Chatfin - AI Agents for NetSuite
ChatFin is an AI agent built specifically for accounting and finance teams. AI is not just about asking questions on your data , ChatFin AI actually gets the work done end-to-end. You no longer need to buy and manage 10 different tools for your finance function. ChatFin handles it all: queries data, performs reconciliations, automates workflows, analyzes metrics, and processes documents. More than 100 CFOs trust ChatFin because it feels like having a multi-talented team built into your finance department. It takes care of the repetitive manual work, so your team can focus on more strategic tasks and on average, it saves teams over 80 hours every month.
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Overview
AI agents for accounting and Finance
ChatFin is a multi-agent AI platform that understands the context of accounting and finance, enabling it to work like a human accurately and securely. Together with NetSuite, it helps finance and accounting teams move beyond routine tasks and focus on strategic, high-impact decisions. ChatFin’s AI agents extend NetSuite capabilities in retrieving and processing data from various sources, running advanced analysis, and automating workflows.
Key Benefits
- Secure and Accurate AI Adoption for CFOs - ChatFin gives CFOs a trusted way to bring AI into their finance processes ensuring accuracy, security, and compliance while enhancing decision-making.
- Platform-Agnostic and Fully Connected - Seamlessly integrates with any system holding finance-related data, including ERPs, CRMs, planning tools, and reporting platforms, creating a unified view across your entire financial ecosystem.
- Pre-Built and Customizable AI Agents - ChatFin comes with a library of ready-to-use finance agents designed for common workflows. And if you need something unique, our world-class AI engineers can tailor or build new agents to address your specific finance challenges and strategic goals.
Strategic Partnership with NetSuite
ChatFin extends the power of NetSuite by handling the work that typically requires human follow-up :connecting data, applying logic, and completing workflows. With NetSuite as the system of record and ChatFin’s AI agents on top, finance processes become faster, smarter, and far less manual.
Features
Analytics
ChatFin empowers finance teams with intelligent analytics tools that extract insights from both structured and unstructured data. Our AI agents can answer questions, identify trends, and surface anomalies — helping teams make faster, data-driven decisions without waiting on manual reports.
Automation
From invoice processing and data entry to approval workflows and reconciliation, ChatFin automates time-consuming tasks across finance functions. This reduces manual effort, minimizes errors, and frees up teams to focus on more strategic work.
Compliance Checks
Ensure contract and policy compliance with AI agents that read, interpret, and compare contractual terms against actual transactions. ChatFin flags discrepancies, validates billing rules, and helps prevent revenue leakage and penalties.
Month-End Close & Reporting
Accelerate month-end close with AI agents that consolidate data, reconcile accounts, and prepare reports. ChatFin helps finance teams close the books faster and with greater accuracy — reducing delays, stress, and last-minute surprises.
Document Processing
ChatFin’s document processing uses AI to extract and validate key data from invoices, contracts and financial documents, integrating directly with ERP systems. It captures all terms, while flagging errors with near-99.8% accuracy. The system learns over time, cutting manual work by up to 90% and enabling faster, more reliable decisions.
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Chatfin - AI Agents for NetSuite
