Services
Eleven service lines built from production work. Each one has shipped references and proof points.
Agentic Automations for NetSuite
Design and deploy AI agents that operate directly on NetSuite data. Bank reconciliation, revenue matching, AP processing, AR aging, payment application. Every agent ships with a safety envelope, Slack approval gates, and a kill switch.
Shipped: 20+ production agents, 98%+ auto-match on card clearing, autonomous re-bill executor, revenue recon across 3 systems
AI Agent Training & Enablement
Hands-on training for your team to build, deploy, and govern AI agents on top of NetSuite. Covers agent architecture, SuiteScript integration points, trust graduation frameworks, safety envelopes, and production monitoring.
Shipped: Agent Ops framework, trust graduation model (watch, approve, own), 15 Claude Code skills in production, sandbox-first methodology
AI Agents & Agentic Automation
Production AI agents that reconcile, report, and execute with human approval built in. Trust graduation from watching to approving to owning. The safety envelope is a mechanism table, not a slide.
Shipped: 20+ production agents, first verified autonomous re-bill, card and bank matching agent at 98%+, revenue recon across 3 systems
NetSuite Implementation
Full lifecycle implementations from scoping through go-live. New setups, QuickBooks and legacy ERP migrations, OneWorld multi-subsidiary configuration, Advanced Inventory, multi-currency, and SuiteTax.
Shipped: 20+ NetSuite implementations, QuickBooks to OneWorld migration, 70+ entity global rollout, multi-BOM design across regional markets
NetSuite Development
Custom SuiteScript 2.1 across all script types. SDF deployments, saved searches, workflows, custom records, and role-based permission design. Everything tested and documented.
Shipped: Event producer, cancellation cascade, container visibility webhook, Stripe portal customization, 128-test Node harness
NetSuite Integration
Connect NetSuite to your entire stack. Over 100 integration flows shipped across Celigo, REST and SOAP APIs, EDI, webhooks, and custom middleware. CRM, e-commerce, payments, HR, WMS, field service, AP automation.
Shipped: 40+ Celigo flows, 15+ EDI projects with major retailers, Shopify, HubSpot, Stripe, Tipalti, Rippling, Zuper, 3PL, and more
NetSuite Finance & Reporting
Reconciliation automation, board-grade financial dashboards, consolidated trial balances, and FX forensics. Finance literacy a CFO recognizes: three-way match, CTA, clearing accounts, all tied to the cent.
Shipped: Bank reconciliation automated end to end for 10+ accounts, card clearing at 98%+ match, revenue three-way recon, dashboards within ±1% of GL, consolidated statements to $0.00
NetSuite Automation
End-to-end process automation across Order to Cash, Procure to Pay, bank reconciliation, and month-end close. Workflows, scheduled jobs, health checks, and monitoring with kill switches built in.
Shipped: Zero-touch O2C from CRM to cash application, P2P covering 500 bills per month, month-end close checklist for a 12-person team
NetSuite Administration
Ongoing ERP administration across user provisioning, role design, saved searches, workflows, scheduled scripts, sandbox management, and environment governance. The steady hand that keeps NetSuite running clean.
Shipped: Managed NetSuite across 6 organizations, user access reviews, role-based permissions with SoD, sandbox and production segregation
NetSuite Consulting
Strategic advisory on NetSuite roadmaps, module selection, vendor evaluation, and technology architecture. Translating business requirements into ERP design from scoping through go-live and beyond.
Shipped: Enterprise technology roadmaps, three-way match process design, multi-subsidiary architecture, module rollout planning
NetSuite Health & Rescue
License audits, SOX compliance, systems mapping, and credential management. Plus rescue for integrations that silently stopped working. Mechanism-level root cause analysis, not guesswork.
Shipped: 38% of seats flagged in first audit, SOX controls for a NYSE-listed company, silent-failure post-mortems with structural fixes
Engagement models
Pick the shape that fits. Every engagement starts in sandbox and ships with verification and a handoff doc.
Systems Review
1 to 2 weeks, fixed fee
Systems map, integration inventory, license and access audit, top-five automation targets with effort and risk. The license audit alone can pay for it.
Build Sprint
2 to 6 weeks
One integration or one reconciliation, delivered with runbook, verification, and a handoff doc. Sandbox first, production by the client's explicit go.
Agent Program
Quarterly
Charters, standups, graded trust, executor with Slack approvals. Monthly review of the ledger with the controller. Trust graduates per task type.
Retainer
Ongoing
Monitoring and health checks for shipped integrations. First call when "it silently stopped."
AI Agent Training Program
Tailored to your team
A hands-on program that teaches your team to build, deploy, and govern AI agents on NetSuite. Agent architecture, integration points, trust graduation, safety envelopes, and production monitoring, practiced in your own sandbox so your team leaves with working agents, not just notes.