This comprehensive technical guide explores how financial professionals, like Sarah, can transform their weekly financial reporting from a manual, time-consuming process into an automated and engaging video summary by integrating Oracle NetSuite with HeyGen’s Video Agent AI. It identifies the limitations of traditional financial reporting—including static formats, delayed insights, and low engagement—and introduces agentic AI that autonomously executes complex tasks to create dynamic video reports.
The guide outlines the architectural blueprint connecting NetSuite’s ERP system with HeyGen via an intermediate Python orchestrator script. It provides a step-by-step implementation including authenticating NetSuite APIs with token-based OAuth, fetching KPIs through saved searches, constructing detailed natural language prompts for HeyGen’s AI avatar, and generating professional video summaries with on-screen data overlays.
Beyond financial reporting, the article discusses the future potential of agentic AI for automating business intelligence workflows such as proactive inventory alerts and automated sales briefings.
By adopting this workflow, finance leaders can shift from error-prone data entry to strategic advising, delivering near-real-time insights that engage executives effectively and drive faster decision-making. The article encourages readers to try HeyGen’s platform for free to experience the power of agentic AI-enhanced financial intelligence.
