AI Connect: Live Sessions Series

Import the file below as a skill. No customisation required.

This can be used without additional customisation. However, it won't be able to investigate data on the ERP side. Import it as a skill / agent in your AI tool.

This version also investigates the NetSuite side. It requires customisation to be used.

1. Connect NetSuite to your AI tool (MCP is the easiest setup)
2. Unzip the package and fill references/implementation.md with how your Spendesk and NetSuite fit together. Ask AI to walk you through it: references/implementation-guide.md explains how
3. Review the blocker list vs your setup and workflow. Prioritize blockers to add based on past blockers and your specific setup
4. Zip the folder again and import it as a skill / agent in your AI tool. It will not run until the Matching section is filled

Compares what Spendesk exported with what your ERP holds, and lists the gaps in an Excel workbook. It requires a guided setup before the first run.

1. Import the zip as a skill in your AI tool, and connect Spendesk
2. Open a new chat and type "Set up Spendesk reconciliation". AI walks you through connecting your ERP, or using CSV exports if there is no connector, in about 30 to 60 minutes
3. At the end you get your implementation guide, a document describing how your Spendesk and ERP fit together. Install it as a second skill so it loads automatically
4. Then ask for a check, for example "Run a periodic sweep for 1-7 September" or "Check yesterday's export"