Legion for NetSuite

Legion – Embedded AI for Cross-System Finance

Legion embeds a secure AI assistant directly in NetSuite, giving finance teams instant answers, streamlined workflows, and cross-system visibility without leaving the ERP. Automate AR, AP, and reporting tasks, accelerate Order-to-Cash, and improve collections — all while maintaining enterprise-grade security and compliance. Go live in under 30 days and scale to full finance workflow automation across Salesforce, Jira, Drive, and more. 

Key Benefits

* Unified Finance View in NetSuite – Instantly access Salesforce, Jira, Drive, OneDrive, and more alongside ERP data to get a complete account picture without switching apps.

* Decisions in Seconds, Not Hours – Ask in plain language and get grounded answers fast, cutting report-building and manual lookups out of your day. 

* Accelerate Order-to-Cash – Resolve disputes, chase overdue invoices, and track payments in one place to lower DSO and keep cash moving. 

* Compliance Without Complexity – Enterprise-grade security, trusted by the U.S. Department of Defense, and aligned with your NetSuite roles and permissions for clean audit trails. 

* ROI in Under 30 Days – Launch prebuilt AR/AP workflows quickly, see immediate results, and expand to more finance processes without adding headcount.

Who It’s For & What You Can Do (Inside NetSuite)

Built for finance teams in fast-paced, complex operating environments, Legion keeps AR, AP, and reporting work in NetSuite while coordinating actions across Salesforce, Jira, Google Drive, Microsoft OneDrive, and more. Ask in plain language to locate invoices and POs, resolve disputes, approve bills, and update records - without switching tabs. Legion also surfaces the right document context from your drives - contract terms, vendor details (W-9, payment profile), meeting notes, and status docs. 

Every action follows your NetSuite roles and is fully logged for clean audits, helping teams close faster, collect sooner, and stay in control.