FinSys AI
AI Assistant for Finance, Accounting & ERP Teams
Get instant answers to any financial query — without waiting on IT, data teams, or manual reporting. FinSys AI understands your ERP and speaks the language of finance.
10x
Faster Reporting
<3s
Query Response
100%
Live ERP Data
0
SQL Needed
Your Finance Team's New AI Colleague
From complex queries to instant dashboards — see how FinSys AI transforms the way finance teams work.
Ask any financial question in plain English — get instant, sourced answers from your live ERP data
Live revenue metrics, bar charts, and recent AI query history — all in one real-time dashboard
Four Specialised Agents, One Intelligent Platform
Click any agent in the sidebar to explore what it does — each one is purpose-built for a specific finance job.
SuiteQL Query Assistant
AI AgentQuery any NetSuite data in plain English — no SQL, no coding.
Report Generator
AI AgentGenerate financial reports directly from NetSuite in seconds.
Record / CRUD Operations
AI AgentCreate, view, and update NetSuite records via plain English.
Saved Search
AI AgentRun any pre-built NetSuite saved search directly from chat.
Set It Once. Get Answers Automatically.
Schedule any question — overdue invoices, vendor spend, inventory snapshots, or custom reports — and FinSys AI delivers the results straight to your Excel or Google Sheets at exactly the right time.
Configure Your Schedule
Type any question in plain English, pick a time, choose your delivery format, and you're done. No SQL. No automation tools. No IT dependency.
New Scheduled Query
Ask anything…
Frequency
Time
Deliver results to
Active Schedules
Weekly AR aging summary
Weekly · Mon 8 AM
Monthly vendor spend report
Monthly · 1st 9 AM
Daily cash position snapshot
Daily · 7:30 AM
Watch Data Arrive Automatically
At the scheduled time, FinSys AI runs your query against live NetSuite data and populates the results — row by row — directly into your spreadsheet.
| # | Invoice # | Customer | Amount | Days Overdue | Status |
|---|---|---|---|---|---|
| 1 | |||||
| 2 | |||||
| 3 | |||||
| 4 | |||||
| 5 | |||||
| 6 | |||||
| 7 | |||||
| 8 |
Ask your question
Type anything — "Show weekly cash position" or "List overdue POs"
Set your schedule
Daily, weekly, monthly — pick the time that matches your workflow
Query runs live
FinSys AI pulls fresh data from NetSuite at the exact scheduled moment
Results delivered
Rows populate into your Excel or Google Sheets automatically — no login needed
Everything Finance Teams Actually Need
FinSys AI isn't a generic chatbot. It's a finance-first intelligence layer built on your real ERP data.
Natural Language Queries
Ask any financial question in plain English — no SQL, no pivot tables. FinSys AI understands the language of finance.
ERP Deep Integration
Native connector to NetSuite with real-time bidirectional sync. Every query reflects live, accurate data — never stale.
Automated Reporting
Generate P&L statements, cash flow forecasts, AR aging, and budget vs. actuals in seconds — export to PDF, Excel, or Slack.
Multi-System Consolidation
Pull data from NetSuite, QuickBooks, Salesforce, and more. FinSys AI unifies your financial data into one intelligent layer.
Predictive Analytics
AI-powered cash flow forecasts, revenue projections, and anomaly detection — built on your historical ERP data.
Smart Alerts
Get proactively notified of budget overruns, unusual spend patterns, or AR aging thresholds — before they become problems.
Role-Based Access
CFOs, controllers, and FP&A teams each see exactly what they need. Granular permissions keep sensitive data secure.
From Question to Insight in Seconds
Connect Your ERP
Link FinSys AI to NetSuite or your ERP in minutes — no engineering team required. Read-only access, zero risk.
Ask Your Question
Type any financial question in plain English. FinSys AI interprets intent, queries your data, and returns a precise answer.
Get Instant Insights
Receive a clear answer with supporting data, source references, and visualizations — all in under 3 seconds.
Act & Export
Export reports, set recurring queries, share to Slack, or trigger workflows — all from the same chat interface.
Stop Waiting on Reports. 10x Faster with FinSys AI
Join finance teams already using FinSys AI to get instant answers, automate reporting, and make faster, data-driven decisions.
Explore Our Other Products
More AI-powered tools built for real business impact.
Let's Build Something Amazing Together
Have questions or ready to start your AI journey? We're here to help.
Send us a message
Fields marked * are required
India Branch - Operations
Address
2nd & 3rd Floor, SJ Complex, Venkatraman Iyer Layout, Trichy Main Road, Sulur, Coimbatore, Tamil Nadu, India - 641402
Main Branch - USA
Address
4900 Hopyard Road, Pleasanton,
California, USA - 94588