⚡ NetSuite AI

Email Address Password

🔌 Connect Your NetSuite

Enter your NetSuite Token-Based Authentication credentials. These are encrypted and stored securely.

Where to find these:
• Account ID: Setup → Company → Company Information
• Consumer Key/Secret: Setup → Integrations → Manage Integrations
• Token ID/Secret: Setup → Users/Roles → Access Tokens

NetSuite Account ID

Found in your NetSuite URL or Company Information page

Consumer Key

Consumer Secret

Token ID

Token Secret

🔒 Change Password

Current Password New Password Confirm New Password

⚙️ Admin Panel

Manage client accounts and monitor usage

Create New Client Account

Full Name

Email Address

Temporary Password

💡 Agency Model — How to onboard a new client:
1. Create their account here with a temporary password
2. Share the login URL and credentials with the client
3. Client logs in, enters their own NetSuite credentials (stored encrypted)
4. They start asking questions immediately — no NetSuite user creation needed

NetSuite AI

AI-powered reporting on your NetSuite data.

Core Reports

📊 Executive Dashboard

⏳ AR Aging by Invoice

🧾 AR Aging by Customer

📦 PO Pending Receipt

👥 Top Customers

🏆 Top 100 Customers

📈 Revenue Trend

📋 Order Report

🔗 Related Transactions

💰 EBIT Report

Smart Views

💡 Revenue Story

⭐ Customer Ranking

💳 Cash View

Account

🔌 Update Credentials

🔒 Change Password

NetSuite AI Agent

Ask plain-English questions and get BI-style reports from your NetSuite.

📊 Dashboard 🏆 Top Customers ⏳ AR Aging 📈 Revenue Trend 📋 Orders 💰 EBIT

Chart View

Change chart type and fields without re-running the query.

Type Label Value

Report

✨ AI Insight

💬 Suggested Follow-ups