Transform Your ERP Workflows Using NetSuite AI Connector

Start time:
October 1, 2025 10:00 AM PT
Duration:
1 hour
Location:
Online
Contact:
Alex Martiros , Moss Adams, 360-325-0826
Cost to attend:
Complimentary

The NetSuite AI Connector is reshaping how organizations interact with enterprise resource planning (ERP) systems. This new feature enables natural language interaction with ERP through Claude, Anthropic’s AI assistant, allowing users to request reports, check inventory, or create records without technical expertise. While this innovation promises faster operations, broader data access, and greater mobility, organizations must also address documentation gaps, auditability, and data privacy risks before adoption.

Join us for our webcast, Transform Your ERP Workflows Using NetSuite AI Connector, to learn how to capture value while managing risk. We’ll highlight practical approaches for adopting read-only operations, discuss the reality of higher implementation costs, and outline which use cases are ready for deployment.

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Speakers

Chris Millet, Director, Baker Tilly

Chris has partnered with businesses, owners, and managers to help them reach both personal and organizational goals since 2000. With direct involvement in hundreds of system implementations, he’s skilled in implementing leading practice accounting and reporting processes, financial planning, profit improvements, internal controls, and IT systems. Chris’s knowledge and experience spans industries, including retail, wholesale, distribution, manufacturing, shipping and logistics, global sourcing, engineering, and import/export.

Prior to joining the firm, Chris consulted on enterprise resource planning (ERP) implementation, working directly with clients to document and validate their business requirements, map them to NetSuite functionality, and configure the NetSuite application to meet their business requirements.

Matt Dahse, NetSuite Architect Senior Manager, Baker Tilly

Matt has been helping clients with software solutions since 1999, with a focus in ERP system automations, integrations, and business system efficiencies. He’s experienced in developing customizations to NetSuite ERP using JavaScript as well as system-to-system integrations, user interface improvements, workflows, approval processes, inventory management, and automation.

Prior to joining the firm the firm, Matt was a principal solution architect at 360 Cloud Solutions.

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Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.