AI agents for NetSuite
Your finance team runs invoicing and payments in NetSuite. Cogito AI's connector brings that financial history into one Enterprise Data Model with your CRM and service data, so sales and operations agents see how each customer pays as well as what they buy.
Connector
NetSuite
- Connects as
- ERP
- Packaged agents
- 4 across 2 teams
What Cogito AI does with your NetSuite data
- 01
Finance data where account decisions happen
Payment history and spend trends feed the relationship health, renewal and expansion agents, so account teams see the financial picture beside the CRM.
- 02
Answers that show their sources
Every answer cites the NetSuite records and documents it used, so anyone can check the source behind a recommendation.
- 03
Within your permissions
Agents only surface what each user is entitled to see in NetSuite, and every agent action is logged for audit.
- 04
Kept current
Incremental sync keeps the Enterprise Data Model up to date as NetSuite changes, so agents work from current information.
Agents that work from NetSuite
Packaged agents that draw on your ERP, grouped by team. Each one links to its team's solution.
Sales: Revenue Intelligence
- Customer Relationship IntelligenceSee what's really going on in your customer base, with information from across your company and the web brought together into one picture of relationship health.More about this agent
- Customer 360 DashboardSee customer relationship health in one dashboard. Build your own dashboards, share them with your team and use them to run your sales process.More about this agent
- Upsell/Cross-sell MaximizerFind upsell and cross-sell opportunities your team may have missed, and turn them into new pipeline.More about this agent
Operations: Operational Intelligence
Ask questions like these
Agents answer across NetSuite and your other connected systems, and show the sources.
- Why did gross margin dip two points in last month's financials?
- Where are the biggest cross-sell opportunities?
- Which customers are most likely to churn next quarter?
How it works
- 1
Connect NetSuite
Set up the connector with the setup wizard, and follow each sync in job monitoring.
- 2
Build your Enterprise Data Model
Key terms are extracted as NetSuite data comes in and mapped with your other connected systems.
- 3
Deploy agents
Start with the packaged agents below, or build custom agents for your own workflows.
- 4
Check every answer
Citations show where each answer came from, and the audit trail records every agent action.
Put your NetSuite data to work
Questions about connecting NetSuite or your other systems? Send us a note and we'll get back to you by email.