Tax Document Gathering for Controllers with NetSuite
The Problem
Chasing Mid-Market Controller clients for 1099s, K-1s, brokerage statements, and receipts consumes the first three weeks of every filing season — and the slowest 10% of clients create 80% of the deadline risk.
What We Build in NetSuite
AI monitors NetSuite and the client portal, auto-classifies incoming documents, flags what's missing against the prior-year return, and sends personalized nudges on a cadence — reducing document-gathering time by 65%. 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.