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.
No credit card 5-min setup Cancel anytime
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 224365Current emailold@abc.comNew 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.
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
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
○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.
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
Now explaining
Your AskNetSuite assistant
Meet the AskNetSuite assistant
Let the assistant explain AskNetSuite like a live product demo — with voice, highlights, and guided context.
Click Start. I will walk through how AskNetSuite helps teams query, analyze, update, and import business data safely.
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.
Enter your 6-digit code
Open your authenticator app (Google Authenticator, Authy, 1Password) and enter the current code for AskNetSuite.
📧
Check your inbox
If an account exists for that email, we've sent a sign-in link. The link expires in 15 minutes.
Reset your password
Enter your account email and we'll send you a link to set a new password.
Set a new password
Choose a new password for your account. At least 8 characters.
What still works while locked: Login, billing inquiries, and viewing this page. All AI queries, saved searches, dashboard refreshes, and record actions are paused until your plan is upgraded or your quota resets.
📊 Your plan & usage
🔑 AI Provider
Configure which AI service this company's queries are routed to. BYOK customers get unlimited usage and 25% off their AskNetSuite plan.
Choose AI provider
How BYOK works: When this company's users ask AI questions, AskNetSuite calls the provider with their API key — not ours. Their AI usage is unlimited (subject to the provider's own limits and billing). Their key is encrypted with AES-256-GCM and stored only in this company's record. It is never shared across customers.
⌘ESC
↑↓ navigate · ↵ open · ESC closeTip: type a question — AI answers it
×
Teach the AI something
This will be referenced in every AI response. Be specific.
0 / 600
Comma-separated. Helps the AI surface this memory when those entities come up.
×
🧪 Test the memory-first path
Sends a question directly to the memory pipeline. Bypasses SQL routing entirely so you can see exactly what's happening.
Try a question that matches one of your saved facts.
🎨 Choose theme
Pick the look you prefer. Your choice is saved on this device.
☀️
Light
Clean & bright
🌙
Dark
Easy on the eyes
🖥️
System
Match your OS
🤖 AI Provider
Choose which AI service runs your team's queries. Bring your own Anthropic or OpenAI key for unlimited usage and a discount on your AskNetSuite plan — your key is encrypted at rest and never shared across customers.
Choose AI provider
How BYOK works: When your team asks AI questions, AskNetSuite calls Anthropic / OpenAI with your API key — not ours. You're billed directly by them. Your key is encrypted (AES-256-GCM) and only your company can see or change it.
📊 Plan & Quota
Set the customer's plan tier. The quota resets automatically on the 1st of each month.
Use -1 for unlimited. Leave blank to inherit the plan's default.
Goodwill grant — added on top of the monthly quota for this period only.
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.
Press Enter to send · Shift+Enter for new line · Esc to stop
Live · connected to NetSuite
What do you want to know about your NetSuite today?
⌕
Environment—
Last refreshjust now
Reports run today—
📋 Generated SuiteQL
$
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.
📋 Choose a template
Click any template to fill the question + filters. Templates marked ⚠️ Experimental depend on NetSuite features (budget, fiscal calendar) that may not be active in every account.
📊 Inventory templates are limited to fields confirmed working in your NetSuite account.
Run the schema probe to discover which fields are queryable so we can build richer templates.
🔍 Schema Probe Results
📅 My Scheduled Reports
Reports here run automatically and email results on the cadence you set. To schedule a new report, browse templates and click the 📅 button on any template card.
📅 Schedule Report
This report will run automatically and email results to the recipients below.
CC recipients appear on first send only — they won't get duplicate emails per primary recipient.
First run will fire after the selected interval from now. e.g. "Every 1 hour" saved at 10:23 → first email at 11:23.
:UTC
🔍 Filters
Picks a rolling window — every run resolves dates fresh. e.g. "Last 30 days" run on Mar 15 covers Feb 14 – Mar 15.
🔔 Notifications
Threshold — when to send
💡 For aggregate threshold, type the exact column name as it appears in your report's results (e.g. balance, days_overdue). Run the report once to see column names.
📧 Email content
Available: {title}{count}{frequency}{date}{time}
Both fields are optional — leave blank for smart defaults. Placeholders auto-fill at send time.
📋 Presets:
Subject
Email body intro (appears above the data table)
✍️ My signature
— No signature set —
Saved once, applies to ALL your scheduled emails. HTML allowed.
📨 Live preview— with sample values: count=12, today's date
Subject:—
Body intro:
—
—
Period
From
To
Channel / Class — sales channel or class segment
Budget Category — for Budget / AOP / Variance reports
Subsidiary — scope financials to one entity (OneWorld)
Row limit
Caps the number of rows returned (default 1000, max 10,000). Charts auto-summarize when there are many rows.
Report
📈 Chart
✨ AI Insight
📡
RESTlet not configured
Saved searches need a one-time RESTlet deploy in NetSuite (5 minutes). Without it, AI Reports work but Saved Searches won't run.
🔍 Run a saved search
Where to find the Script ID
In NetSuite, open Lists → Search → Saved Searches
Click any saved search to edit it
In the URL or under "ID:" you'll see something like customsearch_bti_open_bills
Copy that and paste it via the + Add manually button inside the dropdown.
Saved search
Click ↻ to load saved searches from NetSuite, or + Add to enter a Script ID manually.
Add by Script ID or Numeric ID
Script ID
or
Numeric ID
Display label
Ready to run
Row limit
Saved Search Result
CHART TYPE
LABEL COLUMN
VALUE COLUMN
TOP N ROWS
OPTIONS
📄
Drop your file here or click to browse
Supports CSV, XLS, XLSX, JSON
Chart Type
Label Column
Value Column
Row Field
Column Field
Value Field
Aggregation
⚡ Ask AI about this data
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
Find Record
Search by name, ID or transaction number
Edit Fields
Only safe approved fields shown. All changes audit-logged.
Line Items
Preview & Confirm
Review all changes before executing. Action cannot be undone.
⚠️ Type APPROVE UPDATE to confirm:
⚠️ Write operations disabled. Set ENABLE_NETSUITE_WRITEBACK=true in Railway environment variables to enable.
CSV Import
Bulk create or update NetSuite records with AI column mapping
1 Setup
2 Upload
3 Map Fields
4 Preview
5 Import
6 Results
How it works: Upload CSV → AI maps columns to NetSuite fields → Preview rows → Execute. For Update: include an id column (or mark any column as ID Field) with NetSuite internal IDs. You can also set Hardcode Values to apply a fixed value to all rows for a field. For line items: use columns like line_item, line_quantity, line_rate.
📄
Drag & Drop your CSV file here
or click to browse • First row must be headers
AI-Suggested Mapping: Review and adjust. For line items, map columns starting with line_. Mark one column as the ID field for updates.
CSV Column
Sample Data
NetSuite Field
ID Field?
Hardcode Value
Preview (first 5 rows)
Type APPROVE UPDATE to start import:
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"
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
0
pending tasks
$0
total exposure
0
need escalation
0
handled this week
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.
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
-
Companies
-
Active
-
Total Users
-
Total Queries
Company
Primary Contact
NS Envs
Status
Queries
Created
Actions
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Name
Email
Company
Role
Status
Plan
Expires
Queries
Actions
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Customer + Vendor Portal Users
All portal users across all companies. Use the filter to narrow to one company.
Name / Email
Type
NetSuite Entity
Status
Last Login
Created
Actions
Loading portal users…
Name
Work Email
Company
Phone
Message
Submitted
Status
Actions
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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.
Type approval phrase:
Help & Support
Tell us what you need. We will prepare a clear email with your workspace, environment, and report/question context.
Something is broken
Buttons, reports, login, data, or UI not working.
Need a new report/template
Ask for a missing dashboard, query, or report layout.
Data looks wrong
Numbers, filters, date range, or NetSuite result needs review.
Access / environment help
Users, password, NetSuite connection, permissions, or token help.
Context will be added automatically.
Company is ready to set up
Code: —PLAN
Get this company usable in about 60 seconds. Each step opens a quick form.
1
Add the first user
Without a user, no one can sign in to this company.
2
Connect NetSuite (TBA OAuth)
AI queries and BI Dashboard need a connected environment.
3
Invite portal users (optional)
Customer / vendor self-serve logins. Skip if not using portals yet.
Test before handoff
Open the workspace as this company
Impersonates the first user. You'll see exactly what they see — AI Home, BI Dashboard, NetSuite Actions. Click "Exit impersonation" anytime to come back.
🔗 Invite Portal User
Give one of your customers or vendors a login to the self-serve portal. They'll see only their own NetSuite records.
Portal Access (select one or both)
A user can have both Customer and Vendor access — useful when a contact is both a customer and a supplier of yours.
The internal ID of the customer/vendor record in your NetSuite. Find it on the record URL: ...customer.nl?id=12345
Tip: Use something memorable so you can share it verbally. Min 8 characters.
Security: Portal users can only see records where entity = NetSuite Entity ID. Cross-customer or cross-vendor visibility is enforced at the SQL layer — they literally cannot query other entities' data.
✅ Portal User Created
Share these credentials with the user. Click any value to select & copy, or use the 📋 button on each row.
Portal URL
—
Email
—
Temporary Password
—
⚠️ This password is shown only once. Copy it before closing this dialog. The user should change it on first login.
Company Details
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Confirm Action
🔒 Request Access
Tell us about yourself. No Gmail or free email providers accepted.
✓ Request submitted!
We'll review your request and email you within 1–2 business days. Check your inbox (and spam folder) for a confirmation email.
✓ Approve Access
Approving request
↻ Extend Access
Extend user access
👥 Invite Teammate
Add a team member to your workspace. They will receive a login email.
Choose which NetSuite environments this person can use. Leave all unchecked = access to all environments.
Feature Demo
PREVIEW
60-second tour
A walkthrough of what AskNetSuite does
1 of 6 · ~60s
⚡ AskNetSuite
Product questions? Ask us!
Hi! I can answer questions about AskNetSuite.
Try: “How does it work?” • “Is it secure?” • “What reports are included?”
📅 Book a Demo
We'll walk you through AskNetSuite live. Demos take 20–30 min via Zoom or Google Meet.
📈
Demo request sent!
Our sales team at sales@asknetsuite.com will reach out within 1 business day to schedule a time that works for you.
🎫 Template Access —
Control which report groups this company can see in the BI Reports template dropdown.
🔒 Security & sign-in
🔐 Two-factor authentication (TOTP)
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Set up your authenticator app
Install Google Authenticator, Authy, Microsoft Authenticator, or 1Password.
Scan the QR code below, or enter the secret key manually.
Enter the 6-digit code your app shows to confirm.
Secret key (manual entry)
Enter the 6-digit code from your app
Disable two-factor authentication
Enter your current 6-digit code to confirm. After disabling, your account is protected by password only.
Other sign-in methods
📧 Magic link — passwordless sign-in via email. Always available.
🟢 Google / Microsoft SSO — Click the SSO buttons on the sign-in page. Available when configured by your administrator.
🔗 My shared charts
Charts you've shared, with view counts and revoke controls.
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🔗 Share this chart
Which views to include
Recipient will only see selected views. Chart is included by default.
Link expiration
Anyone with the link can view this chart until expiration. You can revoke it any time from My shared charts.
✓ Link created
📡 Deploy the AskNetSuite RESTlet
1Download
2Upload to NetSuite
3Create Script
4Deploy & test
Download the RESTlet file
asknetsuite_restlet.js is a small JavaScript file that runs inside your NetSuite account. It only does what you ask AskNetSuite to do — read saved-search results — and uses the same OAuth credentials you already configured. The source is open and reviewable.
What it can do
Run any saved search you reference and return the rows
Nothing else — no writes, no record creation, no data export
Upload to NetSuite
In NetSuite, open Documents → Files → File Cabinet
Open the SuiteScripts folder (or any folder you prefer)
Click Add File, choose the downloaded asknetsuite_restlet.js
Save
💡 If you already have a SuiteScripts folder organized by app, drop it there. The exact path doesn't matter — NetSuite finds the file by Script record reference, not folder.
Create the Script record
Open Customization → Scripting → Scripts → New
Pick the file you just uploaded → Click Create Script Record
Set Type = RESTlet, give it any Name (e.g. "AskNetSuite RESTlet")
For the ID field, you can use this suggestion:
_asknetsuite_restlet
After saving, NetSuite shows the full Script ID like customscript_asknetsuite_restlet — that's what you'll paste in step 4.
Deploy and test
On the Script record, click Deploy Script
Set Status = Released, Audience = the role(s) that should run reports (or All Roles)
Save the deployment, then copy the full Script ID shown at the top of the page