Category: NetSuite

For startups, a strong product and a compelling pitch only go so far. Investors and board members want clean financials, realistic cash projections, and proof that leadership understands where the business is headed. When financial data is spread across spreadsheets, bank portals, billing tools, and disconnected apps, building that picture takes time and invites errors.  AI embedded in NetSuite, along with the NetSuite AI Connector Service, gives founders and finance...

Many finance and operations teams already use AI assistants for everyday work, but those tools often sit outside the ERP. Users copy data into a chat window, ask a question, and then move the answer back into NetSuite by hand. That process is slow, hard to govern, and easy to get wrong.  The NetSuite AI Connector Service closes that gap by giving approved AI assistants a secure connection to NetSuite...

For many finance teams, month-end is less about closing the books and more about chasing missing information. Card transactions arrive late, receipts go missing, and expenses land in the wrong accounts. Even a well-automated NetSuite financial close slows down when the data feeding it is incomplete or inconsistent.  The answer is not more work at month-end. It is better data at the moment money is spent. When spend is captured,...

Choosing new finance and accounting software is hard to do alone. Most teams juggle vendor demos, conflicting priorities, and limited time to compare options side by side. The Finance & Accounting Technology Expo puts the market in one room, and Logan Consulting will be there to help you make sense of it.  Visit our team at Booth 1232 to talk through your ERP and CRM questions with consultants who implement...

Many NetSuite users rely on standard reports and list views. However, those views do not always answer the questions teams ask every day, such as which invoices are more than 60 days past due. Without a better option, teams export data to spreadsheets and filter it by hand. This takes time, and it often leads to errors. NetSuite saved searches fix this problem. You build a search once, and then...

Accounts payable teams are often asked to process more invoices, more vendors, and more payment types without adding headcount. Even organizations that consider their AP process automated usually still have manual steps scattered throughout it, such as keying in invoice details, chasing approvers, logging into a separate banking portal, or matching payments to bank activity at month end. Each handoff adds time and creates another opportunity for error.  NetSuite addresses...

Most NetSuite administrators already know where their account’s weak spots are: item records with half-empty fields, vendors no one has paid in years, and custom fields only the original developer understood. People work around these gaps because they know the history. AI does not. It reads your data and configuration exactly as they exist and draws conclusions from them.  That matters now that the NetSuite Next rollout has begun bringing...

Financial risk rarely shows up all at once. It builds quietly across payments, transactions, and customer behavior until it lands on the books as a write-off, a cash shortfall, or an audit finding. By the time a month-end report catches it, the options for correcting it have usually narrowed.  For NetSuite users, saved searches offer a practical way to get ahead of these issues. By defining the conditions that signal...

When inventory is limited, deciding which orders receive available stock becomes one of the most important calls an operations team makes. Without clear rules, inventory is often committed on a first-come, first-served basis. That can tie up stock on orders that are not due for weeks while urgent or high-priority orders wait for the next shipment.  NetSuite Supply Allocation helps organizations take control of that decision. In this blog, we...

Many organizations running NetSuite know AI is now part of the platform, but few have a clear plan for using it. Features get turned on without a defined purpose, teams are unsure which capabilities apply to their roles, and leadership struggles to connect AI activity to measurable results.  That gap matters because the value of embedded AI depends on the system underneath it. Clean data, well-designed processes, and clear ownership...