Least-privilege access.
Named access, scoped records, and only the tools a workflow needs. Read-only first when practical.
NETSUITE + AI HUMAN-LED. AGENT-POWERED.
Your ERP can do
a lot more now.
Agents that investigate, prepare, and monitor inside your NetSuite ecosystem. A head start for your team, around the clock, and with your people in control.
Not another chatbot beside your ERP. A new way to get the work done.
THE DETAIL BEHIND A BETTER WORKDAY.
See the work
an agent can prepare.
Choose a process below. These interactive examples use sample data, with a person making the important decisions.
01 An invoice arrives.
SUPPLIER INVOICE
INV-2048
Sample supplier · Purchase order 1086
$12,480.00
Invoice receivedPO & receipt availableAccounting policy attached
YOUR SYSTEM OF RECORDNetSuite+ your business data
THE SWYFT AGENT LAYERRead. Match. Prepare.
An agent connects the context.
02 Ready for a human decision.
- Vendor identified
- PO & quantities checked
- Historical pricing compared
Draft bill preparedHuman approval before posting
01 The close is approaching.
PERIOD REVIEW
September close
Sample ledger · Read-only investigation
3 periods
Balances & journal entriesPrior-period comparisonsYour materiality thresholds
YOUR SYSTEM OF RECORDNetSuite+ your business data
THE SWYFT AGENT LAYERScan. Compare. Prioritize.
Research before the close begins.
02 Investigate. Don’t go searching.
- Period movements compared
- Unexplained changes surfaced
- Supporting records collected
Review queue preparedYour accountant decides what matters
01 Someone asks why.
A FINANCE QUESTION
“Why did gross margin fall?”
Sample question · No live NetSuite connection
Q2 vs. Q1
Revenue & cost of goodsItem and customer mixSource transactions
YOUR SYSTEM OF RECORDNetSuite+ your business data
THE SWYFT AGENT LAYERQuery. Investigate. Explain.
More than a chatbot with a guess.
02 An answer with the evidence.
- Relevant periods compared
- Margin drivers identified
- Source records linked
Analysis preparedValidate the findings with your team
THE COST OF STANDING STILL IS CHANGING.
Things that used to take days
can now take minutes.
Your competitors don’t have to automate everything. They just have to stop doing the repetitive work you’re still doing manually.
| The work | The old routine | The new possibility |
|---|---|---|
| Financial history | Search records, one at a time. | Scan permitted history and surface patterns worth investigating. |
| Month-end close | Spend the day finding exceptions. | Start with a prioritized, evidence-linked review queue. |
| Reporting | Build, export, assemble, investigate. | Ask a question. Let an agent gather the context. |
| Accounts payable | Read, enter, look up, check, repeat. | Read, match, validate, and prepare for approval. |
| Data cleanup | Look for exact matches by hand. | Find likely relationships across inconsistent records. |
For appropriately scoped research and preparation, AI can substantially reduce manual effort. These are possibilities, not measured client timings or guaranteed outcomes. Data quality, access, volume and review requirements determine the result.
A DIGITAL TEAM. ALONGSIDE YOUR REAL TEAM.
Your team goes home.
The work keeps moving.
Imagine an employee who never sleeps. Now give that idea your accounting rules, tightly scoped permissions, and a human approval step.
18:00YOUR BUSINESS DOESN’T STOP.
01 / 07
Your team heads home.
The last meeting ends. Your approved workflows stay on duty.
- Human team
- Signed off for the day
- Agent layer
- Monitoring within its permissions
20:00YOUR BUSINESS DOESN’T STOP.
02 / 07
The next invoice gets a head start.
An AP agent reads a new invoice, finds its purchase order, and checks quantities and historical pricing.
- AP Agent
- Draft bill prepared
- Next step
- Your team approves before posting
23:00YOUR BUSINESS DOESN’T STOP.
03 / 07
An unusual pattern gets noticed.
The close agent flags an unexpected account movement and gathers the transactions behind it.
- Close Agent
- Potential anomaly surfaced
- Control
- Read-only investigation
01:00A NEW DAY. A HEAD START.
04 / 07
The investigation goes deeper.
An agent compares historical entries and checks whether the pattern appeared in earlier periods.
- Audit Agent
- Historical context collected
- Evidence
- Source records linked for review
03:00A NEW DAY. A HEAD START.
05 / 07
The findings become a plan.
The agent prioritizes potential issues, assembles supporting records, and prepares recommendations.
- Reporting Agent
- Review brief prepared
- Control
- No corrective transactions posted
07:00A NEW DAY. A HEAD START.
06 / 07
Your team comes back to context.
A morning brief replaces a morning spent collecting information.
- Human team
- Back online
- Waiting for you
- A prioritized, evidence-linked queue
07:05A NEW DAY. A HEAD START.
07 / 07
Start with the decision. Not the search.
Your accountant reviews the evidence, approves what makes sense, and sends exceptions back for investigation.
- Human team
- Reviews and approves
- Agent layer
- Acts only within approved scope
Illustrative sequence, not a promised schedule or a live account.
24/7 is the opportunity.
Human judgment is the constant.
Human judgment is the constant.
An agent can keep preparing the work. It doesn’t get to rewrite your controls.
START WITH THE WORK. NOT THE TECHNOLOGY.
Which job would
you hand off first?
Choose a workflow to see what an agent could access, what it could prepare, and what your team would receive.
APAccounts payable
From an invoice to a review-ready bill.
- What it sees
- Invoices, purchase orders, receipts, and vendor history.
- What it does
- Reads, matches, checks quantities and pricing, and proposes accounting treatment.
- What you receive
- A prepared transaction, supporting evidence, and exceptions to resolve.
- Where time comes back
- Less re-keying, document lookup, and routine matching.
ARAccounts receivable
More context. Better collections.
- What it sees
- Aging balances, customer messages, and payment history.
- What it does
- Prioritizes follow-up, researches disputes, and drafts relevant responses.
- What you receive
- A focused collection queue and draft communications to approve.
- Where time comes back
- Less inbox triage and repetitive account research.
GLMonth-end close
Investigate the exceptions. Not every line.
- What it sees
- Account balances, journal entries, and prior-period activity.
- What it does
- Compares periods, investigates unusual changes, and gathers source records.
- What you receive
- A prioritized exception list with evidence for your accountant.
- Where time comes back
- Less manual searching and close-preparation work.
FAFinancial analysis
Get closer to the “why” behind the numbers.
- What it sees
- Revenue, costs, product mix, customers, and period movements.
- What it does
- Investigates drivers of a margin, revenue, or expense change.
- What you receive
- An evidence-linked explanation and questions worth pursuing.
- Where time comes back
- Less spreadsheet assembly and repetitive variance research.
BIReporting
Ask a business question. Get the context.
- What it sees
- Approved NetSuite records, searches, and business definitions.
- What it does
- Queries relevant data and prepares a narrative with supporting sources.
- What you receive
- A draft report or answer your team can validate.
- Where time comes back
- Less exporting, reformatting, and report preparation.
HXAudit & historical analysis
Let the history reveal what deserves a look.
- What it sees
- Years of transactions, payments, classifications, and integrations.
- What it does
- Looks for duplicate patterns, gaps, unusual relationships, and mapping drift.
- What you receive
- Potential issues to investigate—not an audit opinion.
- Where time comes back
- Less manual sampling and record-by-record investigation.
DQData quality
Find relationships an exact match misses.
- What it sees
- Customer, vendor, and item records with inconsistent details.
- What it does
- Suggests related records and highlights conflicting or missing information.
- What you receive
- A review queue. No silent merges or assumed legal identities.
- Where time comes back
- Less duplicate research and data-cleanup triage.
IOInventory & operations
See exceptions before they become surprises.
- What it sees
- Stock levels, open orders, lead times, and operational events.
- What it does
- Monitors availability, identifies unusual demand or discrepancies, and prepares recommendations.
- What you receive
- A prioritized operations brief and proposed next actions.
- Where time comes back
- Less cross-system checking and routine exception monitoring.
CSCustomer service
Give every answer a better starting point.
- What it sees
- Customer inquiries and permitted order, shipment, and invoice records.
- What it does
- Retrieves the right context and drafts a relevant response.
- What you receive
- A response to review, with unresolved issues routed to a person.
- Where time comes back
- Less record lookup and repetitive status-response work.
These are workflow possibilities, not a pre-installed product. Availability, accuracy and time saved depend on your data, integrations, licensing and agreed controls. We scope and validate each workflow with you.
YOUR FINANCIAL DETECTIVE.
Years of history.
Connections you
haven’t seen yet.
Let an agent investigate three years of transactions while your accounting team focuses on closing the month.
Payments, vendors, customers, journals, and invoices all leave a trail. AI can help connect those records and surface patterns that manual investigation might miss.
Less time searching for the issue.
More time deciding what to do about it.
HISTORICAL INVESTIGATIONSample findings
12potential issues
4 high priority8 for review
Showing 12 sample findings
01Possible duplicate paymentPayments · 2024High
Similar amount, supplier and timing. Compare payment references and bank records before concluding it is a duplicate.
02Unexplained account movementGeneral ledger · 2025High
A period movement differs from the comparison period. Review source entries and the business reason for the change.
03Cross-system reconciliation gapIntegration · 2023High
A sample upstream record has no obvious downstream match. Check synchronization logs and posting dates.
04Unexpected classificationJournal entries · 2025High
A journal uses a different expense classification than related entries. An accountant must confirm the correct treatment.
05Related supplier recordsVendors · 2024Review
Several records share similar attributes. Confirm the legal entities; a relationship does not necessarily mean the records should be merged.
06Missing supporting referenceInvoices · 2023Review
A reference used by comparable invoices is absent. Check whether it is required for this particular transaction.
07Unusual credit patternCredit memos · 2025Review
Repeated credits may warrant explanation. Inspect the commercial terms and underlying invoices.
08Historical mapping driftAccounts · 2024Review
Similar transactions use different mappings over time. Confirm whether the change reflects an approved policy update.
09Potential period mismatchTransactions · 2023Review
Document and posting periods differ. Check the close policy and any legitimate cutoff adjustment.
10Inconsistent item classificationInventory · 2025Review
Comparable items appear under different categories. Confirm that operational and accounting distinctions are intentional.
11Unmatched receipt referenceReceipts · 2024Review
A receipt does not match an obvious invoice reference. Check split billing and partial receipt scenarios.
12Unexpected reporting varianceReports · 2025Review
Two sample report views differ. Check filters, dates and subsidiary scope before changing underlying data.
Potential issues are leads for your accountant, not confirmed errors, an audit opinion, or a guarantee that every issue will be found.
DATA QUALITY / SAMPLE RECORDSInteractive example
JDJohn DoeC-1042JDJohnathan DoeC-2071JDJ. DoeC-2096LLCJohn Doe LLCC-3184
POTENTIAL RELATIONSHIP96% illustrative confidence
A similar name is a clue, not proof. Confirm the relationship and legal entity before changing anything.
Your review is the next step. No records are merged automatically.
What would a reviewer check?
Compare verified contact details, addresses and transaction history. A person and an LLC may be related while remaining separate legal entities. This is a sample relationship suggestion, not a merge recommendation.
PRACTICAL AI. NOT ABSTRACT PROMISES.
Different records.
A possible connection.
An exact-match rule sees four names. An agent can help your team see a relationship.
By comparing the available context, not just the spelling, AI can suggest records worth reviewing. Your team verifies the evidence and decides whether to link, clean up, or leave them alone.
AI proposes the relationship.
You approve the action.
Talk to a NetSuite expert
THE ARCHITECTURE, WITHOUT THE MYSTERY.
New intelligence.
Clear accountability.
The agent sits between a business goal and the tools it’s allowed to use. Not above your controls.
We connect approved NetSuite data and business systems to a purpose-built workflow. Permissions, validation, and approval rules are enforced outside the model, not left to a prompt.
For your technical team
Depending on the use case, the integration can use SuiteQL, SuiteTalk, RESTlets, or an MCP-based tool layer. We select the appropriate route for your account, licensing, data scope and operating costs.
Tool access is allowlisted and validated server-side. Retrieved documents and record text are treated as untrusted input, not instructions. Write operations need explicit authorization, duplicate-execution protection, exception handling, and a record of the action.
We log requests, tool calls, approvals and outcomes. Rollout starts with constrained access and validation against known examples before broader automation.
Explore NetSuite & MCP01
Your peopleSet the goal. Review the evidence. Approve.
ACCOUNTABILITY02
Purpose-built AI agentsAP · Close · Reporting · Data quality
INTELLIGENCE03
Governance & guardrailsPermissions · Approval gates · Validation · Logs
CONTROL04
NetSuite + business dataOnly the records and systems in scope.
CONTEXTTransactionsReportsWorkflowsIntegrations
Approved tools. Bounded actions. Traceable outcomes.
THE CONFIDENCE TO DO MORE.
Powerful enough to help.
Controlled enough to trust.
Speed is only useful if the work is right. We design the controls with your finance and IT teams before an agent gets access.
Human approval.
Important actions wait for an authorized person. AI prepares; your approval policy governs execution.
Traceable actions.
Record what was requested, which tools ran, who approved, and what changed. Make review possible.
Defined data boundaries.
Agree on providers, deployment, retention, and data use before connecting sensitive business information.
Independent guardrails.
Validate tool inputs and enforce policy outside the model. Treat external documents as data, not authority.
Exceptions go to people.
Uncertain matches, unusual requests, and failed actions are escalated, not quietly pushed through.
WHY SWYFT / BUSINESS KNOWLEDGE IS THE DIFFERENCE.
AI is only useful when
it understands your business.
An agent that can write a journal entry is not the same as a team that knows whether it should.
NetSuite+Accounting+Process design+Automation+AI engineering
Our senior technical and accounting people work together. We don’t just attach an AI tool to NetSuite. We redesign the process around what it can safely do, and keep accountability with the people doing the work.
Meet the people behind the workA FEW PRACTICAL ANSWERS.
Big possibilities.
Sensible questions.
Have something specific in mind?
Bring it to a free initial consultation.
Is this already included in NetSuite?
Some capabilities may be native to your NetSuite account; others require approved integrations, additional licensing, or custom development. We establish what is available and what is worth building for your process before you commit.
Will an agent post transactions without approval?
Not unless that specific action is within the permissions and approval policy you have explicitly agreed. A sensible first workflow is read-only research or transaction preparation, with a person approving important changes.
Do we need perfectly clean data first?
No, but the quality of your data affects the quality of the result. A constrained, read-only investigation can help identify gaps. We validate suggestions against source records and keep people responsible for corrections.
Can we start with one workflow?
Yes. Start with a free consultation, choose a useful and bounded process, and agree on the access, controls, and success criteria. We offer hourly consulting and discounted monthly packages without a long-term lock-in.
Are the examples on this page live client results?
No. The interactive workflows, night-shift sequence, findings, and confidence score are illustrations using sample data. They do not connect to NetSuite. Actual capabilities and outcomes are scoped and validated for each client.
EASY TO START. EASY TO WORK WITH.
World-class expertise.
Not a world of commitment.
You don’t need a giant consulting contract.
Start with what you need. Scale when it makes sense.
Free initial
consultation.
Tell us what’s happening. Get a practical perspective from an expert. No commitment.
A conversation, not a sales marathon.Ad hoc
hourly support.
One reporting issue, a difficult workflow, or a question your team needs answered. Bring us in.
Senior expertise, by the hour.Discounted
monthly packages.
Predictable access to experienced NetSuite people, at a discounted rate for recurring work.
A plan that fits your workload.No long-term
lock-in.
Flexible monthly support. Keep working with us because it works, not because you’re trapped.
Clear terms, agreed up front.ONE WORKFLOW IS A GOOD PLACE TO START.
What could your team stop doing manually?
Bring us a process. We’ll help you see what’s possible, and what should stay human.