From Legacy Core to Live Ledger: An AI Agent for Credit Union Finance

A joint NetSuite + Caravel webinar for banking and credit unions

Credit unions and community banks run on legacy core systems that were never built to talk to a modern financial backbone—leaving finance teams stuck reconciling by hand, re-keying data, and absorbing risk.

In this session, Caravel demonstrates a purpose-built AI agent that bridges the core system to NetSuite's AI Connector, doing three things at once: integrating core and ledger data, translating historical records into NetSuite's structure automatically, and surfacing insights across AP and fixed assets.

See how OCR-driven AP with exception management, automated data translation, and strengthened financial controls cut manual entry, reduce risk, and give banking finance teams back their time—grounded in Caravel's work across credit union and bank implementations.

Featured Speakers

Jake Waters
Senior Manager, Solution Engineering
Caravel

Kelly Gonyea
Director, Advisory
Caravel