The Complete NetSuite AI Prompt Library for Finance Leaders

150 prompts. 12 categories. From month-end close to board meeting in minutes.

Make Better Decisions. Faster. With AI That Understands Your Numbers.

This isn't a handful of prompts. It's a complete library.

150 meticulously engineered prompts covering every corner of financial analysis—from month-end close to board reporting, from cash flow forecasting to multi-entity consolidation, from fraud detection to workforce analytics.

Connect ChatGPT or Claude to your NetSuite instance, paste a prompt, and get automated insights that traditionally require analysts, consultants, or hours of manual work.

If you run NetSuite, and you're responsible for profitability, cash flow, forecasting, and financial performance, this library will become the highest-ROI tool you own.

What You Get

150 Elite, CFO-Grade Prompt Templates Across 12 Categories:

Financial Statement Analysis & Reporting — 18 Prompts
Income statement variance, balance sheet trends, EBITDA calculations, financial health scorecards, board narratives, executive summaries, MD&A writing, and more.

Budgeting, Forecasting & Planning — 16 Prompts
Budget vs. actual analysis, rolling forecasts, scenario modeling, break-even analysis, revenue forecasting, cost allocation, investment ROI calculations.

Month-End Close & Reconciliation — 9 Prompts
Close checklists, journal entry review, account reconciliation, accruals and prepaids, flux analysis, trial balance review, bottleneck identification.

Cash Flow & Treasury — 14 Prompts
Cash flow forecasting, 13-week cash flow, working capital optimization, DSO/DPO/DIO analysis, FX exposure, payment processing, AR and AP optimization.

Revenue & Customer Analytics — 20 Prompts
AR aging, customer profitability, churn prediction, revenue recognition (ASC 606), pricing optimization, subscription metrics, deal desk analysis, collections prioritization.

Expense & Cost Management — 15 Prompts
Expense deep dives, vendor spend analysis, AP aging, cost variance investigation, cost reduction opportunities, labor efficiency, overhead allocation.

Operational Intelligence — 12 Prompts
Operational efficiency, process cycle times, capacity planning, order fulfillment tracking, KPI dashboards, executive metrics, department scorecards.

Supply Chain & Inventory — 8 Prompts
Inventory health monitoring, vendor performance, supply chain resilience, procurement optimization, reorder point calculations, warehouse efficiency.

Risk Management & Controls — 8 Prompts
Enterprise risk heatmaps, fraud detection, customer concentration risk, credit risk assessment, internal control gaps, compliance validation.

Audit & Assurance — 14 Prompts
Audit workpapers, SOX control documentation, sample selection, reconciliation documentation, audit response drafting, compliance checklists, journal entry testing.

HR & Workforce Analytics — 8 Prompts
Payroll cost analysis, turnover analysis, headcount planning, compensation benchmarking, time and attendance, benefits utilization, workforce productivity.

Multi-Entity & Consolidation — 8 Prompts
Multi-subsidiary consolidation, intercompany reconciliation, currency translation (ASC 830), elimination entries, segment reporting, global tax analysis.

Every Prompt Built on a 13-Section Professional Framework

These aren't simple one-paragraph prompts. Each prompt includes:

• Identity & Role Definition — The AI assumes a specific finance persona (CFO, FP&A Analyst, Treasury Manager, etc.)
• Analytical Framework — Step-by-step methodology for the analysis
• Data Requirements — Exactly what NetSuite data is needed
• MCP-Ready SuiteQL Queries — Pre-built queries for automated data retrieval
• Data Lineage Requirements — Full audit trail for every data point
• Assumptions Framework — Explicit documentation of all assumptions
• Verification Test Plan — Built-in checks to validate accuracy
• Risk & Materiality Thresholds — Professional-grade significance testing
• Executive Output Format — Board-ready deliverables
• Human-in-the-Middle Controls — Checkpoints for critical decisions
• Non-Hallucination Safeguards — Explicit rules preventing AI fabrication

This is the level of rigor you'd expect from a Big 4 firm — built into every single prompt.

Why Finance Leaders Love This Library

• Board-ready insights in minutes — Not hours of analyst work
• Clear, strategic recommendations — Not raw data dumps
• Professional quality outputs — Suitable for executive meetings, auditors, and lenders
• Zero setup required — No scripting, SQL, SuiteAnalytics, or AI expertise needed
• Complete coverage — 150 prompts means you'll find exactly what you need
• Audit-ready documentation — Every analysis includes data lineage and verification

Who This Is For

This prompt library is for finance leaders who:

• Run a company on NetSuite
• Present to board members, investors, or executives
• Manage budgets, profitability, cash, and financial performance
• Want to use AI as a decision accelerator
• Need deeper insights than basic NetSuite reports provide
• Are responsible for month-end close, forecasting, or audit preparation
• Manage multi-subsidiary or multi-currency operations

If you make decisions that affect millions of dollars, this library is for you.

What Problems This Solves

Without AI:

• Hours spent digging through reports
• Analysts tied up with repetitive variance analysis
• Slow monthly closes
• Missed AR or margin red flags
• Reactive forecasting instead of proactive planning
• Manual consolidation headaches
• Scrambling before board meetings

With This Library:

• Red flags appear instantly
• Forecasts become dynamic and scenario-based
• Variances explain themselves
• You get strategic recommendations, not raw data
• Month-end close accelerates
• Board packages write themselves
• You focus on decisions, not analysis

What Makes This Library Different

These are not "generic prompts."

They are:

• NetSuite-specific — Built for NetSuite data structures, reports, and workflows
• CFO-level — Strategic analysis, not just data extraction
• Comprehensive — 150 prompts covering every financial function
• Enterprise-grade — Multi-subsidiary, multi-currency, multi-segment ready
• Audit-ready — Data lineage, verification tests, and documentation built in
• MCP-compatible — Pre-built SuiteQL queries for automated data retrieval
• Non-hallucination protected — Explicit safeguards built into every prompt

This is the first complete prompt library designed exclusively for NetSuite financial leadership.

How to Use the Prompts

1. Open the HTML index file to browse all 150 prompts by category
2. Find the prompt that matches your current analysis need
3. Copy the prompt into ChatGPT or Claude
4. Provide your NetSuite data (or use MCP for automated retrieval)
5. Receive an executive-grade insight report
6. Refine or iterate using follow-up questions

No training. No onboarding. No technical skill required.

What's Included

• 150 Premium CFO Prompts — Copy-and-paste ready
• HTML Index — Browse all prompts by category with descriptions
• Lifetime Access — Download once, use forever
• All Future Updates Included — Get improved prompts at no extra cost

Guarantee

If you don't believe this library elevates your financial analysis and decision-making in NetSuite, reach out and I'll make it right.

About the Creator

I'm Tim Dietrich, a software developer and consultant specializing in external automations, AI, and financial analysis for organizations running NetSuite. I've worked with mid-market and enterprise companies across the world to help them leverage their NetSuite data for faster, smarter financial decisions.

This prompt library distills the exact patterns, structures, and analytical frameworks I use when helping CFOs drive visibility, profitability, and performance.

Start Getting Insights Your Competitors Don't Have

Click Pay to get instant access to the complete prompt library.

You'll receive all 150 prompts immediately, and you can begin using them in minutes.