NetSuite Automation with Legion: A Smarter Way to Work

From chasing payments to closing books, finance teams run on NetSuite—but too often, the context they need lives in other tools. Instead of focusing on high-impact finance work, teams get bogged down toggling between tabs, piecing together other systems, and tracking down updates.

The result? Slower processes, missed details, and hours lost to manual work.

Legion is changing that.

By embedding cross-system intelligence directly into NetSuite, Legion connects your finance data across systems and makes it easy to find what matters, take action faster, and reduce the burden of daily to-dos, without new tools or added complexity.

Legion and NetSuite: A Smarter Way to Work

Join us at SuiteWorld on October 6, 2025, to see how Legion automates NetSuite finance processes for accounts receivable (AR), accounts payable (AP), and leadership teams. Hands-on demos will feature real scenarios like overdue invoice resolution, payment status tracking, and automated approvals.

With Legion, finance teams can:

Access information from multiple tools like Salesforce, Drive, and Slack, right inside NetSuite
Automate repetitive tasks like follow-ups, record updates, and approvals
Spot issues faster, like short-pays, overdue invoices, or missing details
Reduce clicks and copy/paste by taking action directly within NetSuite

Whether you're managing receivables, handling disputes, or preparing for close, Legion brings the right context into focus so you can stay productive, not reactive.

Automating NetSuite Finance Work with Legion

From reducing DSO to accelerating month-end close, here’s how Legion supports AR, AP, controllers, and CFOs inside NetSuite.

For the AR Specialist

Daily Reality: Every overdue invoice is another fire drill. You spend hours inside NetSuite, spreadsheets, and email threads while tracking overdue invoices, logging updates, and sending reminders. The toll isn’t just wasted time—it’s the constant frustration of feeling like collections are always behind, and the stress of watching DSO creep upward.

“We’re still chasing payments by email—it’s 2025, this should be automated.” – AR Specialist

With Legion:

Ask natural language questions like “Which invoices are overdue?” or “Has ACME paid yet?”
Get answers instantly, with full payment history, notes, and follow-up actions in one view
Log calls, send reminders, and update records—all directly inside NetSuite

Impact: Instead of drowning in manual chases and duplicate work, you feel in control. Legion helps AR specialists accelerate collections, reduce DSO, and focus on building stronger customer relationships—not fighting spreadsheets.

For the AP Specialist

Daily Reality: Vendor management isn’t just about payments—it’s about trust. But when you’re juggling overdue bills, stalled approvals, and missing details across tabs, that trust erodes fast. The constant back-and-forth with vendors, and the anxiety of the month-end crunch, creates stress that lingers long after the close.

With Legion:

Ask natural language questions like “Which vendor bills are overdue?” or “Do we still owe Jefferson Aerospace?”
See vendor payment history, approval status, and next steps in one place
Flag short-pays, disputes, or stalled approvals before they become problems

Impact: Instead of firefighting vendor escalations, you’re ahead of them. Legion helps AP specialists streamline invoice processing, accelerate approvals, and build stronger vendor relationships—without the late-night stress of chasing signatures and reconciling mismatched data.

For the Controller

Daily Reality: Every close cycle brings pressure. You’re overseeing AR, AP, reconciliations, and escalations, all while fielding endless questions from the team. The hardest part isn’t the finance—it’s the emotional load of carrying the team’s stress and knowing a single delay or oversight could ripple up to executives.

“Collections and disputes are still very manual—lots of screenshots and emails.” — Controller, Manufacturing

With Legion:

Automate recurring tasks like journal entry approvals, reconciliation reminders, and status checks
Surface missing documentation, short-pays, or out-of-balance accounts before they stall close
Gain visibility across AR and AP workflows in one place, reducing constant interruptions with specialists
Create audit-ready trails automatically, with full respect for NetSuite’s roles and permissions

Impact: Instead of feeling like the bottleneck, you become the enabler. Legion gives controllers real-time visibility, fewer escalations, and faster closes—replacing the stress with confidence in accurate, audit-ready numbers.

For the CFO / VP of Finance

Daily Reality: You’re responsible for cash flow, compliance, and growth—with fewer resources than ever. Every inefficiency in AR or AP isn’t just an operational issue, it’s a risk to forecasts, board trust, and company agility. You’re constantly worrying: What am I not seeing? What will break this quarter?

“My team spends time stitching together context from emails and shared drives.” — CFO, Professional Services

With Legion:

Gain real-time visibility into collections, payables, and cash-flow drivers
Track ROI of finance automation directly in NetSuite: reduced DSO, faster closes, fewer manual touches
Confidently scale NetSuite finance automation without adding headcount, with security and compliance built in

Impact: Instead of waiting on reports and being caught off guard by surprises, you can lead strategically. Legion gives CFOs the visibility, accuracy, and speed to manage cash flow, support growth, and prove ROI—without the stress of hidden risks and manual blind spots.

NetSuite and Legion: Real Results, Real Time

Legion doesn't just help you find data—it helps you act on it. Whether you’re chasing down a payment, closing out a dispute, or checking customer status, Legion:

Brings answers into NetSuite, from across tools
Surfaces the full account history, payment notes, and follow-ups
Cuts down on repetitive manual tasks
Helps teams focus on what moves the needle, not what clogs the inbox

Trusted AI, Built for Finance and Backed by Defense-Grade Security

Legion brings the same AI infrastructure trusted by the U.S. Department of Defense to finance teams using NetSuite, with built-in enterprise-grade certifications and compliance, including SOC 1, SOC 2, GDPR, and HIPAA. Every answer, action, and integration meets rigorous standards for trust, compliance, and control.

Whether you’re surfacing invoice history from Salesforce, closing out a case in Jira, or verifying documentation in Drive, Legion ensures your data stays protected, auditable, and always within your control.

Turning Trust into Tangible Gains

This level of trust and security isn’t just box-checking. It enables finance teams to shorten DSO, accelerate month-end close, and improve forecast accuracy while handling higher volumes without adding headcount. And because Legion works inside NetSuite and respects your existing roles and controls, your processes stay intact while automation scales.

Legion helps NetSuite users unlock cash faster, improve NetSuite collections, close books sooner, and reduce risk, without changing how you work. Request a demo to see how your finance team can get more done, from day one.

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