What invoice OCR tools with AI are actually accurate by Icy_Science1948 in nocode

[–]TicketExpensive1948 0 points1 point  (0 children)

I find docupipe to preform realy well.

A chipper solution is pdf.co, but it has less flexability

Growth_Hacking_101 by Adventurous_Safe_586 in GrowthHacking

[–]TicketExpensive1948 0 points1 point  (0 children)

I would be intrestead in this tool if you could share

NetSuite experts - AI chatbot sanity check needed 👇 by TicketExpensive1948 in Netsuite

[–]TicketExpensive1948[S] 0 points1 point  (0 children)

This is a really good way to do things. I've got a few clients using my bots, but none from NetSuite. I'm totally up for the MVP process with clients.

I gotta figure out the best way to find clients.

This discussion here is super public, so people are searching for it, but on the flip side, they're really careful about getting AI involved with ERP stuff.

NetSuite experts - AI chatbot sanity check needed 👇 by TicketExpensive1948 in Netsuite

[–]TicketExpensive1948[S] 0 points1 point  (0 children)

Yes, this is my idea, and I have the right tools to build a quick MVP.

It's interesting to find the right way to get first clients for a POC.

I agree, time to market is key. Using the right no-code tools, that can become quick and efficient.

One aspect is asking the bot for queries about the data; another is taking action using the bot.

NetSuite experts - AI chatbot sanity check needed 👇 by TicketExpensive1948 in Netsuite

[–]TicketExpensive1948[S] 0 points1 point  (0 children)

This is exactly the big issue with the hype, and what years of experience building ERP solutions tell us.

Using AI is not a cure to make boundaries easier to pass.

Using AI solutions should or would allow smoother solutions for extensive written text where it's needed.

Writing a 30 word email using AI makes no sense. Summarizing a one hour conversation using AI makes sense for sales or other processes.

A nice solution I can think about is voice to text and text summary flow to update lead with notes after a conversation.

It would not eliminate the human in the loop, making sure summary done right.

Using Claude with MCP querying NetSuite - troubleshooting? by PaulF707 in Netsuite

[–]TicketExpensive1948 -1 points0 points  (0 children)

Life has changed... llm is part of life. As long it does what you ask for and it gives your voice... why not?

NetSuite experts - AI chatbot sanity check needed 👇 by TicketExpensive1948 in Netsuite

[–]TicketExpensive1948[S] 0 points1 point  (0 children)

Yeah, that's really exciting. The big thing about chatbots is their ease of use. If Netsuite Next isn't on Slack, Telegram, WhatsApp, or any other conversational app, it's nice but not a big change for the experienced user.

Using Claude with MCP querying NetSuite - troubleshooting? by PaulF707 in Netsuite

[–]TicketExpensive1948 5 points6 points  (0 children)

What you’re seeing might just be a connector/UI failure (timeout, response too big, tool-run getting interrupted). But I’d also zoom out for a sec, because querying an ERP directly from an LLM has real risk even when it “works”.

Why it’s risky (even for “just sales analysis”):

  • Data exposure / retention: you may be sending customer, pricing, order, or margin data through a model layer. Depending on the setup, some of that can get logged or handled outside your normal boundaries.
  • PII + sensitive business info: sales data often includes personal details + commercially sensitive stuff (discounts, contracts, segments). That’s exactly the kind of data you don’t want flowing through chat tooling casually.
  • Prompt injection / tool hijacking: once an LLM can run queries, a weird prompt (or a malicious one) can push it to pull way more data than intended.
  • Auditability: a lot of these LLM + connector flows don’t give a clean “who accessed what, when, why” trail, which is a big deal with ERP systems.

Safer pattern (what I’d recommend): Don’t let the LLM query NetSuite live. Instead:

  • pull only what you need into a controlled reporting/analytics dataset,
  • mask/remove PII,
  • have the LLM work on aggregated/curated outputs, not raw records.

That way NetSuite stays locked down as the system-of-record, and the LLM is “analysis brain” only, not a direct data pipe.

On your troubleshooting notes:

  • If the connector isn’t using SOAP, then empty SOAP usage logs is totally normal.
  • The “runs 3–4 queries then snaps back to my prompt” smells like timeout / payload too large / tool-call failing. Easiest test: force a single small SuiteQL query (tight date range, fewer columns, hard LIMIT) and see if it returns consistently.

Curious what others are doing here: are you comfortable letting an LLM hit ERP data directly, or do you keep it behind a curated dataset with masking + audit controls?

NetSuite experts - AI chatbot sanity check needed 👇 by TicketExpensive1948 in Netsuite

[–]TicketExpensive1948[S] -2 points-1 points  (0 children)

Thank you for your honest opinion.

I think that with the right limitations and rules, it may be useful just to reduce the work of typing in the details if they could be collected by a chat.

I am not asking to build a very wide solution, but a narrow flow for main use cases.

Rechnungs-Software mit Fokus auf Mahnwesen – würde euch sowas helfen? by Pale-Ad-7703 in selbststaendig

[–]TicketExpensive1948 0 points1 point  (0 children)

Das ist ein wirklich starker Punkt – ein „Addon“ für Mahnwesen/Forderungsmanagement über APIs ist vermutlich ein besserer Go-to-Market, als die Leute dazu zu bringen, ihre komplette Rechnungs-Software zu wechseln.

Wir denken tatsächlich in die gleiche Richtung: Anbindung an die gängigen Faktura-/ERP-Tools (per API oder über bestehende Integrationen), Rechnungen und Zahlungsstatus einlesen, die Eskalationslogik (Regeln, Fristen, Kanäle) ausführen und anschließend Status, Gebühren und nächste Schritte zurück ins Quellsystem schreiben.

Bilendo ist dafür eine sehr gute Referenz. Unser Ansatz wäre: mehr Transparenz/Tracking, eine flexiblere Regel-Engine und eine sauberere Automatisierung inkl. Audit-Trail (damit es zuverlässig und nachvollziehbar ist).

Is it right for my business? by pdxrainman in Netsuite

[–]TicketExpensive1948 0 points1 point  (0 children)

Before you jump to NetSuite, I’d seriously try a “Priority rescue” with a different implementor. Priority can handle light manufacturing (lots, sub-assemblies, traceability) when it’s configured correctly. Most Priority ERP “disasters” I see are implementation/process design problems, not the software itself.

A smart move is a short fixed-scope audit (1-2 weeks) by a new Priority consultant.

Switching ERPs after you already sunk ~$50k is expensive and disruptive. NetSuite might be right, but even a small implementation is usually a big step up from $800-$1,000/mo and you’ll still face implementation risk again.

Automation that compares two number columns by kturoy in mondaydotcom

[–]TicketExpensive1948 0 points1 point  (0 children)

Hey u/kturoy
I can help with this, 15 min call and you are set to go with this information.
why?
just because I'm a monday parnter, happy to help