-GCM and use them on your behalf. We never see passwords. You can revoke access anytime from NetSuite.
Will my company's data ever be visible to other customers?
No. Every record is scoped by company_id at the database level. There is no API path that returns cross-tenant data. Credentials are encrypted with AES-256-GCM, decrypted only in memory at request time, and isolated per company document.
Are you a replacement for Boomi / Celigo / Workato?
Different category. iPaaS platforms handle EDI parsing, SFTP polling, and multi-system orchestration across many endpoints. AskNetSuite is the AI-driven query + action workspace specifically on top of your NetSuite — read live data, update records, create records at scale, run BI reports. We complement an iPaaS rather than replace it. SFTP/EDI inbox for vendor invoices is on our own roadmap, and when it ships it'll work alongside whatever you already use.
Can we bring our own AI key (Anthropic or OpenAI)?
Yes. On Business and Enterprise tiers, you can paste your own Anthropic Claude or OpenAI GPT key. AskNetSuite calls the AI provider with your key, never ours. Your usage becomes effectively unlimited (subject to your provider's billing). In return, we discount your AskNetSuite plan by 25%.
Which NetSuite records can you update or create?
Today: customers, vendors, invoices, sales orders, items, and a handful of common transaction types — all behind an approval-gate UI with full audit logging. Both updates and creates work: single-record edits via the AI prompt, or bulk operations via CSV upload (with AI-assisted field mapping). Read access via SuiteQL works on essentially any record you have permission to query. The long tail of record types for writes is on our roadmap; tell us what you need and we'll prioritize.
How fast is "real-time"?
Saved searches return in 1–3 seconds. AI questions (English → SuiteQL → result) take 3–8 seconds typically. There's no sync delay because there's no sync — when you save a customer in NetSuite, AskNetSuite sees it on the very next query. No batch jobs, no overnight ETL, no warehouse to keep fresh.
What happens if AI is temporarily unavailable?
Roughly 70% of the product still works without AI: BI Dashboard, Saved Searches via RESTlet, CSV/JSON upload + analysis, record actions, audit logs. The frontend shows a friendly "AI temporarily unavailable" message with auto-retry, and our team is notified instantly. BYOK customers stay running on their own provider during platform outages.

Stop being your team's manual report API.

20 free queries. No credit card. If it doesn't change how your team works, walk away — no charges, no follow-up emails.

Meet the AskNetSuite assistant30-second guided walkthrough
AskNetSuite
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This is an independent product and is not affiliated with, endorsed by, sponsored by, or approved by Oracle or NetSuite. Oracle and NetSuite are registered trademarks of Oracle and/or its affiliates. All other trademarks belong to their respective owners.
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✦ Ask anything about your NetSuite

What do you want to know?

Live data, your team's policies, NetSuite expertise — one question at a time, plain English.

Knowledge questions (policies, close cycles, who-approves-what) get answered from your team's memory. Data questions hit your live NetSuite. The AI picks the right path automatically.
Live · connected to NetSuite

What do you want to know
about your NetSuite today?

Environment
Last refreshjust now
Reports run today
$
Revenue YTD
AR Outstanding
📦
Open Orders
👥
Active Customers
🔥 TRENDING THIS WEEK
What your team has been running
Your trending reports will appear here as your team runs them.
⭐ QUICK LAUNCH
Run instantly
🕓 RECENT
Your team's last 20 dashboard runs
Loading recent dashboards...
Dashboard
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Recommended view selected. If this report has meaningful numeric values, a chart will appear first; otherwise the table is shown.
Analytics Studio
AI Reports, NetSuite Saved Searches, and Upload & Analyze — one workspace, full SuiteQL transparency
Template
Type any question above, or click Browse Templates to start from a pre-built one.
Row limit
Caps the number of rows returned (default 1000, max 10,000). Charts auto-summarize when there are many rows.
NetSuite Actions
Quick field updates • or bulk CSV import for many records
Update Records
Create or update NetSuite records safely — every action is audit-logged
1 Record Type
2 Find Record
3 Edit Fields
4 Preview
5 Done
Usage Overview
Live view of your query consumption · auto-updates after every AI query
Loading your usage…
Fetching the latest numbers from the server.
LIVE
Query usage
Each AI query, saved search run, or report counts as 1 query · Greetings & product questions are free
Monthly Query Limit
queries / month
Queries Used
queries
Queries Remaining
queries
—%
of limit used
Resets in
0
Counts toward your quota
  • AI data questions (e.g. "top 10 customers this month")
  • Saved Searches run via AI
  • BI Dashboard reports (run / refresh)
  • Record updates & bulk actions via AI
  • CSV imports with AI field-mapping
  • Knowledge / how-to questions ("how do I…")
Free — does NOT count
  • Greetings: "hi", "hello", "thanks"
  • Product questions: "what is AskNetSuite", "what can you do"
  • Page navigation, opening modals, sidebar clicks
  • Viewing past queries, audit logs, settings
  • Re-opening a previously loaded result
  • Editing saved-search definitions (without running)
Logs
Query history and record action audit trail
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Live signals
Anomalies and patterns detected by the always-on watchers
Event activity (last 30 days)
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Watchers
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What the AI knows about you
Memory injected into every AI response · compounds over time
0 total · 0 facts · 0 patterns
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How memory works: Every time the AI answers a question, it sees this list as context. Patterns are auto-derived from your data and refresh hourly. Facts are entered by admins and persist until deleted. After a few months, this list becomes your AI's irreplaceable knowledge of your business.
AR Agent beta
Reviews your aging AR, drafts collection emails per customer · references memory + history
Recommended actions
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How the AR Agent works: On each run it pulls 180 days of invoice events, groups outstanding balances by customer, decides severity (gentle / firm / escalate) using each customer's own pay-velocity memory, and drafts a personalized collection email. Top 10 customers per run to keep costs predictable. Approval-gated — nothing sends automatically, you copy and send when ready.
AP Agent beta
Prioritizes outstanding bills, drafts internal approval requests · flags anomalies
Payment approvals needed
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How the AP Agent works: On each run it pulls 180 days of vendor bill events, groups outstanding payables by vendor, decides urgency (overdue / due_soon / future / anomaly) using bill due dates plus any Watchtower anomaly flags, and drafts an internal approval-request email. Top 10 vendors per run to keep costs predictable. Approval-gated — the AI doesn't pay anyone; you forward the email to your approver when ready.
NetSuite Environments
Click an environment to expand details • Secrets encrypted AES-256-GCM • Never shown after saving
🔒
Your credentials are always safe
AES-256-GCM encryption — all keys encrypted at rest before storage.
Never logged or displayed — secrets shown only once, at entry time.
TBA / OAuth 1.0a — follows NetSuite's recommended auth model, no passwords stored.
Read-only by default — write-back requires explicit opt-in + approval phrase.
AES-256-GCM Encrypted
TBA OAuth 1.0a
Full Audit Trail
Safe-Field Allowlist
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My Team
Invite teammates from your company • Control which NetSuite environments they can access
👥 How team access works: You can invite colleagues to your company workspace and restrict them to specific NetSuite environments (e.g. Sandbox only, not Production). Each teammate logs in independently with their own credentials.
Team Members
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Admin Console
Manage all companies, users, environments and system logs
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Companies
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Active
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Total Users
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Total Queries
CompanyPrimary ContactNS EnvsStatusQueriesCreatedActions
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NameEmailCompanyRoleStatusPlanExpiresQueriesActions
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Customer + Vendor Portal Users
All portal users across all companies. Use the filter to narrow to one company.
Name / EmailTypeNetSuite EntityStatusLast LoginCreatedActions
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NameWork EmailCompanyPhoneMessageSubmittedStatusActions
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⚡ NetSuite AI
Ask anything or update records
You are talking to NetSuite AI.
Ask for live data, reports, record guidance, or safe update help.
Feature Demo
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