NetSuite

Native search/list fields cap and hide valid matches, scheduled and Map/Reduce scripts hit governance limits and time out, and reports slow down, often invisibly. The fixes are targeted: purpose-built search tools, script optimisation and sometimes a data-model review.

The AI does only the extraction, turning a PDF into structured data; matching, GL coding, approval and the per-line audit trail all happen in NetSuite where finance governs them. It is human-in-the-loop, cost-and-control, not a black box.

Build automation that detects the parent-child hierarchy and produces one combined branded report instead of many. We built one consolidating 28 sub-accounts automatically, recognised by a report recipient on the parent, with no manual flag and no change to standard reports.

Build a system that generates each customer's report, applies your branding, and delivers it on schedule by email and portal. We built one producing multi-tab branded Excel workbooks plus a portal view, with automatic parent-account consolidation, for a supplier to UK local authorities.

Anchor it on accounting-line data, handle signs and item-level aggregation correctly, and reconciliation-test against P&L Detail before sign-off, all scoped with an FRD first. One we built this way reconciled to 0.12% on revenue.

Capture the emailed PO, extract the order data with the Claude API, and create the Sales Order in NetSuite via SuiteScript, handling customer-specific item codes, with review Suitelets and a feedback loop. Proven live against real customer POs.

Native list/record fields cap typeahead results, so at scale valid matches are silently hidden, causing missed or wrong quotes. A purpose-built Suitelet search returns every match; we built one across ~106,000 serialised assets with full history and a quote-to-order workflow.

Yes, without starting again. A fixed-price diagnostic finds and quantifies duplicates, orphaned records and broken linkage, then targeted corrective scripts fix them surgically with an audit trail, so you can trust your data again.

Not natively; ageing reports show what is owed today but can't project forward or blend in open sales orders. A SuiteQL Suitelet projects a 90-day collections curve on a computed due date, with an invoices-plus-open-orders toggle and per-customer credit-limit alerting.

Because it is built on transaction-line data, which doesn't always reflect what posted to the GL once credit memos, sign handling and inventory adjustments are involved. Anchor it on accounting-line data instead.