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Industry · TECHNOLOGY & SAASFunction · Data & Knowledge
UC-248

Ask-Your-ERP NetSuite Copilot

Staff ask NetSuite a question in plain English and get the answer, table and chart back with the cited record set - under their own role.

8Build Duration
4-10xIndicative ROI

The Challenge

Manual consolidated reporting is tiring and error-prone across 400+ client accounts in 36+ countries, and business users depend on consultants or IT for every new report, so answers take days.

How It Works

  • Ingests live NetSuite records under the asking user's own role and permissions.
  • Generates SuiteQL against live data with guardrails on a private endpoint.
  • Returns the answer, table and chart with the cited record set.

What It Removes

  • Report request queues
  • Consultant dependency for reports
  • Error-prone manual consolidation
Input Data RequirementsNetSuite transactions, customers, invoices, custom records, saved-search library
Output FormatPlain-English answers, tables, charts, cited record sets
50-85% less manual reporting - answers in seconds, not days.
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