Finance Assistant
Reporting, cash flow and close, in one conversation.
Explains movements between periods, checks close readiness and traces balances to their sources, then turns the findings into a narrative with supporting tables.
How the Finance Assistant works
- Reads
- Posting activity, period locks and balances, traced to their sources.
- Changes
- Nothing in NetSuite: it has no NetSuite write tools. It makes dashboards, Excel workbooks and Word memos for review.
- Approval
- None in the assistant. Journal posting and other accounting changes run through separately added automations, such as Routine Journal Posting, each with its own review step.
Starts from
Chat
Teams
TeamsFinance AssistantAssistant
Skills
GL & CloseTreasury & FP&AReceivables & CollectionsPayables & Procurement+5
Uses Reports, SuiteQL, Saved searches
NetSuiteTransactionsReads
Accounting periodsReads
SubsidiariesReads
Makes
Dashboard
Excel workbook
Word memo
Hands off toRoutine Journal PostingBad-Debt Reserve JE
Starts from
Assistant
Makes
TeamsChat
Review financial performanceCheck close readinessReview cash flowBuild a finance dashboard
NetSuiteTransactions
Accounting periods
Subsidiaries
Finance AssistantAssistant
Skills
GL & CloseTreasury & FP&AReceivables & CollectionsPayables & Procurement+5
KnowledgeNetSuite product updatesReports
SuiteQL
Saved searches
Dashboard
Excel workbook
Word memo
Hands off toRoutine Journal PostingBad-Debt Reserve JE
What it works with
The jobs the Finance Assistant runs for you, and the tools it pulls data from.
Connectors2,000+
Automations
- Routine Journal PostingKeeps routine close journals moving. Drafted, balanced, and posted only after your approval.
- Bad-Debt Reserve JEEstimates the bad-debt reserve from your AR history and drafts the journal entry. Nothing posts without your approval.
- Monthly board packAt the end of every month, sends the board pack to your leadership team, with a link to the dashboard behind it.
- Routine Journal PostingKeeps routine close journals moving. Drafted, balanced, and posted only after your approval.
- Bad-Debt Reserve JEEstimates the bad-debt reserve from your AR history and drafts the journal entry. Nothing posts without your approval.
- Monthly board packAt the end of every month, sends the board pack to your leadership team, with a link to the dashboard behind it.
Connectors
- NetSuite
Excel
Google Sheets
Outlook
Gmail
SharePoint
OneDrive
Google Drive
Stripe
- NetSuite
- Excel
- Google Sheets
- Outlook
- Gmail
- SharePoint
- OneDrive
- Google Drive
- Stripe
See the Finance Assistant run
Asked to review financial performance, it runs the income statement, compares it with last month and builds a dashboard.
Things to ask it
- Review financial performance
- Check close readiness
- Review cash flow
Other assistants
- AP AssistantSupplier invoices, vendor bills and payment preparation.
- AR AssistantCustomer invoices, collections and cash application.
- NetSuite Solution AssistantRequirements, process design and NetSuite configuration.
- Technical AssistantSuiteScript, SuiteQL and integration help.
- Inventory AssistantStock, replenishment and inventory exceptions.
- Sales AssistantLeads, opportunities, quotes and sales orders.
- Support AssistantCustomer cases, responses and support knowledge.
- Build your ownDesign an assistant on a canvas, wire the steps together, or describe it to the AI builder assistant.
