Every Finance Answer Right Inside NetSuite
Cross-system AI speeds invoice resolution, clears collections, surfaces answers instantly, across NetSuite, Salesforce, Jira, and more. No switching systems, no wasted hours.
You Need Finance Answers You Can Act On Now
Legion unifies finance data from NetSuite, Salesforce, Jira, and Drive, then orchestrates actions across all systems to minimize non-value added manual work.
Your Tools Don’t Talk. Your Team Pays the Price.
Legion securely bridges the gap across your systems, bringing answers and automation, right inside NetSuite.
“Did Jefferson Aerospace pay?” shouldn’t take 2 hours, 5 tabs, and 3 follow-ups
Updating AR shouldn’t require toggling between NetSuite, Salesforce, and Slack
Payment issues get missed because they’re buried in disconnected platforms
Morale suffers when your team feels like digital archaeologists
Legion Connects the Dots So You Can Move Faster
Legion is directly accessible from NetSuite and pulls answers from across your systems.
- Ask in Plain English: “Find open disputes for Jefferson Aerospace”
- Get Full Context: See account history, disputes, and AR tasks in one view with source links you can trust
- Take Action Instantly: Trigger follow-ups, draft memos, or escalate issues all from NetSuite
- Orchestrate Across Systems: Execute workflows that span your entire stack without forcing teams to change how they work
No new dashboards. No ERP limits. Just cross-system automation.
Speed Up Core Finance Processes Without Adding Headcount
Legion supports your entire finance process, helping your team work smarter, not just harder.
- Catch Issues Early: Flag short-pays, missing invoices, disputed, and stalled approvals before bottlenecks form
- Draft Faster: Generate audit memos, dunning letters, and vendor follow-ups in seconds
- Improve Cash Flow: Speed up collections and payments with less follow-up
- Get The Full Picture: View account and vendor status across NetSuite, Salesforce, Jira, and Drive, then act without switching systems.
Handle more AR and AP volume without stretching your team.
How it Works
Faster Finance, Inside NetSuite
Get a clear picture of how Legion helps you close AR and AP tasks faster without extra tools, overhead, or IT bottlenecks.
Built for Finance. Trusted by IT.
Legion brings security built for the US Department of Defense to finance automation.
- Enterprise Compliance: SOC1, SOC2, GDPR, and HIPAA compliant
- Follows Your NetSuite Permissions: Honors existing roles, access controls, and processes
- Secure Integration: Auditable connections to Salesforce, Jira, SharePoint, and more
- Built to Scale: Start with AR/AP workflows, expand to custom cross-system automation
Deployment takes days, not months, with minimal lift from your team.
Guaranteed Results in 90 Days, Or Your Money Back¹
25% Faster Workflows in 90 Days, Guaranteed¹.
- Prebuilt Workflows: Be up and running with prebuilt workflows in under 30 days
- Built for Finance Teams: Connected to your systems of record and NetSuite setup
- Minimal IT Involvement: Just provide access keys and we do the rest
- Deployable in Days: No disruption to your process
If you don't see results, we refund your subscription fees¹.
The Legion Difference
Feature | Legion | Other tools |
|---|---|---|
Works inside NetSuite UI |  Yes—Native experience |  No—External dashboards required |
NetSuite Permissions | Honors your existing roles and access controls | No—External dashboards required |
Setup Time |  Days |  Weeks–Months |
IT Lift |  Minimal |  High |
Cross-System Visibility | Salesforce, Jira, Google Drive, OneDrive, Sharepoint, Confluence, and more… |  Limited / Requires custom integrations |
Two-Way System Interaction | View and take action directly across connected systems | Often read-only or requires separate logins |
Enterprise-Grade Security | SOC 1 /SOC 2 / GDPR / HIPAA, DoD-grade security | Typically standard cloud security |
AR + AP & Reconciliation | One place for AR, AP, cash posting, reporting | Often AR-only or one domain focus |
See it for yourself. Request a personalized demo.
Get More Done
See how Legion helps you get more done right inside NetSuite.
- Faster month end close
- Faster collections
- End-to-end visibility
More About Legion’s NetSuite AI
What does Legion's performance guarantee cover?
If you don't achieve at least a 25% improvement in the speed of select cross-system finance workflows (like invoice lookup, reminder drafting, and cross-system account views) within 90 days, we'll refund your subscription fees.¹
How is Legion different from NetSuite's AI?
Legion orchestrates actions across your entire tech stack, not just NetSuite. While native ERP AI focuses on data within the system, Legion connects NetSuite to Salesforce, Jira, Drive, and more, enabling workflows that span multiple tools. Your team works where they're most productive, while Legion handles the automation behind the scenes.
What are the business benefits of AR automation in NetSuite?
With Legion’s embedded AI Assistant in NetSuite, AR automation accelerates the credit-to-cash cycle, keeps cross-system data aligned, and gives lean finance teams more capacity to focus on high-value work. By surfacing complete account context and enabling instant follow-ups directly inside NetSuite, Legion helps improve cash flow and the customer experience—without adding headcount or extra tools.
How does AP automation help with on-time payments and operational visibility in NetSuite?
Legion’s embedded AI Assistant in NetSuite helps you view upcoming due dates, flag discrepancies across systems, and identify early payment opportunities—so finance teams can avoid late fees, capture discounts, and maintain strong vendor relationships. By unifying bill, PO, and payment data from NetSuite and connected systems, Legion gives AP teams a clear, real-time view of obligations and status in one place. This cross-system visibility ensures issues are caught early, actions are tracked, and on-time payments happen consistently—without introducing new platforms or adding complexity.
Can NetSuite integrate with Salesforce, Jira, Google Drive, and other business tools?
Yes—Legion’s Cross-System Data Integration links NetSuite with Salesforce, Jira, Google Drive, Microsoft OneDrive, and more. You can view and act on complete account context inside NetSuite without switching tabs. Unlike other solutions, Legion also lets you trigger actions in those systems from NetSuite using plain-language AI prompts.
How can I improve visibility and collaboration between finance, sales, and operations in NetSuite while staying compliant?
Legion unifies cross-system data inside NetSuite while honoring your existing role-based permissions. This ensures the right people have visibility, compliance is maintained, and decision-making happens within NetSuite—without adding extra tools or dashboards.
What’s the easiest way to automate AR, AP, and reporting tasks in NetSuite?
Start with targeted processes like invoice follow-ups, then expand into the full Legion Agent Orchestration Platform to build and scale finance workflows across systems—all without adding headcount.
How can we speed up collections and reduce DSO in NetSuite without hiring more staff?
Legion accelerates Order-to-Cash in NetSuite by streamlining dispute resolution, overdue invoice follow-ups, and payment tracking. Customers use Legion to lower DSO, improve cash flow, and keep collections moving—all without expanding the finance team.
Is there a faster way to get a complete account view in NetSuite without running multiple reports?
Legion’s Netsuite AI delivers instant, plain-language answers grounded in real-time data from NetSuite and connected systems. Pull a complete account view—including ERP, CRM, and file data—in seconds, without custom report building or switching between tools.
How can I embed secure, role-aware AI into NetSuite for finance workflows?
Legion is embedded directly in NetSuite, applies your existing roles and permissions, and is trusted by the U.S. Department of Defense. This ensures AI-powered workflows run securely, with full governance and audit readiness from day one.
How do I ensure AI and automation in NetSuite meet security and compliance standards?
Legion is built for high-security environments, trusted by the U.S. Department of Defense, and aligned with strict compliance requirements. It uses role-based access control, end-to-end encryption, and governance-aligned workflows to keep financial data protected and audit-ready across all connected systems.
Can Legion be used for companies that need to be DCAA compliant?
Yes, Legion can absolutely be used in DCAA-compliant environments. The platform supports key compliance requirements through features like detailed audit trails, role-based access controls, and traceability to source documents, all while keeping a human-in-the-loop for critical oversight.
As with any system, maintaining DCAA compliance ultimately depends on the organization's internal controls and processes. When Legion is used alongside a compliant accounting or ERP system like NetSuite, and the organization upholds its policies around data integrity and process discipline, Legion can be a powerful tool to enhance efficiency without compromising compliance.
[1] 25% workflow improvement guarantee applies to prebuilt Legion finance workflows (e.g., invoice lookup, reminder email drafting, Salesforce task creation, cross-system account views). Based on time saved vs. manual execution within NetSuite and connected systems. Results may vary depending on adoption and configuration. Refund eligibility requires completion of standard Legion implementation and training. Refund requests must be submitted in writing within 90 days of contract start date.