Inscope uses large language models (LLMs) and machine learning to help customers generate GAAP financial reports, cash flow statements, audit documents, and more with the click of a button.

To help customers generate a wide range of accurate and comprehensive reports, they needed to continually ingest customers’ financial data. This required building an integration with the accounting tool their target market typically uses—NetSuite.

Building and maintaining this integration in-house, however, wasn't an option. 

“We wanted to focus on building and fine tuning our machine learning capabilities and LLMs, as that’s what really differentiates our platform. Implementing and maintaining an accounting integration with NetSuite would distract from this core focus, so we knew we had to outsource the integration,” explains Mary Antony, the CEO and co-founder at Inscope.

Mary explains further:

Mary and her team built to Merge’s Accounting Unified API within a few days and were then able to add the integration with NetSuite. 

Here’s how the NetSuite integration works:

Once a customer requests it, a team member at Inscope would share a unique Magic Link URL, which allows the customer to authenticate their NetSuite integration.

Once a customer goes through the authentication flow successfully, an initial sync triggers; Inscope ingests the customer’s accounts, accounting periods, general ledger transactions, income statements, invoices, journal entries, and more from the customer’s instance of NetSuite.

This financial data is also automatically re-synced every 24 hours, allowing the customer to access the latest financial data in their auto-generated reports.

The customer can then start to make simple requests (e.g., “Create my cash flow statement”) and receive the corresponding reports instantly.

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Merge’s comprehensive integration with NetSuite is critical to helping Inscope provide a great customer experience. 

According to Mary: “Merge’s NetSuite integration is incredibly powerful. It allows us to sync all of the general ledger transactions our users need reliably and frequently. And this is a big reason why our early customers love our platform.”

Mary goes on to explain that the integrations have been table stakes for closing enterprise deals:

Lastly, Mary has really appreciated Merge’s support team. 

“The team is extremely responsive, deeply understands accounting integrations, and is always willing to get on a call to help us. We couldn’t imagine a better integration partner.”

So, what’s next in Inscope’s integration journey?

Mary fills us in: “We plan to add additional accounting integrations through Merge based on customer and prospect demand. This will likely include QuickBooks Online, Xero, and Sage Intacct.”

Given the success they’ve had with our NetSuite integration, we’re confident that they’ll see similar success with rolling out additional ones.