📁 Projects
Create and manage client implementation projects
Loading projects...
📁 File Cabinet — no active project
Tool outputs promoted via 💾 Save to Project, plus client documents, emails, or any relevant files you upload here.
👁 To share a document with the Client Portal, load your documents below and check Share with Client Portal on each document you want the client to see.
+ Add Document to File Cabinet
0 chars
— OR —
.txt .md .csv .pdf .docx .eml .msg .vtt .xlsx .xls .png .jpg .zip
⚠ Upload Confirmation — You must tick all boxes
Set an active project to view its file cabinet.
Good day, Consultant.
Your full NSPB implementation toolkit — powered by Claude AI.
14
Tools
3
Active Clients
8
AI Tools
✦
Claude Sonnet
Quick Launch
🌟 NSPBfy Consultant Network
Opt in to be matched with clients and recruiters looking for NSPB specialists. Only NSPBfy manages the introductions — your details stay private.
All Tools
| Tool | Phase | AI |
|---|---|---|
| Client Engagement Tracker | Delivery | — |
| Implementation Accelerator | Discovery | — |
| Requirements & BRD | Discovery | ✦ AI |
| Calc Rule Builder | Build | ✦ AI |
| Data Mapping | Build | — |
| UAT Generator | Testing | ✦ AI |
| Client Dashboard | Delivery | — |
| Training Generator | Delivery | ✦ AI |
| Meeting → Actions | Delivery | ✦ AI |
| Data Reconciliation | Testing | ✦ AI |
| Alt Hierarchy Builder | Build | — |
| NSPB Design Advisor | Discovery | ✦ AI |
| NSPB Knowledge Base | Knowledge | ✦ AI |
NSPB Knowledge Base
Reference library + AI Expert powered by 10+ years of NSPB knowledge
📚
Reference Library
Browse 86 reference cards — dimensions, subvars, calc syntax, SmartLists, accounts, patterns and all business rules
✦
Cy AI v1.3
Ask anything about NSPB — powered by 10+ years of NSPB implementation knowledge.
Implementation Accelerator
Auto-generate project plan, RACI & risk log
Setup
Click to toggle individual modules
| Module | SKU | Est. Hrs | |
|---|---|---|---|
| Financial Planning | |||
| Org Structure & Chart of Accounts | STD | ||
| Sales & COGS Planning | STD | ||
| Operating Expense Planning | STD | ||
| Personnel / Workforce Planning | PREM | ||
| Travel & Entertainment Expense Planning | PREM | ||
| Indirect Expense Allocations | PREM | ||
| Capital Expenditure Planning | PREM | ||
| Non-Financial Planning | PREM | ||
| Project Planning & Reporting | PREM | ||
| Non-Operating Expenses | PREM | ||
| Prepaid Expenses | PREM | ||
| Financial Statements | |||
| Income Statement Planning | STD | ||
| Balance Sheet Planning | PREM | ||
| Cash Flow Planning (Indirect) | PREM | ||
| Consolidations Reporting | PREM | ||
| Reporting & Integration | |||
| Dashboard & KPIs | STD | ||
| SmartView / Excel Connectivity | PREM | ||
| Other Reporting | PREM | ||
| Initial Metadata Import (Flat File) | STD | ||
| Initial Actuals Import (Flat File) | STD | ||
| Actuals Import via NetSuite Integration | PREM | ||
| Initial Budget Data Import (Flat File) | STD | ||
| Recurring Actuals from NetSuite | PREM | ||
| Recurring Actuals from Other Sources | PREM | ||
| Recurring Data Export | PREM | ||
| Training & Delivery | |||
| End-User Training (Train-the-Trainer) | STD | ||
| Documentation & Training Materials | STD | ||
| TOTAL ESTIMATED HOURS | 0 | ||
USD currency only · Hours are estimates
Output
// Fill in details and click Generate
Requirements & BRD
Generate a complete NSPB Business Requirements Document
Client Info
NSPB Scope
Claude is writing your BRD...
✦ Business Requirements Document
// BRD will appear here
NSPB Design Advisor
Describe your business requirement — get expert NSPB design recommendations, module suggestions, and implementation approach
Business Requirement
Tip: The more specific you are, the better the design recommendation. Include data sources, calculation logic, reporting needs, and any constraints.
Quick Scenarios
Claude is designing your NSPB solution...
✦ Design Recommendation
// Your NSPB design recommendation will appear here
Module Design Generator
Upload a spreadsheet design layout and get a consultant-grade NSPB implementation action plan
1
Upload
2
Select tab
3
Configure
4
Action plan
5
Form preview
Upload Design File
📊
Drop your design spreadsheet here
or click to browse
.xlsx
.xls
.ods
What this generates: Reads your driver-based module layout, lets you pick a tab, and produces a full NSPB action plan covering dimensions, business rules, form design, data load, and open design questions.
Calc Rule Builder
Generate production-ready NSPB Calc Scripts
Rule Definition
Quick Templates:
Workforc Cube
Details Cube
Plan Cube
Claude is writing your calc script...
✦ Generated Calc Script
// Calc script will appear here
Alternate Hierarchy Builder
Build NSPB alternate hierarchies using Functional Rollups as parents — export to metadata CSV
Add Hierarchy Entry
Custom Rollup Registry (custom parents added)
None yet
Hierarchy Preview
// Add entries using the form on the left
Note: Shared accounts use Data Storage =
Shared.
Custom rollups are added under Functional Rollups with Data Storage = Dynamic Calc.
The exported CSV is ready for NSPB Metadata Load.
Data Mapping Workbench
Map client NetSuite COA & dimensions to NSPB hierarchy — AI-assisted mapping with metadata CSV export
Source Data
Claude is mapping your accounts to NSPB hierarchy...
✦ NSPB Mapping
// Paste source members and click AI Map or Quick Map
UAT Test Script Generator
Generate comprehensive NSPB UAT test cases covering all cubes, MOD forms, scenarios and calc rules
UAT Configuration
Claude is generating UAT test cases...
✦ UAT Test Cases
| ID | Role | Test Scenario | Steps to Perform | Expected Result | Status | Edit |
|---|
Data Reconciliation & Validation
Upload client source file + NSPB export — AI maps accounts and highlights discrepancies
Upload Files
📂
Click to upload client file (.xlsx, .csv)
📊
Click to upload NSPB export file (.xlsx, .csv)
Claude is mapping and reconciling data...
✦ Reconciliation Results
// Upload both files and click Run AI Reconciliation
Project Dashboard
Live snapshot of the selected project — actions, UAT, risks & decisions
Training Generator
Generate client-specific NSPB training guides from transcript and screenshots
📜
Path A — Transcript Only
Upload or paste a session transcript (.vtt, .txt, .docx). AI generates a full training guide from the session content.
📷
Path B — Transcript + Screenshots
Upload transcript + timestamped screenshots. AI matches each screenshot to the right transcript section and places them in the guide.
Meeting Notes → Actions
Claude AI extracts actions, drafts follow-up email, and generates a session summary
Meeting Details
AI will write the follow-up email from this person's point of view
Paste notes or upload a transcript file (.vtt, .txt, .docx from any recording platform)
.vtt · .txt · .docx
📋 Actions auto-saved to Client Engagement Tracker.
📋 After processing, all action items are automatically saved to the Client Engagement Tracker (T14).
Claude is analysing your notes...
Review: Action Items & Decisions
AI auto-classified each line. Use ⇄ to move an item to the other list before saving.
✅ Action Items
Will appear after processing.
📜 Decisions
Will appear after processing.
✦ Follow-Up Email
// Email draft will appear here
✦ Session Summary
// Session summary will appear here
Client Engagement Tracker
Track meeting history and action items for this project
—
Filter:
Select a client to view action items.
📄 Change Request Packages
Bundle client-requested changes into a single package. Client bulk-approves via email.
⚠ Issue & Risk Log
Track blockers, risks, and open issues per project. Resolved items can be promoted to the Knowledge Base.
📊 Subvar Manager
Document substitution variables per client and auto-send monthly updates with rolling fiscal period values.
📋 Decision Log
All decisions captured from Meeting Notes. Automatically visible to the client in their portal.
Custom LCM Builder
Upload your NSPB LCM ZIP and add custom dimensions — all OOTB artifacts updated automatically via Class dimension hook
1. Upload Base LCM
2. Add Custom Dimensions
2-3 letter code that becomes the Total member (e.g. TT). Auto-generated if blank.
Dimensions to Add
No dimensions added yet.
3. Client Info
Hook Strategy: Class Dimension
Every artifact is updated by hooking into Class:
✓ Business Rules — FIX params, @RELATIVE, @LEVMBRS, @IDESCENDANTS, AGG, cross-dim
✓ Forms — Every Class dimension block gets mirrored for new dim
✓ FDMEE Apps — New dim added to all datasource definitions
✓ Dimension CSV — New file: TT > Undefined_Territory > No Territory
✓ Business Rules — FIX params, @RELATIVE, @LEVMBRS, @IDESCENDANTS, AGG, cross-dim
✓ Forms — Every Class dimension block gets mirrored for new dim
✓ FDMEE Apps — New dim added to all datasource definitions
✓ Dimension CSV — New file: TT > Undefined_Territory > No Territory
Results
Generate to see results.
NSPB Workflow Designer
Describe a business goal — get a complete NSPB workflow with forms, rules, sequences and dependencies
Configuration
Scope
▶▶
Select a preset or describe your workflow,
then click Generate Workflow
then click Generate Workflow
🎩 Cy AI Chrome Extension
Your AI-powered NSPB wizard — lives inside Oracle NSPB and helps you navigate, analyze, and work faster
🎩
Cy AI Extension
Checking version...
Chrome · Manifest v3 · Windows / macOS
Install Instructions
1. Download the .zip above and unzip it to a permanent folder (e.g. Documents\CyAI-Extension)
2. Open Chrome → type chrome://extensions/ in the address bar
3. Turn on Developer Mode toggle (top-right corner)
4. Click Load unpacked → select the unzipped folder
5. Pin Cy AI from the Chrome extensions menu (puzzle icon)
6. Click the Cy AI icon → paste your Access Token from the right panel
7. Navigate to your NSPB instance — Cy AI appears!
⚠ Updating to a new version: download the new zip, unzip it to the same folder (overwrite), then go to chrome://extensions/ and click the ↻ refresh icon on the Cy AI card. No need to re-enter your token.
What Cy AI Does
🎩 Lives inside NSPB — floating assistant on every Oracle cloud page
☔ Navigate by voice or text — say "go to Data Exchange" and it opens
✦ Contextual help — knows which NSPB page you're on
📊 Smart suggestions — recommends the right toolkit tool for your task
🎓 NSPB expert — knows all forms, rules, and navigation paths
Backend Configuration
Copy your Access Token below and paste it into the Cy AI Extension popup when prompted.
Generated at login. Paste this into your Chrome extension settings. Permanent until you change your password.
Only needed if backend has no server-side key configured
Supported NSPB Pages
Cy AI activates on any Oracle cloud NSPB instance:
*.oracle.com · *.netsuite.com · *.oraclecloud.com
*.oracle.com · *.netsuite.com · *.oraclecloud.com
NAVIGATION COMMANDS
go to Data Exchange
go to Dimension Editor
go to Business Rules
go to Job Console
go to OpEx
go to Income Statement
go to Balance Sheet
go to Substitution Variables
💻 Cy AI Desktop
SmartView AI Assistant for Excel — floating assistant that works alongside Oracle SmartView
💻
Cy AI Desktop
Checking version...
Windows 10/11 · Python 3.10+
Install Instructions
1. Download the .zip above
2. Unzip to a permanent folder (e.g. C:\CyAI-Desktop) — do not run from Downloads
3. If Python is not installed: download from python.org and install with "Add to PATH" checked
4. Open the unzipped folder → double-click Install_CyAI_Desktop.bat to install dependencies
5. Double-click Launch_CyAI.bat (or the desktop shortcut if created) to start
6. In the Cy AI settings panel, paste your Access Token from the right
7. Open Excel with Oracle SmartView — Cy AI floats alongside it
⚠ Updating to a new version: download the new zip, unzip it to the same folder (overwrite), re-run Install_CyAI_Desktop.bat once to pick up any new dependencies, then launch as normal. Your settings and token are preserved.
Requirements
✓ Windows 10 or 11 (64-bit)
✓ Python 3.10, 3.11, 3.12, or 3.13 — python.org
✓ Microsoft Excel (Microsoft 365 or 2019+)
✓ Oracle SmartView for Office installed
✓ Internet connection for Cy AI responses
✓ Python 3.10, 3.11, 3.12, or 3.13 — python.org
✓ Microsoft Excel (Microsoft 365 or 2019+)
✓ Oracle SmartView for Office installed
✓ Internet connection for Cy AI responses
Backend & Access Token
Copy your Access Token below and paste it into the Cy AI Desktop settings panel when prompted.
Generated at login. Paste into Cy AI Desktop settings. Permanent until admin resets.
🤖 Cy AI Meeting Overlay
Invisible real-time assistant during live client calls — private Q&A, live transcript, auto meeting notes
🤖
Cy AI Meeting Overlay
Windows 10/11 · Python 3.10+ · Deepgram API required
🔒 Invisible to screen-share — only you see it.
🎙 Both sides transcribed — your mic + the other party via system audio.
⚡ Private Q&A — ask anything mid-meeting, get a client-ready answer.
📋 Auto Meeting Notes — one click after the call generates notes automatically.
🎙 Both sides transcribed — your mic + the other party via system audio.
⚡ Private Q&A — ask anything mid-meeting, get a client-ready answer.
📋 Auto Meeting Notes — one click after the call generates notes automatically.
Requires Python 3.10+ and the pip packages listed in the install steps below
What You Need First
✓ Python 3.10–3.13 — python.org (install with "Add to PATH" checked)
✓ Deepgram API key — free account at console.deepgram.com ($200 free credits)
✓ Anthropic API key — from your NSPBfy account settings
✓ Supabase anon key — from your NSPBfy account settings
✓ Headphones — strongly recommended for clean speaker separation
Install Instructions
1. Save cyai_meeting_overlay.py to a permanent folder (e.g. C:\CyAI-Overlay)
2. Open a terminal in that folder and install dependencies:
pip install PyAudioWPatch deepgram-sdk websockets audioop-lts pyperclip
3. Create a file named dg_config.py in the same folder:
DEEPGRAM_API_KEY = "your_deepgram_key"
ANTHROPIC_API_KEY = "your_anthropic_key"
SUPABASE_URL = "https://lctclkgebazglpxcbpsv.supabase.co"
SUPABASE_KEY = "your_supabase_anon_key"
ACTIVE_PROJECT = "Client Name — Project Name"
ACTIVE_PROJECT_ID = "paste_project_uuid_here"
ANTHROPIC_API_KEY = "your_anthropic_key"
SUPABASE_URL = "https://lctclkgebazglpxcbpsv.supabase.co"
SUPABASE_KEY = "your_supabase_anon_key"
ACTIVE_PROJECT = "Client Name — Project Name"
ACTIVE_PROJECT_ID = "paste_project_uuid_here"
4. Run: python cyai_meeting_overlay.py
5. The overlay opens — confirm status shows "Invisible to capture ✓"
6. Start your call, share your screen, and test that the overlay is invisible to the other party
⚠ Update ACTIVE_PROJECT_ID before each meeting — get the UUID from the Projects panel. This allows Cy AI to reference your project's File Cabinet, decisions, and CR packages when answering questions.
Per-Meeting Checklist
Before the call:
☐ Update ACTIVE_PROJECT and ACTIVE_PROJECT_ID in dg_config.py
☐ Put on headphones
☐ Run python cyai_meeting_overlay.py
☐ Confirm "Invisible to capture ✓" in status bar
During the call:
☐ Watch transcript fill in automatically
☐ Type questions in the Ask box → read the answer straight to the client
After the call:
☐ Click Stop & Close — transcript saves + copies to clipboard
☐ In toolkit → Meeting Notes → click 🤖 Load from Cy AI Overlay
☐ Click Process with AI → review Action Items & Decisions → Confirm & Save
Your Active Project ID
Copy your current active project's ID directly into dg_config.py before starting the overlay. Switch your active project in the Projects panel first if needed.
Select a project first...
⚡ Generate dg_config.py
Fill in your API keys once — active project is auto-filled from your current selection. Click Generate to download a ready-to-use config file.
Select a project first...
—
Downloads a ready-to-use config file. Replace your existing dg_config.py with this file before starting the overlay. Your Deepgram key is saved in your browser for next time.
Troubleshooting
Overlay visible in screen-share: Windows build must be 10 v2004 or later. Check: Settings → System → About → OS Build.
No [THEM] transcript: System audio loopback not found. Check Windows Sound Settings — speakers must be set as the default output device.
No [YOU] transcript: Microphone not detected. Check Windows privacy settings — allow microphone access for apps.
Deepgram 1011 error: Audio not reaching Deepgram. Check internet connection and API key in dg_config.py.
"Load from Overlay" finds nothing: The overlay must be fully closed before clicking. If clipboard fails, find cyai_transcript_handoff.txt in Downloads and upload it manually.
Super Admin
Manage company codes, seat limits and cross-company visibility
🚀 Cy AI Tools — Upload New Versions
Upload new versions of the Cy AI tools. All consultants and clients will download the latest version automatically.
🔗 Cy AI Extension
cyai-extension.zip
💻 Cy AI Desktop
CyAI_Desktop_Setup.zip
🤖 Cy AI Meeting Overlay
cyai-meeting-overlay.py
📚 KB Management
Uncertain answers flagged here for review.
Click Load Pending.
+ Add Manually
📄 Learn from Transcript
Paste a training session transcript or session notes — Cy AI will extract KB articles for your review.
0 characters — long transcripts processed in chunks automatically
🏢 Company Codes
Loading...
+ New Company Code
👁 View As Company
Switch context to view and manage users as if you were a Company Admin of any company.
📋 Invoice Tracker
Track all invoices sent via Cy AI usage billing. Mark as paid once received.
Click Load to show invoices.
📊 Usage Dashboard (Billing)
Tracks API usage for clients and end-users on NSPBfy-billed keys. Use this to calculate monthly invoices.
Click Load to show usage.
📊 User Audit — All Companies
| Username | Company | Role | Status | API | Device | Uses | Last Active | Fav Tool | Actions |
|---|---|---|---|---|---|---|---|---|---|
| Click Load to show user audit data | |||||||||
Admin Panel
Manage your team's access and company settings
📂 COMPANY:
—
|
SEATS:
— / —
📊 Company User Activity
| Username | Role | Status | Device | Uses | Last Active | Fav Tool | Actions |
|---|---|---|---|---|---|---|---|
| Click Load to show activity | |||||||
User Management
All Users
✉ Email Automation Scheduler
Go-live countdowns · Post go-live check-ins · Daily digest · Runs automatically on login
Click Refresh to load users.
🎯 Hire Inquiries
Client and recruiter inquiries submitted via nspbfy.com/hire
Loading...
Blog Generator
Write a post, download it, drag it into your nspbfy.com /blog/ folder on Netlify
✏ New Post
Images are embedded directly in the file — no hosting needed. Keep them under ~500KB each so the page doesn't get too heavy.
📦 Or: Upload Your Site Zip & Auto-Insert
Upload any zip of your nspbfy.com deploy folder — even a brand new blank one. Your post list and content now live in Supabase, so even a zip with no blog folder at all gets fully rebuilt; the tool just needs the zip for its homepage/wrapping-folder structure. Review/include/exclude/delete posts below, then download one updated zip with everything — posts, index, and sitemap — correctly placed.
👁 Live Preview
Start typing to see a live preview...
📋 Published Posts (tracked in this browser)
This list is stored in Supabase, so it stays accurate across browsers and devices - even if you generate a brand new, blank toolkit zip. If a post is already live on nspbfy.com but isn't tracked yet, add it manually so the regenerated index.html stays accurate.
+ Add Existing Post to List