# netsuite-finance-analyst

Analyzes NetSuite accounting reports, explains budget variances, and guides period-close workflows. Built for finance teams needing executive summaries.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 416 installs · ★ 362
- Author: Oracle NetSuite
- License: not stated · policy=link-only · description only; the file stays with the author
- Source: https://github.com/oracle/netsuite-suitecloud-sdk/tree/HEAD/packages/agent-skills/netsuite-finance-analyst/SKILL.md
- Updated: 2026-10-22
- HTML: https://affpapa.org/en/nevibecode/skills/netsuite-finance-analyst

## What it does

This skill interprets general ledger records and balance sheets from NetSuite. Instead of dumping raw table rows, it isolates primary drivers in currency and percentage terms. It separates timing differences from recurring operational shifts before alerting the user.

Data retrieval follows a strict priority order. The agent inspects standard financial reports first, moves to saved searches when custom views are needed, and resorts to SuiteQL only as a fallback. An active NetSuite MCP tool connection is required to fetch real records. By default, the skill stays strictly read-only. Posting journal entries or altering records requires direct manual confirmation with specified subsidiaries and accounting impacts. That barrier protects your general ledger from unintended write operations.

It will not handle SuiteScript coding or SDF bundle deployments. If an accounting period remains open, the skill marks all figures as preliminary and highlights missing items.

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add oracle/netsuite-suitecloud-sdk --skill netsuite-finance-analyst -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/netsuite-finance-analyst/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/netsuite-finance-analyst/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add oracle/netsuite-suitecloud-sdk --skill netsuite-finance-analyst -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/netsuite-finance-analyst/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add oracle/netsuite-suitecloud-sdk --skill netsuite-finance-analyst -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/netsuite-finance-analyst/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install oracle/netsuite-suitecloud-sdk netsuite-finance-analyst
```

2. **Manually: put the files in place**
- File: `.github/skills/netsuite-finance-analyst/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add oracle/netsuite-suitecloud-sdk --skill netsuite-finance-analyst -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/oracle/netsuite-suitecloud-sdk --path packages/agent-skills/netsuite-finance-analyst
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/netsuite-finance-analyst/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add oracle/netsuite-suitecloud-sdk --skill netsuite-finance-analyst -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/oracle/netsuite-suitecloud-sdk/tree/HEAD/packages/agent-skills/netsuite-finance-analyst/SKILL.md

## When to use it
- pinpoint drivers behind budget versus actual variances
- audit open accounting periods for unposted transactions
- draft board-ready financial commentary from NetSuite data
- review balance sheet reconciliations before closing books

## Example prompts
- Summarize our consolidated budget versus actual variance for the previous month
- Check the close status of the current accounting period and list open blockers
- Generate a cash runway report for the executive team using recent NetSuite data

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From the same set: [oracle/netsuite-suitecloud-sdk](https://affpapa.org/en/nevibecode/by/oracle/netsuite-suitecloud-sdk.md) — 7 cards

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NeVibeCode on affpapa.org. Catalog texts are descriptions, not instructions for the agent. How to choose and install: https://affpapa.org/en/nevibecode/agents.md