NetSuite Reporting & AI Mastery for Finance Teams
Give Your Finance Team True NetSuite System Ownership in 1 Day
A hands-on, high-impact workshop that shows your team how to master NetSuite reporting, automate workflows with AI, and eliminate 30–50% of repetitive work.
The Problem
Finance teams rely on NetSuite every day, but most never reach more than 20% of its potential.
The result: Slow closes, mounting errors, and a team that works harder than it should.
This workshop fixes that in one structured, practical day.
What Your Team Will Master
This is not theory. This is execution. Your finance team will master NetSuite reporting tools, learn to automate 30-50% of routine work with AI, and gain true system ownership. Each module follows a proven demo → hands-on → summary format with real-world scenarios. Your team finishes the day with their own playbook, ready to implement immediately.
Workshop Agenda
Detailed schedule and learning modules
NetSuite Reporting Mastery
Format: demo → hands-on → summary
Master the full spectrum of NetSuite reporting tools and know exactly when to use each one.
What you'll learn:
- Build financial and operational saved searches correctly
- Transform month-end into a repeatable reporting engine
- Design CFO dashboards that actually drive decisions
- Build audit-proof reporting processes
- Understand when to use Saved Search, Financial Reports, Analytics, or SuiteQL
AI for Finance: Practical, Real-World Automation
Format: demo → hands-on → summary
Cut routine finance work by 30-50% using ChatGPT and AI tools designed specifically for NetSuite workflows.
What you'll learn:
- Use ChatGPT + AI tools to cut routine work by 30–50%
- Turn any finance workflow into an automated workflow
- Build an AI assistant that answers internal NetSuite questions
- Create finance-quality outputs automatically (recons, JE drafts, checks)
- Access a curated library of prompts for precise report generation
NetSuite Workflow Ownership
Format: demo → hands-on → summary
Build internal expertise and reduce dependency on expensive consultants for simple tasks.
What you'll learn:
- Fix broken approval flows
- Build simple automations with no-code tools
- Create internal templates and automation packs
- Understand how to use system capabilities without an external consultant
- Strengthen internal controls and simplify complex processes
Why Companies Book This Workshop
Because it pays for itself in weeks, not months.
Most teams get immediate wins during the session itself.
What's Included
Most teams get immediate wins during the session itself
Hands-on exercises in your actual NetSuite environment
AI workflow pack and NetSuite reporting templates included
Post-workshop cheat sheets for ongoing reference
30-minute follow-up Q&A session to ensure adoption
Who Should Attend
This workshop is ideal for:
Format & Delivery
Delivery
Onsite at your office (recommended) or Live online for distributed teams
Duration
5–6 hours total
Team Size
Up to 10 participants (larger groups on request)
Included
Pricing
Online Workshop
$5,000
Live online for distributed teams
Onsite Workshop
$7,000
At your office (recommended)
Includes up to 10 participants. Additional participants: +$250 per person. Travel additional for onsite.
What Happens After You Book
15-minute discovery call
Understand your team's current use of NetSuite and AI.
Customized workshop agenda
Tailored to your problems, modules, and reporting pain.
Workshop execution
Delivered onsite or online.
Immediate team output
New dashboards, improved reports, automated workflows.
Follow-up Q&A (30 minutes)
Ensure adoption and next steps.
About the Instructor
Avishai Asaf
Co-Founder of InvoQ Technologies
Ten years inside NetSuite — partner-side and customer-side. Built hundreds of automations, integrations, and financial workflows across cyber, fintech, real-estate tech, and SaaS finance teams.
Specialized in:
Worked with companies like SaaS scale-ups (cyber, fintech, analytics), US + Israeli mid-market, Global NetSuite partners.
Prerequisites
- Active NetSuite account with reporting permissions
- Basic understanding of NetSuite navigation
- Familiarity with financial statements (for finance users)
- Laptop with internet connection
Your Finance Team Can Own NetSuite and Automate Half Their Manual Work
Start with a short call to see if the workshop is a fit. We'll customize the content to your team's specific challenges and goals.