NEW
Automate your Team
Your NetSuite Data
Working For You.
Automatically
Taskdrive is a NetSuite automation tool created by experts — giving you on-demand answers about your finance and reporting. No spreadsheets. No manual exports. No waiting.
150+
Expert-built automations
12
Finance & ops domains
80%
Less time on reporting
The Problem
Your Finance Team Deserves
Better Than Spreadsheets
NetSuite holds the answers. But getting to them still takes hours of saved searches, CSV exports, and manual analysis. Sound familiar?
Hours Lost on Reports
Finance teams spend days building saved searches, pivot tables, and slide decks — just to answer questions the data already knows.
Numbers Without Narrative
Dashboards show what happened. They never explain why. Leadership needs context, not just charts.
Decisions Lag Behind Reality
By the time month-end reports are finalised, the business has already moved on. Stale insights mean missed opportunities.
Spreadsheet
Chaos
Exporting to Excel introduces version control nightmares, formula errors, and security risks with sensitive financial data.
How it Works
From Raw Data to
Decision Intelligence
Taskdrive deploys AI agents that sit directly on top of your NetSuite environment. They analyse, report, and explain — so your team can act.
1
Connect
Secure integration with your NetSuite instance. No data migration — Taskdrive reads directly from your live environment.
2
Configure
Choose from 150+ expert-built automations or define custom workflows. Each one understands your financial data model.
3
Deploy
AI agents begin analysing data and generating executive-ready insights, commentary, and recommendations.
4
Evolve
Automations and agents improve continuously through expert refinement. Your AI gets smarter with every interaction.
150+ automations ready to deploy
150+ Expert-Built Automations.
Zero Guesswork.
Financial Statements
18 automations
Income statement variance, balance sheet trends, profitability analysis, EBITDA calculation, and board-ready financial commentary.
Budgeting & Forecasting
16 automations
Budget variance, rolling forecasts, scenario modelling, revenue projections, break-even analysis, and investment ROI.
Month-End Close
9 automations
Close checklists, journal entry review, account reconciliation, flux analysis, and trial balance anomaly detection.
Cash Flow & Treasury
14 automations
Cash flow forecasting, working capital analysis, DSO/DPO/DIO metrics, 13-week rolling forecasts, and FX exposure management.
Revenue & Customer
20 automations
AR aging, revenue recognition (ASC 606), customer profitability, churn prediction, pricing analysis, and subscription metrics.
Expense Management
15 automations
Income statement variance, balance sheet trends, profitability analysis, EBITDA calculation, and board-ready financial commentary.
Operational Intelligence
12 automations
Department productivity, resource utilisation, order fulfilment, capacity planning, and executive KPI dashboards.
Supply Chain & Inventory
8 automations
Inventory health monitoring, vendor performance, supply chain resilience, reorder optimisation, and warehouse efficiency.
Risk & Controls
8 automations
Enterprise risk heatmaps, fraud pattern detection, compliance validation, internal control gaps, and credit risk assessment.
Audit & Assurance
8 automations
Audit workpapers, SOX control documentation, transaction sampling, compliance checklists, and management assertion validation.
HR & Workforce
8 automations
Payroll cost analysis, turnover trends, headcount planning, compensation benchmarking, and workforce productivity metrics.
Multi-Entity & Consolidation
8 automations
Subsidiary consolidation, intercompany reconciliation, currency translation, elimination entries, and global tax positioning.
NEW
Automate your Team
More Financial Systems.
Same AI Power.
Taskdrive is expanding beyond NetSuite. We're building integrations for Xero, Microsoft Dynamics, and Workday — bringing the same agentic AI capabilities to the systems your team already runs on.
Why Taskdrive
Not a Dashboard.
Not a Generic AI Tool.
Taskdrive is a NetSuite automation tool created by experts. Three pillars separate it from everything else on the market.
Data-Aware Intelligence
Generic AI tools don't understand your chart of accounts, reporting hierarchy, or data schema. Taskdrive's automations are purpose-built around the structure of your finance systems — making outputs accurate, relevant, and immediately usable.
Enterprise-Grade Security
Your sensitive financial data is protected and hidden from LLMs. Operational data is masked before it reaches the AI layer and never enters models in raw form. This addresses the number one concern enterprises have about AI adoption.
Continuous Refinement
This isn't a static tool you configure once. Taskdrive includes expert-led prompt and workflow optimisation sessions where consultants work alongside your team to continuously improve AI outputs over time.
Built for NetSuite
Built for the People
Who Run the Numbers
Taskdrive isn't a generic BI overlay. It's engineered around how NetSuite structures financial and operational data.
Direct NetSuite Integration
No CSV exports. No middleware. Taskdrive connects directly to your live NetSuite instance via secure MCP connectors.
Understands NetSuite Data Structures
Taskdrive knows your subsidiaries, departments, classes, locations, and custom segments — not just generic GL accounts.
Replaces Saved Search Reporting
vStop building complex saved searches and manual exports. Ask Taskdrive in natural language and receive analysis instantly.
Multi-Subsidiary Consolidation
AI agents handle intercompany eliminations, currency translation, and consolidated reporting across your entire entity structure.
Expanding to Xero, Dynamics & Workday
Taskdrive connects to any system with an MCP connector. NetSuite is first, with more integrations rolling out regularly.
Why Taskdrive
Simple, Transparent
Pricing
Choose the tier that fits your team. All plans include the Taskdrive workspace and core AI capabilities.
Starter
For teams getting started with AI-powered NetSuite reporting.
Billed monthly. No lock-in.
Professional
For finance teams that need deeper analysis and ongoing optimisation.
Billed monthly. No lock-in.
Enterprise
For organisations needing custom AI agents and dedicated support.
Tailored to your organisation's needs
Starter
For teams getting started with AI-powered NetSuite reporting.
Billed annually at $6,000/yr
Professional
For finance teams that need deeper analysis and ongoing optimisation.
Billed annually at $9,600/yr
Enterprise
For organisations needing custom AI agents and dedicated support.
Tailored to your organisation's needs
Uses cases
Built for the People
Who Run the Numbers
Taskdrive serves the teams closest to the data — and the executives waiting for answers.
Hours Lost on Reports
Board-ready executive summaries generated automatically from live NetSuite data.
- Revenue performance narratives
- Margin analysis with driver commentary
- Budget variance explanations
- Cash flow insights & forecasts
Finance & Accounting Teams
Eliminate the manual reporting grind and refocus on strategic work.
- Automated month-end close support
- Journal entry review & reconciliation
- Audit workpaper preparation
- Compliance checklist generation
Operations & Revenue Teams
Operational intelligence delivered without waiting for the finance calendar.
- Customer profitability analysis
- Inventory & supply chain monitoring
- Department productivity scorecards
- Sales territory & pipeline analysis
FAQS
Frequently Asked Questions
Taskdrive is powered by Claude, Anthropic's advanced AI model. This enables sophisticated financial analysis, reporting automation, and natural language interaction with your enterprise data.
Yes. We understand every organisation has different team sizes and requirements. Contact our team to discuss a seat configuration that works for you.
Yes. Prompt volumes are negotiable across all plans. If your team needs more capacity, we can tailor your plan to match your usage requirements.
Typically within 48 hours. Once onboarded, you'll have access to your prompt libraries and can start automating your NetSuite reporting straight away.
Yes. Taskdrive operates under a full enterprise SaaS legal framework including a Master SaaS Agreement, Data Processing Agreement, Acceptable Use Policy, AI Usage Policy, Security & Compliance Statement, Service Level Agreement targeting 99.5% uptime, and a Privacy Policy aligned with Australian privacy principles. Customer data remains customer-owned, with Taskdrive acting as a Data Processor under documented instructions. Security controls include encrypted transmission, access controls, role-based permissions, infrastructure monitoring, and incident response procedures.
Get Started
Stop Building Reports.
Start Getting Answers.
See how Taskdrive turns your NetSuite data into automated financial intelligence. Book a personalised demo with our team.
Prefer email? Reach us at hello@taskdrive.ai