Intelligence Engine

The foundation: a configuration graph of your actual NetSuite account.

Every custom field, workflow, script, saved search, role, form, segment and integration — mapped, connected and kept current.

This is what makes automated change safe. Without it, an AI is guessing about your environment.

The configuration graph

See how your NetSuite is actually connected.

ConfigLedger turns fragmented NetSuite configuration into a persistent configuration graph. Every field, search, workflow, role, script and customisation becomes an object — then ConfigLedger maps the relationships between them.

USES
DEPENDS ON
TRIGGERS
VISIBLE TO
FILTERS BY
REFERENCED BY
OUTPUTS TO
Dependency map29 edges · depth 2
Business Unit
Custom Transaction Field
FILTERS BY
Monthly Revenue
Saved Search
DEPENDS ON
Invoice Approval
Workflow
REFERENCED BY
Revenue Allocation
SuiteScript
VISIBLE TO
Finance Manager
Role
OUTPUTS TO
Board Reporting
Reporting Template
Object detail

Business Unit

custbody_business_unit
Internal ID
custbody_business_unit
Status
Active
Dependencies
29
Last changed
18 Aug 2026
Change risk
HIGH
Summary

“Business Unit is a business-critical transaction classification used throughout management reporting and invoice processing.”

Dependency intelligence

Before you change anything, know where it is used.

Changing a seemingly harmless NetSuite field can affect reports, searches, workflows, scripts and permissions elsewhere in the account.

ConfigLedger traces those dependencies before you make the change.

custbody_sales_channel1 result
Sales Channel
Custom Transaction Field
HIGH
17
Saved Searches
4
Workflows
3
SuiteScripts
2
Forms
6
Roles
Total dependencies32
Explanation

“Sales Channel is used primarily to classify e-commerce and marketplace revenue. It appears to be business-critical because it is referenced by monthly revenue reporting and three integration scripts.”

Changing or deleting this field could affect 32 configuration objects.

Ask ConfigLedger

Ask why NetSuite behaves the way it does.

Finance teams understand the business process.

They should not need to reverse-engineer SuiteFlow states, script logic and role restrictions every time something behaves unexpectedly.

Grounded answers

Every answer links back to the configuration objects it came from — workflows, searches, roles and scripts detected in your account.

Why does this vendor bill require CFO approval?

“Vendor bills above £25,000 require CFO approval.

Bills below £25,000 require Department Head approval only, unless the vendor is marked as New Supplier.

This rule is controlled by Vendor Bill Approval Workflow v4.”

Source configuration
Vendor Bill→Amount > £25,000→Vendor Bill Approval Workflow→CFO Approval

Why can’t Maria see the Sales Dashboard?

“Maria’s Regional Finance role is restricted to the UK subsidiary. The Sales Dashboard uses Saved Search 1843, which includes US subsidiary data.”
Maria→Regional Finance Role→UK subsidiary restriction→Saved Search 1843→US subsidiary
LIKELY CAUSE FOUND
Workflow intelligence

Turn complicated workflows into explanations people can understand.

SuiteFlow can become difficult to understand after years of modifications.

ConfigLedger converts workflow configuration into clear business-language explanations.

Vendor Bill Approval Workflow
v4 · last modified 12 Aug 2026
MEDIUM
Summary

“Vendor bills below £5,000 are approved automatically unless the vendor is new.

Bills between £5,000 and £25,000 require Department Head approval.

Bills above £25,000 require Department Head and CFO approval.

If no action occurs within three working days, an escalation notification is sent.”

Workflow path
  1. 1
    Entered
  2. 2
    Validation
  3. 3
    Department Approval
  4. 4
    CFO Approval
  5. 5
    Approved
CFO approval references an inactive employee.
One workflow state has no detected exit transition.
£25,000 approval threshold differs from documented £20,000 policy.
Configuration health

Find the clutter your NetSuite has accumulated.

Years of implementation work often leave behind duplicate fields, redundant searches, inactive workflows and abandoned configuration.

ConfigLedger continuously surfaces potential clean-up opportunities.

Configuration Health
82%
Potential clean-up opportunities
64

Findings are flagged for review — ConfigLedger does not delete or modify NetSuite configuration.

Duplicate Searches

7 saved searches appear to provide substantially the same AP ageing output.

Review recommended

Similar Fields

custbody_region · custbody_sales_region · custbody_region_new

Potential consolidation opportunity

Unused Configuration

37 active custom fields have no detected populated values during the selected analysis period.

Potentially unused

Inactive Roles

7 roles have no currently assigned users.

No detected dependencies
Change impact

See what could break before you make the change.

NetSuite changes rarely exist in isolation.

ConfigLedger analyses dependencies and gives administrators a clear impact assessment before configuration is modified.

Change with evidence, not assumptions.

“We want to rename Department ‘Online’ to ‘Digital’. What could this affect?”
Impact AssessmentMEDIUM RISK
17
Saved Searches
6
Reports
3
Workflows
4
Reporting Templates
1
SuiteScript
2
Board Pack Sections
Recommended testing
  • Revenue reporting
  • Department budgeting
  • Sales dashboard
  • Vendor approval workflow
Configuration memory

Know what changed — not just what exists today.

Every ConfigLedger scan creates a configuration snapshot.

Over time, your NetSuite environment becomes a searchable history rather than a constantly changing black box.

August September
ADDED
  • 4 Saved Searches
  • 2 Custom Fields
CHANGED
  • Vendor Bill Approval Workflow
  • Finance Manager Role
REMOVED
  • Legacy Revenue Search
Material change detected

Vendor Bill Approval Workflow

Before

CFO approval above £20,000

After

CFO approval above £30,000

Explanation

“The CFO approval threshold increased by £10,000. This may represent a material control change and should be reviewed against your current finance policy.”

ConfigLedger becomes the institutional memory of your NetSuite environment.

Account handbook

Automatically document the NetSuite account your team inherited.

NetSuite documentation often lives across spreadsheets, consultants’ notes, old project folders and people’s memories.

ConfigLedger creates a structured account handbook directly from your configuration.

Perfect for
New Finance DirectorsNew NetSuite AdministratorsConsultant transitionsAuditsAcquisitionsSystem reviews
NetSuite Account Handbook

Global Holdings

  1. 01Company Structure5 pp
  2. 02Subsidiaries8 pp
  3. 03Dimensions11 pp
  4. 04Custom Fields14 pp
  5. 05Saved Searches17 pp
  6. 06Workflows20 pp
  7. 07Roles & Permissions23 pp
  8. 08Integrations26 pp
  9. 09SuiteScripts29 pp
  10. 10Key Finance Processes32 pp
Last generated 03 Sep 2026Objects documented 1,274
Roles & controls

Understand access without digging through permission matrices.

ConfigLedger helps teams understand role configuration and identify potential control conflicts for further review. It is intelligent visibility and control review — not a replacement for enterprise GRC software.

Financial Controller
Custom role · 6 assigned users
VendorsFull
Vendor BillsFull
JournalsCreate
Customer PaymentsEdit
Employee RecordsView
Bank DetailsView
User ManagementNone
Potential risk indicators
  • Can create and approve journals
  • Can edit vendors and process vendor payments
  • Access across all subsidiaries
  • Cannot administer users

Your NetSuite contains years of business logic.

Understand it. Then change it safely.

Map your configuration, trace every dependency, and turn business requests into governed changes that are tested in Sandbox and deployed only when you approve.

Understand → Change → Validate → Control