Baker Tilly Guided AI
Keep your NetSuite environment moving forward with a more intentional approach to AI integration.
Baker Tilly Guided AI
AI is changing how organizations manage and scale enterprise systems. Platforms like NetSuite are introducing AI capabilities that can accelerate analysis, automate tasks, and support faster decision-making across finance and operations. For finance and operations leaders, the opportunity is real—but so are the questions around control, visibility and risk.
Confidently adopt AI within your NetSuite environment in a more controlled and contextually accurate manner with Baker Tilly Guided AI. The result is a guided path to innovation—one that supports progress via AI LLMs and Agents without sacrificing oversight.
Discover how Guided AI allows you to effectively leverage AI within your NetSuite environment—improving efficiency without giving AI unrestricted access to sensitive financial data or critical business processes..
Elevate your NetSuite capabilities
Adopting AI within your NetSuite environment doesn’t mean choosing between innovation and control. With Guided AI, you can align with existing security, audit and compliance expectations while supporting faster insights, more efficient operations, and stronger user experiences.
Enable AI capabilities based on defined user roles and permissions already native to NetSuite. Guided AI allows you to determine where AI can analyze data, where it can recommend actions, and where human approval is required.
Track how AI interacts with NetSuite records through audit trails and activity logs tied to user permissions and prompts, creating clearer visibility into AI-supported actions across financial and operational workflows.
Establish organization-specific instruction sets, policies, and operational guardrails that guide how AI tools interact with your NetSuite environment. These tailored configurations help AI achieve more repeatable, consistent outcomes across teams.
Provide your users with structured AI experiences that understand your NetSuite environment, business terminology and workflow context, empowering them to engage with AI more naturally—without needing deep technical or prompt engineering expertise.
AI capabilities are advancing quickly. Guided AI allows your organization to adapt its AI approach over time—expanding, refining, or limiting AI access as business priorities and comfort levels evolve.
What to expect
Although each engagement is unique, the following is a general overview of our Guided AI implementation process that supports AI adoption within the NetSuite landscape—creating a more intentional approach to automation, analysis and decision support.
- Discovery. We work with your finance, operations, and technology stakeholders to understand where AI can support NetSuite processes and where tighter controls may be needed. Together, we identify how Guided AI can support operational goals, risk considerations, and adoption priorities. Then, we leverage skill-specific LLMs—Claude, Glean, ChatGPT—and/or SuiteAgents leveraging Guided AI to make it happen.
- Define parameters. Using the discovery results, we help you establish role-based permissions, governance parameters, and AI usage frameworks aligned to your organization’s requirements, including defining what AI can view, analyze, or act upon within your NetSuite environment. Whether your organization leverages skill-specific LLMs or SuiteAgents, each can use Guided AI to work within the parameters you set.