Artificial Intelligence (AI)

Refer to the following sections for details on artificial intelligence (AI) updates for NetSuite 2026.1:

• Narrative Insights on Reports and Records

• Intelligent Close Manager Dashboard Portlet

• New Narrative Insights Subtab in AI Preferences

• SuiteCloud Extension for Visual Studio Code - New SuiteCloud Developer Assistant Feature

• Changes to Text Enhance User Experience

• Updates to Prompt Studio

• New Intelligent Recommendations Subtab in AI Preferences

• Support for GPT-OSS Model in N/llm Module

• Payment Date Prediction for Invoices

• NetSuite CPQ AI Assistant

• Intelligent Item Recommendations: CRM Conversion Workbook

• Filter by Available Items for Intelligent Item Recommendations

• Column Customization of Intelligent Item Recommendation Results

• Popular Item Recommendations

• Accessing Intelligent Item Recommendations Preferences

• Redwood Theme Experience and UI Updates to Intelligent Item Recommendations

• Exception Management Now Supported in Sandbox Accounts

Narrative Insights on Reports and Records

Narrative Insights uses generative artificial intelligence (AI) to provide concise summaries of supported reports and records. These insights help you interpret data faster, highlight notable trends or anomalies, and focus on key information such as risks, opportunities, or data gaps.

To generate an insight, open a supported report or record and click Generate Insight. The Narrative Insights dialog displays a summary based on the content you're viewing. The structure, sections, and level of detail in the Narrative Insights dialog may vary depending on the report or record type and the available data. For the full list of supported reports and records, see Narrative Insights Overview.

Narrative Insights is available for accounts in supported locations and for users whose language preference is set to an English language. For more information about supported locations, see Generative AI Feature Availability in NetSuite.

The Enable Narrative Insights preference on the AI Preferences page controls whether you can generate insights. This preference is enabled by default. Users with an Administrator role can disable this preference at any time. For more information about Narrative Insights preferences, see Managing Narrative Insights Preferences.

Important:

The content in the Narrative Insights dialog is generated using AI. The information provided may not be completely free of errors or fully accurate. You should verify the summary by reviewing the underlying reports and records. For questions about security, access permissions, or related topics, contact NetSuite Customer Support. Oracle NetSuite does not assume responsibility or liability for the use or interpretation of content in the summary.

Intelligent Close Manager Dashboard Portlet

The Intelligent Close Manager is a new dashboard portlet that uses transaction data and AI-driven exception detection to provide a centralized view of tasks, transaction amounts, and exceptions. The portlet also includes projected activity, such as missing transactions.

The Intelligent Close Manager portlet consolidates outstanding tasks, transaction amounts, key performance indicators (KPIs), and exceptions for core business areas such as AR and AP. It uses recorded and expected transaction activity to inform close progress, helping operational teams manage close activities, identify potential issues early, prioritize tasks, and take action throughout the period to support a timely close.

After you enable the Intelligent Close Manager, tasks are automatically created based on transaction activity and the features and preferences enabled in your account. No setup or configuration is required.

From the Intelligent Close Manager portlet, you can:

• Filter data - Use the Period and Subsidiary filters to update the portlet and show tasks and KPIs for a specific period and subsidiary.

• Monitor KPIs - Track metrics including Largest Outstanding Task, Exceptions, Potential Variance, and Net Income.

• Resolve tasks and exceptions - Review transaction amount breakdowns, complete outstanding tasks, and address exceptions such as expected but missing transactions.

• Review AI Insights - Gather insights from AI generated summaries that highlight trends and business risks.

The information displayed in the Intelligent Close Manager portlet depends on the features and preferences enabled in your account. For more information, see Mapping Tasks and KPIs to Features and Preferences.

To enable this feature, go to Setup > Company > Enable Features (Administrator). On the Accounting subtab, in the Advanced Features section, check the Intelligent Close Manager box.

For more information, see Intelligent Close Manager Overview.

The Intelligent Close Manager portlet is automatically added to your Home page after enabling it. For more information about using the portlet, see Using the Intelligent Close Manager Dashboard Portlet.

General Notices