%20(4).png)
ROOTED IN YOUR FINANCIALS. GROWS INTO YOUR OPERATIONS.
Board-ready answers
from your NetSuite
data.
TaskDrive AI connects directly to NetSuite and turns account data into analysis your board actually reads, the same day you ask. No exports. No waiting.
150+ expert-built automated reports
35 years of NetSuite consulting heritage
80% less time spent on reporting
Verified customer · a mid-market CFO on NetSuite
“Two weeks of analyst work. One afternoon with TaskDrive.”
A mid-market CFO on NetSuite used TaskDrive AI to analyse accounts receivable patterns. The same analysis that would have taken the finance team two weeks landed in an afternoon, and reshaped their working capital model.
WHY TASKDRIVE AI
Get more out of the NetSuite you already run.
TaskDrive AI doesn't replace your systems, it gets more out of them.
Same NetSuite, same data, more of it turned into answers your business actually needs.
All your systems, one answer
Ask one question and get an answer that draws on finance, CRM, ops, and HR: everything you authorise, not just what's in NetSuite.
Answers built around your business
TaskDrive AI is onboarded like a consultant: your platform, your industry, your organisation, your role. Not a generic answer, your answer.
Hours back every month-end
Half of month-end is pulling data, the other half is writing commentary. TaskDrive AI hands you both, the same day you ask.
How it Works
From raw NetSuite data to decision intelligence
TaskDrive AI agents sit directly on top of your NetSuite data.
They analyse, report, and explain, so your team can act.
1
Connect
Secure integration with NetSuite, no data migration. TaskDrive AI reads directly from your live system.
2
Configure
Choose from 150+ expert-built automated reports, or define your own.
3
Deploy
Agents start analysing data and generating executive-ready insights.
4
Evolve
Automations improve continuously, the same way your engagement grows outward from the financials.
ROOTED IN CONTEXT
Rooted in your business, not just your data
Generic AI treats your data as rows in a database. TaskDrive AI is onboarded like a consultant, five layers deep, so every answer fits your business.
NetSuite global
NetSuite structure, terminology, standards. Applied to every interaction, automatically.
Industry
Industry-specific brief, if required. Vertical knowledge, added where it matters.
Organisation
Terminology, segmentation, operations. Your own language and structure, built in.
Role
Based on roles within the org. Matched to finance, ops, or sales.
Individual
User can update their own brief. Personal context that carries across sessions.
Rich context at every layer means smarter answers, without repetitive prompting.
DATA SOURCES
NetSuite is where TaskDrive AI starts
NetSuite holds your financials, but it doesn't see your CRM, HR, or billing. TaskDrive AI is built to connect directly to each of them, so you get one answer across the business instead of stitching reports together yourself.
150+ automations ready to deploy
150+ expert-built automations. Zero guesswork.
18 automations
Financial Statements
16 automations
Budgeting & Forecasting
9 automations
Month-End Close
14 automations
Cash Flow & Treasury
20 automations
Revenue & Customer
15 automations
Expense Management
12 automations
Operational Intelligence
8 automations
Supply Chain & Inventory
8 automations
Risk & Controls
8 automations
Audit & Assurance
8 automations
HR & Workforce
8 automations
Multi-Entity & Consolidation
WHAT MAKES IT DIFFERENT
TaskDrive AI is agentic AI for NetSuite finance teams.
Built by the team behind 35 years of NetSuite consulting, not a startup guessing at finance problems. Four things separate it from everything else on the market, in the order they matter.
1
Proven in the numbers, first
Native to NetSuite from day one, backed by 35 years of ERP consulting heritage. A verified customer's accounts receivable analysis is the proof, not a promise.
2
Grows into your context
Onboarded the way a consultant would be: your platform, your industry, your org structure, your role. The same context engine that masters your financials is what lets it grow into the rest of the business.
3
Minutes, not months
Analysis that used to take your team two weeks, delivered the same afternoon, with written commentary your board actually reads.
4
Your control, however far it reaches
Operational data is masked before it reaches the AI layer. Admin controls and visibility scale with every automation you deploy. No certifications claimed until they're formally in place.
USE CASES
Built for the people who run the numbers
TaskDrive AI serves the teams closest to the data, and the executives
waiting for answers.
Executives & board
Board-ready executive summaries generated automatically from live financial 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
coming soon
More Financial Systems.
Same AI Power.
Same agentic AI. Same speed. Same context that already knows your business, reaching every system your team runs on next. Xero, MYOB, Microsoft Dynamics, and Workday are already underway.
Pricing
Simple, Transparent Pricing
Pick monthly flexibility or save with an annual plan. Need more than a seat count? Talk to us.
Starter
For teams getting started with AI-powered NetSuite reporting.
Annual subscription. $250/user/mo with no contract.
Professional
For businesses ready to expand AI across their operations and unlock bespoke agents that integrate into more business functions.
Scoped to your requirements.
RESULTS
Brands already turning data into answers.
Overland Groups: 80% reduction in reporting time. Insights that used to land quarterly now land the same afternoon, changing how the group manages working capital.
FAQS
Frequently Asked Questions
TaskDrive AI is an agentic AI platform built as a task layer for NetSuite. Instead of operating as a standalone chatbot, it connects directly to your NetSuite data, and other systems like your CRM or HR platform, to run analysis, build reports, and carry out workflows from a plain-language request. Most AI tools answer questions about your software. TaskDrive AI answers questions about your business.
TaskDrive AI runs on Claude. We don't offer client-side model switching, one supported setup, consistently maintained.
Yes, within your existing user permissions, updating notes, delivery dates, or order pricing directly from a plain-language request. Most teams start read-only, then turn on write-back once they trust the answers.
TaskDrive AI connects directly to your NetSuite data, rather than requiring you to export or paste records into a separate tool. It understands your specific chart of accounts, subsidiaries, and saved searches, so answers reflect your actual reporting structure instead of a generic response. It can also carry out workflows and automate tasks across your systems, not just generate text.
TaskDrive AI mirrors your existing NetSuite role-based access, rather than running a separate permission system. If someone doesn't have access to a subsidiary, payroll account, or other restricted data in NetSuite, they won't be able to view or query it through TaskDrive AI either.
No. TaskDrive AI connects to NetSuite and your other data sources during setup, then runs on the NetSuite roles and permissions your team already manages.
No. TaskDrive AI works with your data as it stands today, including gaps or changes in how it was recorded over time, and tells you when a question can't be answered reliably rather than guessing.
A BI team reports on data once it has been extracted and modelled. TaskDrive AI skips that step: it answers a question the moment you ask it inside NetSuite, and can act on the answer by updating a record or triggering a follow-up. It connects your other systems, like CRM, logistics, and HR, the same way.
Getting started typically takes about half a day of onboarding, training TaskDrive AI on your business context, such as terminology, entities, and reporting structure. After that, you can start asking questions with read-only access before deciding to extend to write-back.
TaskDrive AI covers most finance teams' common questions out of the box. For automations specific to your business, we scope and build custom workflows as a consulting add-on, and can quote based on your requirements.
Starter gives you a choice rather than a fixed rate: $200 per user per month on an annual subscription, or $250 per user per month with no contract, so you can pick the terms that suit your business. If your needs go beyond per-seat access, such as RPA automation or connecting multiple data sources, that's covered under Professional, priced around what you need. Talk to us and we'll work out the right fit.
We don't hold formal certifications yet. Admin controls and data masking scale with every automation you deploy, and we won't claim a certification until it's formally in place.
Get Started
Stop Building Reports.
Start Getting Answers.
No commitment required. We'll be in touch within one business day.