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    NetSuite Planning & Budgeting 

    Whether you are switching from Adaptive Insights (which NetSuite will price match!) or you are looking for a new planning and budgeting solution, NetSuite has answered the challenge of bringing finance, budget planning and business operations together in a brand-new solution.

     

    NetSuite is the first to design a modern, flexible planning and budgeting solution to help growing businesses manage all aspects of their business in a unified system.

    Financial planning and budgeting solutions are a critical way for organizations to measure, test and monitor strategies. Don’t let your planning and budgeting solution fall short in a one-size-fits-all disconnected solution. Save time from manually accumulating data and take reporting to the next level, leveraging your NetSuite integration and tailored directly to your industry.

    NetSuite’s Planning & Budgeting Starter Edition will have your business up and running quickly with pre-configured roles, value-driven dashboards, 95+ pre-built reports, and a unique set of processes, activities and systems specifically designed to deliver value on day one.

    Benefits:

    • Gain a 360-degree view of your business and customers to establish actionable insights.
    • Increase performance and productivity with real-time visibility and fast deployment.
    • Transform your business with proven methodology and best business processes.
    • Test, modify and create multiple business scenarios before go-live with Sandboxes.
    • Increase ROI with an intelligent phased SuiteSuccess implementation based on your business needs.
    • Take your business to the next level with SmartView reporting. Easily create reports from excel, word, and powerpoint with NetSuite’s Smart View Integration to Microsoft office.
    NetSuite Planning and Budgeting

    Is Planning and Budgeting Starter a good fit for your business?

    ISSUE SOLUTION
    Converting exported NetSuite data into financial reports for executives. This solution includes automated and templatized financial reports.
    Management reporting is taking an extensive amount of time to accumulate. Prospects can create new reports on-demand through integrated financial reporting Planning and Budgeting to SmartView (Excel Add-In) and their NetSuite and Planning and Budgeting data.
    Inputting and collecting basic Revenue and opex budgeting into excel Immediately achieve value and efficiency with NetSuite’s prebuilt, best practice, budgeting templates in the starter solution.
    See how Planning and Budgeting Starter Edition will improve your business:

    NetSuite Planning and Budgeting vs NetSuite Planning and Budgeting Core

    Planning Features Included Planning and Budgeting Starter Planning and Budgeting Core
    Financial Reporting X X
    Variance Reporting X X
    OpEx Planning X X
    Cash Flow Planning X X
    Basic Revenue Planning X X
    Trended Revenue Planning   X
    CapEx Planning   X
    WorkForce Planning   X
    Detailed Expense Planning   X
    Integration to NetSuite X X

    Our Expert NetSuite Consulting Team

    Protelo is a fully-staffed NetSuite reseller, happy to help you implement NetSuite for your desired go-live date. Whether you need an expert that’s just a call away—or a NetSuite team to help you reach the finish line smoothly, Protelo is here for your business. Get direct NetSuite expertise today.

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