AI Agents for NetSuite Close

The close work that lives in Excel
— automated.

Sigmaflo's AI agents prepare the cash flow statement, multi-entity consolidation, and flux commentary your team still builds in Excel — with full lineage and review-ready output.

Built for Controllers and Directors of Accounting using Oracle NetSuite.

96.2% auto-classified
Across 12,000+ GL lines per close
~3 min
Cash flow statement, end to end
2
Cash flow agent
Cash flow statement · April 2026
Run #142 · 2 exceptions
Classifying GL · 11,847 lines · 6 entities 86%
Line itemApr '26Mar '26Δ
Net income4,213,0823,871,401+8.8%
D&A892,140889,201+0.3%
Δ working capital(1,204,887)(2,011,402)+40.1%
Insurance proceeds reclass 347,000nm
Capex(2,184,200)(1,902,440)+14.8%
Cash from operations4,247,3352,749,200+54.5%
Sigmaflo agent
Flagged 1 reclass on insurance proceeds — posted to Other Income; suggesting Investing per FIN-CF-04.
The problem

The work that ends in Excel takes most of your close.

Finance teams spend 5+ days every month on the same shape of work — extracting data from NetSuite, applying company-specific accounting policy, building schedules, tying out support, chasing exceptions, and routing for senior review.

The cash flow statement, the consolidation eliminations, the rollforwards, the flux commentary — none of it ships from the ERP, none of it ships from the reporting tool, and all of it is fragile, manual, and the biggest reason your close runs long.

Anatomy of monthly close 17 steps · ~9 days
01 Sub-ledger close in NetSuite ERP
02 Pull GL → 4 reconciliation workbooks Manual
03 Reclassify GL into cash flow buckets Manual
04 Intercompany elimination across 6 entities Manual
05 Tie-out vs. prior period · controller review Manual
06 Final reporting package ERP
Steps 02–05 — the spreadsheet long tail — eat ~70% of your team's close week.
The solution

AI agents that do the preparation. Humans who keep the judgment.

Sigmaflo connects to NetSuite and your subledgers, applies your company's accounting policy and prior-period treatment, and builds the schedules and statements your team would have built — only faster, with full lineage. What you get isn't an automation. It's a review-ready outcome, with every number tied to its source, every classification linked to the rule applied, and every exception flagged for the reviewer who needs to make the call.

April 2026 close · exceptions for review Run #142 · ready
11,847 classified 12 exceptions 96.2% confidence
IDAccount / line itemAmountConfidenceStatus
EX-021 Insurance proceedsPosted to 4900 · Other Income · Q2 entity 04 $347,000 71% Reclass
EX-019 Lease modification — Boston HQFX rate effective 4/14 differs from policy $182,440 68% Policy
EX-014 Unmatched intercompany — Entity 02 ↔ 05Receivable on E2, no matching payable on E5 $94,210 82% Review
EX-008 Vendor reclass — Atlas HoldingsNewly classified as related party in Q1 $58,900 89% Review
EX-005 FX revaluation drift — EUR cashVariance vs. prior period > 2.0σ $22,180 91% Auto-fix
EX-002 Recurring journal — IT amortizationMatches prior 6-month pattern $14,200 98% Auto-post
EX-021 · Why this needs review
Insurance proceeds shouldn't sit in Other Income on the cash flow statement.
The $347,000 entry is currently mapped to Operating activities by default GL classification. Based on your company's policy memo (FIN-CF-04, §3.2), one-time insurance settlements over $250k are reclassified to Investing activities. Sigmaflo flagged this for human confirmation before posting.
SourceJE-8821 · GL.4900 ↗ Open trace
PolicyFIN-CF-04 §3.2 ↗ Open memo
Where we start

Three workflows. Same substrate.

Use case · 01

Statement of Cash Flows

Stop maintaining a parallel Excel model just because the ERP-generated CFS isn't right. Sigmaflo classifies every line into the indirect-method structure using your policy and prior-period treatment, builds the PP&E rollforward, and ties capex back to invoices. Built for finance teams that close monthly and audit annually.

Days saved per close
OctNovDecJanFebMarApr
Use case · 02

Multi-entity consolidation

Eliminate the spreadsheet labor of intercompany elimination, currency translation, and entity roll-ups. Designed for holdcos with 5–25 entities on NetSuite.

Entities · 6 → 1 consolidated view
Consolidated
Use case · 03

Flux and variance commentary

Auto-draft period-over-period commentary on every material P&L and balance sheet line. Reviewers approve, edit, or override — and the agent learns.

Variance vs. prior period · auto-drafted commentary
Revenue +8.8% COGS −4.2% Opex −2.1% A/R · DSO −14.0% Capex +14.8% Cash from ops +54.5%
A/R · DSO −14.0% — DSO extended 6 days vs. Mar; concentration in Atlas + 2 mid-market accounts. Draft commentary ready for reviewer.
Trust

Built for environments where every number gets reviewed.

Sigmaflo is designed for finance teams that answer to senior reviewers and external auditors. We are not a black box. We are not a replacement for judgment. Think of Sigmaflo less as software you operate and more as the preparation work, done for you — by AI agents, with experienced reviewers stepping in when judgment is required. Your team gets review-ready output, not just tooling.

Trace · Cash from operations · $4,247,335 Auditable
Run #142 · v1.2 · committed by J. Smith · Apr 28 14:02 EST
Sources · raw
Transformations · agent steps
Exceptions & rules
Output · review-ready
NetSuite GL
11,847 GL lines
period 04/01–04/30 · 6 entities
Bank feed
JPM operating · ledger
2,041 transactions
Sub-ledger
Fixed assets · capex
142 additions
Knowledge
Policy memo FIN-CF-04
v2026-Q1 · approved
Historical
Prior 12 closes
pattern model · 0.94 fit
Step · classify
Map GL → CF buckets
11,847 → 11,835 mapped
Step · reconcile
Bank ↔ GL match
2,041 lines · 99.4% matched
Step · eliminate
Intercompany IC-2 ↔ IC-5
28 pairs · 1 unmatched
Step · revalue
FX EUR / GBP positions
policy rate 4/30 close
Step · compile
Build statement
SOP-CF · 5 sections
Flag · reclass
EX-021 Insurance proceeds
$347,000 · awaiting reviewer
Flag · review
EX-014 IC unmatched
$94,210 · awaiting reviewer
Auto-applied
9 rule-based fixes
policy · pattern · all logged
Output · review-ready
Cash flow statement
$4,247,335 · 96.2% conf
Output · audit log
Run #142 manifest
14,212 events · signed
Source
Transformation
Exception
Output
Hover any node to inspect inputs · click to drill into source data
Source-of-truth lineage
Every number ties back to the underlying transaction, journal, or sub-ledger record. Click any figure, see exactly where it came from.
Policy in plain language
Each classification ships with the rule that was applied — readable, reviewable, and editable by your team. No prompt engineering required.
An audit packet your auditor can read
Every run produces a signed manifest with sources, transformations, exceptions, and reviewer decisions — ready for external audit.
What you get

See it on real workflows, not slideware.

If you're a Controller or Director of Accounting using NetSuite, we'd like to show you what's possible. 30 minutes. Real workflows. Real questions.

−5 days
Manual preparation moved off your senior team's plate
100%
Of outputs ship review-ready for internal and external auditors
3.4×
More senior hours redirected from prep to analysis and judgment
−40%
Close cycle time tightened, no headcount added