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Anchor Group just launched Sonar, a free AI tool built directly inside NetSuite. In this episode, Michael sits down with Caleb to break down what Sonar is, how its 260+ NetSuite-specific prompts work, and how to keep your data secure while using it. Whether you're a NetSuite admin, consultant, or CFO, Sonar is built to act like an AI coworker inside your NetSuite environment.

Sonar is an AI assistant built directly inside NetSuite as a SuiteLet. In this full session, Caleb Schmitz and independent NetSuite developer Tim Dietrich walk through what Sonar is, run live prompts and reports, and cover how it stays secure using NetSuite's native permissions model.

Advanced AP for NetSuite lets you set up one-stage, two-stage, and three-stages for vendor onboarding! Learn about this staged onboarding and how to set it up.

We had a client that wanted to bill their customers based on fixed dates, but recognize the revenue as time was logged to the project in NetSuite. Here's how we helped them.

Are you trying to edit a NetSuite Advanced PDF and can’t get that ONE tricky field to pull through from the invoices into your payment record? Never fear; I struggled so you wouldn’t have to.

There are two versions of Bulk-email NetSuite Dunning, a manual version and an automated version. The manual version gives you a bit more control over individual email sends, but requires more hands-on attention from your team.

When setting up amortization, NetSuite requires accounting periods to be setup through the end of the schedule. This prevents deletion of the accounting periods.

Your finance team spends countless hours maintaining spreadsheet budgets, manually allocating expenses across departments, and tracking amortization schedules in Excel. Meanwhile, your NetSuite ERP collects transaction data without driving the strategic planning your business needs. NetSuite Advanced Financials transforms how mid-market companies handle budgeting, expense allocation, and financial automation—delivering real-time visibility and control that spreadsheets simply cannot match.

Your business has outgrown QuickBooks, but the path to NetSuite ERP feels overwhelming. Mid-market companies are making this transition at unprecedented rates—yet many implementations face delays or budget overruns. The difference between success and costly failure comes down to understanding what you're migrating to, why you're doing it, and how to execute without disrupting operations.

Managing restricted funds with Excel spreadsheets puts your nonprofit at risk every audit season. Manual fund tracking causes the majority of compliance findings, erodes donor trust, and drains your finance team's time that should go toward advancing your mission. NetSuite's fund accounting capabilities—powered by dimensional GL segments and automated compliance workflows—eliminate these headaches while delivering faster financial close processes. Whether you're outgrowing QuickBooks or replacing legacy nonprofit software, this guide walks you through every step of setting up NetSuite for nonprofits.

Your project managers say projects are profitable. Your controller says they're not. Who's right? When project activity lives in spreadsheets while financial data sits in your ERP, the answer remains frustratingly unclear. NetSuite Services solve this disconnect by connecting project tasks, time tracking, resource allocation, and billing directly to the general ledger—enabling real-time profitability tracking without dual data entry or month-end reconciliation surprises.

Revenue recognition compliance drains finance teams of hours each month—hours that could be spent on strategic analysis instead of spreadsheet reconciliation. With ASC 606 requirements demanding precise multi-element allocation and performance obligation tracking, companies managing complex contracts need more than basic deferred revenue schedules. NetSuite ARM transforms this manual burden into automated accuracy, helping reduce monthly revenue recognition effort significantly—one SaaS firm cut deferred-revenue reconciliation time by 75%.