Faster
access to ERP insights, in plain language
Archer TrustAI™
Governed AI for regulated healthcare and life sciences
Bring AI into NetSuite securely and give every team faster answers, less manual reporting, and quicker decisions. Archer TrustAI puts the NetSuite AI Connector Service to work inside a regulated business, with the roles, human review, and audit trail your auditors expect.
NetSuite AI Connector Service21 CFR Part 11SOX 302/404Audit trail
Less
manual reporting, exporting, and reconciling
Quicker
decisions on data that used to wait on a report
The business case
Move your team from doing the work to reviewing it.
The return is time and better decisions. Routine production drops to the assistant. Judgment, exceptions, and the calls that need a person rise to your team, and the data they need is already in front of them.
Today
People produce the work
- The same data keyed into three systems by hand
- Approvals chased through email and paper
- Hours lost to drafting and reconciling
- Reports requested, then waited on
With Archer TrustAI in place
People review the output
- Data entered once, carried everywhere
- Approvals routed, tracked, and audited
- Drafts ready for a person to approve
- Answers on request, cited to the record
What we see
The work is scattered. The systems do not talk.
Across the finance and operations teams we meet, the same picture repeats. The cost is not one large failure. It is a hundred small handoffs that nobody owns, and it compounds as you scale.
01
Data in spreadsheets
Contracts in one sheet, leads in a CRM, invoices in a third place. No single source of truth.
02
Double and triple entry
The same record is keyed into several systems, each entry a fresh chance to introduce an error.
03
Manual approvals
Invoices printed for sign-off, scanned back to PDF, and filed. The approval lives in an email thread.
04
Reports on a wait
Leadership asks a question, and the answer comes back days later once someone has pulled and cleaned the data.
How it works
Ask NetSuite a question. Get an answer you can act on.
The NetSuite AI Connector Service lets your team ask questions of live ERP data in plain language and get answers in seconds. AR aging, open purchase orders, project burn, inventory, close status. No SuiteQL to write, no report to build, no wait on IT.
The assistant reads only what the user's NetSuite role already allows, so people get faster answers with no new access to manage. For a regulated business Archer configures the part that matters: the role scope, the tested queries, the documentation, and a way to roll back.
Seconds
Zero
Every
NetSuite use cases
The questions your team already asks, answered in seconds.
Finance, procurement, and operations ask the way they would ask a colleague. The assistant queries NetSuite live and returns a structured answer, so the work shifts from building the report to acting on it.
Finance
Month-end close
"Which accounts are still unreconciled and which accruals look missing before we close the period?"
Finance
AR aging and collections
"Show me overdue invoices over $50K and flag the ones tied to clinical trial sponsors."
Procurement
Purchase orders
"Summarize open purchase orders by vendor, and flag anything received but not yet billed."
Inventory
Lot and expiry
"Which lots expire in the next 60 days, and where do they sit across our locations?"
Order management
Fulfillment
"What sales orders are past their ship date and unfulfilled, and what is holding each one up?"
SuiteAnalytics
Reporting on demand
"Give me revenue by program and customer this quarter vs. last, as a saved search I can reuse."
In practice
We run our own business on it.
Archer connected Claude to NetSuite through the AI Connector Service, then to the systems the team works in every day. One assistant, one governed view, each system still under its own permissions.
NetSuiteGoogle DriveGmailSlackZoom
Executive
A morning brief that pulls cash position, top overdue receivables, and open POs from NetSuite, the week's open decisions from Gmail and Slack, and the action items from Zoom meeting notes, into one summary before the day starts.
The leadership view that took an analyst an hour of copy and paste is ready first thing.
Finance
Ask for AR aging past a threshold, or a draft of the month-end variance commentary, with the figures pulled live from NetSuite and the supporting context pulled from the close folder in Google Drive.
Close prep starts from a drafted summary, not a blank page.
Operations
Open POs by vendor and site, anything aging past 30 days, and lots nearing expiry, cross-checked against the vendor thread in Gmail and the Slack channel where the exception was first raised.
The exceptions that need a decision surface on their own.
Week 1
Connect NetSuite through the AI Connector Service, scoped to the roles the team already holds.
Weeks 2 to 3
Add Google Drive, Gmail, Slack, and Zoom, and stand up the executive, finance, and operations assistants.
Week 4
Enablement with the leads, plus the documentation pack for change control review.
Ongoing
Running day to day, with a person reviewing anything that touches a financial or regulated record.
NetSuite Next
AI is moving into the core of NetSuite. We are already building on it.
NetSuite Next is Oracle's rebuild of the suite as an AI-native ERP, with intelligence embedded at every layer rather than added on top. Ask Oracle puts one conversational interface over the whole system, and every answer carries source citations so a person can check it before acting. For life sciences that arrives as audit-ready compliance reporting across clinical and commercial operations.
Ask in your own words
Search, navigate, and analyze your business data in natural language, across the suite rather than one screen at a time.
Trust every answer
Source citations on every response, so your team can validate, act, and refine with the record in front of them.
Audit-ready for life sciences
AI-assisted compliance summaries built for the reviews and audits that regulated teams face.
A simple switch
Oracle has designed the move for existing customers with no data migration or rework, so the change is a decision, not a project.
Archer is one of the early partners with access to NetSuite Next, so your team is guided by people who have already worked in the environment.
NetSuite Next
AI inside the ERP
Native intelligence and a conversational interface across your NetSuite data.
Archer TrustAI
Governs it, validates it, connects it
The policy, the validation evidence, and the connections to systems beyond NetSuite that make it defensible in a regulated setting.
Archer modules are NetSuite Next compatible. Contracts IQ, Quality Management System, Sunshine Act Module, Invoice OCR Capture, Approvals App, and 3PL Integration are built to run on NetSuite Next, so the compliance records your team depends on carry forward, and TrustAI has your roles, controls, and evidence ready for the day you make the switch.
The framework
What makes it safe to turn on.
Faster answers only help if you can stand behind them. Four disciplines carry every engagement. The readiness sprint scores your environment against them. The implementation builds them out.
PILLAR 01
Trust
Secure, explainable, and accountable AI.
An answer you cannot trace is a liability, not an asset. Every output shows its work: the records it read and the person accountable for the decision. The assistant inherits the permissions of the user in front of it, so it never surfaces data that person is not already cleared to see. When an auditor asks why a number moved, the answer is on the record.
- Access modeled on your existing NetSuite roles and security policy.
- Explainable outputs that cite the source records behind them.
- A named owner for every process the assistant touches.
PILLAR 02
Governance
Policies, risk management, and human oversight.
Governance answers four questions before anything goes live: who can use AI, for what, on which data, and how outputs get reviewed. We write the policy with you, score each use case in a risk register your quality and compliance teams recognize, and set a human review gate so nothing reaches a regulated record without a person approving it.
- A written AI use policy scoped to roles, data classes, and approved use cases.
- A risk register that ranks each use case and the review it requires.
- A human review gate on every output that touches a regulated or financial record.
PILLAR 03
Validation
Testing, documentation, and evidence for regulated environments.
This is the pillar most AI pilots skip, and the reason most of them cannot survive an inspection. Validation means test scripts with expected results, documented behavior, and the evidence package your auditors expect, aligned to 21 CFR Part 11 and GAMP 5, Second Edition. We work in a sandbox before production, and the runbooks stay with you.
- Test scripts and expected results captured before production.
- Documented behavior, review logs, and an audit trail for every action.
- Evidence aligned to 21 CFR Part 11 and GAMP 5, Second Edition.
PILLAR 04
Deployment
Integration into enterprise systems and business processes.
A pilot that never reaches the rest of the team returns nothing. Deployment connects the assistants to the systems your work already lives in, starting with NetSuite and extending to your CRM, contracts, and documents, then puts them in the hands of real roles. We roll out in stages, starting with managers, with the training that decides whether adoption holds.
- Connections across NetSuite, CRM, contracts, and document systems.
- A phased rollout by role, sequenced so each group succeeds before the next.
- Training and runbooks so the team keeps running it after we leave.
In a regulated environment, trust is the product.
What you get
Configured and documented at go-live.
Your team leaves with a working setup and the paperwork a change control review will ask for.
The NetSuite AI Connector Service installed and validated in your account
A connector role scoped to your security policies, with least-privilege permissions
The connection tested with the AI assistant your team uses
A SuiteQL query library for AR aging, open POs, project status, and GL drilldowns
An enablement session with your finance and operations leads
A documentation pack covering audit trail, role definition, query library, and rollback plan
How we engage
Two tiers. Start small, prove value, then scale.
The sprint is a paid engagement that takes the risk out of the larger build. It is the gate to implementation, not a giveaway. You can stop after the sprint with a roadmap you own.
Tier 01
AI Readiness Sprint
- A readiness assessment of your systems, data, and integrations, in a working session across finance, operations, and IT
- Your pain points turned into use cases, scored by effort and return
- A governance baseline and a data access review
- A prioritized roadmap with sequencing and rough cost
- An executive readout for your leadership team
You leave with a decision ready roadmap, whether or not you continue with Archer.
Tier 02
AI Implementation
- Requirements gathered by role and signed off before any build
- A governance policy and a role-based access model
- The NetSuite AI Connector Service and role-based assistants built in sandbox, then promoted to production
- Connections across NetSuite, CRM, contracts, and documents
- Documentation, runbooks, and enablement, followed by 30 days of support
- A phased rollout, starting with managers
Your team moves from producing routine work to reviewing it, with the hours returned measured against the baseline.
Why Archer
Life sciences depth, and a pattern we have already proven.
Your setup is based on an operating pattern Archer runs in its own business, not an experiment in your ERP.
100%
Focused on healthcare and life sciences. Biotech, pharma, CDMO, medical device, and radiopharma.
5x
Consecutive NetSuite Alliance Partner Spotlight Award winner, 2022 to 2026.
Inc. 5000
Recognized for growth, and delivering NetSuite for regulated organizations since our founding.
Industry
Regulated by default
We know the audit environment and the NetSuite queries that matter to regulated finance and quality teams.
Governance
Evidence built in
Every engagement delivers role definition, audit trail, validation evidence, and a rollback plan, tested in sandbox first.
Platform
Ready for NetSuite Next
An early NetSuite Next partner, with Archer modules built to carry forward when you switch.
Next step
Start with a readiness sprint.
1 · Intro call
Confirm fit
No cost. We confirm fit and the use cases that matter most to your team.
2 · Readiness sprint
Assess and score
4 weeks. Assessment, scored use cases, a governance baseline, and a roadmap you own.
3 · Implementation
Build and validate
2 to 3 months. Governance, assistants, connections, validation evidence, and rollout.
4 · Reviewed operations
Hold the gain
Your team moves from doing the work to reviewing it, with the hours returned measured.
In 30 minutes Archer can assess whether your NetSuite environment is ready, explain what the AI Connector Service can and cannot do in a regulated setting, and outline the first phase for your team.