Platforms · NetSuite

AI for NetSuite.

NetSuite's native AI is moving fast on standard tasks — text generation, assisted reconciliation, planning suggestions. What it will never build is the decision workflow specific to your entities, your items, and your cash cycle. That is what we deploy.

SuiteCloudSuiteScriptSaved searchesSuiteAnalyticsREST / SuiteTalkAI connector paths

We work inside NetSuite's real constraints — saved search and analytics limits included — and use the newer AI connector paths that let you bring your own models to NetSuite data, under your governance.

Coexistence with native NetSuite AI

Use what NetSuite ships. Add what it won't.

Native features accelerate reconciliation and planning for every customer the same way. Engineered decision workflows are different: they encode your entity structure, your item economics, and your approval chain — and they write back under your control.

What we deploy

Decision workflows for the mid-market P&L.

Multi-entity margin analysis

Margin truth across subsidiaries, currencies, and intercompany flows — resolved into one decision view your CFO can act on.

Inventory policy

Stocking and reorder decisions by item and location, tuned to your actual demand patterns and working-capital targets.

Order-to-cash acceleration

Anomalies, stuck orders, and payment behavior surfaced with the action that unblocks them — approved by your team, written back.

Cash forecasting

A forward cash view grounded in receivables behavior, payables timing, and pipeline reality — not a spreadsheet exercise.

For private equity

The default ERP of the lower middle market.

For operating partners: NetSuite is where your portfolio already lives. We deploy the same decision workflows portfolio-wide — 100-day value plans, EBITDA bridges you can defend, and working capital release measured on each company's numbers, with one playbook across the fund.

One entity, one decision, thirty days.

Start with a single company and a single expensive decision. Scale what works — across entities, or across the portfolio.

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