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.
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.
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.
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