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 that should be automated.

Legion is changing that.

By embedding cross-system intelligence directly where you already work, whether that's NetSuite, Salesforce, or Slack, Legion helps you 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

Legion automates NetSuite finance processes for accounts receivable (AR), accounts payable (AP), and leadership teams.

With Legion, finance teams can:

Access information from multiple tools like Salesforce, Drive, and Slack, wherever they work
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.

Ready on Day One, Built to Scale

Legion's prebuilt workflows get you up and running in under 30 days, with zero user setup and minimal IT lift. As your needs grow, Legion's agent orchestration platform scales from AR/AP quick wins to enterprise-wide automation across finance, sales, and operations.

Automating NetSuite Finance Work with Legion

From reducing DSO to accelerating month-end close, here's how Legion supports AR, AP, controllers, and CFOs wherever they work.

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 where you work
Stay ahead of follow-ups: Surface short-pays, overdue invoices, and missing records proactively, so nothing slips through the cracks

Impact: Instead of drowning in manual chases, you stay one step ahead. Legion helps AR specialists accelerate collections, reduce DSO, and focus on building stronger customer relationships, without the burnout of constant firefighting.

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
Access the same vendor context whether you're in NetSuite, Slack, or Salesforce

Impact: Instead of firefighting vendor escalations, you’ll get 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
Get your team working immediately without training sessions or lengthy onboarding

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. You need finance automation that delivers fast ROI today while building a foundation for long-term transformation across your enterprise. 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 and with security and compliance built in

Impact: Legion gives CFOs immediate impact through ready-to-run workflows and a scalable foundation for enterprise-wide automation. Get the visibility, accuracy, and speed to manage cash flow, support growth, and prove ROI, while building toward long-term transformation across your entire tech stack.

No Extra Tabs, No Extra Work

Legion meets your team where they work, bringing cross-system answers and actions directly into their daily flow or new dashboards to check. No additional tools to learn. Just faster, smarter workflows that fit how your team already operates.

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 to wherever you work, from across your systems
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

From Quick Wins to Enterprise Orchestration

Most teams start with Legion to solve immediate pain points: faster collections, cleaner reconciliations, shorter close cycles. Legion's prebuilt workflows deliver measurable results in under 90 days¹.

But Legion isn't just a NetSuite add-on, it's an agent orchestration platform that scales as your needs evolve. Expand from AR/AP automation to custom workflows that orchestrate actions across finance, sales, operations, and beyond, all with the same enterprise-grade security and governance trusted by the U.S. Department of War.

Start with fast ROI. Scale to long-term transformation.

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

Legion brings the same AI infrastructure trusted by the U.S. Department of War 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.

From reducing DSO to accelerating month-end close, Legion helps NetSuite users unlock cash faster, improve collections, close books sooner, and reduce risk, without changing how you work. All with the confidence that comes from a performance guarantee. Request a demo to see how your finance team can get more done, from day one.

More AI for NetSuite Resources

^{¹ 25% workflow improvement guarantee applies to prebuilt Legion finance workflows (e.g., invoice lookup, reminder email drafting, Salesforce task creation, cross-system account views). Based on time saved vs. manual execution within NetSuite and connected systems. Results may vary depending on adoption and configuration. Refund eligibility requires completion of standard Legion implementation and training. Refund requests must be submitted in writing within 90 days of contract start date.}

AI for NetSuite Finance: A Role-by-Role Guide to Smarter Automation