NetSuite

Finance

Neotask puts Oracle NetSuite at your fingertips through OpenClaw — manage records, run reports, and query your entire ERP without ever touching the dashboard.

What You Can Do

The NetSuite integration covers the full breadth of your ERP operations with 24 supported actions:

| Area | Actions | What They Do |

|------|---------|-------------|

| Records | Create, get, update, metadata | Full CRUD on any NetSuite record type — customers, vendors, items, transactions |

| Reporting | List reports, run reports, financial performance | Execute any saved report or generate sales summaries on the fly |

| Search | List saved searches, run saved searches, custom SuiteQL | Query data using saved searches or write ad-hoc SuiteQL |

| Customers | Create, search, get details, get balance, get transactions, update | Complete customer lifecycle management |

| Inventory & Orders | Check inventory, get item details, get sales orders with filters | Real-time stock and order visibility |

| Metadata | Get record type metadata, get SuiteQL metadata, get subsidiaries | Discover your schema before querying |

Every action runs autonomously or requires your approval — you decide.

Try Asking

  • "What is the current inventory level for SKU WH-2049 across all warehouses?"
  • "Create a new customer record for Acme Corp with billing address in Austin, TX"
  • "Run the saved search 'Open Sales Orders Over 10K' and summarize the results"
  • "Show me our financial performance for Q1 compared to last year"
  • "Write a SuiteQL query to find all invoices past due by more than 30 days"
  • "Get the full transaction history for customer ID 4521"
  • "What record types are available in our NetSuite instance?"

    • Pro Tips

  • Use record type metadata before creating records to discover required fields and avoid validation errors.
  • SuiteQL supports JOINs and aggregations — ask for complex cross-table reports the same way you would write SQL.
  • Combine customer balance checks with transaction history for a full accounts receivable picture in one conversation.
  • Saved searches are faster than ad-hoc SuiteQL for recurring reports — list your saved searches first.
  • Schedule weekly financial performance reports through automations so leadership gets ERP summaries without asking.
  • Subsidiary-aware queries require specifying the subsidiary ID — ask for the subsidiaries list first if you operate multi-entity.

    • Works Well With