Archer TrustAI™

Governed AI for regulated healthcare and life sciences

It starts by connecting Claude and other assistants to your NetSuite data through the AI Connector Service, under the roles your team already has and a documented audit trail. It extends to the other systems your work runs on. All of it under one method built for teams that answer to auditors.

Model Context Protocol21 CFR Part 11SOX 302/404Vendor neutral
See the framework
The shift

Move your team from doing the work to reviewing it.

AI does not replace your people. It changes what they spend the day on. Routine production drops to the assistant. Judgment, exceptions, and decisions rise to your team.

Today

People produce the work

  • The same data keyed into three systems by hand
  • Approvals chased through email and paper
  • Hours lost to drafting and reconciling
  • What the business knows sits in a few heads

With Archer TrustAI in place

People review the output

  • Data entered once, carried everywhere
  • Approvals routed, tracked, and audited
  • Drafts ready for a person to approve
  • Knowledge in a system anyone cleared can query
What we see

The work is scattered. The systems do not talk.

Across the finance and operations teams we meet, the same picture repeats. The cost is not one large failure. It is a hundred small handoffs that nobody owns, and it compounds as you scale.

01

Data in spreadsheets

Contracts in one sheet, leads in a CRM, invoices in a third place. No single source of truth.

02

Double and triple entry

The same record is keyed into several systems, each entry a fresh chance to introduce an error.

03

Manual approvals

Invoices printed for sign-off, scanned back to PDF, and filed. The approval lives in an email thread.

04

Knowledge in people

What the business knows sits in a few heads, not in a system a reviewer or an auditor can query.

The capability is here

Regulated teams still need a safe way to turn it on.

NetSuite's AI Connector Service exposes your live ERP data through a Model Context Protocol (MCP) server. Claude and other MCP-compatible assistants connect to it and answer questions in plain language: AR aging, open purchase orders, project burn rates, GL drilldowns. The assistant sees only what the user's NetSuite role already allows.

For a life sciences company the compliance side is where most of the work is. The role has to be scoped correctly, the connection has to be tested, the queries have to be validated, and there has to be a way to roll back if something changes. That is the part Archer configures, and it is the same discipline we bring to a NetSuite implementation.

Zero

new permissions required

Live

ERP data, read in real time

Full

documentation pack at go-live

What teams do on day one

Live ERP answers in plain language.

Finance, operations, and R&D teams ask questions the way they would ask a colleague. The assistant queries NetSuite in real time and returns a structured answer, with no SQL, no report building, and no waiting on IT.

Finance

AR aging and collections

"Show me overdue invoices over $50K and flag the ones tied to clinical trial sponsors."

Projects and R&D

Program budget tracking

"What is actual vs. budget by program this quarter, and which projects are burning fastest?"

Operations and supply chain

Open PO surveillance

"Summarize open POs by vendor for our radiopharma site, and surface anything older than 30 days."

Compliance

Regulatory spend monitoring

"Which HCP payments this quarter are missing NPI validation before the Sunshine Act reporting window?"

AP and procurement

Invoice and approval status

"How many vendor bills are pending approval past their due date, and who is the current approver on each?"

Executive

Cross-functional reporting

"Give me a one paragraph summary of cash position, open POs, and top overdue receivables for the board update."

One connected view

Start with NetSuite. Reach the rest of your stack.

The AI Connector Service is a Model Context Protocol server, and MCP is an open standard. That choice matters beyond NetSuite. The same connection pattern, the same access model, and the same audit trail reach the other systems your work depends on. You do not rebuild the controls each time you add one.

NetSuite as the anchor

The ERP is the first connection and the best understood one. The MCP role is scoped to the permissions your team already carries, tested in sandbox, and documented before it reaches production.

Other systems on the same pattern

Your CRM, your contract and document repositories, a quality system, a data warehouse. Each connects through MCP under one access policy and one audit trail, not a separate integration to govern on its own.

One question across systems

An assistant can read a sponsor's contract terms, its open POs, and its overdue invoices in a single answer, with each source still honoring its own role permissions. Nobody stitches three exports together by hand.

Archer modules are ready to query

Contracts IQ, Quality Management System, Sunshine Act Module, Invoice OCR Capture, and Approvals App become queryable once the connector scope is set, so the records you built for compliance answer questions too.

NetSuite Next

AI is moving into the core of NetSuite. We are already building on it.

NetSuite Next is Oracle's rebuild of the suite as an AI-native ERP, with intelligence embedded at every layer rather than added on top. Ask Oracle puts one conversational interface over the whole system, and every answer carries source citations so a person can check it before acting. For life sciences that arrives as audit-ready compliance reporting across clinical and commercial operations.

Ask in your own words

Search, navigate, and analyze your business data in natural language, across the suite rather than one screen at a time.

Trust every answer

Source citations on every response, so your team can validate, act, and refine with the record in front of them.

Audit-ready for life sciences

AI-assisted compliance summaries built for the reviews and audits that regulated teams face.

A simple switch

Oracle has designed the move for existing customers with no data migration or rework, so the change is a decision, not a project.

Archer is one of the early partners with access to NetSuite Next, so your team is guided by people who have already worked in the environment.

NetSuite Next

AI inside the ERP

Native intelligence and a conversational interface across your NetSuite data.

Archer TrustAI

Governs it, validates it, connects it

The policy, the validation evidence, and the connections to systems beyond NetSuite that make it defensible in a regulated setting.

Archer modules are NetSuite Next compatible. Contracts IQ, Quality Management System, Sunshine Act Module, Invoice OCR Capture, Approvals App, and 3PL Integration are built to run on NetSuite Next, so the compliance records your team depends on carry forward, and TrustAI has your roles, controls, and evidence ready for the day you make the switch.

The framework

Every engagement runs on four pillars.

Responsible AI adoption in a regulated setting is not a single capability. It is four disciplines that reinforce each other. The readiness sprint scores your environment against these pillars. The implementation builds them out.

PILLAR 01

Trust

Secure, explainable, and accountable AI.

In a regulated business, an answer you cannot trace is a liability, not an asset. Trust means every output shows its work: the records it read, the logic it applied, and the person accountable for the decision. An assistant inherits the permissions of the user in front of it, so it never surfaces data that person is not already cleared to see. When an auditor asks why a number moved, the answer is on the record rather than in someone's memory.

  • Access modeled on your existing security policy, not a new set of permissions to reason about.
  • Explainable outputs that cite the source records and the steps behind them.
  • A named owner and a clear line of accountability for every process the assistant touches.

PILLAR 02

Governance

Policies, risk management, and human oversight.

Governance answers four questions before a single assistant goes live: who can use AI, for what, on which data, and how outputs get reviewed. We write that policy with you, score each use case by impact and likelihood in a risk register your quality and compliance teams recognize, and set a human review gate so nothing reaches a regulated record without a person approving it. The controls map to frameworks you already answer to, including SOX 302/404 and your internal access model.

  • A written AI use policy scoped to roles, data classes, and approved use cases.
  • A risk register that ranks each use case and defines the review it requires.
  • A human review gate on every output that touches a regulated or financial record.

PILLAR 03

Validation

Testing, documentation, and evidence appropriate for regulated environments.

This is the pillar most AI pilots skip, and it is the reason most of them cannot survive an inspection. Validation means test scripts with expected results, documented behavior for each assistant, and the evidence package your quality team and your auditors expect. We build it around 21 CFR Part 11 expectations and GAMP 5, Second Edition thinking, and we install and test in sandbox before anything reaches production. The runbooks stay with you, so the work holds up through staff turnover and repeat audits.

  • Test scripts and expected results captured before an assistant reaches production.
  • Documented behavior, review logs, and an audit trail for every action taken.
  • Validation evidence aligned to 21 CFR Part 11 and GAMP 5, Second Edition.

PILLAR 04

Deployment

Integration into enterprise systems and business processes.

A pilot that never reaches the rest of the team returns nothing. Deployment connects the assistants to the systems your work already lives in, NetSuite or any ERP, your CRM, your contract and document repositories, then puts them into the hands of real roles. We roll out in stages, starting with managers, and we include the training and prompting enablement that decides whether adoption holds. This is the same delivery discipline Archer brings to an ERP implementation, applied to AI.

  • Connections across NetSuite or any ERP, CRM, contracts, and document systems.
  • A phased rollout by role and function, sequenced so each group succeeds before the next.
  • Training, prompting enablement, and runbooks so the team keeps running it after we leave.
In a regulated environment, trust is the product.
The Archer method
What we build

An assistant for each role, inside your security model.

Each assistant sees only what the user's role permits. The examples below come from assistants Archer runs inside its own business today.

Executive

A morning brief on what changed, what needs a decision today, and where attention should go across the business.

Finance

AR aging past a threshold, margin and project burn, and the invoices tied to a given sponsor, produced on request.

Operations

Open POs by vendor and site, anything aging past 30 days, and the exceptions that need a person to decide.

Sales

Call notes captured automatically, follow-ups drafted, and the CRM kept current without manual entry.

What you get

Configured and documented at go-live.

The connector engagement leaves your team with a working setup and the paperwork a change control review will ask for.

AI Connector Service installed and validated in your NetSuite account
A scoped MCP role configured to your security policies with least-privilege permissions
The connection tested with Claude or your preferred MCP-compatible assistant
A SuiteQL query library for AR aging, open POs, project status, and GL drilldowns
An enablement session with your finance and operations leads
A documentation pack covering audit trail, role definition, query library, and rollback plan
How we engage

Two tiers. Start small, prove value, then scale.

The sprint is a paid engagement that takes the risk out of the larger build. It is the gate to implementation, not a giveaway. You can stop after the sprint with a roadmap you own.

Tier 01

AI Readiness Sprint

4 weeks · 6 sessions · Vendor neutral

  • A readiness assessment of your systems, data, and integrations, starting with a working session across finance, operations, and IT
  • Your pain points turned into use cases, scored by effort and return
  • A governance baseline and a data access review
  • A prioritized roadmap with sequencing and rough cost
  • An executive readout for your leadership team

You leave with a decision ready roadmap, whether or not you continue with Archer.

Tier 02

AI Implementation

2 to 3 months · Requirements signed off before build

  • Requirements gathered by role and signed off before any build
  • A governance policy and a role-based access model
  • The AI Connector Service and role-based assistants built in sandbox, then promoted to production
  • System connections across NetSuite or any ERP, CRM, contracts, and documents
  • Documentation, runbooks, and prompting enablement, followed by 30 days of support
  • A phased rollout, starting with managers

Your team moves from producing routine work to reviewing it, with the hours returned measured against the baseline.

Why Archer

We use what we sell.

Archer runs Claude against live NetSuite data inside its own delivery team. Your setup is based on a validated operating pattern, not an experiment in your ERP.

100%

Focused on healthcare and life sciences. Biotech, pharma, CDMO, medical device, and radiopharma.

5x

Consecutive NetSuite Alliance Partner Spotlight Award winner, 2022 to 2026.

Inc. 5000

Recognized for growth, and delivering NetSuite for regulated organizations since our founding.

Security

Least-privilege by default

The AI role is scoped to the records each team needs. Your security policies define the boundary.

Compliance

Audit trail included

Every engagement delivers role definition, audit trail, query library, and rollback documentation for change control review.

Industry

Life sciences context

We know the audit environment, the regulatory context, and the NetSuite queries that matter to regulated finance teams.

Method

Sandbox first, production second

The connector is installed and validated in sandbox before production, so your team reviews behavior before go-live.

Enablement

Trained with a query library

Finance and operations leads leave enablement knowing the approved query scope and how to request additions.

Integration

Modules ready to query

Contracts IQ, QMS, Sunshine Act Module, Invoice OCR Capture, and Approvals App become queryable once scope is set.

Next step

Start with a readiness sprint.

1 · Intro call

Confirm fit

No cost. We confirm fit and the use cases that matter most to your team.

2 · Readiness sprint

Assess and score

4 weeks. Assessment, scored use cases, a governance baseline, and a roadmap you own.

3 · Implementation

Build and validate

2 to 3 months. Governance, assistants, connections, validation evidence, and rollout.

4 · Reviewed operations

Hold the gain

Your team moves from doing the work to reviewing it, with the hours returned measured.

In 30 minutes Archer can assess whether your NetSuite environment is ready, explain what the AI Connector can and cannot do in a regulated setting, and outline the first phase for your team.

sales@archerinsights.com