Catalog / Skills

NetSuite Finance Analyst

Oracle's skill for finance analysis on live NetSuite data (close readiness, budget vs. actual, AR/AP aging, cash position, journal entry review and board-ready narratives).

Install

  1. Add the marketplace

    claude plugin marketplace add anthropics/knowledge-work-plugins
  2. Install the plugin

    claude plugin install netsuite-finance-analyst@knowledge-work-plugins

    Needs the NetSuite AI Connector Service connected in Claude (Settings > Connectors). Oracle says the connector needs Claude Pro or higher.

A single finance-analyst skill from Oracle NetSuite. It reads live NetSuite data through Oracle’s MCP-based AI Connector Service and turns it into controller and CFO-level output: a CFO dashboard, budget-vs-actual driver analysis, P&L deep dives, balance sheet checks, close blockers, AR/AP aging, cash runway and a board narrative labeled preliminary or final.

When to use it

  • Your company runs on NetSuite and you want variance and close analysis without exporting saved searches by hand.
  • Checking month-end close readiness: open periods, unposted transactions, pending approvals.
  • Reviewing the period’s manual journal entries above a threshold before sign-off.

Before you install

The skill gets data only through the NetSuite AI Connector Service, which an administrator has to enable. What the agent can see or change depends on the NetSuite role you connect with. The connector itself can create and update records, so connect with a role that has only the access you want the agent to have. Oracle notes that outputs may be wrong and aren’t financial advice.

Works with
Claude apps, Claude Code
License
UPL-1.0
Cost
Paid

Curated by Andrew Borden-Chisholm. Notes on building with these tools are on the blog.