AI Agents in NetSuite: Redefining the Future of Work – Part 3: What Can They Actually Do? Real Tasks for Real Gains

Imagine a typical Tuesday morning where your finance AI agent has seamlessly reconciled all bank transactions from the previous day, identifying a $50,000 invoice incorrectly assigned to a customer. Meanwhile, your supply chain AI has preemptively submitted three purchase orders, leveraging predictive analytics on inventory levels and supplier lead times. Concurrently, your RevOps agent has initiated a follow-up sequence with key accounts showing signs of churn, recommending human intervention for two critical cases. These tasks are completed autonomously, illustrating the transformative potential of AI agents in NetSuite -enabled organizations.

No one delegated these tasks. 

No one clicked “Run Report.” 

It just happened.

This isn't a distant dream—it's an emerging reality. In this third article of our six-part series, we explore the tangible capabilities of AI agents, moving from theoretical frameworks to practical applications, and illustrating how digital colleagues are set to revolutionize operations.

From Potential to Practice: What AI Agents Will Actually Do

AI agents transcend the limitations of traditional chatbots. They are sophisticated process-driven entities capable of executing essential business functions:

Finance: Precision Without the Bottlenecks

Signature task: Automated transaction processing with exception detection 

Capabilities:

• Real-time bank statement reconciliation 
• Confident application of payments to open invoices 
• Anomaly detection, including duplicate bills and misapplied credits 
• Initiating approval processes or requesting clarifications when necessary

These agents function like a tireless junior accountant, maintaining accuracy while knowing when to escalate issues.

Supply Chain: Inventory With Eyes on the Future 

Signature task: Predictive ordering based on real-time context 

Capabilities:

• Monitoring and managing inventory levels and reorder points
• Dynamically triggering purchase orders based on supplier performance and sales velocity
• Detecting and escalating supply chain risks

This approach moves beyond formulaic reordering, offering insight-driven inventory management, crucial for businesses balancing stock, margins, and cash flow.

Revenue & Sales Ops: Always-On Enablement 

Signature task: Pipeline health monitoring and automated follow-up 

Capabilities:

• Lead scoring using behavioral and transactional data
• Targeted outreach when pipeline momentum stalls
• Scheduling meetings, generating quotes, and escalating stalled deals
• Monitoring churn risk through NPS data and usage patterns

Here, AI agents augment sales teams, allowing them to focus on building relationships and driving revenue.

The Multiplier Effect: Speed, Scale, and Signal

The true advantage of AI agents lies not only in performing existing tasks more swiftly but in uncovering hidden insights. They identify exceptions lost in queues, detect subtle risk patterns, and surface opportunities by connecting disparate data points. AI agents serve as the crucial link between data and decision-making, provided the system is adequately prepared.

Success Tomorrow Starts With Structure Today

Implementing these tasks requires:

• Clean, consistent workflows 
• Accurate data 
• Defined responsibilities and permissions
• Reliable escalation points

Without these elements, AI agents risk amplifying existing organizational issues rather than solving them. Readiness for AI is about instilling discipline beyond mere coding.

At Etter+Ramli, we excel in building this foundation. We not only keep NetSuite operational but also prepare it for intelligent scaling.

Coming Up Next: Can You Trust Your AI Agent?

As we explore further, our next article will delve into governing AI agents like employees—emphasizing permissions, auditability, and ethical constraints. Because ensuring safe, scalable AI implementation is as much about control as it is about capability.

The Bottom Line

AI agents are no longer a theoretical concept. They represent the next evolution in workforce capacity. Their potential is extraordinary, but their effectiveness depends on your organization's readiness. If your AI agent started work today, would it be a productive asset or find itself adrift in chaos?

As we continue this series, we invite you to consider how AI agents can empower your business to achieve remarkable efficiency and insight, paving the way for future growth.

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Etter+Ramli pledge to run your NetSuite better than you can run NetSuite for yourselves.

To explore the benefits of retaining Etter+Ramli as your Managed Success Provider, contact Todd Kimpton, Ria Rodriguez Richardson or visit the website for a free consultation today. Subscribe to our Newsletter: SuiteWords of Etter+Ramli to stay up-to-date with the latest trends on NetSuite, tips n’ tricks, productivity solutions, and events.