Sonar AI Prompt Library

400 professionally engineered NetSuite prompts across 15 categories. The library began as a CFO-grade financial analyst on demand — and it now goes well beyond finance. Today it covers the factory floor (work-center capacity, yield and batch-loss analysis), the warehouse (pick-pack-ship timing, inventory forensics), the supply chain (vendor reliability, single-source risk), security and access reviews, platform health (script performance, SuiteScript 1.0 migration risk, integration mapping), and board-ready reporting.

Every prompt runs inside NetSuite, against your live data, with verified queries — no integrations, no exports, no copy-pasting into a chatbot that has never seen your account. That depth and breadth is what sets Sonar AI apart from every other NetSuite AI solution. 34 prompts are free; the full library is a one-time purchase.

Last updated September 25, 2026 · 38 new & updated prompts in the latest release

$499 one-time · per NetSuite account
(covers sandboxes & RCs)
Find it in Sonar AI under the ⓘ About panel.
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After purchase, reopen the Library in Sonar AI — every prompt unlocks automatically for your account. No license key to enter.

💍 Audit & Assurance (21)

💍 Account Prenup
Buy-side M&A technical due diligence of a NetSuite instance — customization debt, key-person exposure, vendor lock-in, data-quality scores, and license posture, compiled into an evidence-cited risk register with measured severities and rendered as an institutional-grade HTML report. View sample output →
✅ Account Reconciliation Auditor
Audit account reconciliations with GL-to-subledger matching and exception analysis.
📍 Address Quality Audit
Audit billing and shipping addresses on entities and transactions for missing components, invalid states, and mismatched country codes.
🎚️ Approval Threshold Bunching
Detect statistical bunching of POs and vendor bills just below approval thresholds — the signature of spending-policy gaming.
✅ Audit Question Responder
Draft professional audit responses with appropriate scope and risk-aware communication.
✅ Audit Trail Investigator
Investigate audit trails with transaction lineage and anomaly detection. View sample output →
✅ Audit Workpaper Preparer
Prepare organized, audit-ready workpapers with assertion coverage and cross-references.
📆 Backdated Transaction Detector
Find transactions whose posting date predates the entry date by more than a tolerance — a primary indicator of period manipulation.
🔢 Benford's Law Forensic Audit
Run first-digit Benford analysis on transaction amounts to detect anomalous distributions that warrant investigation.
✅ Compliance Checklist Generator
Generate customized compliance checklists with deadlines, ownership, and certification workflows.
🔍 Compliance Gap Analyzer
Identify compliance gaps between current NetSuite configuration and required controls frameworks (SOX, COSO, SOC 1/2).
📋 Control Documentation Generator
Auto-generate COSO-aligned internal control documentation with evidence requirements and test procedures.
✂️ Cutoff Testing Analyzer
Test period-end cutoff accuracy for revenue and expenses — identify transactions recorded in the wrong period.
🔒 Internal Controls Compliance Review (SOX/SOC)
Comprehensive SOX 302/404 and SOC 1/2 internal controls review against COSO 2013 framework with live NetSuite evidence.
📒 Journal Entry Testing Tool
Structured audit testing of journal entries with risk-based sampling, population statistics, and exception reporting. View sample output →
✅ Management Assertion Validator
Validate management assertions for financial statements against live NetSuite data with PCAOB/AICPA assertion framework.
🔍 Operational Audit Command Center
Conduct a Big-4-grade operational audit of the entire NetSuite instance — financial statements, O2C/P2P value streams, inventory health, GL forensics, and controls testing — delivered as a boardroom-quality HTML report with severity-ranked findings, a quantified ROI model, and a full evidence trail of every query. View sample output →
🏦 PE Investability Readiness Report
Run a sell-side, buyer's-eye diligence assessment directly against the GL — growth, earnings quality, concentration, working capital, close discipline, and systems maturity — scored Green/Yellow/Red with a composite readiness score, a named-invoice collection worklist, a 90-day remediation plan, and a reproducibility appendix. View sample output →
New
💼 PE Value Creation Deck — QoE-Grade Self-Diligence
Re-price every finding in the ledger as enterprise value at the sponsor's multiple. A QoE-grade self-diligence that surfaces what a buyer's advisor would find, prices three evidenced value levers (margin recovery, cash release, multiple protection), renders an EV waterfall with sensitivity bands, and closes with a diligence-readiness scorecard and equity story. One deal-book-styled HTML document a PE operating team will actually respect. View sample output →
📄 Reconciliation Documentation Writer
Auto-generate complete account reconciliation documentation with supporting schedules, exception tracking, and sign-off workflow.
🎲 Transaction Sample Selector
Generate audit-defensible transaction samples using risk-based, monetary unit, and random selection methods from live NetSuite data.

📊 Budgeting, Forecasting & Planning (25)

Free
📊 Budget vs Actual Variance Analyzer
Compare budget against actuals with trend, drill-down, and corrective action recommendations.
🚀 3-Year Business Scaling Roadmap
Learns a business from its live NetSuite data — industry, channels, customers, products, revenue trajectory, margins, headcount, and operational maturity — then produces a 3-year scaling roadmap with revenue milestones, a staged hiring plan, systems & automation sequencing, marketing expansion, product growth bets, 12 quarters of goals, and the highest-priority actions per stage. Delivered as a self-contained, board-ready HTML strategy document. View sample output →
🎯 Annual Budget Assumptions Documenter
Document budget assumptions with validation rules and sensitivity analysis.
🎯 Break-Even Analysis Tool
Calculate break-even points with cost-volume-profit analysis and sensitivity. View sample output →
🎯 Budget Commentary Writer
Generate professional budget narratives for board packages with executive summary format.
🎯 Budget Variance Diagnostic Tool
Diagnose budget variances with root cause analysis — controllability classification, timing-vs-permanent split, monthly trend, revenue-driver drill-down, and corrective actions.
🏗️ Capital Expenditure vs Budget Analyzer
Analyze CapEx actuals against budget with project-level drill-down and commitment tracking.
🏗️ Capital Project Spend Tracker
Track capital project spending against approved budgets with commitment and completion analysis.
🔄 Cost Allocation Modeler
Model cost allocations across departments, products, and cost centers with driver-based methodology.
🎯 Deal Model vs. Actual Performance (PE Investment-Thesis Scorecard)
The analysis sponsors do internally anyway — brutal honesty by design. Compares the platform's actual revenue, EBITDA, capex, and debt trajectory (from full GL history) against the original LBO base case year by year, quantifies cumulative variance, and recalculates projected MOIC/IRR under the trajectories the ledger will actually support. Refuses to score unverified results: margin artifacts, regime breaks, and off-ledger debt become explicit range-drivers and findings rather than silent assumptions. LBO-model inputs are parameterized sponsor inputs — the scorecard runs with clearly labeled illustrative placeholders until they are supplied. Third exhibit in the PE series (100-Day Baseline → Synergy Tracker → this); same institutional design system. View sample output →
💰 Expense Budget Analyzer
Analyze expense budget performance with variance drill-down, trend analysis, and reforecast.
🎯 Goal Attainment Tracker
Track goal attainment with projections and at-risk identification.
📈 Investment ROI Calculator
Calculate investment returns with NPV, IRR, payback period, and sensitivity analysis.
📈 Operational Scaling Readiness Assessment
Data-driven review of every core business process against a stated volume-growth target (e.g., 2× orders in 12–18 months). Classifies each process into a four-category scaling framework, assigns early-warning metrics with act-now thresholds, names the leadership decision blocking each redesign, and sequences fixes into a phased roadmap. Evidence pulled live from the transaction table; delivered as a visual HTML briefing suitable for a leadership meeting. View sample output →
📦 Product Line Profitability Analyzer
Analyze gross and contribution margin by product line with trend and strategic recommendations. View sample output →
📉 QTD Budget Variance Analysis
Actuals vs. budget for quarter-to-date — top-5 variances by dollar and percentage for revenue, opex, and net income, with explanations and management actions.
📝 Revenue Forecast Narrative
Generate executive-grade revenue forecast narratives with supporting data and risk analysis.
🔮 Revenue Forecasting Tool
Generate data-driven revenue forecasts using statistical methods and pipeline integration.
🔄 Rolling Forecast Generator (Budget-Based)
Generate rolling forecasts anchored to the approved budget with YTD variance adjustments.
🔄 Rolling Forecast Generator (Performance-Based)
Generate rolling forecasts anchored to recent performance trends rather than the approved budget.
New
📉 Scenario & Sensitivity Analysis — PE Portfolio Company
Board-grade stress test of the remainder of the fiscal year — Base / Upside / Downside / Severe scenarios built on live GL actuals, revenue and 2-D margin sensitivity, four breakevens, a speed-ordered lever plan, early-warning thresholds wired to a signal→action playbook, and an interactive what-if panel. Every forward number traceable to a stated assumption; every actual traceable to a query. View sample output →
🎭 Scenario Modeling Assistant
Build and compare financial scenarios (bear/base/bull) with full P&L impact analysis.
🔮 Three-Scenario Financial Forecast
Base / optimistic / pessimistic 12-month forecast for revenue, margin, and cash built from live backlog, pipeline, and run-rates with macro assumptions. View sample output →
🔍 Variance Root Cause Analysis
Decompose top budget variances into causal drivers — rate vs. volume, vendor price changes, headcount shifts, one-time items — with transaction-level evidence.
🔧 What-If Scenario Modeler
Model discrete what-if financial scenarios with impact on P&L, cash flow, and key metrics.

💵 Cash Flow & Treasury (27)

NewFree
💵 Cash Application Process Mining
Mine customer payment → invoice application, deposits (incl. cash-sale sweeps), unapplied balances, partial payments and write-offs. Measures touches-to-settle, invoice-to-cash and cash-to-bank timing, payment timing vs due date, aging and root cause of unapplied cash (duplicates, applicable-now, no invoice), and finds cash that bypassed Undeposited Funds. View sample output →
Free
💰 Cash Flow Forecast Generator
Create detailed cash flow forecasts with scenario modeling and liquidity risk assessment.
Free
💰 DSO/DPO/DIO Calculator & Advisor
Calculate working capital metrics with benchmarking and improvement action plans.
Free
🌊 Money Flow Sankey
The whole P&L rendered as a river — account-level revenue streams flowing through gross margin into opex categories and net income, as an interactive Sankey diagram. For customer-attributed flows, see Money Flow Sankey Generator.
Free
💰 Working Capital Analyzer
Analyze working capital components with trend analysis and optimization recommendations.
💰 13-Week Cash Flow Builder
The full 13-week treasury model — customer-calibrated collection timing, per-week confidence labels, disbursement priority tiers, reconciliation verification tests, and dollar-quantified levers for every below-threshold week.
💰 Accounts Payable Optimizer
Optimize AP processes with DPO management and early payment discount analysis.
💰 Accounts Receivable Optimizer
Full AR command center — six-bucket aging, DSO reduction strategies, customer risk leveling, estimated bad-debt exposure, concentration risk, and a 30-day collection forecast.
💸 AR Collections Optimization & Working Capital Acceleration
Turns a Claude-class AI into a CFO-grade AR analyst. It pulls your NetSuite data via Sonar's tools, diagnoses your AR health, identifies why customers pay late, and produces a prioritized action plan with quantified working capital unlock potential — all as a single self-contained HTML report.
🏦 Bank Account Activity Profile
Profile every bank account on inflow, outflow, average balance, and idle balance to surface unused accounts and concentration risk.
📐 Billings–Recognition–Cash Triangle
One reconciled view tying billings (what was invoiced), recognized revenue (what hit the P&L), and cash collections (what landed in the bank) — because the divergence between the three legs is where surprises live. Attributes every recognized dollar to its source transaction type (the integrity test that catches topside/seed journals), ties the cumulative billings-minus-cash flow gap to point-in-time past-due A/R, and delivers an interactive dual-view HTML report plus a reproducible CSV. View sample output →
💰 Cash Conversion Cycle Optimizer
Develop comprehensive CCC optimization plans with ROI analysis and implementation roadmap. View sample output →
💰 Cash Position Executive Summary
Create concise executive cash summaries with runway analysis and covenant monitoring.
💓 Cash Position Pulse Dashboard Generator
13-week cash forecast rendered hurricane-track style — scenario fan chart with confidence bands, weekly flows, and liquidity metrics.
🚦 Credit Hold Review Console
Interactive HTML console for reviewing sales orders on credit hold with full decision context — per-customer AR aging bars, payment history, credit-limit utilization, and total exposure — plus a Release/Sustain workflow that compiles decisions into an auditable list executed back in chat through an explicit dry-run + approval gate. Every number reconciled against the customer master before display. View sample output →
📅 Days in AR Trend Monitor
Monitor days in A/R trends with benchmark comparison and improvement tracking.
💰 Foreign Currency Exposure Analyzer
Analyze FX exposure with hedging recommendations and translation impact assessment.
💰 Intercompany Transaction Analyzer
Analyze intercompany transactions with balance matching and netting opportunities.
New
🏦 Line of Credit Readiness
Lender's-eye readiness brief for a business line of credit — clean-basis P&L and balance sheet, the twelve ratios a credit officer computes, indicative facility sizing under conventional / SBA / asset-based structures, cash-flow pattern and use-of-proceeds framing, the full documentation checklist mapped to NetSuite reports, and a conditions-precedent clean-up sequence, delivered as an institutional-grade single-file HTML brief. View sample output →
💰 Payment Processing Analyzer
Analyze payment processing with method optimization and fee reduction strategies.
🔮 Predictive Cash Position
Project cash position over the next 30 days using open AR due dates, open AP due dates, and current bank balances.
📅 Rolling 12-Month Cash Flow Forecast
Long-horizon liquidity forecast with monthly A/R collections, A/P disbursements, recurring obligations, and liquidity coverage metrics.
🔬 Terms vs. Behavior Audit
Measures how customers actually pay against the terms they were assigned — at the payment-application level, dollar-weighted, across the full payment history. Surfaces late payers, early payers leaving free float on the table, no-terms customers distorting aging, dollar-weighted early-warning divergences, date-inversion anomalies, trend breaks in portfolio payment behavior, and dispute-signature outliers. Delivered as a self-contained, board-ready HTML audit document with a reproducible SQL appendix. View sample output →
New
🧾 Vendor Bill Approval & Payment Process Mining
Mine vendor bill → approval → payment. Measures whether approval is observable (approvalstatus, nextapprover, system notes), payment timing vs due date with value-weighted days early/late, bill→payment lag, the cost of paying early, discount windows available now on open bills, late-payment cohorts, consolidation (bills per payment), duplicate/voided payments, and payments with no bill. View sample output →
🚪 Vendor Bill Approval Console — Interactive Prototype
Reconstruct the pending vendor-bill queue with true PO linkage, receipt status, and price-variance context from raw transaction-link tables — then deliver it as a dark-theme interactive HTML console whose approve/reject actions run through an itemized confirmation gate. Prototype-first — simulated actions, real data — designed to graduate into a Suitelet. View sample output →
💳 Vendor Payment Terms Optimizer
Optimize vendor payment terms with working capital impact and relationship considerations.
🧪 Working Capital Stress Test
Stress-test cash position under DSO slippage, sales drop, and AP acceleration scenarios.

📈 Expense & Cost Management (22)

Free
📈 Expense Trend Identifier
Identify expense trends, seasonality patterns, and cost anomalies across the P&L.
Free
🔍 Vendor Cost Analyzer
Analyze vendor costs, price trends, and cost reduction opportunities by vendor and category.
📝 1099 Preparation Assistant
Identify 1099-eligible vendors, aggregate YTD payments, and flag compliance gaps.
📊 Blanket PO Utilization Monitor
Monitor PO utilization, identify over/under-utilized purchase orders, and surface expiry risk.
🕳️ Buy-Side Margin Leakage Audit
Three-workstream audit of margin erosion between PO and vendor bill — landed cost capture rate, supplier price drift vs. purchase price variance, and GRNI aging with three-way-match exceptions. Evidence pulled live from the GL; delivered as a visual HTML dashboard with process-fix recommendations. View sample output →
✂️ Cost Reduction Opportunity Finder
Identify and quantify cost reduction opportunities across expense categories, vendors, and operational spend.
📉 Cost Reduction Scenario Modeler
Mine the GL for evidence-based cost reduction initiatives — vendor concentration, contract escalators, sole-source arrangements, ungated invoices — then model their three-fiscal-year profit impact through six scenarios, single-factor tornado sensitivity, and a 10,000-trial Monte Carlo with an operational-disruption event. Delivered as a boardroom-grade HTML report with every query and assumption disclosed. View sample output →
🩻 Cost Structure X-Ray
Deconstruct the fiscal-year cost base into departments and major cost centers (labor, procurement, technology, overhead) with prior-year variance, monthly anomaly forensics, benchmark ratios, vendor concentration, and a quantified top-five optimization roadmap — delivered as a boardroom-grade HTML report with every query disclosed. View sample output →
🧮 Cost Variance Investigator (Expense)
Investigate expense account variances — period-over-period, budget-to-actual, and transaction-level drill-down.
🔬 Expense Category Deep Dive
Deep dive into a specific expense category — GL trend, vendor breakdown, departmental split, and anomaly detection.
🚦 Expense Policy Compliance Monitor
Monitor expense report submissions for policy compliance, limit violations, and approval workflow gaps.
👥 Labor Cost Efficiency Tracker
Analyze labor and payroll cost trends, efficiency ratios, and department-level cost performance.
✂️ Operating Cost & Efficiency Analysis
Break down G&A, selling, and transaction-processing costs; trend as % of revenue; benchmark externally; and rank efficiency opportunities. View sample output →
⚖️ Operating Leverage — Fixed/Variable Cost Split by Regression from Raw GL
Estimate the fixed/variable decomposition of the cost base by regressing monthly operating cost against monthly revenue over the ledger's full usable history — then translate the split into the numbers that matter more than the current margin — degree of operating leverage (how violently profit swings per 1% change in sales), breakeven revenue, contribution margin, and margin of safety. Runs OLS with full inferential statistics despite SuiteQL rejecting REGR_SLOPE/CORR, validates the top-down fit with an independent bottom-up per-account rebuild, classifies every cost account as Fixed/Mixed/Variable, detects allocation-artifact accounts by lockstep correlation, and maps the business's position on the DOL hyperbola over time. Analog Ledger design system with hand-coordinated inline-SVG charts and a lever-mechanism diagram. View sample output →
🏗️ Overhead Allocation Analyzer
Analyze overhead costs, allocation methods, and department-level cost burdens.
📦 PO Receipt Variance
Identify price and quantity variances between purchase orders, receipts, and vendor bills.
🛂 Purchase Order Approval Console
Review the pending-approval PO queue with full decision context — vendor history, line detail, receipt status — then approve selected POs through an explicit, itemized confirmation gate. Write-capable; nothing changes without the user's named approval.
🔍 Purchasing & Spend Intelligence — Forensic P2P Deep Dive
Mine 12 months of procure-to-pay data for the findings nobody thinks to pull — price anomalies, backwards payment policy, missed discounts, Benford digit screening, maverick spend, single-source exposure, new-vendor fraud signals — then deliver a citation-linked, fully reproducible HTML report with a scored risk register, quantified recommendations, and every source query in a collapsible appendix. View sample output →
🗂️ Spend Category Optimizer
Analyze spend by GL account and vendor category to identify consolidation and optimization opportunities.
New
🧾 Supplier Billing Reconciler
Three-way reconcile every supplier bill line against PO pricing, billing history, surcharge terms, and goods received — aggregating variances into evidenced claims per supplier. View sample output →
🏅 Vendor Performance Scorecard
Score every vendor on spend, PO volume, bill lag, and concentration risk.
💰 Vendor Spend Analyzer
Vendor rationalization program — spend patterns, concentration risk, negotiation-leverage triggers, and consolidation/renegotiation/tail-spend savings quantified in dollar ranges. View sample output →

🏛️ Financial Statement Analysis & Reporting (39)

Free
🏛️ Enhanced Balance Sheet — Variance, Ratios & the Cash Bridge
Transforms NetSuite's standard Comparative Balance Sheet into a board-grade financial position analysis — common-size variance columns, a 21-ratio cross-statement suite (liquidity, cash-conversion cycle, DuPont ROE, leverage), a derived indirect cash-flow bridge that must reconcile to the penny, and growth-adjusted excess working capital that turns "inventory is up" into a dollar figure. Every number comes from the NS report engine (not raw SQL) with period-verification flags, four explicit tie-outs, and a fully disclosed assumption set. Delivers a single-column, print-ready HTML document in a corporate design system with pure-SVG charts and zero external dependencies. View sample output →
Free
📊 Executive Summary Creator
Quick one-page executive financial summary — key performance highlights and strategic commentary. The lightweight companion to the Board Meeting Executive Summary.
Free
📊 Financial Performance Overview
Board-ready single-period financial overview with segment breakdown, prior-period and prior-year benchmarks, health ratios, and risk indicators — built entirely from NetSuite standard reports.
Free
📊 Financial Ratio Analyzer
Calculate and interpret key financial ratios across liquidity, profitability, efficiency, and leverage dimensions.
Free
📊 P&L Flux Analysis with Automated Variance Explanations
Full-population GL flux analysis for any two periods — account-level variance ranking, transaction-level driver attribution, price/volume/mix revenue decomposition, trailing-12-month trend context, reported-vs-normalized P&L, and an executive-ready interactive HTML report. View sample output →
NewFree
🩻 The Ledger X-Ray
A cinematic, dark-mode financial documentary told in five acts — the surface reading, the X-ray reveal, the collision, the number lenders ask for, and the receipts. Built for the moment a founder, CFO, or advisor needs one document that makes a data-quality story impossible to ignore. Every number queried live; the drama comes from the data, never added to it. View sample output →
🏛️ 100-Day Plan Financial Baseline (PE Post-Acquisition)
Produces the first deliverable a new CFO owes the sponsor after close — an opening balance sheet snapshot, run-rate revenue/EBITDA validation against the deal model, ranked working-capital quick wins, a reporting-readiness gap assessment, a risk register, and a full assumptions-and-data-lineage appendix. Built report-engine-first (NetSuite standard financials) with every figure independently re-derived and tied to GL detail via SuiteQL. Delivered as a self-contained, institutionally branded HTML document ready for a sponsor package. View sample output →
📊 Balance Sheet Trend Analyzer
Analyze balance sheet trends across periods to identify working capital, leverage, and liquidity movements. View sample output →
🏛️ Board Meeting Executive Summary
One-page board-ready summary — strategic highlights, risk exposures, benchmark performance, and recommended decisions for next quarter.
🎯 Board Meeting Prep — The Ten Hardest Questions
Mine the quarter's GL for its most provocative numbers, anticipate the ten hardest questions a skeptical board member will ask, and draft a sourced, defensible answer to each — a severity-tagged HTML briefing with a prioritized prep checklist.
📊 Board Report Narrative Generator
Generate board-quality financial narrative with variance explanations and strategic context.
📊 Competitive Benchmarking Analysis
Benchmark company performance against industry peers using internal metrics and user-supplied external data.
New
📉 Cost & Gross Margin Review with Inventory Investment Diagnostic
Separates reported from transactional gross margin, ranks the cost categories eroding it, then follows the money onto the balance sheet — inventory turns and days on hand, excess above a supply threshold by SKU, dead stock, stranded stock at non-selling locations, margin-negative stock, and open purchase orders still feeding the overhang. Adds an operating-expense sweep by department and account, then prices eight ranked recommendations, a cash-release scenario table and a 90-day plan. Every figure ties to a printed query, every assumption is tabled, and the deliverable is a board-grade Boardroom Red HTML document. View sample output →
📊 EBITDA Calculator & Explainer
Calculate EBITDA with a full bridge from net income and an explainer suitable for non-finance audiences.
📊 EBITDA Comparative Income Statement — Board-Grade Financial Report
Build a formal comparative Income Statement with integrated EBITDA from NetSuite's own report engine — never raw SQL — with prior-year comparison, dual-method reconciliation proof, machine-verified variances, a forensic anomaly scan, a documented assumptions register, and full methodology transparency. Delivered as a self-contained, print-ready HTML document in an institutional "Precision Slate" design system suitable for boards, lenders, and investor packages. View sample output →
🎛️ Executive Command Center Generator
Dark-mode single-screen dashboard — cash, AR/AP, revenue trend, pipeline funnel, geo, top customers, and a live anomaly ticker.
New
📐 Financial Benchmark Analysis & Tracking Series
Statement-driven benchmarking that states its classification basis before it compares anything — COGS account map, borderline-account flags, a gross-margin sensitivity band, inventory and revenue scope — then scores the full ratio suite against approximate sector norms and tracks it edition over edition with stable finding IDs, recommendation dispositions, and classification-drift detection. NetSuite-rendered reports only; every ratio in one auditable computation. View sample output →
📊 Financial Health Scorecard
Generate a comprehensive financial health scorecard with weighted scoring across profitability, liquidity, efficiency, and growth dimensions.
📊 Financial Highlights Presenter
Present key financial highlights in a visually compelling format for stakeholder communication.
📊 Financial Statement Commentary Writer
Write professional financial statement commentary with variance explanations and business insights.
📊 Financial Statement Validator
Validate financial statement integrity, internal consistency, and reconciliation across NetSuite data sources.
📊 GL Account Velocity vs Mass
Plot every GL account by posting frequency against dollar magnitude to expose dead accounts and sub-scale clutter in the chart of accounts.
📊 Gross Margin Deep Dive
Comprehensive gross margin analysis with product, customer, and cost driver decomposition.
New
📊 Income Statement Review — Where the Margin Lives
Runs NetSuite's own Income Statement and Balance Sheet, ties every derived figure back to them to the cent, then splits the P&L by posting source to expose the businesses hiding inside single revenue and COGS lines — summary-journal channel, invoiced channel, services, retail. Detects test or unsupported invoices behind revenue spikes, measures customer cadence and concentration on the direct channel, runs an allocation-index cluster test that identifies which expense accounts move on one factor and therefore cannot be managed as posted, splits results by subsidiary, compares the subsequent same-span period, and reads the operating cycle off the balance sheet. Delivers thirteen dollar-sized recommendations with named verification steps, three appendices (sources and tie-out, every query as run, method and assumptions) and a self-verifying Precision Slate HTML document that checks its own figures on load. View sample output →
🧭 KPI Alignment Executive Summary
Produces a quarterly executive summary covering 6 KPIs (Sales, Retention, CAC, LTV, Margin, NPS or substitutes). Output is an HTML report with a metric-of-the-quarter headline, status dashboard, root-cause analysis, and SMART action plan. Designed for 5-minute executive readability.
📊 KPI Dashboard Commentary Writer
Generate insightful KPI commentary with trend analysis and actionable recommendations.
📊 Management Discussion Writer
Create MD&A style narratives with SEC-quality structure and forward-looking statements.
📊 Management Report Generator
Generate executive-ready financial management reports with KPIs, trend charts, budget variance, and narrative commentary from live NetSuite data.
📊 Management Reporting Packager
Package management reports with executive summaries and board-ready presentations.
💧 Margin Waterfall Decomposition
Build a Revenue → Gross Profit → Operating Income waterfall showing which COGS and expense lines consume margin, with leverage ranking by share of revenue and YoY change.
📖 MD&A Drafting Pack — Account Movement Narratives Traced to Source Documents
Turn raw period-over-period GL movement into a plain-English MD&A drafting narrative — every material account's change traced to the specific invoices, receipts, inventory adjustments, journals, and reclasses that produced it. Uses transaction-type decomposition as the integrity test before any storytelling, detects standing/allocation journals that set the base (so the narrative explains the variance, not the formula), surfaces misposted accruals and mapping errors as reclass recommendations, and delivers an institutionally branded, fully reproducible HTML document with verbatim queries, numbered assumptions, and a source-document index finance can click through. View sample output →
💸 Money Flow Sankey Generator
The customer-attributed money river — trace individual customers through revenue streams, COGS, opex, and net income as an interactive Sankey, with unattributed-revenue forensics and journal drill-downs.
📊 Period Comparison Analyzer
Compare performance across periods with variance explanations and trend identification. View sample output →
📊 Profitability Analysis by Segment
Analyze profitability across business segments with contribution margin analysis and allocation methodology. View sample output →
📈 Return on Incremental Invested Capital (ROIIC) — What the Last Dollar Reinvested Actually Earns
Compute incremental ROIC directly from the general ledger with zero reliance on pre-built financial statements — builds the invested-capital balance month by month from cumulative posting activity, chooses defensible measurement windows from the data, runs a four-way definition sensitivity, and executes the constant-efficiency counterfactual that splits the capital build into "growth dollars" and "slippage dollars" — the decomposition that turns a ratio into a capital-allocation finding — Boardroom Red design system with inline-SVG charts. View sample output →
🎯 Segment Mix vs. Target Allocation
Compare actual revenue and expense mix by segment against budget/target mix, flag variances beyond threshold, and recommend reallocation.
📊 Segment Reporting Analyzer
Produce ASC 280 segment reports by class and department from live NetSuite GL data with completeness warnings.
📊 Trend Analysis Tool
Identify trends and patterns in financial and operational data with statistical insights.
📊 YoY Revenue Decomposition
Decompose year-over-year revenue change into volume, price, mix, new-customer, and lost-customer contributions.

🏷️ Fixed Assets (8)

🏷️ Asset Disposal Gain Loss Calculator
Calculate gains and losses on asset disposals with tax impact and documentation.
⚠️ Asset Impairment Screener
Screen assets for potential impairment with indicator identification and testing recommendations.
📍 Asset Location and Assignment Auditor
Audit asset locations and assignments with discrepancy identification and update tracking.
🛠️ Asset Maintenance Cost Tracker
Track asset maintenance costs with trend analysis and replacement timing recommendations.
⏳ Asset Useful Life Reviewer
Review asset useful life assumptions with benchmark comparison and adjustment recommendations.
📈 Asset Utilization Tracker
Track asset utilization rates with underutilized asset identification and ROI analysis.
🏗️ Capex vs. Depreciation — Asset-Base Erosion Screen from Raw GL
Answer the quiet-erosion question — is the company reinvesting enough capital to sustain its asset base, or consuming it to flatter free cash flow? Maps the fixed-asset side of the chart of accounts from live introspection, buckets every GL posting into capex vs. depreciation groups, audits each line individually (small populations make full line-level audit feasible — and it is where the findings live), cross-checks the GL against the fixed-asset subledger, and scales the result against revenue to surface the capital-intensity anomaly the ratio alone cannot see. The line-level audit routinely surfaces misclassified depreciation journals, subledger-to-GL gaps, and orphaned postings from rejected asset proposals — publish those as data-integrity flags alongside the headline ratios. Clarity Blue design system with inline-SVG charts. View sample output →
📉 Depreciation Expense Forecast (Fixed Assets Management)
Multi-year, month-grained depreciation expense forecast built from live FAM asset records — actual methods, lives, conventions, and book values — reconciled against posted depreciation history, delivered as an interactive dashboard.

🔬 Forensics & Anomaly Detection (12)

🔬 Composite Forensic Scores — Beneish M-Score & Altman Z-Score from Raw GL
Compute the two canonical composite models — Beneish M-Score (earnings-manipulation screen) and Altman Z-Score (two-year bankruptcy risk) — directly from the general ledger with zero reliance on pre-built financial statements. Derives both comparative-period statements from cumulative posting activity, proves them with double tie-outs (A = L + E and ΔRE = NI), handles the degenerate-ratio traps young ledgers spring on the Beneish indices, selects the correct private-firm Altman variant, and reconciles the two verdicts when they disagree — which is exactly when the analysis is most valuable. Boardroom Red design system with inline-SVG charts. View sample output →
🗓️ Day-of-Week / Hour Anomaly Heatmap
Visualize transaction creation patterns by day-of-week and hour to surface after-hours or weekend activity.
🗑️ Deletion Forensics
Audit every record deletion — who deleted what, when, through which mechanism — with special attention to deleted transactions near period close, deleted scripts/deployments, and bulk purge events.
New
🔎 Duplicate Payment & Credit Recovery Ledger
Five-pass duplicate-payment hunt across bill numbers, subsidiaries, currencies, and re-onboarded supplier records — plus an end-to-end trace of every credit, return, and rebate, flagging those never received or never applied. One recoverable ledger, every item evidenced. View sample output →
🔍 Inventory Adjustment Forensics — Metadata Anomaly Sweep with Cross-Model Adversarial Review
Interrogate every inventory adjustment in the ledger for the anomalies that never appear on a report — impossible timestamps, backdated postings across period boundaries, missing creator attribution, audit trails that predate the records they describe, zero-cost quantity injections, and deletion clusters hiding behind numbering gaps. Reads the transaction header, line, GL, systemnote, and deletedrecord layers as five independent witnesses and cross-examines them against each other. Every claim is then submitted to a second AI model under an adversarial-reviewer charter; challenged claims are hardened with new queries — not softened with weaker language — before publication. Separates metadata corruption from business-content anomalies (they implicate different actors), quantifies live downstream damage (COGS actually posted, not hypothetically at risk), and delivers a Boardroom Red executive document with severity-tagged findings, a claim-by-claim review-verdict table, and full provenance disclosure. View sample output →
🔎 Journal Entry Forensics
Deep forensic analysis of manual journal entries — weekend/after-hours posting, round amounts, top-sided entries, and preparer/approver SoD testing.
🔑 Login & Authentication Anomaly Review
Behavioral analysis of LoginAudit — failed-login bursts, new-IP logins, token vs. UI patterns, shared-identity signatures — with per-user baselines and alerting recommendations.
👤 Manual Journal Entry User Map
Map every manual journal entry to its creator — identify dominant users, outlier behavior, and concentration risk.
🌙 Off-Hours Transaction Audit
Identify all posting transactions created outside normal business hours or on weekends — flag high-value off-hours activity for review.
👻 Phantom Entity / Duplicate Detection
Detect duplicate and potentially phantom vendors, customers, and employees — name similarity, shared addresses, shared bank accounts, and zero-transaction entities.
🕵️ System Notes Forensic Review
"Who changed what" — sensitive-field change timeline from system notes with old/new values, user attribution, and correlated-sequence detection (e.g., vendor edit → payment).
📈 Z-Score Transaction Outliers
Apply Z-score statistical analysis to transaction amounts to identify statistical outliers warranting investigation.

🎯 HR & Workforce Analytics (17)

Free
🎯 NetSuite Administrator Hiring Profile
Evidence-based hiring profile for a NetSuite Administrator, derived from a live survey of the account itself — features, org structure, customization footprint, vendor-bundle attribution, automation load, and role sprawl. Delivered as a recruiter-ready visual HTML document with tiered requirements, interview scorecard weighting, account-grounded interview questions, and a first-year mandate.
👥 Benefits Utilization Analyzer
Analyze benefits utilization with cost-per-employee and optimization recommendations.
⏱️ Billable vs Non-Billable Hours Monitor
Monitor billable ratio with trend analysis and non-billable categorization insights.
👥 Compensation Benchmarker
Benchmark compensation with pay equity analysis and market positioning.
🏺 Departed Employee Data Archaeology
Forensic survey of everything departed employees still own or anchor — saved searches, scripts, and live scheduled automation — orphaned roles and approval chains — sales-rep and CRM residue — audit-grade HTML report with verbatim queries and disclosed blind spots. View sample output →
👥 Employee Expense Analyzer
Analyze employee expenses with policy compliance and cost control insights.
🏢 Employee Tenure & Org Topology
Map active employees by department, supervisor, and tenure band to expose retention hotspots and unintended single-person teams.
👥 Employee Turnover Analyzer
Analyze turnover rates with cost impact and retention risk identification.
👥 Headcount Planning Tool
Plan workforce capacity with demand forecasting and hiring recommendations.
👥 Payroll Cost Analyzer
Analyze payroll costs with department breakdown and trend analysis.
New
⚖️ Role Exposure Analysis — Job Posting vs. AI Agent
Take any NetSuite-related job posting and produce a boardroom-grade assessment of how much of the role an embedded AI agent performs (BY), automates unattended (AGENT), accelerates (WITH), or structurally cannot touch (HUMAN) — grounded in live evidence from the instance itself, not capability marketing. Classifies the role archetype, weights each responsibility area, computes automatable and touchable percentages with a stated sensitivity range, names the boundary behind every HUMAN call, prescribes the live demo that would prove the claims, and self-reports what it could not assess. The credibility engine is deliberate underclaiming: when in doubt, the task goes to the human. View sample output →
🎓 Role-Based Training Builder
Given any NetSuite role, forensically analyze its real permission set and the account's live configuration, then generate a branded multi-week training curriculum — plus full deep-dive training modules on demand, each grounded in the instance's actual records, accounts, and data. View sample output →
🎯 Sales Rep Conversion Efficiency
Compare each rep's estimate-to-SO and SO-to-invoice conversion against the team median.
👥 Sales Rep Workload Distribution
Compare opportunity counts, transaction volume, and revenue per rep to find overloaded and underused sellers.
👥 Time & Attendance Analyzer
Analyze time and attendance with overtime tracking and compliance monitoring.
👥 Workforce Expansion Impact Assessment
Model the budget and profitability impact of adding headcount to a department — loaded costs from live P&L ratios, productivity assumptions, breakeven timing.
👥 Workforce Productivity Analyzer
Analyze workforce productivity with revenue-per-employee and efficiency metrics.

📅 Month-End Close & Reconciliation (15)

Free
📅 Journal Entry Reviewer
Analyze journal entries for errors, policy compliance, and unusual patterns with control testing.
Free
📅 Month-End Close Checklist Generator
Generate customized close checklists with dependencies, ownership, and timeline tracking.
Free
📅 Trial Balance Analyzer
Analyze trial balance for anomalies, errors, and close readiness with quality scoring.
📅 Account Reconciliation Assistant
Generate structured reconciliations with variance explanations and roll-forward analysis.
📅 Accrual & Prepaid Calculator
Calculate accruals and prepaid amortization with journal entry templates and schedules.
📅 Bank Reconciliation Analyzer
Analyze bank reconciliation with exception identification and clearing optimization.
📅 Close Process Bottleneck Identifier
Analyze close process timeline to identify bottlenecks and optimization opportunities.
🔒 Financial Close Integrity Audit
What changed after the books were closed — post-close transaction modifications, boundary-dated journals, closed-period postings, and period-permission distribution.
📅 Flux Analysis Performer
Perform comprehensive flux analysis with materiality thresholds and investigation workflows. View sample output →
📒 Month-End Accrual Identification & Proposed Journal Review
Identify month-end cutoff issues on both sides of the ledger — received-not-billed POs, missing or under-billed recurring vendor bills, bills stuck in approval, late-arriving invoices, fulfilled-not-invoiced revenue, and stale or missing prepaid amortization — classify them, draft the correcting journal entries, and deliver everything as a professional HTML close workpaper.
📅 Month-End Close Quality Monitor
Monitor close process quality with error detection and compliance tracking.
🔗 Orphaned Transaction Chains
Trace the document chains that should connect — fulfillments to invoices, receipts to bills, credits to applications — and surface every broken link, quantified in dollars, before month-end turns them into surprises.
📅 Period Close Crunch Profile
Profile posting activity by day-of-month to quantify how much of each close is back-loaded into the final business days.
New
📅 Record-to-Report Period Close Process Mining
Measure the period close as a process — cycle time from period end to lock/close, journal population and lifecycle (approval, reversal, reclassification), who touched what, and whether intercompany elimination actually runs — from accountingperiod, transaction and systemnote. Honest about what the account records versus what it does not. Delivers an audit-grade HTML report with verbatim queries and complete registers. View sample output →
🕳️ Unapplied Cash & Credits Sweep
Every customer payment, credit memo, vendor credit, and deposit with an unapplied balance — aged, sided, and matched to its likely application target. Real money sitting in limbo, misstating both AR and AP.

📐 Multi-Entity & Consolidation (13)

📐 Add-On Acquisition Synergy Tracker (PE Portfolio Monitoring)
Answers the board's recurring question — "are the add-ons performing to the deal model?" Identifies each add-on entity from posting history, measures actual synergy capture by category (headcount, facilities, procurement, systems) from entity-level GL evidence, tests revenue-synergy measurability, hunts one-time integration costs, and builds a combined pro forma EBITDA bridge tied to the consolidated statements. Underwritten targets are parameterized sponsor inputs — the tracker runs with clearly labeled illustrative placeholders until they are supplied. Companion to the 100-Day Plan Financial Baseline; same institutional design system. View sample output →
💱 Currency Exposure Heatmap
Map open AR, AP, and bank balances by currency and subsidiary to surface unhedged FX exposure.
🌐 Currency Translation Analyzer
Analyze currency translation with ASC 830 / IAS 21 compliance and CTA impact.
🌐 Elimination Entry Generator
Generate consolidation eliminations with automated validation and audit trail.
🌐 Global Tax Position Analyzer
Analyze global tax position with ETR optimization and transfer pricing insights.
🌐 Intercompany Reconciler
Reconcile intercompany balances with automated matching and exception resolution.
🌐 Legal Entity Rationalization Advisor
Advise on entity simplification with cost-benefit analysis and implementation planning.
🌐 Multi-Subsidiary Consolidator
Consolidate multi-subsidiary financials with currency translation and eliminations.
🧭 PE × NetSuite Senior Consultant — Persona (v2)
A dual-specialty consultant persona — deep NetSuite multi-entity architecture fused with PE fund-accounting fluency — that diagnoses before it designs, measures before it writes, and delivers boardroom-grade output. The judgment layer for fund-level financial engagements; pairs with the "PE Fund-Level Financial Integrity Diagnostic" entry as its execution layer. v2 folds in the evidence-binding, verification gates, activation-over-acquisition doctrine, and deliverable spec proven in a live engagement pattern.
🌐 Shared Services Allocator
Allocate shared services costs with driver-based methodology and compliance.
New
🛰️ State of the Subsidiary
A parallel, subagent-surveyed comparative report on every real operating entity in a OneWorld account — profitability, liquidity, receivables health, commercial mix, master-data hygiene — measured with one consistent lens, reconciled back to the GL, and rendered as a light-mode, brand-compliant HTML deliverable with a two-lens toggle, cross-subsidiary insights, a data-quality register, and every query published. Built for the moment a CFO, controller, or advisor needs to compare entities without arguing about definitions. View sample output →
🌐 Subsidiary Activity Asymmetry
Compare transaction volume, GL activity, and master-data freshness across subsidiaries to find under-used or unintended-default entities.
🌐 Subsidiary Performance Comparator
Compare subsidiary performance with benchmarking and ranking analysis. View sample output →

🗺️ Operational Intelligence (67)

Free
🗺️ Account Configuration Summary
One-page configuration atlas of the account — enabled features, subsidiary tree, fiscal calendar, user/role census, and utilization signals — built entirely from live introspection.
Free
🩺 Account Data Quality Composite Score
One scored dashboard for overall account data health — six cheap, fast probes (addresses, mandatory-field gaps, broken chains, unapplied cash, dimension tagging, duplicate names) normalized to 0–100 with drill-down pointers to the specialist prompts.
NewFree
🔍 Instance Integrity Diagnostic
Boardroom-grade instance diagnostic — revenue integrity, receivables discipline, dimensional coverage, and data governance, with a full evidence appendix. View sample output →
Free
🌡️ Inventory Risk Grid
One-screen interactive heatmap of every active inventory item — velocity vs. weeks-of-stock — with stockout risk burning red in one corner and dead money frozen blue in the other. Built entirely from live SuiteQL and delivered as a self-contained HTML artifact. View sample output →
Free
⚙️ Operational Efficiency Analyzer
Identify operational inefficiencies and bottlenecks across transaction flows.
Free
📆 Stale Open Transaction Groomer
Every open PO, SO, and estimate that has outlived any plausible fulfillment horizon — aged, dollar-quantified, with per-document close-out recommendations. The backlog grooming NetSuite never prompts anyone to do.
Free
📊 Transaction Volume Analyzer
Analyze transaction volume trends, patterns, and anomalies across all document types.
🧭 AI COO — Business Diagnosis & Operating System
Act as an AI Chief Operating Officer — profile the business from live instance data (industry, model, customers, products, org footprint), diagnose challenges and weaknesses with evidence, then deliver a complete department-by-department operating system covering marketing, sales, finance, support, operations, hiring, documentation, reporting, AI automation, weekly reviews, risk management, and a long-term scaling roadmap. Delivered as a board-ready, self-contained HTML report. View sample output →
🩺 AI Data-Fitness Audit
A measured — never generic — readiness audit of a NetSuite instance's data foundation for AI-enabled workflows and agents. Scores five pillars (audit-data density, stale-record hygiene, context on records and automations, GL dimension attribution, manual-intervention visibility) from live SuiteQL, traces each gap to its master-data source so fixes land where they compound, and delivers a scored checklist with a re-measurement query appendix plus an interactive HTML scorecard — so data fitness becomes a monthly KPI, not a one-off cleanup project.
New
🧭 AI Implementation Strategy
Head-of-AI engagement — surveys the instance across O2C, P2P/inventory, service, CRM and master data; validates anomalies; builds a value bridge with formulas; ranks AI objectives into three waves; cross-model review; delivers a designed, chart-rich HTML strategy. View sample output →
⚙️ Benchmark Comparison Tool
Compare performance against industry benchmarks with gap analysis.
📦 Bundle & SuiteApp Inventory
List every installed bundle and SuiteApp with version, publisher, and footprint to support upgrade and rationalization decisions.
🗓️ Calendar Heatmap of Activity
Render transaction volume as a year-long calendar heatmap to surface seasonality, dead zones, and crunch periods at a glance.
⚙️ Capacity Planning Assistant
Develop capacity plans based on demand forecasts and resource availability.
⚙️ Capacity Utilization Monitor
Monitor and report on capacity utilization across departments and facilities.
📸 Configuration Drift Snapshot & Diff
Capture a timestamped JSON baseline of the account's configuration surface — features, roles, mandatory fields, workflows, deployments, forms — persist it to the File Cabinet, and on every subsequent run diff against the prior baseline. Turns one-shot audits into change monitoring only an embedded agent can do.
🔧 Custom Field Mortality
Identify custom fields that are unused, misnamed, or duplicating native fields — the technical debt hiding in plain sight.
🗂️ Custom Record Type Sprawl
Map every custom record type, its bundle origin, and estimated row count to expose unused types and rationalize the data model.
🏢 Department Performance Scorecard
Score every department on revenue, cost, margin, and activity volume.
📊 Department Productivity Scorecard
Measure output per department against cost and headcount.
⏱️ Document Cycle Latency Atlas
Map average and P95 cycle times for every document flow — SO→Invoice, PO→Receipt, Bill→Pay — and flag bottlenecks.
📧 Email Template & PDF Form Audit
Inventory email templates and advanced PDF/HTML form templates, flag unused or outdated assets, and surface formatting risk.
🧭 ERP Migration Readiness Assessment
Data-driven profile of a NetSuite instance for teams evaluating a move to another ERP — feature/org footprint, transaction volumes by process pipeline, customization and integration surface, a requirements matrix derived from live usage evidence, a consider/avoid platform scorecard, and a phased migration roadmap with risk register. Delivered as a self-contained, board-ready HTML report. View sample output →
🏛️ Explain the ERP to the Board — One-Pager
Translate a NetSuite footprint into board language — what's automated, what's manual, where operational risk sits, and what the system costs in attention — delivered as a print-ready, institutionally branded HTML one-pager with a defensible funding ask. View sample output →
🏭 Factory Flow Sankey Builder
Build an interactive value-chain Sankey — raw materials → consumption → assemblies → finished goods → customers — with margin, scrap/variance leaks, and lineage highlighting. View sample output →
📁 File Cabinet Health & Growth
Storage profile of the file cabinet — size by folder and type, growth trend, largest and stalest files, duplicate-name clusters — the visibility layer for an asset most accounts pay overage fees on blind.
🧾 Form Customization Inventory
Inventory every custom transaction and entry form — grouped by record type, standard vs. custom, preferred-form gaps, and naming-convention sprawl — via UI-page extraction, since NetSuite exposes no form table to SuiteQL.
🏷️ GL Class / Department Tagging Quality
Measure the completeness of class and department tagging on GL transactions — flag blank/null segments that impair segment reporting.
🔁 Hidden Rework Tax
Quantify post-submission edit churn from the systemnote audit trail to expose training gaps, weak validation, and process instability.
🗺️ Integration Cartography Mapper
Map every inbound and outbound data flow — RESTlets, scheduled scripts, integration apps, tokens, saved-search emails, web-services users — into a single topology diagram, with honest boundary-flagging. View sample output →
📊 KPI Dashboard Generator
Generate a customized KPI dashboard with drill-down capability. View sample output →
📍 Location Performance Comparator
Compare revenue, cost, and margin across all locations.
💤 Master Data Dormancy
Surface customers, vendors, and items that have gone dormant — no transactions in 12+ months — to drive cleanup and re-engagement campaigns.
📝 Memo / Free-Text Anti-Patterns
Scan transaction memo fields for data-quality anti-patterns: nulls, duplicates, numeric dumps, and compliance red flags.
🗺️ Native-Record Footprint Map
A field-by-field inventory of every custom field attached to the core native record types — customer, vendor, item, sales order, invoice, vendor bill — with every field attributed to the provider (managed bundle, in-house app, or test tooling) that owns it. Surfaces, per record type, how many distinct hands are reshaping it, flags any record touched by 3+ providers, and routinely turns up what nobody was looking for — credential fields, test debris, and payments columns squatting on sales forms. Delivers an interactive HTML atlas with a filterable field explorer plus full query provenance. View sample output →
⚙️ NetSuite Customization Audit
Audit deployed NetSuite customizations — scripts, workflows, saved searches, custom records — for governance, change control, and risk.
New
📘 NetSuite Instance Technical Documentation
Onboarding-grade technical documentation of a NetSuite instance across seven areas — enabled modules and features, custom records/fields/forms, workflows and automation, roles and permissions, a SuiteScript inventory with business logic summarized from source, integrations and data flow with live transaction volumes, and a cross-object dependency and risk register — surveyed read-only with parallel research subagents and delivered as one self-contained Carbon Minimal HTML document with an executive summary for non-technical readers. View sample output →
🔭 NetSuite Release Impact Review Generator
Cross-references an upcoming NetSuite release's changes against a live inspection of THIS account — features, SuiteApps, scripts, integrations, transaction mix — and delivers a prioritized, interactive HTML review checklist.
🩺 NetSuite Utilization & Adoption Analyzer
Audit how fully a NetSuite instance is actually being used — module adoption, dimension discipline, process gaps, and data quality — and deliver a prioritized, evidence-based improvement roadmap as a polished HTML report.
📦 NetSuite Warehouse Download
Paginated bulk export of core NetSuite tables to a structured data warehouse format.
📉 Open Document Decay Curve
Plot the aging of open invoices, bills, and orders by origination month to surface systemic collection and payment delays.
📊 Operational Benchmark Gap Analysis — DSO, Inventory Turns & Close Discipline
Fetch live industry benchmarks from the open web (DSO, inventory turnover, financial close duration), compute the same three metrics from the general ledger and open receivables on a defensible basis, and deliver a board-grade side-by-side gap analysis — with per-metric drill-downs that can overturn the headline, honest provenance flags on every external source, full formula disclosure, and a verbatim query appendix. Boardroom Red design system. View sample output →
📥 Order Document → Draft Sales Orders
Convert customer order documents (PDF text, CSV, email paste, File Cabinet files) into staged draft Sales Orders — self-calibrating to the instance, deterministic item resolution, price/credit/inventory validation with exception dispositions, and hard human gates before anything is created.
🚚 Order Fulfillment Performance Tracker
Track order fulfillment rates, cycle times, and on-time delivery performance. View sample output →
New
🕸️ Order-to-Cash Object-Centric Process Mining
Full object-centric process-mining study of order-to-cash — event log across orders, fulfillments, invoices, payments and credits built from both link sources; multiplicity verdict (true many-to-many or effectively 1:1); OC-DFG with order and payment perspectives; variants, bottlenecks, conformance; complete exception registers; every headline number hand-checkable. Delivered as a Precision Slate audit-grade HTML report with verbatim queries and reducer logic. View sample output →
📦 Pick-Pack-Ship Latency Profile
Stage-by-stage fulfillment timing analysis — order-to-pick latency by location, item, and order size; stuck-WIP detection; pre-pick backlog valuation; dollar-days of delay; and a visual HTML operations report with a prioritized action plan. View sample output →
🩺 Proactive System Health Review
Eight-domain proactive audit of a NetSuite instance — script/automation hygiene, customization sprawl, workflow debt, data quality, period discipline, security & access, file cabinet, and saved-search sprawl. Every finding cites live internal ids and counts; delivered as a graded scorecard with a 30/60/90-day remediation roadmap, a visual HTML dashboard, and a baseline CSV for delta tracking. View sample output →
⏱️ Process Cycle Time Calculator
Calculate end-to-end cycle times for all key business processes.
New
🔀 Process Flow Forensics — Transaction Lineage Mining
Reconstruct every path an order actually takes — not the process as designed, but as executed — by mining the line-level transaction lineage graph. Renders the real flow as an SVG diagram with edge thickness = volume, edge labels = median days, rework loops in red. Computes happy-path % by count AND value, assigns every order a variant signature, buckets where cycle time dies, and hunts the documents that bypass the flow entirely — because in a healthy pipeline, the money that dies is the money that never entered it. View sample output →
🔬 Process Mining — Reconstruct Transaction Flows from the Event Log
Reconstruct how orders, invoices, and payments ACTUALLY flow through a NetSuite instance — mined from the document-link graph and the record-level audit trail — measure it against the standard O2C/P2P design, surface the rework loops and bottlenecks invisible to standard reports, and deliver a severity-rated findings register as an institutionally branded, fully reproducible HTML report. View sample output →
New
🔗 Procure-to-Pay Object-Centric Process Mining
Build an account-verified, object-centric process map of purchase-to-pay (PO → receipt → bill → payment, plus returns and credits) from NetSuite's own link tables; establish whether the flow is 1:1 or genuinely many-to-many; measure where it waits and where it breaks — including payment timing against due dates and a line-level three-way match; deliver an audit-grade HTML report with verbatim queries and complete exception registers. View sample output →
🧬 Redundant-Concept Detection Sweep
A hunt for custom fields that store the same business concept under different provider-specific names on the same record type — email overrides, risk ratings, color/size attributes, external identifiers, packing instructions. Groups candidates by concept, then interrogates live record data to sort every group into a verdict spectrum — active duplicate, parallel silo, latent, complementary, unverifiable — because the fix for "two fields, same values" is opposite the fix for "two fields, disjoint populations." Routinely finds the silo that is quietly halving somebody's report. Delivers an interactive HTML report with per-group evidence cards plus the full reproducible query set. View sample output →
🕳️ Required Field Compliance Audit
Find records with empty values in fields that are mandatory today — the silent legacy of fields made required after data already existed — with per-field violation counts and a backfill plan.
👥 Resource Utilization Analyzer
Analyze resource utilization across departments and projects.
🌪️ Sales Order Edit Storm
Identify sales orders subjected to excessive post-submission edits — a leading indicator of quoting instability, approval bypass, and customer churn risk.
🔍 Saved Search & Workbook Inventory
Inventory all saved searches and Analytics workbooks, flag stale or duplicate assets, and surface governance gaps.
🗝️ Saved Search Ownership & Exposure Map
The governance layer over the saved-search estate — who owns what, what breaks if they leave, which searches are load-bearing for scripts and dashboards — answered with inspection tools, not just a list.
🔁 Saved Search → SuiteQL — Verified Conversion with Clarity Blue Report
Convert any specified saved search into a SuiteQL query that provably returns the same results — not "looks right," proven at the cell level against a live baseline run. Inspects the verbatim definition, translates every filter, column, join, formula, and sort with the engine-behavior traps made explicit (join fan-out, display-vs-stored rendering, sign conventions, status-code remapping), verifies adversarially with full-run and mid-list spot checks, and flags the cases where the search itself is the bug. Delivers a Clarity Blue branded HTML document presenting the search definition, the final query, the step-by-step conversion, the verification evidence, and a developer's field guide to the traps encountered — everything a NetSuite developer needs to trust the query and maintain it. View sample output →
🖥️ Script & Deployment Sprawl Audit
Audit every script and deployment record to quantify technical debt, identify undeployed code, and rank performance risk.
New
🧱 Script Stacking Review
Inventory every active User Event and Client script deployed against a set of record types, attribute each to its publishing product or in-house owner, sequence them in execution order, and quantify multi-provider stacking risk per entry point — flagging any record type over a configurable User Event ceiling. One governance report, every deployment evidenced. View sample output →
⚖️ System Placement Decision Guide
Rule-based method and board-ready HTML deliverable for deciding which system in a multi-system landscape (NetSuite + CRM + 3PL/WMS/ecommerce/middleware) should own any given requirement, process, or piece of logic. Produces a system inventory, entity-level data ownership map, boundary-event flow with data contracts, four ordered classification rules, a set of worked verdicts covering every verdict type (including a live violation with remediation), and a six-step decision checklist teams can apply in requirements meetings. View sample output →
⏱️ Transaction Entry Performance Audit
Evidence-based audit of why a transaction form is slow to open, enter, or save — user event and client scripts, workflows, custom-field surface, execution-log heat, and bundle attribution — with severity-rated findings and a prioritized remediation plan. View sample output →
🔥 Work Center Load Heatmap
Work centers down the rows, 8–12 weeks across the columns, cells colored by planned load vs. capacity. Bottlenecks appear as a burning red column weeks before they happen. Built from manufacturing operation tasks. View sample output →
⚖️ Work Order Yield & Batch Loss Analysis
Planned vs. actual quantities built across work orders — yield variance ranking, shrinkage vs. over-build classification, two-lens financial impact (estimated cost vs. GL-booked WIP variances), and a visual HTML dashboard. View sample output →
🔄 Workflow State Topology
Map every active workflow, its trigger conditions, and record type scope to surface automation gaps and redundancy.
🏭 Yield Rate Analyzer
Calculate manufacturing yield rates, scrap costs, and quality trends.
🧟 Zombie Automation Audit
Find automation that exists but does nothing — NOTINITIATING workflows, deployments on record types with zero activity, scheduled scripts with no recent execution trace — by cross-referencing configuration against runtime evidence instead of just cataloging it.

📈 Revenue & Customer Analytics (67)

Free
📈 AR Aging Analysis & Commentary
Generate comprehensive AR aging analysis with collection priorities and management commentary.
Free
📈 Customer Profitability Analyzer
Analyze customer-level profitability with cost-to-serve and margin analysis.
Free
🏁 Customer Revenue Bar Chart Race Generator
Animated bar chart race of top customers by cumulative revenue — watch ranks shift, compounders climb, and whales teleport in.
NewFree
🎯 Customer Revenue Concentration
Boardroom-grade customer concentration brief — HHI, Gini, Lorenz & Pareto curves, top-N shares, breakpoint counts, YoY drivers and a like-for-like baseline, computed in a sandboxed reducer with a full hand-check and evidence appendix. View sample output →
Free
🗺️ Revenue Treemap Builder
An interactive category→item revenue treemap — tile size by revenue/gross profit/units, color by margin % or YoY growth, KPI header, category sparklines, outlier isolation, search highlighting, and click-through drill-down to the NetSuite item record. View sample output →
Free
📈 Revenue Trend Analyzer
Growth mechanics — revenue trends with segmentation, seasonality indices, price/volume/mix decomposition, anomaly detection, and Bear/Base/Bull projections.
Free
📅 Sales Calendar Heatmap Generator
GitHub-style daily sales heatmap revealing seasonality, weekday patterns, outlier days, and data-quality artifacts.
Free
📈 Sales Growth Opportunity Audit
Full-spectrum audit of sales trends, pipeline, customers, inventory, and pricing that surfaces ranked, dollar-quantified growth opportunities — delivered as an interactive dark-theme HTML report with named work lists, deep links, copy-ready queries, and a speed-to-cash playbook. View sample output →
💸 Bad Debt by Payer Analyzer
Analyze bad debt trends by payer with collection strategy recommendations.
📈 Bad Debt Reserve Estimator
Calculate bad debt reserves using CECL methodology with audit documentation.
New
🚀 Business Growth Strategy
Board-ready growth strategy built from the account's own ledger — current-state diagnostics (revenue trend, channel/category/location mix, margin, opex, A/R, inventory, pipeline, coverage), evidence-ranked problems, an inferred competitor landscape, sized opportunities, weighted strategy ranking and a phased execution plan with a NetSuite-readable scorecard, delivered as a branded single-file HTML report. View sample output →
📣 Campaign Performance Comparator
Compare fundraising campaign performance with ROI analysis and best practice identification.
🛒 Cart Abandonment Pattern Analyzer
Identify patterns in cart abandonment with recovery opportunity and revenue impact analysis.
📈 Channel Partner Analyzer
Assess partner performance with commission analysis and channel mix optimization.
📡 Channel Performance Comparator
Compare sales performance across channels (web, EDI, phone, retail) with profitability analysis.
🚫 Claim Denial Pattern Analyzer
Identify patterns in claim denials with root cause analysis and prevention recommendations.
🔥 Cohort Retention Heatmap
Render acquisition-cohort retention as a heatmap to see which cohorts decay fast and which stick.
📈 Collections Priority Ranker
Prioritize collection efforts with scoring models and automated action recommendations.
🔗 Cross-Sell Opportunity Map
For each customer, list the items they don't buy that look-alike customers do — a data-driven cross-sell shortlist.
📈 Customer Cohort LTV Curves
Build acquisition-cohort lifetime-value curves to compare how each cohort's revenue accumulates over months since first transaction.
📈 Customer Credit Risk Monitor
Monitor customer credit risk with early warning indicators and limit recommendations.
🩺 Customer Financial Performance & Risk Analysis
Full customer-base health check — NRR/GRR, segmented CLV, churn, concentration, payment-behavior early warnings, cohort retention curves, and named at-risk and expansion-ready account lists with dollar impact, in a polished HTML report. View sample output →
🌎 Customer Geographic Distribution
Map customers and revenue by state, country, and metro to surface geographic concentration and untapped regions.
🎯 Customer Health Matrix Builder
The "fire the customer / love the customer" quadrant chart — every active customer scattered by payment behavior vs. YTD revenue, bubble-sized by open A/R, colored by 90-day revenue trend, with dollar-quantified action tables for the Collect and Fire quadrants. View sample output →
💚 Customer Health Score (RFM)
Score every customer on Recency, Frequency, and Monetary value and segment into health tiers.
🏆 Customer Health Scorecard
Rank active customers on a composite 0–100 health score: revenue, payment discipline, and recency.
🩺 Customer Health Scoring — Behavioral Churn Risk Routed to Proactive Outreach
Score every active customer for churn risk from three leading behavioral indicators already in NetSuite — order-cadence decay measured against each customer's own rhythm, basket contraction (AOV and item-diversity loss) that top-line revenue hides, and days-to-pay drift from real invoice→payment application links. Validates every signal against the instance before weighting it (the paid-date proxy test and the signal-variance check are mandatory integrity gates), splits the book into a scoreable trend cohort and a won-then-lost collections cohort so neither analysis contaminates the other, and delivers a branded, fully reproducible HTML risk register with per-account driver narratives, outreach plays by archetype, rep-level routing, verbatim queries, and a companion CSV roster. View sample output →
📈 Customer Payment Behavior Analyzer
Analyze customer payment patterns with DSO tracking and collection prioritization. View sample output →
🫧 Customer Profitability Bubbles
Plot every customer as a bubble on purchase frequency × revenue, colored by payment speed (DSO), to map Champions, Whales, High-Maintenance accounts, and slow-paying revenue.
📈 Customer Profitability Calculator
Calculate true customer profitability with activity-based costing and strategic tiering.
New
💹 Customer Profitability Review
Customer-level gross-margin review for any NetSuite OneWorld instance — attributes revenue and cost of sales to customers from posting GL lines, reconciles to the general ledger to the cent, ranks every customer by gross-profit contribution, and applies a findings taxonomy to what the ranking reveals: concentration, mis-classified revenue, margin outliers, trend breaks, collections risk, and ledger-integrity defects. Discovery sequence, SuiteQL queries, GL tie-out, analysis logic, and the full Boardroom Red HTML design system included. View sample output →
🔁 Customer Segment Migration
Track customers moving between revenue and health segments quarter over quarter to expose silent upgrades and downgrades.
📈 Customer Segment Performance Analyzer
Compare performance across customer segments with strategic recommendations.
👥 Customer Segmentation Blueprint
Produces 3-7 operational customer segments from your dataset using RFM + behavioral overlay methodology. Output is HTML with segment profiles, explicit LTV formulas, churn risk classification, prioritized marketing strategies (with channels, costs, expected lift, ROI, confidence), and segment migration logic for ongoing measurement.
🔀 Customer Status Flow
Render quarter-over-quarter customer flow (retained, churned, new, reactivated) as a Sankey to expose the mechanism behind net-new totals.
📈 Deal Desk Analyzer
Analyze deal structures with discount approval workflows and margin protection.
New
🎯 Elasticity & Repricing Risk Analyzer
Estimate price sensitivity by SKU and customer segment, risk-score repricing actions, and rank them lowest-risk / highest-impact with expected revenue and margin effects. View sample output →
🗺️ Geographic Sales Map
Interactive map of revenue by ship-to geography — bubble size = revenue, color = growth vs. decline, click-through detail. Built from transaction shipping addresses.
🚀 Growth Opportunity Analysis & Execution Plan
Data-driven growth audit of a NetSuite instance — learns the business from the ledger (industry, channels, customers, catalog, margins), then identifies and ranks 25 growth opportunities across seven categories (quick wins, long-term, pricing, partnerships, AI automation, upsells, new revenue streams), each scored on impact, difficulty, investment, and expected ROI. Delivered as a self-contained, board-ready HTML report with a 90-day / 2-quarter / 8-quarter sequencing plan, a risk register, an execution scorecard with queried baselines, and an interactive progress checklist. View sample output →
🔁 Hidden Recurring Revenue
Detect de-facto recurring revenue patterns not tagged as subscriptions — customer/item pairs that transact on a predictable cadence.
📣 Lead Source & Marketing Campaign ROI
Attribute closed revenue to lead source and campaign to compute realized ROI per channel.
🧺 Market Basket Co-Occurrence
Find items frequently bought together across sales orders to inform bundling, cross-sell, and merchandising decisions.
New
🎞️ Order-to-Revenue Motion Brief
Mine every sales order end-to-end (order → fulfillment → invoice → payment), find the one inversion worth telling — where the volume lives vs. where the money lives — and render it as a self-contained, 24-second, screen-recordable HTML/Canvas animation built for LinkedIn's ~25 s GIF ceiling. Every dot a real order; every number reconciled to the ledger. View sample output →
🫧 Per-Customer Margin Profile
Per-customer bubble chart of revenue, gross margin %, and order count to expose the unprofitable share of the book.
🚀 Pipeline Velocity
Measure deal-count, win-rate, average deal size, and sales-cycle length to derive a single pipeline velocity number per period.
New
🏷️ Price & Margin Realization Study
Detect the same SKU sold at materially different prices across customers, regions, and reps; decompose variance into rational segmentation vs. avoidable inconsistency; find below-band margins, discount escalation, and margin drift; attribute leakage to SKU / customer / rep; and quantify the annualized value of bringing outliers to the defensible median. Deliverable is a board-grade HTML report in the Boardroom Red design system. View sample output →
💸 Pricing & Discount Leakage Analysis
Measure realized price vs. list price on invoice lines — discount depth and frequency by customer, item, and rep — and size the margin recovered by closing leakage.
📈 Pricing Experiments — Elasticity by Segment & Quote-by-Quote Rep Guidance
Estimate price elasticity per customer segment from the natural price variation buried in order history — realized line rates vs. the quantity-break price book — detect discount discipline failures in BOTH directions (over-discounting AND the rarer, costlier under-discounting that silently churns accounts), derive floor/target/stretch quote guidance per item × segment via shrinkage-stabilized Lerner optimization, and deliver it all as an institutionally branded, fully reproducible HTML report with a staged experiment plan. View sample output →
📈 Pricing Optimization Analyzer
Analyze pricing strategies with margin impact assessment and competitive positioning. View sample output →
📈 Profitability Improvement Planner
Analyze P&L profitability, identify margin improvement opportunities, and build a prioritized improvement plan.
🏷️ Promotion & Discount Effectiveness
Compare margin and volume of orders carrying promotional discounts against the baseline to quantify true promo lift.
🚪 Quiet-Quitting Customer Detector
Identify long-tenured customers whose rolling spend has silently dropped >50% — the churn signal that doesn't trip exception reports.
💬 Quote Aging and Follow-up Prioritizer
Prioritize quote follow-ups based on aging, value, and win probability.
🎯 Quote Win Rate Analyzer
Analyze quote/estimate win rates, conversion patterns, and sales pipeline effectiveness.
🌊 Quote-to-Cash Funnel
Measure conversion and drop-off at every stage from estimate to cash receipt, with median elapsed time per stage.
New
↩️ Return-to-Refund Process Mining
Trace every return authorization through receipt, credit memo and refund or reapplication; measure cycle time per step; find the "credit issued but never refunded" and "received but never credited" cohorts; detect multi-object structure (one RMA against several orders/invoices, several RMAs against one order, partial returns) and amount anomalies between refund and original sale. View sample output →
🧭 Revenue Expansion Roadmap
Evaluates a business from its live transaction data — revenue trajectory, channel economics, category mix, customer loyalty structure, retention health — then designs a staged roadmap of new income streams (pricing, upsells, subscriptions, memberships, affiliates, licensing, consulting, premium services, recurring revenue), each sequenced by business maturity and customer trust and anchored to account-level evidence. Includes the GL-by-transaction-type reconciliation that prevents intercompany flows from inflating the revenue baseline. Delivered as a branded, board-ready HTML strategy document with interactive charts, a Gantt launch timeline, and a scenario projection. View sample output →
New
📊 Revenue Mix by Customer Segment — Stacked Monthly Brief
Thirteen months of GL revenue stacked by customer segment, then decomposed into the steady base business and the episodic project layer — with per-segment stability (CV), customer concentration (top-1/top-3, HHI), a half-over-half momentum table, a latest-month spotlight that surfaces new segments and identical-invoice patterns, and a to-the-cent tie-out to the NetSuite Income Statement. Boardroom Red HTML brief with an interactive $/%-share stacked chart and a fully reproducible query appendix. View sample output →
📈 Revenue Quality Analyzer
Revenue durability for the board — concentration and Pareto analysis, composition and discount discipline, sustainability risk indicators, and a quality scorecard.
📈 Revenue Recognition Validator
Validate ASC 606 / IFRS 15 revenue recognition with performance obligation analysis.
🚚 Route-Day Order Gap & Nudge Report
Delivery-route customers with no upcoming order — gap detection against declared delivery days, usual-basket prediction from order history, cadence analytics (median gap, next-expected date, habit day), backorder-collision flags, A/R context, and a visual HTML dashboard with sparklines. View sample output →
💼 Sales Commission Reconciliation
Reconcile sales commissions — earned vs paid — and identify discrepancies for resolution.
📈 Sales Territory Analyzer
Evaluate territory performance with quota attainment and coverage optimization.
📈 Subscription Revenue Tracker
Track MRR/ARR metrics with churn analysis and revenue expansion insights.
📋 The Forgotten Estimate Pipeline
Surface old open estimates by age, owner, and customer to recover stalled pipeline value and clean up dashboard noise.
🔝 Top Revenue Spike Days
Rank the highest-revenue calendar days, decompose drivers (customers, items, channels), and tag campaign vs anomaly causes.
🔄 Win/Loss & Customer Retention Analytics
Quote-to-order win rates, estimate aging and abandonment, customer churn cohorts, and net revenue retention — the internal half of a competitive-intelligence dashboard.

🛡️ Risk Management & Controls (29)

🛡️ Customer Concentration Risk Scorer
Analyze customer concentration risk with diversification recommendations.
🛡️ Enterprise Risk Heatmap Generator
Generate visual risk heatmaps with impact/likelihood assessment and mitigation priorities.
🛡️ Exception Transaction Analyzer
Identify and analyze exception transactions requiring review or approval. View sample output →
🛡️ Financial Compliance Validator
Validate financial data and transactions against compliance requirements.
🩺 Financial Health Stress Test
Runs a three-scenario stress test on a company's financial statements (20% revenue drop, 15% cost increase, supply chain disruption) plus a Combined Stress Floor view. Outputs a self-contained HTML report with prioritized, quantified mitigation plans for each scenario.
📋 Financial Policy Compliance Report
Test transactions against financial policy — approval limits, PO coverage, terms adherence, credit limits, closed-period postings — with record-level findings.
🛡️ Fraud Pattern Detector
Detect potential fraud patterns in transaction data using anomaly analysis.
🛡️ Governance & Compliance Posture Review
ERP-native governance review — segregation of duties, approval coverage, audit-trail hygiene, vendor compliance, and ESG-tagged data where present.
👻 Inactive User Phantom Activity
Find inactive NetSuite users still associated with recent transaction metadata — offboarding gaps and live token risk.
🛡️ Internal Control Evaluator
Evaluate internal controls with gap identification and remediation recommendations.
🔐 Login Forensics & Anomaly Detection
Three-mode login forensics — new-IP appearances, failed-login bursts, and same-day multi-IP activity — from the LoginAudit table, with a risk-ranked narrative.
🛫 Mass Update Pre-Flight Impact Analysis
Before anyone runs a bulk change — quantify the exact record population, enumerate the user-event scripts and workflows wired to that record type, and grade the rollback difficulty. The report that prevents the "why did 4,000 records change?" postmortem.
New
🫀 Missed-Run Audit of Scheduled & Map/Reduce Processing
Absence-detection audit of every unattended process in the account — 680-deployment inventory, run expectations set at a gate, expected-vs-observed run adherence, business-state verification of "completed" runs, dormant-deployment census, runaway-process sweep — rated FMEA-style, written in 5C form, with a heartbeat control designed (not built). Finds the jobs that never showed up, and the ones that showed up and did nothing. View sample output →
🛡️ NetSuite Security & Access Review with Vulnerability Report
Full-account security posture assessment — identity & access inventory, administrator sprawl, role/permission over-grants, authentication & login-anomaly analysis (multi-IP + geolocation), sensitive-data exposure (SSN, public file cabinet), integrations & token surface, and data-integrity controls (period locks) — compiled into a severity-ranked, chart-rich interactive HTML report with methodology and limitations. View sample output →
🌐 Publicly Exposed Files Audit
Every file in the cabinet marked "Available Without Login" is downloadable by anyone with the URL — no session, no role. Inventory them, classify by sensitivity, and rank what should be locked down today.
⚖️ Risk Exposure & Risk Appetite Assessment — Board Report
Evaluate fiscal-year risk exposure against live financial performance — credit, concentration, liquidity, inventory, and data integrity — then recommend quantified, asymmetric risk appetite levels with a value bridge and a 90-day action program, delivered as a print-ready, institutionally branded HTML board document with a full reproducible query appendix. View sample output →
🔥 Risk Exposure Heatmap
Concentration heatmap across customers, vendors, products, and geography — flags single-name exposures above threshold with mitigation strategies.
🔐 Role & Permission Surface Map
Map every role to its permission set and active users to expose over-permissioned roles and rarely-used custom roles.
🔐 Roles, Permissions & Separation of Duties Security Review
Audit roles, permission grants, user-role assignments, and separation-of-duties conflicts; map findings to COSO's five components; deliver ISACA-aligned remediation as a professional HTML report.
🔐 Script & Automation Security Audit
Cross-reference script deployments (status, audience, context) against the actual source code — data egress, hardcoded credentials, sensitive-field writes, dormant deployments.
🛡️ Segregation of Duties Matrix
Build a per-user matrix of transaction types touched (created, approved, paid) to surface SoD violations directly from createdby/lastmodifiedby.
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🔐 Sensitive-Data Hazard Scan — Custom Field Definitions
Read-only scan of every custom field definition for credential-pattern names (passwords, tokens, API keys) and regulated personal data duplicated outside native governed fields — pattern dictionaries with the false-positive traps pre-listed, count-only population checks that never echo a stored value, a High/Medium/Low/Cleared severity rubric, and an interactive HTML report that shows the full triage funnel from definitions to live hazards. View sample output →
🎯 Single-Source Risk Identifier
Identify single-source vendor risks with mitigation strategies and alternative sourcing recommendations.
🛡️ SOX / IPO Readiness Review — ITGC & Access Governance Board Report
Audit a NetSuite instance's ITGC posture from live system data — access governance, segregation of duties, privileged and emergency access, change management, managed bundles, integrations, and SOC/CUEC oversight — then deliver a findings register with stable IDs, verified strengths, a phased remediation roadmap, and a recurring evidence calendar, as a print-ready, institutionally branded HTML board document with a full reproducible query appendix and an honest disclosed-limitations table. View sample output →
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🧪 SuiteScript Review Agent
Give it one SuiteScript file and it verifies provenance live — script record, deployment state, owner, execution history, and every script parameter the code reads (two probes before declaring anything absent) — then reviews the code against verified platform behaviour, publishes a boardroom-quality HTML review with stable finding IDs and a complete evidence trail including failed queries, and offers a remediated script plus supplementary documentation as follow-ups. View sample output →
⚙️ SuiteScript Risk & Technical-Debt Inventory
Account-wide inventory of every SuiteScript — with special focus on SuiteScript 1.0 and plug-in implementations (PLUGINTYPEIMPL, PAYMENTGATEWAY, CUSTOMGLLINES) — ranked by release-break likelihood × difficulty of reconstructing intent after failure. Enriched with runtime-error evidence, deployment liveness, and payment-gateway activity checks. Delivered as a dark-theme, chart-rich HTML report with per-issue cost/hour estimates, a remediation roadmap, an interactive filterable appendix, and a companion raw-data CSV. View sample output →
🚨 Threshold Alert Scorecard
Re-runnable early-warning scorecard — cash floor, A/R concentration, DSO, inventory days, approval backlog, and overdue-A/P triggers with per-trigger response protocols. View sample output →
🔑 Token & Integration Credential Audit
Audit the account's machine identities — access tokens, OAuth 2.0 applications, and integration login traffic — matching issued credentials against observed usage to find stale tokens, orphaned integrations, and unexplained API traffic.
⚠️ Vendor Concentration & Single-Source Risk
Identify items, GL categories, or spend buckets sourced from a single vendor to expose supply-chain single points of failure.

🏥 Supply Chain & Inventory (34)

Free
🏥 Inventory Health Monitor
Assess inventory health across turnover, coverage, dead stock, and overstock with actionable disposition recommendations.
New
📈 Adaptive Demand Forecast & Inventory Buffer Planner
Profiles and segments a product category (ABC/XYZ, intermittency, outliers, stockouts), holdout-tests five forecasting methods per family, projects twelve months under baseline / demand-surge / supply-disruption scenarios with prediction intervals, sizes safety stock and reorder points with the combined demand-and-lead-time-variability formula, and quantifies the service-level vs cost and working-capital trade-off. Every model scored, every assumption labelled, every SVG computed. View sample output →
🔧 Assembly Build Profitability Analyzer
Analyze profitability of assembly builds by comparing standard costs to actual GL costs and sales revenue.
🌶️ Assembly Ingredient Cost Creep Analysis
Year-over-year component cost analysis for assembly items — price step-change detection, margin flow-through, vendor attribution, billing anomalies, and an interactive what-if dashboard. View sample output →
⏳ Backorder Aging & Priority Ranker
Surface and prioritize open backorders by age, customer value, and fulfillment risk.
🧩 Bill of Materials Cost Analyzer
Explode BOM structure to compute standard build cost, identify high-cost components, and flag cost roll-up gaps.
☀️ BOM Cost Sunburst
Render a flagship assembly's multi-level BOM as a zoomable cost sunburst — wedge size = cost contribution, color = drift vs standard — with margin bridge, realized-price analysis, and annualized drift impact. View sample output →
🕸️ Component Shortage Dependency Graph
Map component shortages → blocked work orders → the sales orders and dollars behind them as an interactive network graph that exposes cheap chokepoints gating large revenue. View sample output →
New
📦 Inventory Fulfillment & Transfers Process Mining
Mine sales-order line → item fulfillment at item/location granularity, plus the two stock-feeding side flows (work order → build, transfer order → fulfillment → receipt). Measures fulfillment lag by location, built-to-order waits, unshipped/backordered demand by status and age, picked-not-shipped fulfillments, in-transit transfers, and finds date anomalies. Includes the assembly-component-row exclusion that otherwise doubles the backlog. View sample output →
🗺️ Inventory Positioning Analysis with Geographic Demand Mapping
Full-population fulfillment-history analysis that answers "is stock positioned where demand lives?" — external geocoding of ship-tos and warehouses, excess unit-mile ranking, basket-affinity-adjusted stocking recommendations, freight-billing calibration, seasonality gating, address-book audit, and an executive-ready self-contained HTML report with an SVG flow map. View sample output →
⚠️ Inventory Stockout Risk Score
Score every active SKU by stockout risk using velocity, on-hand, and lead time data from NetSuite.
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⚖️ Inventory Two-Way Grading — Trapped Cash & Walking Margin
Grade every stocked line in both directions — overstock priced at what a disciplined exit would actually return (cover-based grades, tiered recovery haircuts, carrying drag), and stockouts priced as gross profit not booked, weighted by whether the customer waited, substituted, or bought elsewhere. One ranked ledger, behavior calibrated from the instance's own fulfillment history, never a service-level percentage. View sample output →
🗂️ Item Master Health Score
Score item master data completeness and flag missing attributes that break downstream workflows.
💲 Item Pricing Drift Forensics
Detect items sold at inconsistent prices across invoices and quantify revenue leakage from uncontrolled pricing variance.
🚦 Item Velocity Trend (Lifecycle View)
Trend unit velocity per SKU over rolling windows to classify items as ramping, mature, declining, or end-of-life.
📊 Item Velocity vs. Margin Quadrant
Plot SKUs by sales velocity and margin into a strategic quadrant to guide pricing, promotion, and discontinuation decisions.
🧬 Lot Genealogy & Recall Trace
Trace any lot/serial number through its full family tree — component lots, builds, customers — and render an interactive recall-readiness dashboard with blast radius, contacts, and financial exposure. View sample output →
🗺️ Multi-Location Inventory Imbalance
Identify SKUs with stock imbalances across warehouse locations and quantify rebalancing opportunities.
🕳️ Negative Inventory Root-Cause Analysis
Find every negative on-hand item-location, reconstruct its complete inventory ledger, pinpoint the exact break-point transaction, classify the root cause, and deliver an interactive HTML report with specific, ticket-ready corrective actions. View sample output →
📈 PO Trend & Supply Risk Analyzer
Analyze purchase order volume, value, and vendor concentration trends to identify supply chain risks and demand misalignments.
💰 Procurement Spend Optimizer
Analyze procurement spend for consolidation opportunities, vendor rationalization, and unit-cost improvement targets.
New
🎯 Replenishment Engineering — Buffers Sized Against the Supplier, Not the Policy
Recalculate demand forecast, reorder point, and safety stock for every stocked line from actual order history, measured lead-time variability, and promised-versus-received supplier performance — service levels priced per line from holding cost versus margin at risk, never a blanket target. Full replenishment review: transfers checked before purchases, inbound POs screened against overstock, and every draft PO carrying its evidence chain — demand signal, lead assumption, cash effect, margin at risk. Companion to Inventory Two-Way Grading. View sample output →
↩️ Return Rate by Item
Measure return rates per SKU, identify root causes, and quantify the revenue and cost impact of product returns.
🚚 Shipping Cost Optimizer
Analyze shipment volume, order-to-ship cycle time, and carrier patterns to identify shipping efficiency opportunities.
🧬 Supply Allocation Logic Evaluation
Forensic determination of which supply allocation / item commitment engine a NetSuite instance actually runs — feature flags probed at runtime, hidden commitment preferences extracted from the Accounting Preferences DOM, allocation strategies and channel fencing enumerated via SuiteQL, and the engine's real behavior proven with disposable test orders (created, observed, deleted). Delivered as a self-contained, visually compelling HTML report with both deep technical detail and ELI5 summaries. View sample output →
New
🕸️ Supply Chain Network Risk Assessment
Builds the company's supplier → site → customer network straight from NetSuite, finds the nodes whose failure hurts most (sole-source, regional cluster, single-site manufacturing), scores every supplier on a weighted likelihood × impact heatmap, and delivers a prioritized, KPI-backed resilience plan. Every figure query-derived; every judgement labelled; every claim verified before it prints. View sample output →
🛡️ Supply Chain Resilience Analyzer
Assess supply chain resilience across vendor concentration, lead time reliability, inventory coverage, and single-source exposure.
🚨 Supply Chain Risk Exposure Review
Quantified supply-chain risk audit of a NetSuite instance — supplier dependency ratios (top-N shares, HHI), item-level single-source exposure, geographic concentration, event-driven disruption scenarios with expected-loss math, and off-PO spend reconciliation as the integrity test. Every figure computed from live PO and vendor-bill data with all assumptions stated and sensitivity-tested. Delivered as an executive-grade branded HTML report with reproducible SQL appendix, plus optional CSV data pack. View sample output →
⚓ Supply Promise Anchor Audit
Grade every vendor's delivery promise against actual receipt history — signed variance, dispersion, P90 lateness, lead-time drift — then quantify how much committed customer demand is anchored to unreliable purchase order dates. View sample output →
📦 Vendor Fill Rate & OTIF Analyzer
Measure vendor fill rate (quantity received vs ordered) and on-time-in-full delivery performance using PO and ItemRcpt data. View sample output →
⏱️ Vendor Lead Time Reliability Tracker
Track vendor lead time reliability over time, flag high-variability vendors, and correlate lead time with fill rate.
🔗 Vendor Performance & Dependency Analyzer
Score vendor performance across spend, fill rate, and lead time; identify strategic dependencies and single-source exposures.
🏭 Warehouse Efficiency Analyzer
Measure warehouse throughput (receipts and shipments), inventory utilization, and fulfillment cycle time by location.
⚙️ Work Order Cost Variance Analyzer
Compare standard vs actual work order costs, compute variance by assembly and period, and surface the root causes of manufacturing cost overruns.

🗺️ Tax & Compliance (4)

New
🗺️ Economic Nexus Threshold Analysis
State-by-state economic-nexus screen — rolling sales and document counts by ship-to state, measured on each state's own statutory window and compared to a current 50-state threshold table, overlaid with the account's registered nexuses and physical-presence signals. Answers where you've crossed, where you're approaching, where you're registered without cause, and where you're selling without registration — plus the untaxed and unattributable documents that are the real exposure. View sample output →
🗺️ Sales Tax Trend by State
Analyze sales tax collected and accrued by state over time — identify nexus gaps, rate changes, and filing exposure.
🧾 Tax Code Coverage Audit
Audit tax code assignment completeness on sales invoices and cash sales — identify taxable lines with no tax code and measure overall coverage.
📅 Tax Filing Readiness
Assess readiness for upcoming tax filings — check sales tax payable balances, nexus coverage, period close status, and 1099 vendor completeness.

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