NetSuite Enterprise Performance Management Module Set Up
This implementation module includes Six Features. Scroll down to learn what each feature covers and choose the one that fits your needs.
Bring clarity, speed, and intelligence to your financial operations by unifying planning, budgeting, forecasting, reconciliation, and reporting — all inside NetSuite. This service sets up the complete EPM module suite so your finance team can automate repetitive tasks, close books faster, and make data-driven decisions with real-time insights.
Includes:
• Planning & Budgeting – Build automated budgets, what-if forecasts, and collaborative approval workflows.
• Account Reconciliation – Eliminate manual reconciliations and ensure every account ties out accurately.
• Close Management & Consolidation – Streamline period-end closes and consolidate multi-entity financials with ease.
• Corporate Tax Reporting – Automate tax data mapping, reporting, and compliance checks.
• Narrative Reporting – Combine financials with contextual narratives for investor or board-ready reports.
• Profitability & Cost Management Reporting – Analyze margins, costs, and profitability by product, department, or region.
Outcome:
A fully integrated financial performance environment where planning, reporting, and decision-making happen seamlessly — giving leadership accurate insights, reduced close times, and complete visibility across all financial dimensions.
Price: $3,800 – $4,500 (based on module complexity and customization).
Features Included
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Features Included 〰️
Planning & Budgeting $1,050.00
Automate budget creation and forecasting across departments, integrating directly with live GL data.
Build what-if models to simulate multiple growth or cost scenarios and improve financial agility.
Enable collaborative budgeting workflows with approvals, version control, and audit trails.
Create rolling forecasts and variance reports for more adaptive and data-driven planning.
Account Reconciliation $850.00
Eliminate manual reconciliations with automated matching for GL, bank accounts, and subledgers.
Identify discrepancies and track unresolved items in a centralized dashboard.
Reduce time-to-close while ensuring financial accuracy and audit readiness.
Gain confidence with standardized, transparent reconciliation templates.
Close Management & Consolidation $1,050.00
Streamline month-end close with checklists, sequential task assignments, and role-based workflows.
Automate intercompany eliminations and consolidation of multi-subsidiary financials.
Manage multiple currencies, entities, and hierarchies within one consolidated reporting framework.
Reduce manual dependency, increase transparency, and accelerate close cycles.
Corporate Tax Reporting $950.00
Generate accurate corporate tax reports directly from NetSuite financial data.
Automate tax provision calculations and adjustments based on real-time ledgers.
Maintain compliance with local, state, and international tax standards.
Simplify audits and ensure consistency between tax and financial statements.
Profitability & Cost Management Reporting $750.00
Analyze profitability by product line, customer segment, or department.
Break down costs to identify inefficiencies and margin leakages.
Build dashboards that tie operational KPIs with financial metrics.
Provide executives with visibility into what drives or drains profit.
Narrative Reporting $750.00
Create professional management and board-level reports combining financial data with narrative analysis.
Integrate charts, visuals, and commentary into structured reporting templates.
Collaborate with multiple contributors to add context, insights, and explanations.
Deliver accurate, readable reports that strengthen investor and stakeholder communication.
Why It Matters
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Why It Matters >
Unify Financial Processes. Bring planning, reconciliation, close management, and reporting into one connected NetSuite environment for faster collaboration and fewer manual errors.
Accelerate Financial Close. Automate reconciliations, consolidations, and journal entries to reduce month-end close time and eliminate delays across entities.
Ensure Compliance & Accuracy. Maintain audit-ready records with standardized workflows for tax, revenue, and reporting in compliance with global accounting standards.
Gain Real-Time Visibility. Access live dashboards and KPIs that show budgets, variances, and profitability insights — empowering better, faster decisions.
Improve Profitability & Forecasting. Track costs, margins, and performance drivers to identify inefficiencies and create data-driven forecasts that boost profitability.
Deliverables | What You Get