NetSuite

AI invoice capture for a five-person AP team

Invoice Processing Freed Capacity, from the AI-Powered Invoice Processing template, for September

4,200 bills × (9 − 3.5) minutes × $38.40 ÷ 60

$14,784 freed capacity for September, reported beside cash ROI, never in it

It counts as cash only once it shows up in what you pay, such as temp clerks not renewed, recorded with the document that shows it.

Illustrative figures. Roiva keeps every input with the entry it calculates, and none of it counts until it's approved.

Reads: Invoices, vendor bills and credit card charges that aren't voided, dated in the last 12 months, eight columns each; the base currency the books are kept in; monthly revenue and expense totals for the same 12 months; and the chart of accounts, departments, classes and locations. Never a line, memo, address or contact.

Keeps: Records of invoices, vendor bills, credit card charges and income statement totals, plus the totals worked out from them.

What Roiva keeps from each platform, field by field →

You connect NetSuite from inside Roiva, so you need a Roiva workspace first. Sign in to connect it now. New to Roiva? Start free with your work email, take the free assessment and create your workspace at the end, or request an invite.

1. In NetSuite: Go to Setup → Company → Enable Features → SuiteCloud and check Token-based Authentication and REST Web Services; on the Analytics subtab check SuiteAnalytics Workbook, then save
2. In NetSuite: Go to Setup → Users/Roles → User Management → Manage Roles → New and create a role (not Administrator) with Setup → Log in using Access Tokens (Full), REST Web Services (Full) and Accounting Book (View), which the income statement reads; Reports → SuiteAnalytics Workbook (Edit); Transactions → Find Transaction, Invoice, Bills and Credit Card (View), the last for card charges; Lists → Perform Search, Customers and Vendors (View), which name each invoice's customer and each bill's vendor; and Lists → Accounts, Currency, Departments, Classes and Locations (View). For Roiva to post a journal when you lock a period, add Transactions → Make Journal Entry (Edit)
3. In NetSuite: Go to Lists → Employees → Employees, edit the integration user, and add that role on the Access subtab
4. In NetSuite: Go to Setup → Integration → Manage Integrations → New, name it Roiva, check Token-based Authentication, leave the other boxes as they are, and save; copy the Consumer Key and Consumer Secret, which NetSuite shows only once
5. In NetSuite: Go to Setup → Users/Roles → Access Tokens → New, pick the Roiva integration record, the integration user and the role you created, save, and copy the Token ID and Token Secret, which NetSuite shows only once
6. In NetSuite: Go to Setup → Company → Company Information and copy the Account ID exactly as shown — a sandbox's looks like 1234567_SB1, not the 1234567-sb1 in its URL
7. Back in Roiva: Enter all five values — Account ID, Consumer Key, Consumer Secret, Token ID, Token Secret — in the form fields above and save
8. Back in Roiva: The connection page checks the sign-in and the role, and says which is missing. Once it's all ticked, click Test Connection
9. Back in Roiva: To book its bills, open Finance › AI Spend and show the unbooked vendors. It lists the vendors on the synced bills and expenses that no initiative books, AI vendors first. Assign each to the initiatives it serves, which writes its allocation rule, or set it aside
10. Back in Roiva: To count its invoices or income statement toward an initiative, link the connection to it on the Initiatives tab

Email hello@roiva.ai with what you're seeing, and you'll hear back within one business day.