Supported Tasks

AI Agent Plug-ins provide capabilities for NetSuite business workflows, financial analysis, and SuiteCloud development. Use this topic to review the tasks supported by each plug-in and identify the plug-in that best supports your work.

Business User Plug-ins

Business user plug-ins help you work with NetSuite data, analyze financial information, and present results clearly. Review the tasks for each plug-in to identify the capabilities that best fit your work.

NetSuite AI Companion Plug-in

Tool Orchestration

Report-first query routing

Uses a priority order when retrieving data: standard reports, saved searches, record lookups, and SuiteQL. Uses SuiteQL only when a safer option is not available.

Subsidiary context checks

Retrieves subsidiary metadata when a report includes a subsidiary filter. This helps prevent scoping errors in accounts with multiple entities.

Output and Presentation

Financial number formatting

Formats currency amounts, percentages, and whole numbers consistently across NetSuite skills. For example, amounts are displayed as $2.1M, $342.5K, and 12.3%.

Linked record references

Converts transaction and entity references into clickable NetSuite links by using internal IDs. This removes raw IDs from user-facing output.

Dashboard versus inline output

Uses a full dashboard or report when a request includes three or more key performance indicators (KPIs), a comparative analysis, 10 or more rows, or an explicit request for a dashboard or report. Otherwise, responds inline.

Domain Knowledge

General ledger and accounting logic grounding

Provides debit and credit rules, account type behavior, and double-entry logic. This helps keep financial narratives accurate without restating accounting fundamentals in each session.

Record type and field reference

Maps business concepts to SuiteQL record types, table names, and field names. This reduces hallucinated schema references in custom queries.

Multi-Subsidiary and Currency

Consolidation scope clarification

Prompts for the subsidiary scope before retrieving financial data: consolidated, single entity, or comparison of multiple entities.

Native versus base currency handling

Applies the correct rules for foreign-amount and base-amount fields and exchange rate timing. It also identifies foreign exchange gain or loss exposure for open accounts receivable (AR) and accounts payable (AP).

Query Safety

SuiteQL pre-query checklist

Runs a required safety check before executing a custom query. The check includes row limits, null handling, posting and approval filters, and explicit column lists.

Common mistake correction

Maps common SQL errors to Oracle SQL-safe equivalents that NetSuite requires. Examples include OFFSET/FETCH, common table expressions (CTEs), ISNULL, and SELECT *.

Error Recovery

Recovery from tool failures

Retries failed tool calls and falls back to alternative tools. It reports an error to the user only after those attempts fail. Error messages include a NetSuite navigation path.

Handling permission errors and unusual figures

Identifies the specific role required to resolve permission errors. It also flags unusual figures for user verification rather than presenting them as fact.

NetSuite Finance Analyst Plug-in

Executive Reporting

Chief Financial Officer (CFO) dashboard

Assembles a live income statement, balance sheet, and cash snapshot in one view. Quantifies the top three drivers of change and recommends an action, owner, and timeline.

Board-ready narrative

Converts period results into a headline, performance summary, key risks, and outlook. Labels the narrative as preliminary or final based on close status so that it is ready for inclusion in a board package.

Financial Statements and Variance

Budget vs. actual review

Compares actuals with budget or forecast by account and department. Quantifies the top variance drivers in dollars and percentages, and distinguishes recurring variances from timing-related and one-time items.

Income statement deep dive

Generates a profit and loss (P&L) statement for any period and subsidiary. Decomposes margin movement into volume, price, and mix effects, and flags line items that exceed materiality thresholds.

Balance sheet health check

Aggregates balance sheet accounts across subsidiaries and currencies, reconciles intercompany eliminations, and surfaces accounts that trend outside historical norms.

Close and Controls

Month-end close readiness

Checks open-period status, identifies unposted transactions and pending approvals that block the close, and sequences the remaining close tasks by owner and priority.

Journal entry review

Scans journal entries for the period, flags manual entries above a threshold or with missing supporting detail, and routes high-risk reclasses for explicit confirmation before posting.

Cash and Working Capital

Accounts receivable (AR) aging and collections priority

Pulls open invoices by aging bucket and customer, ranks collection targets by dollar exposure and credit-limit breaches, and identifies invoices already offset by unapplied credit memos.

Accounts payable (AP) aging and vendor exposure

Surfaces open vendor credits and unapplied cash, examines bills that are stuck or pending approval, and quantifies net payable exposure against gross payable exposure.

Cash position and runway

Aggregates cash across subsidiaries and currencies, projects near-term inflows and outflows from AR and AP aging, and flags liquidity risk against covenant and runway targets.

SuiteCloud Development Plug-ins

SuiteCloud development plug-ins help you build, review, and maintain SuiteCloud customizations. Review the available tasks to identify the capabilities that best fit your development workflow.

NetSuite SuiteCloud Plug-in

Build and review SuiteScript and SDF solutions using governance, security, performance, and defensive-coding best practices.
Generate and validate SDF objects, custom roles, permission configurations, and script deployment access.
Look up NetSuite record types, field IDs, data types, required status, and search capabilities.
Build and debug UIF SPA applications using @uif-js/core and @uif-js/component API references.
Upgrade SuiteScript 1.0 and 2.x code to SuiteScript 2.1, including API mappings and behavioral changes.
Review JavaScript and SuiteScript for Open Worldwide Application Security Project (OWASP) risks and suggest secure implementation patterns.
Generate SDF project documentation, architecture diagrams, deployment runbooks, and troubleshooting guides.
Explain, annotate, and review SuiteScript and SDF code to help developers understand NetSuite APIs, governance, security, caching, and SAFE Guide practices.