Let the work move. Keep the judgment.

AI-assisted workflows for NetSuite finance and operations teams—built around the way your business actually runs.

No rip-and-replace. No black-box decisions. A practical layer over the ERP you already use.

Workflow studio · sample flow

Invoice review

Concept preview

Invoice details are captured

Vendor + PO are compared

Exceptions go to a person

Approved bill enters NetSuite

People review the exceptions. Posting stays behind an approval.

Illustrative · not connected

Select AP, close, or order management. Compare a current process with a proposed AI-assisted flow.

Built for the work between records

The opportunity isn’t another dashboard. It’s fewer manual steps between “something happened” and “the right person acted.”

A useful first move

We map the repetitive work your team can point to, then shape a workflow that fits your records, rules, and people.

01 / 03

A queue, a recurring review, a follow-up that keeps landing in someone’s inbox.

02 / 03

Define what’s routine, what needs context, and what must always wait for a human.

03 / 03

Shape a NetSuite-aware flow that prepares work, routes exceptions, and leaves a clear trail.

A technical manual for real operations

An automation is only useful if people can understand when it acts, why it paused, and who owns the next decision.

Work with the roles, record access, and approval rules your team already relies on.

Let automation prepare routine work and send unclear cases to the right reviewer.

Keep decisions, handoffs, and proposed actions visible for your team to inspect.

A quick process brief

Give one recurring process a rough outline. We’ll turn it into a note you can keep or share—no account connection, and nothing is sent or saved.

Created in this browser; not an ROI forecast.