Honest version first: anyone can open a chatbot and ask it to teach them, and it does a decent job. What we add is the NetSuite part — what to connect, what not to, which role to use, what the answers mean when they come back — and the habit of checking the output, which the chatbot will not teach you about itself.
Who it’s for
Usually one person first: the owner, the CFO, the ops lead who has decided to go first. We start wherever you are on the adoption scale and get you one level further, in your own account, on your own data.
What a first session looks like
- Account setup and the connection to NetSuite, under a role that can’t see more than you should.
- Safe read-only questions against your real data, and what to do when the number looks wrong — here’s why it sometimes is.
- Saving your company context so you don’t re-explain it every time.
- Uploading a spreadsheet or a report and working over it.
- Written notes afterward, so you can repeat it without us.
Then the predictable stuff
Once the basics are comfortable, the next step is using the AI to build things that don’t use AI when they run: reports, saved searches, dashboards, a SuiteScript. Built with help, tested, verified, and then boring in the best way. That’s level 4 on the scale and it’s where the time savings get real.
Rolling it out to a team
Non-executive users are a different question. Which roles need a chatbot at all, versus a solution that just surfaces the information they need? What can each role see? That’s a permissions design problem before it’s a training problem, and it’s part of the security program as much as this one.
Guides to read first: Connecting Claude or ChatGPT to NetSuite and MCP Apps, and why yours might come up empty.
The first hour is free. Bring us the thing that’s been bothering you and we’ll spend an hour on it with you, in your account, and send written notes afterward whether or not you hire us.