AI Financial Advisor
Ask Questions, Get Answers
The AI Advisor is your always-available financial analyst. Ask questions in plain English and get instant answers drawn from your live NetSuite data.
Key Features
Capabilities in Detail
Natural Language Interface
Ask questions like "Which vendors have we paid more than $50k this year?" or "Show me AR aging by customer segment" and get instant answers.
Transparent Reasoning
See exactly what data the AI is querying and how it reaches its conclusions. Collapsible tool call panels show every SuiteQL query and calculation.
Action Recommendations
Beyond answering questions, the Advisor proactively suggests actions: vendors to negotiate with, customers at churn risk, cost categories to investigate.
Session Continuity
The Advisor remembers context within your session. Follow up on previous questions, ask for more detail, or request different visualizations.