Service · AI-ready NetSuite data
AI-ready NetSuite data, joined to your other systems.
An AI assistant is only as reliable as the data behind it. I build a governed, reconciled model that brings NetSuite together with Salesforce, HubSpot, SAP Concur and other systems, so an assistant can answer cross-system questions and finance can trust the answer.
Book a 20-minute intro call →
No prep needed. Bring the question your team can’t answer today.
What I do
A foundation an AI assistant can rely on.
The AI comes last. The model, the mappings and the checks come first.
Integration
NetSuite plus your other systems
Landing NetSuite, CRM, expense and other source data in your warehouse, with the keys that match a CRM account to a NetSuite customer written down and reviewed.
Model
One governed model
Shared definitions for customer, subsidiary, department, period and currency, with the NetSuite side reconciled to the general ledger and tested every period.
Access
Controlled access for AI
A read-only layer for an AI assistant, for example through MCP, with access that mirrors NetSuite roles, answers that show their SQL and a log of questions.
Governance
Data protection built in
Deciding what the assistant can see, keeping client and employee data out of scope unless it is needed, and choosing providers whose terms fit UK GDPR and your clients’ confidentiality terms.
Where I’ve built the foundations
The groundwork behind AI-ready data.
2025 – now
PE-backed green-energy infrastructure manufacturer
A layered dbt model over Fivetran-synced NetSuite data with reconciled reporting, automated consolidation and drill-down to transactions.
NetSuite · dbt · Fivetran · Metabase
2024 – 2025
Agriculture and livestock data company
Documented the HubSpot, NetSuite and Snowflake integration, including field mapping and master/child record logic, and built purchase-lifecycle datasets in Snowflake.
HubSpot · NetSuite · Workato · Snowflake
2023 – 2024
Global financial certifications body
Led the NetSuite Analytics Warehouse implementation, replacing saved-search reporting with a reconciled dataset approach.
NSAW · Oracle Analytics Cloud
2017 – 2018
Coffee roaster and private-label manufacturer
Introduced SAP Concur invoice capture and expense management, including three-way matching and GL mapping.
SAP Concur · AP automation
Questions
AI-ready NetSuite data: common questions
Why not just use NetSuite’s built-in AI?
Which systems can you connect?
Is it safe to point an AI tool at our finance data?
Can the AI assistant change data in NetSuite?
How do we know the answers are right?
A 20-minute call is enough to tell you whether this fits.
Tell me the question and which systems hold the data. No prep needed.
Book your intro call →