Bank & Credit Card Reconciliation for Controllers with NetSuite
The Problem
Monthly close for Mid-Market Controller clients stalls on stubborn reconciling items — duplicate card charges, uncleared deposits, miscoded transfers — and the team burns Friday nights hunting them.
What We Build in NetSuite
AI matches bank and card feeds to NetSuite entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier. Purpose-built for teams running NetSuite — uses the native API or agent integration so nothing leaves the system of record.
NetSuite Integration Approach
Audit your NetSuite configuration
We map the specific NetSuite objects, custom fields, and workflows the automation needs to touch for your mid-market controller practice.
Build on the NetSuite API or agent
Integration happens inside NetSuite — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in NetSuite with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your NetSuite instance
30-minute call. We'll look at your actual NetSuite setup and show exactly how this workflow fits.