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Gantry Financial Suite

NetSuite SuiteScript License: MIT

Enterprise financial intelligence platform for NetSuite delivering real-time analytics, forecasting, and forensic intelligence through 10 specialized dashboards and an AI-powered financial advisor.

Gantry is open source and released under the MIT License. This project is not affiliated with, certified by, or endorsed by Oracle NetSuite.

Overview

Gantry transforms NetSuite ERP data into actionable financial insights for C-suite executives and finance teams. Built as a native SuiteApp using SuiteScript 2.1, it integrates seamlessly with your existing NetSuite environment through a Suitelet/Restlet architecture.

Screenshots

AI Advisor dashboard
AI Advisor — ask anything about your NetSuite data in natural language
P&L dashboard
P&L — profitability ratios, margins, and a composite financial health score
True Cost dashboard
True Cost — overhead burden absorption and an interactive selling-rate builder
Revenue Intelligence dashboard
Revenue Intelligence — customer lifetime value, segmentation, and profitability

Dashboards

Advisor

AI-powered natural language financial assistant with chat-based interface for querying financial data. Features intelligent entity resolution, multi-step analysis through tool calling, session persistence, and support for multiple AI providers (OpenAI, Claude, OpenRouter).

Treasury (Cashflow)

Cash position analysis and liquidity projections including:

  • Weekly cash flow forecasting with multiple prediction strategies (GL history, vendor payment patterns, credit card cycles)
  • AP/AR aging analysis by vendor and customer
  • Payment category management and bank account balancing
  • Preservation mode for high-risk periods
  • Vendor and category prioritization

Profitability (Financial Health)

Margin waterfall analysis with drill-down capability:

  • Multi-segment profitability analysis across departments, customers, and projects
  • Revenue and expense forecasting with scenario modeling
  • Anomaly detection and alerts
  • Operating metrics and benchmarks with health score calculation
  • Department performance comparison

Rate Engine (Overhead Burden)

Multi-base overhead rate calculations:

  • Interactive rate matrix with cell-level drill-down (hours, labor $, headcount, revenue bases)
  • Drag-drop account classification with auto-matching
  • Real-time scenario modeling with save/load capability
  • Selling rate calculator with sensitivity analysis
  • 6-period trend charts and budget variance tracking

Utilization (Billable Time)

Employee productivity analytics:

  • Utilization gauges per department
  • Billable vs. non-billable hours tracking
  • Rolling period history and department heatmaps
  • Service item profitability
  • Cost spike detection with sparkline trends

Sentinel (Transaction Integrity)

Advanced forensic transaction analysis:

  • Benford's Law Analysis - 1D and 2D first-digit fraud detection
  • Duplicate Detection - SQL-based detection for 100k+ transactions
  • Relative Size Factor (RSF) - Outlier identification by vendor patterns
  • Z-Score Analysis - Entity-specific statistical baselines
  • Sequential Invoice Detection - Shell company indicators
  • Ghost Vendor Detection - Address matching with employees
  • Weekend Entry Monitoring - User behavior analysis
  • Sankey diagrams, scatter plots, and risk heatmaps

Procurement (Vendor Performance)

Vendor intelligence and spend analytics:

  • Maverick spend detection (bills without POs)
  • OTIF Analysis (On-Time In-Full delivery metrics)
  • Purchase Price Variance (PPV) detection
  • Cash flow leakage analysis
  • Vendor scorecard with HHI concentration index
  • Leverage matrix analysis and contract renewal tracking

Revenue Intelligence (Customer Value)

Customer health and segmentation:

  • RFM (Recency, Frequency, Monetary) segmentation matrix
  • Customer lifetime value (CLV) projections
  • Churn risk monitoring and prediction
  • Revenue concentration analysis
  • Customer tier classification (Platinum/Gold/Silver/Bronze)
  • Project-level costing and profitability

Cost Dynamics (Spend Velocity)

Physics-based spend analysis:

  • Velocity & Acceleration Metrics - Speed of spend changes
  • Boiling Frog Detector - Subscription creep identification
  • Shadow IT Detection - Viral software adoption tracking
  • Anomaly Heat Signatures - Statistical outlier identification
  • Commitment Cliff - PO vs. SO velocity analysis
  • Seasonal pattern recognition and zombie spend detection
  • Multi-subsidiary support with international currency handling

Settings

Dashboard configuration and personalization:

  • Dashboard visibility and ordering
  • Dark mode toggle
  • Default dashboard selection
  • Per-dashboard parameter configuration

Key Features

Analytics & Visualization

  • Interactive Plotly.js charts (bubble, scatter, waterfall, treemap, Sankey)
  • Inline sparkline trends with custom SVG rendering
  • Color-coded risk levels (Critical/High/Medium/Low)
  • Interactive heatmaps and leverage matrices
  • Full pagination and sortable tables with real-time filtering

Advanced Algorithms

  • Benford's Law fraud detection
  • Z-Score anomaly detection with entity-specific baselines
  • HHI (Herfindahl-Hirschman Index) concentration analysis
  • Multiple forecasting algorithms (linear, exponential, seasonal)
  • Velocity-based spend trajectory analysis

AI Capabilities

  • Natural language understanding for financial questions
  • Entity resolution linking names to database records
  • Tool calling for complex multi-step queries
  • Template-based response formatting with visualizations
  • Session persistence across conversations

Enterprise Features

  • Multi-subsidiary support (OneWorld compatible)
  • Fiscal calendar auto-detection
  • Scenario modeling with save/compare functionality
  • Configurable thresholds and categories
  • Debug mode for troubleshooting

Tech Stack

Frontend

  • Vanilla JavaScript (ES5/ES6)
  • Plotly.js for data visualization
  • Bootstrap 4.5.2
  • Font Awesome 5.15.4
  • Full dark mode support

Backend

  • NetSuite SuiteScript 2.1
  • Suitelet for HTML serving
  • Restlet API router
  • SuiteQL for complex queries

AI Integration

  • OpenAI, Anthropic Claude, OpenRouter support
  • Agent execution with tool calling
  • Intelligent entity resolution

Project Structure

/com.gantry.finance
├── /App
│   ├── gantry_index.html         # Main HTML template
│   └── /css/                     # 15 CSS modules
├── /client
│   ├── Gantry.App.js             # Router & navigation
│   ├── /core/                    # Utilities & API client
│   ├── /dashboards/              # 10 dashboard controllers
│   └── /advisor/                 # AI chat renderer
├── /lib
│   ├── Lib_Config.js             # Configuration & fiscal calendar
│   ├── Lib_*_Data.js             # Data libraries per dashboard
│   ├── Lib_Dashboard_Registry.js # Dashboard metadata
│   └── /advisor/                 # 16 AI-related modules
└── /suitelet
    ├── Gantry_Suitelet.js        # Entry point
    └── Gantry_Router.js          # API router

Installation

Gantry is deployed with the SuiteCloud Development Framework (SDF):

git clone https://github.com/braedonsaunders/com.flux.gantry.git
cd com.flux.gantry
npm install
npx suitecloud account:setup
npm run sync

See the installation guide for details and configuration for setup options. No license key or activation is required.

Deployment

  • Suitelet: customscript_gantry_suitelet / customdeploy_gantry_suitelet
  • Router: customscript_gantry_router / customdeploy_gantry_router
  • Base Path: SuiteApps/com.gantry.finance
  • Configuration: customrecord_gantry_config

License

Released under the MIT License.

Contributing

Issues and pull requests are welcome via GitHub. Please avoid committing customer data, account credentials, private keys, or screenshots containing sensitive NetSuite information.

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Open source financial analytics and AI advisor SuiteApp for NetSuite

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