Start with an agent for your role.
The Solution Library has eight NetSuite role agents, each with its skills and starter prompts included. Add automations and ready-made Apps when the work becomes routine.
Browse the library212 rows handled. This one is waiting for you.
Needs reviewPayables
Create vendor billAcme Supplies · INV-10442$18,400.00
Create vendor billAcme Supplies · INV-10442$18,400.00AI agents that do
the work in NetSuite
Erstan’s agents run the day-to-day for finance and operations teams, with you in control of every change.
Connected to NetSuite and the tools around it
NetSuite
Slack
Outlook
Gmail
Microsoft Teams
Google Sheets
HubSpot
OpenAI
Anthropic- MCPAny MCP server
The work teams hand over first.
- Accounts payable
Vendor bills, from inbox to NetSuite
- Extract invoice details
- Look up the vendor and purchase order
- Check for duplicates
- Create vendor billWaits for approval
- Accounts receivable
Cash applied to open invoices
- Read customer payments
- Match to open invoices
- Send low-confidence matches to review
- Apply paymentWaits for approval
- Month-end close
Routine journals, kept moving
- Gather close variances
- Prepare a balanced journal proposal
- Add the supporting context
- Post journalWaits for approval
- Receivables
Bad-debt reserve, estimated and drafted
- Read AR aging history
- Estimate the reserve
- Draft the journal entry
- Post journalWaits for approval
- Inventory
Slow-moving stock, written down
- Find slow-moving items
- Recommend reserves
- Draft the write-down
- Post journalWaits for approval
- Procurement
Vendor spend, watched for anomalies
- Read vendor spend
- Compare against baseline
- Write a ready-to-act risk brief
- Read-only monitoringNo writes
One workspace for your agents, your people and your NetSuite
Every run becomes a task. Agents work the steps, people make the calls, and approved changes are written to NetSuite under your own role.
Tour the platform- AgentsAI workers built from a trigger, steps, instructions, skills and tools.
- SkillsReusable instructions an agent loads to do a task the same way every time.
- TriggersStart from chat, a form, a schedule, a webhook or an email.
- SchedulesRun an agent every few minutes, hourly, daily, weekly or monthly.
- ApprovalsA pause before any write, for you to Run action or Don’t run.
- TasksEvery run is a task you can track, from Queued to Complete.
- CanvasDocuments, SuiteQL queries and NetSuite records open beside the chat.
- KnowledgeTeam files and NetSuite product updates that agents can search.
- Run tracesA step-by-step record of each run, with live status.
- Audit logA tamper-evident record of approvals and sign-ins, exportable as CSV.
Agents act as you, and no further.
An agent can never see or change anything your own NetSuite login could not. Every write pauses for a person unless you have explicitly chosen otherwise.
How security worksAn agent for every desk
that runs on NetSuite
Explains movements between periods, checks close readiness and traces balances to their sources, then turns the findings into a narrative with supporting tables.
Starter prompts
- Review financial performance
- Check close readiness
- Review cash flow
- Build a finance dashboard
Skills included
GL & Close · Treasury & FP&A · Receivables & Collections · Payables & Procurement
Reads NetSuite. Journal posting runs through separate automations with their own review steps.
Reviews aging, finds likely duplicate bills, reads invoice attachments and prepares payment proposals, separating disputed and held items from what you choose to pay.
Starter prompts
- Plan payment run
- Duplicate bill check
- Bills past due
- Vendor price drift
Skills included
Payables & Procurement · Treasury & FP&A · File Understanding · Excel Workbook Builder
Bill, vendor and payment-hold changes need approval for the exact action. Payment plans stay proposals.
Turns open balances into a focused collection plan: aging, customer exposure, payment history and the accounts that need a follow-up, with messages drafted for you.
Starter prompts
- Prioritize overdue invoices
- Investigate unmatched payments
- Draft a payment reminder
Skills included
Receivables & Collections · Sales & CRM · Treasury & FP&A · Word Document Builder
Collection emails need approval of the exact recipient and message. Write-offs and credit changes stay proposals.
Shows where stock is available, where service is at risk and where working capital is tied up, by item and location, with a prioritised action list.
Starter prompts
- Find stock shortages
- Plan replenishment
- Back orders and late inbound
- Investigate inventory differences
Skills included
Inventory & Supply Chain · Payables & Procurement · Sales & CRM · Dashboard App Artifact
Reads NetSuite. Purchase orders, transfers and adjustments are drafts for your team to review.
Reviews pipeline and forecast assumptions, finds stalled opportunities and expiring quotes, and builds the customer context before a conversation.
Starter prompts
- Review the pipeline
- Prepare a quote
- Review sales orders
Skills included
Sales & CRM · Receivables & Collections · Inventory & Supply Chain · Excel Workbook Builder
Record creation is approval-gated. It never advances stages, invents discounts or promises delivery dates.
Triages the case queue, flags response risks and drafts replies, internal notes and knowledge articles from case records and customer history.
Starter prompts
- Triage customer cases
- Draft a customer response
- Create a knowledge article
Skills included
Support Operations · Receivables & Collections · Dashboard App Artifact · NetSuite Reference Search
Creating or changing cases needs approval. Reviewing a queue never assigns, closes or escalates on its own.
NetSuite Solution Agent
Requirements, process design and NetSuite configuration.
See the NetSuite Solution AgentTurns a business requirement into a NetSuite design: process flows, configuration checklists, permission considerations and acceptance scenarios.
Starter prompts
- Design an approval process
- Plan a NetSuite change
- Review a business process
Skills included
Platform Administration · SuiteScript Delivery · Records Reference · SDF Roles and Permissions
Read-only. It does not enable features, change permissions or modify deployments.
Investigates scripts and errors, reviews SuiteScript and SDF design, assesses roles and permissions, and prepares code with delivery instructions.
Starter prompts
- Troubleshoot a script
- Write a SuiteQL query
- Review an integration
- Publish a NetSuite dashboard
Skills included
SuiteScript Delivery · OWASP Secure Coding · SuiteScript Upgrade · Platform Administration
Defaults to a reviewed draft and a sandbox-first plan. Deployment changes need the exact action approved.
How Erstan compares
Side by side with the tools teams weigh us against, including when the other one is the better choice.
- Erstan vs
Claude + the NetSuite AI Connector
The connector gives an assistant access to NetSuite. Erstan adds the agents, triggers and review a team needs to hand work over.
Read the comparison - Erstan vs
NetSuite Next and Ask Oracle
Oracle’s AI lives inside the ERP. Erstan runs whole jobs across NetSuite, email and Slack, with agents you can edit.
Read the comparison - Erstan vs
Zapier
Thousands of apps and trigger-and-action workflows, against agents that know NetSuite finance work.
Read the comparison - Erstan vs
Gumloop
A general agent builder with wide model choice and a NetSuite connector, against a NetSuite specialist.
Read the comparison
Built to do the work.
Choose your plan, connect the apps you use and put your first agent to work. Want a walkthrough for your team? We can help you get started.