LIVE DEMO · INTERACTIVE

NetSuite AI Dashboard

Four interactive views of Claude embedded in NetSuite — a finance control panel, an end-user query window, a record-level side panel, and the approval queue where staged writes wait for a human. Click around, type, approve, reject — it all responds in real time.

Demo data No NetSuite write-backs Same architecture as production

What you're looking at: A finance VP's view of NetSuite-connected AI agents working across three hubs (USA, India, France). Read activity streams freely from NetSuite. Write activity (re-bills, credit notes, dispute replies) is staged into the approval queue and waits for human review before anything posts back. Everything is logged with actor, action and internal ID in the audit trail below.

NetSuite AI control panel — contracts & billing

VP finance view · all hubs · May 2026

Agents healthy

Billing accuracy

97.4%

+1.8 vs baseline

First-time-right

91.2%

+3.1 vs baseline

Revenue leakage flagged

£148k

12 open items

Actions awaiting approval

2 ageing > 48h

Approval queue — staged actions

Each action proposed by an agent. Trace the reasoning, then approve or reject. Nothing writes back to NetSuite without explicit approval.

Audit trail

Every write is gated, logged with actor + internal ID, and scoped to the agent role's permissions. Reads stream freely; writes wait for a human.

Governance

Metric definitions locked · audit log live · agent permissions scoped to read-only

Audit & spend

2,140 queries this month · 0 unapproved write-backs · token spend £312

Claude · NetSuite Read-only by default

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Greenfield Industries

CUST-441 · India hub · Enterprise · Active

Overview Communication Financial Relationships

Account manager

R. Saqib

Customer since

12 Mar 2025

Contract value

£284,000 / yr

Renewal date

15 Sep 2027

Payment terms

Net 30

Currency

GBP

Open balance: £18,950 INV-20502 issued 20 May 2026 · due in 22 days

Claude

Pinned to CUST-441. Pre-loaded relationship, contract and billing history for this customer.

Quick actions

Approval queue

All hubs · last 24 hours

Open value

£7,220

Pending

Approved today

£14,200

Avg confidence

93%

Want this on your NetSuite?

The architecture behind this demo is the same one I'd deploy on your tenant — Claude Desktop or ChatGPT connected to NetSuite via MCP, with role-based permissions and full audit logging.

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