Design and implement custom NetSuite workflows to automate business processes, enforce controls, and reduce manual effort without introducing unnecessary scripts. This service uses NetSuite’s native workflow engine to standardize actions, approvals, and data updates across records—ideal for repeatable processes that require consistency and visibility.
Includes:
• Custom-built NetSuite workflows tailored to your operational logic
• Trigger-based automation across key records (Orders, Purchase Orders, Fulfillments, Invoices, etc.)
• Conditional logic, approvals, and state management
• Automated field updates, notifications, and task assignments
• End-to-end testing and validation to ensure predictable behavior
Ideal For:
Teams that want to streamline operations, reduce human error, and enforce business rules in NetSuite using maintainable, native automation instead of custom scripts.
Strengthen reliability, reduce failures, and scale integrations with confidence.
Celigo Scale is built for teams whose integrations are already running — but starting to feel fragile, opaque, or hard to extend.
✔ 2 Custom Integrations
✔ 3 Marketplace App
✔ 1 Flow Audits & Health Checks
✔ 2 Enhancements
✔ Detailed Written & Video Documentation
✔ 5 Training Session + Recordings
✔ One Month
Growing ops, multi-team usage
This bundle is for you if:
Multiple teams rely on Celigo daily
Integration failures impact operations
You need audits plus improvements — not just recommendations
This is not for you if:
You only run one or two simple flows
Integration changes are rare or low-risk
Get Celigo live, stable, and understandable — without fragile automation.
The Celigo Launch bundle is designed for teams setting up integrations for the first time or cleaning up an early implementation, so data flows correctly from day one.
This bundle is for you if:
You’re new to Celigo or just starting system integrations
You need a small number of clean, reliable integrations
You want to understand data flow before scaling automation
You value correctness and clarity over speed
This is not for you if:
You already run multiple high-volume integrations
Your flows require complex orchestration or advanced logic
Integrations are mission-critical to daily operations
Enhance and optimize your existing Celigo integration flows to make them smarter, cleaner, and more reliable—without creating new integrations. This service focuses on improving logic, mappings, and performance so your current automations behave exactly as your business requires.
Includes:
• Advanced field mapping fixes and data transformation updates
• Conditional logic, filtering, and routing enhancements
• JavaScript-based logic for pre-map and post-map processing
• Retry behavior and error-handling improvements for failed records
• Expanded sync coverage to include new fields or data objects
• Targeted testing and validation to ensure accuracy and stability
Ideal For:
Businesses already using Celigo that want to improve reliability, handle edge cases, expand data coverage, or refine automation logic—without rebuilding or introducing new integration flows.
Includes:
Bug fixes
Up to 2 minor post-deployment changes
Priority email support
Includes:
Bug fixes
Up to 5 post-deployment changes
Monthly health check
Email + Slack priority support
Includes:
Bug fixes
Unlimited changes (within original scope)
Bi-weekly health checks
Dedicated support channel
Goal: Achieve full system visibility and profitability across all business operations.
Ideal For: Businesses managing high order volumes or complex operations that need to identify inefficiencies, automate processes, and improve system performance.
Includes:
NetSuite:
• All Modules Audit – Comprehensive review of all NetSuite modules to uncover configuration gaps and underused features.
• Custom Workflow Optimization – Tailor and automate business workflows to reduce manual effort and increase accuracy.
• Advanced Reporting Setup – Build financial and operational reports for faster, more reliable decision-making.
• Profitability & Cost Insights – Analyze financial data to highlight inefficiencies, improve margins, and enhance forecasting accuracy.
Celigo:
• One App Integration Build – Connect NetSuite with any major app (Shopify, Amazon, Salesforce, 3PL, or other platform) for seamless data flow and process automation.
• Custom Integration (API or RESTlet) – Build or enhance a unique system connection to handle complex logic, status updates, or multi-system communication.
• Flow Monitoring & Alert Setup – Configure automated email and Slack alerts for failed syncs, delayed orders, or missed transactions, so your team is instantly notified and can act quickly.
• Integration Audit & Governance – Review all active Celigo flows for logic, performance, and error handling to ensure long-term reliability and scalability.
Outcome:
A fully optimized NetSuite + Celigo ecosystem with complete visibility, real-time alerts, and intelligent automations that reduce manual effort, improve profitability, and ensure every system operates at peak efficiency.
Goal: Accelerate growth, enhance visibility, and expand multi-channel efficiency.
Ideal For: Businesses actively expanding to new marketplaces or warehouses.
Includes:
NetSuite:
• Supply Chain & Procurement Management Audit
• Warehouse & Fulfillment Optimization
• Financial Planning & Reporting Enhancements
Celigo:
• Multi-Channel Integration Expansion (Amazon, Walmart, Wayfair, etc.)
• Flow Dependency & Performance Optimization
• Scheduled Sync + Error Automation Setup
Outcome: Scalable automations, tighter data accuracy, faster order routing, and consistent reporting across all business units.
Goal: Build reliable infrastructure and automate core workflows early.
Ideal For: Startups setting up NetSuite + Celigo for scalable, low-error operations.
Includes:
NetSuite:
• Inventory & Order Management Setup + Audit
• Basic Financial Management Configuration
• Foundational Saved Searches & Dashboards
Celigo:
• 1 Core Integration Flow Setup (e.g., Shopify/BigCommerce → NetSuite)
• Flow Health & Error Log Review
• Basic Monitoring Automation
Outcome: Seamless order-to-cash process, accurate inventory sync, and error-free data between storefronts, warehouse, and accounting.
Leverage your NetSuite license to its fullest with our All Modules Audit Service. This comprehensive review ensures every feature included in your subscription is configured, optimized, and delivering measurable value across your organization.
Includes:
• Inventory Management – Evaluate tracking accuracy, fulfillment speed, and automation gaps.
• Enterprise Performance Management – Assess reporting, KPIs, and reconciliation for faster, data-driven decisions.
• Warehouse Management – Audit bin structures, inbound logistics, and picking workflows to improve efficiency.
• Supply Chain Management – Review procurement, order orchestration, and lead-time settings to reduce delays.
• Procurement Management – Examine sourcing, vendor performance, and approvals for cost control and compliance.
• Financial Management – Validate accounting, billing, and reconciliation accuracy to ensure audit readiness.
• Order Management – Optimize multi-channel fulfillment, pricing, and return handling for higher customer satisfaction.
Ideal for businesses ready to maximize their ERP investment and eliminate underutilized features. This audit identifies gaps, reveals untapped capabilities, and ensures your NetSuite environment performs at its full licensed potential.
Ensure seamless order fulfillment and customer satisfaction with our NetSuite Order Management Audit. This service helps businesses with multiple warehouses or complex fulfillment models identify inefficiencies in their order-to-cash process and optimize for speed, accuracy, and SLA compliance.
Includes:
• Review of multi-channel order management and global fulfillment logic
• Audit of sales order workflows to streamline order-to-cash cycles
• Evaluation of returns management, exchanges, and credit handling
• Assessment of pricing management and promotional configuration
• Detailed findings with root cause analysis and actionable recommendations
Ideal for businesses aiming to improve fulfillment strategy, control order routing, and enhance customer experience. This audit ensures your NetSuite order processes operate efficiently across every channel and warehouse.
Strengthen financial accuracy, compliance, and reporting efficiency with our NetSuite Financial Management Audit. This service evaluates how your accounting, reporting, and consolidation processes perform within NetSuite to ensure a faster close, cleaner data, and improved decision-making visibility.
Includes:
• Review of accounting setup including GL, AP, AR, and tax management
• Audit of subscription billing, revenue recognition, and compliance with ASC 606 and IFRS 15
• Evaluation of budgeting, planning, and forecasting workflows for accuracy
• Assessment of financial reporting, consolidation, and close management
• Review of governance, risk, and compliance processes for audit readiness
• Detailed findings with root cause analysis and targeted recommendations
Ideal for finance teams looking to streamline reporting, reduce manual errors, and improve financial governance. This audit ensures your NetSuite financial module operates efficiently and aligns with accounting best practices.
Improve cost control, supplier reliability, and purchasing efficiency with our NetSuite Procurement Management Audit. This service reviews how your procurement workflows and vendor relationships perform within NetSuite to help you strengthen spend visibility and streamline sourcing through automation.
Includes:
• Review of source management and supplier selection accuracy
• Audit of purchase management and order tracking processes
• Evaluation of invoice processing and payment automation efficiency
• Assessment of vendor management, communication, and performance tracking
• Review of indirect procurement setup and approval workflows
• Detailed findings with root cause analysis and actionable recommendations
Ideal for businesses experiencing procurement delays, vendor inconsistencies, or limited visibility into purchasing data. This audit ensures every step of your procure-to-pay process is optimized for speed, compliance, and cost savings.
Enhance visibility, coordination, and efficiency across your supply chain with our NetSuite Supply Chain Management Audit. This service focuses on improving planning, execution, and automation within your NetSuite environment to strengthen end-to-end operational performance.
Includes:
• Review of supply planning logic and demand forecasting accuracy
• Audit of supply chain execution workflows and data synchronization
• Evaluation of procurement and vendor collaboration processes
• Assessment of mobile setup and real-time tracking configurations
• Detailed findings with root cause analysis and actionable recommendations
Ideal for businesses facing planning inefficiencies, supplier delays, or fulfillment bottlenecks. This audit ensures your supply chain runs smoothly, efficiently, and with complete operational visibility.
Streamline and strengthen your warehouse operations with our NetSuite Warehouse Management Audit. This service evaluates how your warehouse processes and automations are performing to improve accuracy, speed, and efficiency across all stages of fulfillment.
Includes:
• Review of inbound logistics and receiving accuracy
• Audit of order fulfillment and dispatch processes
• Evaluation of bin management and inventory organization
• Assessment of cycle counting procedures and reconciliation accuracy
• Review of mobile warehouse management setup and usability
• Detailed findings with root cause analysis and actionable recommendations
Ideal for businesses experiencing fulfillment delays, mis-picks, or warehouse process inefficiencies. This audit ensures your warehouse module is optimized for smooth, data-driven operations.
Maximize financial accuracy and strategic insight with our NetSuite Enterprise Performance Management Audit. This service focuses on evaluating how your financial planning, consolidation, and reporting features are configured and performing within NetSuite to ensure precision and operational efficiency.
Includes:
• Review of planning and budgeting workflows for forecasting accuracy
• Assessment of account reconciliation and close management processes
• Evaluation of profitability and cost management reporting setup
• Audit of corporate tax reporting, consolidation, and narrative reporting consistency
• Comprehensive findings with root cause analysis and actionable recommendations based on performance and configuration data
Ideal for finance teams seeking to improve reporting accuracy, close efficiency, and cross-departmental visibility. This audit ensures your performance management setup drives better decisions and cleaner financial operations.
Optimize your inventory processes and eliminate inefficiencies with our NetSuite Inventory Management Audit. This service delivers a deep evaluation of how your inventory features are configured and performing within NetSuite, helping you improve visibility, accuracy, and fulfillment speed.
Includes:
• Review of multi-location fulfillment and item visibility for accuracy and efficiency
• Assessment of replenishment logic and stock level automation
• Audit of cycle-counting procedures and reconciliation accuracy
• Evaluation of traceability and transaction data integrity
• Detailed findings with root cause analysis and actionable recommendations based on error logs, performance data, and configuration health
Ideal for businesses facing frequent stock discrepancies, fulfillment delays, or automation issues. This audit ensures your inventory system operates at its best to support faster, more reliable operations.
Unlock the full potential of your operations with our Celigo Integration Flow Audit. This service covers one single integration and is ideal for businesses facing inefficiencies, recurring errors, or slow automation flows across NetSuite, marketplaces, 3PLs, or EDI systems.
Includes:
• Detailed root cause analysis of errors and failed records
• Review of flow logic and process dependencies
• Evaluation of performance and flow health
• Clear recommendations for configuration and mapping improvements
Use When:
• Flows exist but are fragile, slow, or failing
Streamline your integrations and free your team to focus on strategy instead of troubleshooting.
Build seamless custom integrations between NetSuite and any third-party system using API or RESTlet-based automation. This service enables direct, secure data exchange tailored to your business logic—perfect for complex workflows that standard connectors can’t handle.
Includes:
• Custom-built integration flow using Celigo or NetSuite RESTlets/APIs
• Secure authentication setup (OAuth, Basic Auth, or token-based)
• Data mapping and transformation for key objects (Orders, Inventory, Shipments, or Invoices)
• Optional status or event-based notifications between systems
• Comprehensive testing and validation for accuracy and performance
Ideal For:
Businesses that need tailored, high-performance integrations between NetSuite and ERPs, 3PLs, eCommerce platforms, or internal applications that aren’t supported by prebuilt connectors.
Includes:
• Connector Installation & Configuration – Set up a prebuilt Celigo Marketplace integration (e.g., Shopify, Amazon, BigCommerce, or Salesforce) and connect it to NetSuite.
• Account & Token Setup – Configure connection settings, authentication, and API tokens for secure data sync.
• Flow Mapping & Testing – Align data fields between systems (orders, inventory, fulfillment, etc.) and validate mappings through test runs.
• Error Handling & Notifications – Enable alert triggers and email/slack notifications for failed records or sync issues.
• Training & Documentation – Provide a walkthrough of flow logic, schedule management, and data sync monitoring for your internal team.
Why It Matters:
• Accelerate Time-to-Value. Launch fully functional integrations within days instead of weeks.
• Reduce Manual Effort. Automate core data flows between systems like orders, customers, and inventory.
• Ensure Accuracy. Prevent data duplication or loss with tested, prebuilt Celigo connectors.
• Scale Confidently. Add more integrations later using the same framework without rebuilding from scratch.
• Empower Your Team. Learn how to manage, monitor, and modify integration settings independently.
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).
Optimize your warehouse operations with automated workflows, mobile scanning, and intelligent bin management. This setup ensures that inventory moves seamlessly through every stage — from receiving to order fulfillment — helping you eliminate errors, reduce labor costs, and deliver faster.
Includes:
Configure item receipt workflows to manage vendor shipments efficiently.
Enable barcode scanning for incoming goods and assign them to the correct bins automatically.
Set up putaway strategies based on product type, demand, or warehouse zoning.
Automate ASN (Advance Shipping Notice) and inbound tracking to reduce delays and misplacements.
Create alerts for discrepancies between POs and received quantities.
Automate picking, packing, and shipping workflows for speed and accuracy.
Define fulfillment priorities by customer, order type, or warehouse location.
Integrate shipping carriers for real-time rate calculation and label generation.
Implement rules for partial and split shipments to meet customer SLAs.
Track order fulfillment metrics like pick accuracy, shipment time, and order backlog.
Deploy NetSuite WMS mobile app for real-time visibility into receiving, picking, and inventory moves.
Configure RF barcode scanning for inbound, transfers, and outbound operations.
Enable mobile dashboards for supervisors to track warehouse productivity on the go.
Set up role-based permissions and user access for mobile operations.
Define bin locations, hierarchies, and zones for optimized space utilization.
Automate bin assignments during putaway and picking for efficiency.
Configure replenishment rules between bins to ensure continuous stock availability.
Track real-time bin-level inventory with full audit traceability.
Set up automated cycle counting schedules to reduce manual audits.
Configure count frequency based on item value, movement, or volume.
Enable variance reports to identify and resolve discrepancies quickly.
Maintain high inventory accuracy without disrupting daily operations.
Take full control of your supply chain — from demand forecasting to final delivery. This setup ensures your operations run efficiently by aligning supply with demand, optimizing production and logistics, and providing end-to-end visibility into materials, labor, and fulfillment.
Includes:
Configure demand planning rules based on historical sales, open orders, and seasonality trends.
Automate replenishment triggers to maintain optimal stock levels across locations.
Align production schedules with material availability to prevent delays and stockouts.
Enable AI-driven demand forecasting and scenario modeling to plan capacity accurately.
Integrate purchase and work orders to ensure continuous material flow through production cycles.
Set up end-to-end order orchestration workflows from procurement to fulfillment.
Configure routing, work orders, and production scheduling for accurate lead times.
Enable automated alerts for bottlenecks or late shipments.
Integrate supplier communication and shipment tracking for real-time visibility.
Build dashboards that monitor performance across production, purchasing, and delivery operations.
Implement mobile access for warehouse and production teams to update inventory, receive items, and manage transfers in real time.
Configure mobile dashboards for supervisors to monitor supply chain KPIs on the go.
Enable barcode scanning and mobile approvals for faster order and fulfillment accuracy.
Ensure secure user permissions and device access control across all operational users.
Simplify and automate your entire procure-to-pay process — from sourcing vendors to approving invoices. This setup ensures your business purchases smarter, saves costs, and builds reliable supplier relationships, all while maintaining compliance and real-time visibility into spend and supplier performance.
Includes:
Identify and qualify suppliers using pre-defined quality, cost, and performance criteria.
Create and manage sourcing requests (RFPs/RFQs) directly within NetSuite.
Track bids, compare quotes, and streamline approval workflows for new suppliers.
Maintain complete visibility into supplier performance and cost trends.
Automate purchase order creation based on inventory levels or demand forecasts.
Set up approval hierarchies and budget thresholds to control spend.
Link purchase orders to specific projects, departments, or subsidiaries for clear accountability.
Enable vendor portals for order confirmations and delivery updates.
Automate three-way matching between PO, receipt, and invoice.
Configure approval workflows for invoices based on amount or vendor.
Eliminate manual data entry and reduce discrepancies with OCR and auto-coding.
Maintain clean audit trails for faster month-end reconciliation.
Centralize vendor records with performance metrics, communication logs, and contract details.
Configure scorecards for vendor KPIs like on-time delivery, pricing, and quality.
Automate alerts for expiring contracts or compliance certifications.
Integrate vendor data with purchasing and accounting modules for a unified view.
Streamline purchasing of non-inventory items like software, office supplies, and services.
Build approval workflows for indirect spend with budget and department-level tracking.
Ensure compliance with negotiated terms and vendor contracts.
Gain complete spend visibility across indirect categories.
Configure NetSuite Inventory Management to deliver accurate stock visibility, disciplined controls, and reliable fulfillment across locations. Each module below strengthens a core inventory function — from replenishment and traceability to cycle counting and item visibility — ensuring inventory data stays clean, auditable, and operationally trustworthy.
Configure NetSuite Order Management to streamline order flow, improve routing decisions, and maintain pricing integrity across channels. Each module below reinforces a critical stage of the order lifecycle — from multi-channel orchestration to returns and pricing controls — enabling consistent execution and clean downstream impacts.
Translate your NetSuite fields, forms, tabs, lists, and interface content into any language your users or teams need. Perfect for global subsidiaries, multilingual teams, or businesses expanding into new regions. We customize the wording so your users see NetSuite in the language they actually work in.
Translate custom fields, forms, and tabs into French, Spanish, German, Japanese, or any regional language
Localize saved searches, KPIs, dashboards, and menu labels for global teams
Provide language-specific versions of SuiteApps, workflows, or record types for international subsidiaries
Support multi-country rollouts where every team needs their own localized interface
Global teams work faster when NetSuite reflects their language and terminology. Custom translations improve adoption, reduce user errors, help teams understand forms and data clearly, and support smooth expansion into new markets.
Perfect for companies scaling internationally or standardizing processes across multiple regions.
Install and configure finance, accounting, or tax SuiteApps like Avalara, ZoneBilling, or Expensify
Set up logistics and warehouse SuiteApps such as WMS, shipping carriers, or 3PL extensions
Implement e-commerce, payments, or CRM SuiteApps and integrate them with your existing processes
Optimize SuiteApp settings, permissions, fields, and workflows to match your business rules
And more.
Get any NetSuite SuiteApp installed, configured, and fully integrated into your workflows. Whether it’s a native SuiteApp from Oracle, a third-party app from the marketplace, or an industry-specific add-on, we handle the full setup, so your team gets immediate value without the complexity.
SuiteApps are powerful, but they require the right configuration to actually work for your business. We make sure the app is installed correctly, mapped to your existing data, aligned with your workflows, and fully tested so your team gets the intended benefits without frustration or rework.
Create a clean, role-based experience inside NetSuite by customizing the menus, navigation, and tabs your teams use every day. Custom Centers and Tabs make it easier for users to find what they need, organize information logically, and work faster with fewer mistakes.
Example Use Cases:
Build a focused workspace for Sales, Warehouse, Finance, Purchasing, or Support so each team only sees the menus they need
Group custom fields, lists, and integrations into a single tab on the record to eliminate clutter and reduce hunting for information
Simplify complex navigation for large NetSuite accounts so users can move quicker and adopt new processes faster
Why It Matters:
Custom Centers and Tabs streamline the user experience, reduce confusion, and help teams work more efficiently. They make NetSuite feel cleaner and more intuitive by organizing your data and tools into the structure that fits your business, not the default setup.
Use this add-on when you already have a plug-in built and need it implemented into a specific NetSuite process. This service connects your plug-in engine to the exact stage where it should run, such as order creation, sourcing, allocation, fulfillment, pricing, or approvals. You bring the plug-in logic, and we activate it in your live workflow with clean testing and deployment.
Plug an existing allocation or sourcing plug-in into the order fulfillment process
Attach a pricing or discount plug-in to sales order creation
Connect a tax, shipping, or validation plug-in to transaction processing
Re-implement a plug-in into a new workflow or record type after process changes
A plug-in only works when it is correctly implemented. This add-on ensures your existing logic runs at the right moment in your workflow and triggers consistently. Perfect for businesses that already have the plug-in engine but need seamless activation, testing, and deployment in Production.
A custom plug-in lets you handle one core business process with multiple rules and scenarios without creating separate scripts for each variation. Instead of maintaining different scripts for different channels, warehouses, or item types, a plug-in keeps all logic in one place and applies the right rule automatically. This package includes a custom plug-in and a full implementation into the process where it needs to run.
Apply different allocation or sourcing rules based on the sales channel, warehouse, item category, or customer type
Build custom shipping or pricing logic that changes depending on order conditions
Replace multiple scripts with a single decision engine that selects the right logic path
Automate complex workflows where the rules change often but must stay clean and easy to maintain
The plug-in engine holds all logic.
The plug-in implementation tells NetSuite when to run that logic.
Plug-ins centralize your logic, reduce script clutter, and make your system easier to manage. Instead of updating multiple scripts every time a rule changes, your business keeps everything inside one clean plug-in engine. The implementation ensures the plug-in runs exactly when it should, such as during allocation, sourcing, order creation, or fulfillment.
Add the exact data your business needs to any NetSuite record. Custom fields improve reporting, support integrations, and give your team the control to capture and use information that NetSuite does not track by default.
Add retailer order IDs or channel information on Sales Orders
Track warehouse tags, priorities, or operational attributes on Items
Store compliance, finance, or vendor-specific details
Hold integration and automation values for scripts or Celigo flows
Custom fields strengthen your system in multiple ways.
They improve reporting and search results so you can slice and analyze your data exactly the way you want.
They improve data entry accuracy and keep validation in check, especially when using Boolean fields.
They power scripts, workflows, and integrations so your automation becomes cleaner and more reliable.
They help your team make faster decisions with better visibility.
Create brand-new data structures inside NetSuite to track information your business needs but NetSuite doesn’t natively support. Custom records give you a dedicated place to store, manage, and automate anything, from sales channels to 3PL warehouses to mapping tables, all designed to fit your exact workflows.
Track sales channels with fields like rules, fees, shipping methods, and mapping values.
Create 3PL or warehouse records storing IDs, cutoff times, carrier rules, or API credentials.
Build mapping tables for retailer codes, SKU conversions, carrier codes, or system-to-system values.
Store integration sync logs with requests, responses, statuses, and timestamps.
Product metadata (bundle rules, packaging details, QC requirements)
Marketing campaign tracking
Approval logs and audit trails
Equipment tracking or custom operations data
Vendor programs, rebate rules, or pricing structures
Custom records create entirely new “objects” inside NetSuite so your system can support workflows that standard records can’t. They keep data organized, link cleanly across modules, power scripts and workflows, and give your team a dedicated place to store mission-critical information.
Perfect for growing businesses that need structure, scalability, and automation.
Create structured, reliable metadata foundations inside NetSuite with custom lists tailored to your systems, workflows, and integrations. Perfect for mapping values, standardizing data, and giving end users clean, consistent fields that make processes run smoothly across every department.
Map retailer codes, warehouse IDs, or shipping methods between systems.
Standardize values for integrations (Celigo field mappings, API payloads, 3PL codes).
Build metadata lists for product attributes, statuses, or classification tags.
Create custom dropdowns that eliminate data entry errors.
Store cross-channel values (Amazon → NetSuite, Shopify → NetSuite, 3PL → NetSuite).
Use lists as lookup references for workflows, scripts, or automations.
Enable end users to interpret complex data with simple, human-readable values.
Custom lists create the foundation for clean data, seamless integrations, and consistent reporting. When values are standardized, your workflows run smoother, your scripts become smarter, and your teams make fewer mistakes. It’s the backbone of a well-structured NetSuite environment, especially for companies scaling across channels and systems.
Get clear, actionable insights with custom reports built to match your exact business workflows. From financial accuracy to inventory visibility and sales performance, we design reports that give you faster decisions, fewer blind spots, and real-time clarity across every department.
Build custom financial statements tailored to your chart of accounts.
Create inventory aging, reorder, and stock availability reports.
Track sales performance by channel, location, rep, item, or customer.
Generate profitability reports by SKU, order, or customer segment.
Build fulfillment performance dashboards (on-time, delayed, cancelled).
Combine data across modules for a single streamlined view.
Automate scheduled reports delivered straight to your inbox.
Custom reports give your team the clarity to act fast, spot issues early, and make data-driven decisions. Instead of default NetSuite views, you get powerful insights crafted around your real operations, helping leadership stay ahead.
Automate billing and auto-create invoices.
Fix item group component pricing issues.
Convert manual steps into instant user-triggered actions.
Auto-populate fields, validate data, prevent errors.
Bulk process records with scheduled logic.
Automate order processing, fulfillment logic, or item availability rules.
Real-time updates between sales, inventory, and finance.
And much more.
Custom scripts ensure your system follows your business rules, reduces manual effort, eliminates errors, speeds up processing, and keeps NetSuite running like a high-performance engine.
Optimize your financial operations with a complete NetSuite Financial Management setup — built to deliver accuracy, compliance, and real-time visibility. Each module below offers transformational capabilities beyond basic bookkeeping.
What you get when you select each feature:
Accounting
Full General Ledger setup inclusive of chart of accounts, multi-currency support, and GL customization.
Automated AP/AR workflows: vendor bills, customer invoices, payments, collections.
Cash & bank account management, transaction reconciliation, and cash-flow tracking.
Fixed asset tracking and depreciation scheduling (if applicable).
Subscription & Billing
Recurring billing setup for subscriptions, contracts, or memberships.
Automated invoice generation, renewals, credit memos, and usage-based billing support.
Consolidated invoicing and visibility into billing cycles and revenue streams.
Budgeting & Planning
Company-wide and departmental budget setup.
Forecasting, scenario modeling, and real-time comparison of actuals vs forecasts.
Collaborative budgeting workflows and approval processes.
Revenue Recognition
Compliance with ASC 606 / IFRS 15 for contracts, subscriptions, and bundled offerings.
Automated revenue schedules, deferred revenue tracking, and amortization control.
Accurate financial statements reflecting recognized revenue over contract life.
Financial Reporting
Real-time dashboards and KPI tracking.
Automated financial statement generation (P&L, Balance Sheet, Cash Flow).
Drill-down capability to granular transaction data; supports multi-entity consolidation/reporting.
Financial Consolidation
Automatic roll-up of financials from multiple subsidiaries or departments.
Intercompany elimination, currency revaluation, and consolidated statements.
Faster close cycles and unified multi-entity cashflow/valuation visibility.
Governance, Risk & Compliance
Audit trail and change log setup to track all financial activity history.
Role-based access control and segregation of duties for security and compliance.
Multi-jurisdictional compliance support, tax configuration, and regulatory reporting readiness.
