NetSuite is a powerful system. It stores everything: transactions, invoices, revenue, costs, cash. But storing data is not the same as understanding it.
As companies grow, access to that understanding becomes more complex. It often requires training, experience, and knowing how the data is structured. As a result, only a few people in the company use NetSuite directly. Everyone else depends on them.
Simple questions like checking the P&L, understanding a change in margins, reviewing expenses or checking CRM Opportunities, often require going through someone else. Even for experienced users, the process takes time. Navigate. Build queries. Export. Analyze.
This is not a limitation of NetSuite. It is a natural consequence of how complex systems work. But it creates friction.
Access to understanding doesn't scale easily across a company. Over time, this leads to slower decisions, repeated work, and limited visibility outside of finance teams.
Companies have tried to solve this in different ways: dashboards, BI tools, more reporting. These help, but they still require knowing where to look, how to interpret the data, and what questions to ask. Understanding remains a step that requires effort.
What companies increasingly need is a more direct way to access that understanding.
A way to ask questions naturally, get reliable answers, and move from insight to action without friction, securely and in a compliant way. This is where Simon comes in.
Simon sits on top of NetSuite as a new layer, not replacing it, but making it easier to use.
It allows anyone in the company to operate NetSuite in an extremely simple way, without any prior expertise, understand the “why” behind the numbers, access reports instantly, and take action from tools they already use like Slack, Teams, Google Chat, or the Simon interface.
No complex training. No dependency on a few people. No need to navigate the system.
In a short period of time, companies start to operate differently. Information becomes more accessible. Decisions move faster. Teams become more connected to the rest of the business. NetSuite remains the system of record. Simon becomes the system of understanding.
This is the shift from managing data to truly using it. And it is how finance teams are starting to operate going forward.
If that's interesting to you, please reach out (victor@joinsimon.ai).
Victor Ferrer
Co-founder of Simon
