How The Orion Companies Automates NetSuite with CauzzyAI + 3 New Features

Hear directly from Mike Sage, CIO at The Orion Companies, on the ROI he's seen after deploying dozens of CauzzyAI agents.

Join us LIVE Tuesday, August 18th, 10 AM PT/1 PM ET.

Want to See the 5 AI Agents NetSuite Teams Deploy First?

Join our next webinar:

Thursday, February 12th
11am PST / 2pm EST

In this webinar, we break down the five AI Agents finance teams are deploying today to automate manual work, accelerate close, and improve decision-making:

  1. Reconciliation Agent
  2. Month-end close Journal Agent
  3. Cash Flow Forecasting Agent
  4. Variance Analysis Agent
  5. Anomaly Detection Agent

These AI Agents are AI teammates embedded directly into your finance workflows, eliminating manual effort across close, forecasting, and analysis.

If your finance team is still doing this work manually, it doesn’t have to be that way.

See how CauzzyAI for NetSuite helps teams automate processes around month-end close, demand/supply/inventory planning, cash flow forecasting, analysis, reconciliations, order entry, and so much more — truly consolidating your tech stack.

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CauzzyAI agents act on your NetSuite data.

Full NetSuite Writeback, MCP, and Multi-Step Agents are live, and customers are already seeing real ROI in production.

Join us live:

  • Hear from Mike Sage, CIO at The Orion Companies.
    Learn the problems Orion set out to solve, the ROI they've achieved, and how they've scaled to dozens of agents in production.
  • See CauzzyAI automate real NetSuite processes.
    From reconciliations to cash flow forecasting to order entry, watch how CauzzyAI consolidates your tech stack.
  • Get a first look at Multi-Step Agents.
    See how linking and batching agents together automates entire processes end-to-end, not just single tasks.
  • Bring your questions.
    Josh LaSov, CauzzyAI CEO & Co-Founder, will be live for Q&A after the demo.

Meet Your Speakers

Josh LaSlov CEO and Co-Founder, CauzzyAI

Josh LaSlov
CEO & Co-Founder, CauzzyAI

Josh LaSov is the CEO and Co-Founder of CauzzyAI and a serial entrepreneur with multiple successful exits, including to Insight Partners and strategic acquirers. With a deep foundation in Accounting and Finance, Josh has led 100+ NetSuite implementations, 50+ Adaptive Insights deployments, and 300+ Power BI and data warehouse projects — giving him rare, hands-on insight into how financial and operational systems truly perform at scale.

Frustrated by surface-level automation and “AI” marketing hype, Josh co-founded CauzzyAI to build an AI agent platform that delivers measurable business impact. Today, CauzzyAI partners with dozens of forward-thinking companies to drive real productivity gains, smarter decision-making, and transformative ROI across finance and operations.

Mike Sage Circle

Mike Sage
CIO, The Orion Companies

Mike Sage is a proven technology leader with extensive experience in information services and enterprise systems, known for innovative, out-of-the-box thinking and finding solutions that work across every part of the business. As CIO of The Orion Companies, he's led the deployment of dozens of CauzzyAI agents across finance, accounting, and operations, driving measurable ROI and setting a new bar for what AI can do inside NetSuite. He's a respected advisor to executive teams navigating strategic and operational decisions.

Known for strategic thinking, sound judgment, and fiscally responsible decision-making, Mike also brings nine years as a U.S. Air Force veteran and over a decade of community leadership, including 12 years as a school board director and 4 years on a nonprofit board.

3 New Ways to Automate. See Them Live.

We're showing off the newest capabilities in CauzzyAI, the same ones Mike Sage and The Orion Companies are already using in production.
Here are the agents we'll be featuring...

Full NetSuite Writeback

Create and edit single or bulk transactions and records directly in NetSuite, journals, purchase orders, sales orders, and more, no more manual entry or separate iPaaS tools.

MCP

Leverage the results of CauzzyAI agents directly in your favorite LLM tool, like Claude or ChatGPT, via our MCP tool set.

Multi-Step Agents

Link and batch multiple agents together to automate your longest, most complex business processes end-to-end, not just single tasks.

Who Should Attend?

For professionals using NetSuite who want to understand how AI Agents can automate business processes and deliver faster insights.

CFOs and Finance Leaders

Improve Financial and Operational Results like never before.

CEOs, COOs & Owners

Make faster and smarter decisions based on insights humans simply can't find on their own.

Controllers and Accounting Teams

Automate the manual work: close, reconciliations, cash application, journal entries, and anomaly detection.

FP&A & Strategic Finance Teams

Forecast down the lowest level and with highly increased accuracy, analyze variances faster, and turn your NetSuite data into boardroom-ready insights.

Operations & Supply Chain Leaders

Optimize inventory on-hand, purchasing, demand planning.

IT & NetSuite Administrators

See how Full NetSuite Writeback and MCP let you extend AI into NetSuite without custom development or long deployment cycles.