Free webinar · Microsoft Teams

Using ChatGPT/Claude with Oracle NetSuite: Practical Tips to Lighten the Accounting Workload

A hands-on session for companies running Oracle NetSuite - from reporting queries and bank reconciliation to drafting transactions and supporting everyday accounting work with ChatGPT and Claude.

Friday, 6 Nov 2026Event date
15:00 - 16:00Vietnam time (GMT+7)
OnlineMicrosoft Teams
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Illustrative demo
Illustration: prompting Claude or ChatGPT to reconcile a bank statement against Oracle NetSuite A user types a prompt asking to reconcile an ACB bank statement. The AI reads the file, connects to Oracle NetSuite via MCP, queries transactions and returns Matched, Amount Mismatch, Potential Match and Unmatched results without creating any ERP transactions. C Claude G ChatGPT Oracle NetSuite XLSACB_Statement_T10.xlsxBank statement · 128 lines Reconcile the ACB bank statement againstOctober transactions in NetSuite: Match on amount, date, description, reference Classify as Matched / Potential / Unmatched Do not create or edit any ERP transactions Read the ACB bank statement file Connect to Oracle NetSuite via MCP Query bank transactions (SuiteQL) Reconcile 128 transactions Bank Transaction → NetSuiteStatus · Difference 03/10 · CK CTY AN PHAT · 125,000,000→ INV-1024 · An Phát MatchedFully matched 05/10 · TT HOA DON 1031 · 100,000,000→ INV-1031 · 125,000,000 Amount MismatchDifference 25,000,000 07/10 · CK CTY MINH LONG · 86,400,000→ INV-1035 + INV-1036 Potential MatchFully matched 09/10 · PHI QUAN LY TK · 55,000→ No matching transaction UnmatchedDifference 55,000 118 Matched 6 to review 4 Unmatched Not reconciled Total difference 25,055,000 ₫ · No transactions were created. Message Claude or ChatGPT... Reconcile the ACB bank statement with NetSuite...
For: CxOCFOChief AccountantAccountantNetSuite Key UserIT / ERP Manager
Why attend

You run NetSuite. Your team uses ChatGPT or Claude every day.
How do you bring them together?

Much of accounting still revolves around Excel, copy/paste, checking and matching. This webinar shows how to bring ChatGPT/Claude closer to NetSuite data and processes to cut repetitive work.

01

See real demos

ChatGPT/Claude connecting to and working directly with Oracle NetSuite data, within granted permissions.

02

Use cases you can apply now

Organized by user role: CxO, Chief Accountant and Accountant.

03

Know the limits and how to control AI

How far AI should go in reading, analyzing, recommending and acting in NetSuite.

Ask → Analyze → Recommend → Act

Going beyond "AI answering questions"

ChatGPT/Claude can work with NetSuite in two ways, both limited to the permissions of the connected account:

Via MCPConnects through Oracle's NetSuite AI Connector Service to work directly with NetSuite data and functions.
Browser controlThe AI operates the NetSuite interface like a user: opening screens, searching, reading and entering data.

The webinar covers three levels of use:

1

Chat

Everyday Q&A with ChatGPT/Claude.

2

Context

AI understands the data and business context in your NetSuite account.

3

Action

AI performs or proposes transactions, under control.

Content by role

Find your own challenge here

Sessions are organized around NetSuite users instead of technology, so every attendee can spot the part made for them.

CxO / CFO

Query & analyze

"Can I ask NetSuite questions the way I ask ChatGPT?"

  • Query business data in natural language
  • Conversational analysis: one question leads to the next
  • No need to know where the report lives
Chief Accountant

Review & reconcile

"How can AI help me review and reconcile?"

  • Bank reconciliation
  • Review Journal Entries before period close
  • Build an exception list to resolve
Accountant

Create & lookup

"Which manual steps can AI take off my plate?"

  • Create a Journal Entry from one instruction
  • Look up Vendor Bills and overdue invoices
  • Less data entry and copy/paste
60-minute agenda

5 tips, demoed live in NetSuite

15:005 min
Opening

NetSuite is powerful. So why do users still click so much?

And where ChatGPT/Claude fits into everyday ERP work.

15:0510 min
Tip 1CxO

Ask NetSuite like you ask ChatGPT

Forget where the report lives. Just ask the right question.

15:1515 min
Main demoTip 2-3Chief Accountant

Bank reconciliation and pre-close review

How do hundreds of bank statement lines get handled? Watch it live in NetSuite.

15:3010 min
Tip 4Accountant

From one instruction to one transaction

Describe the task, and the AI prepares a draft for your approval.

15:4010 min
Tip 5Lac Pham

When AI understands how your company uses NetSuite

The step that makes the difference once you are connected.

15:5010 min
Q&A

Q&A with the speakers

Access rights, data security, MCP and browser control.

Your takeaways

5 tips you can use right away

01

Use ChatGPT/Claude to query NetSuite data

02

Use AI to reconcile and surface exceptions

03

Use AI to review before period close

04

Use AI to draft transactions

05

Build AI that understands your own context and processes

The goal: NetSuite users get more done with fewer clicks.

Speakers

Your hosts

Lac Pham - CEO, S4 Consulting
Main speaker

Lac Pham

CEO, S4 Consulting
SuiteSuccess Global Editions Alignment Excellence

Guest speaker

Special guest

An expert sharing perspectives on AI trends in ERP and real-world experience applying them.

Details coming soon
The S4 Consulting team
Organized by

S4 Consulting

S4 Consulting is an Oracle NetSuite and Acumatica Cloud ERP implementation firm in Vietnam. This webinar draws on the S4 team's hands-on experience working with NetSuite users every day: accountants, chief accountants and management.

Fast & SavingAn implementation approach that cuts ERP implementation time and cost by up to 50%.
S4 eSuiteA suite of extensions that helps companies reduce ERP user license costs.
Oracle NetSuite → Acumatica Cloud ERP → S4 eSuite →
Register

Save your seat for 6 November

Your Microsoft Teams link will be emailed to you before the webinar.

  • Friday, 6 November 202615:00 - 16:00 (GMT+7)
  • Online via Microsoft TeamsJoin from your computer or phone
  • Send your questions in advanceSpeakers will prioritize them in the Q&A
Admission: Free

Registration details

Takes about a minute.

Please use your work email.

By registering, you agree that S4 Consulting may contact you by email or phone about this webinar and related content.

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Thank you. Your Microsoft Teams link will be emailed to you before the webinar.

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FAQ

Frequently asked questions

Is there a fee to attend?

No. The webinar is completely free. Just register to receive the Microsoft Teams link.

We don't use Oracle NetSuite yet. Should we attend?

Yes. The content focuses on NetSuite users, but it also suits companies evaluating NetSuite that want to see how far AI can support accounting work in an ERP.

Can ChatGPT/Claude access all of our NetSuite data?

Access is controlled by role and permission, so the system does not expose all data by default. The AI Safety part of the webinar explains this in detail.

Can AI create transactions in NetSuite?

It can, depending on how permissions and workflows are designed. You don't need to give AI submit rights from day one. Many companies start with drafts that users review.

Do I need to understand MCP to use this?

Not necessarily. MCP is one of the ways an AI client talks to NetSuite. End users can follow the workflow without deep knowledge of MCP.

Will the webinar be recorded?

Please contact S4 Consulting for details. The best way to catch everything and ask questions live is to join online.

See you at 15:00 (GMT+7), Friday 6 November 2026

Online via Microsoft Teams · Free · Limited seats

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