AI SaaS Platform

FinanceIQ

NetSuite-native FP&A SaaS with AI-assisted financial analysis

LiveNetSuite-native FP&A

FinanceIQ is a NetSuite-native FP&A SaaS platform for financial dashboards, reporting, forecasting, variance analysis, and AI-assisted financial insights.

Features Finley, an AI CFO assistant using LangGraph, Google Gemini, and RAG-based cross-session memory to deliver context-aware financial insights grounded in live NetSuite data.

Built a dual MCP integration layer with OAuth 2.1, PKCE, rotating refresh tokens, personal access tokens, and Claude-compatible FinanceIQ tools.

Designed modular integration services that isolated NetSuite, billing, AI, and application workflows to improve reliability and independent maintainability.

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