How do you analyze NetSuite ERP data in Metabase?

{
  "mcpServers": {
    "netsuite": {
      "type": "http",
      "url": "https://<accountid>.suitetalk.api.netsuite.com/services/mcp/v1/suiteapp/com.netsuite.mcpstandardtools"
    }
  }
}

# Install the Metabase CLI
npm install -g @metabase/cli

# Log in (opens your browser; requires Metabase v62+)
mb auth login --url https://your-metabase.example.com

# Load a scoped NetSuite export - creates a table and a model
mb upload csv --file netsuite-export.csv --collection "Finance & Accounting"

# Refresh the same table later
mb upload replace <table-id> --file netsuite-export.csv

Create a polished Metabase dashboard for NetSuite finance analytics.
Work end to end: find existing modeled data first; if none exists, load a minimal
read-only snapshot or describe the warehouse sync required.

Goal: Connect NetSuite to Metabase for general-ledger, cash-flow, accounts-receivable, accounts-payable, budget, and close dashboards using SuiteQL or a warehouse sync.

Inspect before querying:
- Inspect actual tables, column names, currencies, status values, and timestamps.
- Do not assume the source schema matches this guide exactly.
- Reconcile source totals before publishing any finance KPI.

Important:
- Do not claim Metabase connects natively to NetSuite; it reads a
  supported database or CLI-uploaded tables.
- Keep native amount, native currency, and reporting-currency amount separate.
- Distinguish authorization, posting, payment, settlement, and reconciliation
  states where the source exposes them.
- Use stable business keys and apply updates/deletes during incremental syncs.
- Exclude account numbers, personal data, and secrets from broad dashboards.
- Only build cards whose required fields and history are actually present.

Dashboard sections:
1. Finance overview: Cash by subsidiary and currency; Revenue, gross margin, and operating expense; AR and AP aging; Actuals vs. budget.
2. Operations: Invoices and bills due this week; Overdue balances by customer or vendor; Unapproved transactions; Accounting-period activity.
3. Controls and reconciliation: Unposted transaction lines; Intercompany imbalance; Bank-to-ledger reconciliation exceptions; Manual journals by risk rule.
4. Planning and trends: Monthly actuals vs. budget; Rolling cash forecast; Department expense trend; Gross-margin bridge.

Suggested models: modeled_netsuite_gl, modeled_netsuite_open_ar, modeled_netsuite_open_ap, modeled_netsuite_budgets.

Output: Build the dashboard if you have permission; otherwise provide the exact
questions, SQL, model definitions, and layout. State refresh time, reporting
currency, accounting basis, and any reconciliation caveats.

SELECT
  date_trunc('month', posting_date) AS month,
  department_name,
  SUM(base_currency_amount) AS operating_expense
FROM modeled_netsuite_gl
WHERE account_type = 'Expense'
  AND is_posting = TRUE
GROUP BY 1, 2
ORDER BY 1, 3 DESC;

Use remaining balances so partial payments and credit memos stay visible.

SELECT
  CASE
    WHEN CURRENT_DATE <= due_date THEN 'Current'
    WHEN CURRENT_DATE - due_date <= 30 THEN '1-30 days'
    WHEN CURRENT_DATE - due_date <= 60 THEN '31-60 days'
    WHEN CURRENT_DATE - due_date <= 90 THEN '61-90 days'
    ELSE '90+ days'
  END AS aging_bucket,
  SUM(open_base_currency_amount) AS open_amount
FROM modeled_netsuite_open_ar
WHERE open_base_currency_amount <> 0
GROUP BY 1
ORDER BY MIN(GREATEST(CURRENT_DATE - due_date, 0));