Financial Planning

Gain Control Over Your Budgeting and Planning Processes

Financial Planning

Tired of error-prone, labour-intensive spreadsheet-based approaches to financial planning? Want more visibility into your business so you can accurately plan and forecast? The NetSuite Financial Planning Module is an add-on solution for NetSuite that gives you cost-effective, highly sophisticated planning and "what-if" financial modelling capabilities. And it's delivered over the same Software-as-a-Service (SaaS) infrastructure as NetSuite's industry-leading accounting/ERP, CRM and ecommerce capabilities.

Together, NetSuite and the NetSuite Financial Planning Module give you a real-time, end-to-end business management solution for strategy, planning and execution—a solution that previously cost large corporations millions of dollars and months, if not years, implementing on-premise enterprise software. You'll streamline business processes, improve financial agility, strengthen collaboration and drive better-informed, more strategic decision-making.


  • Spend less time consolidating data, and more time analysing information and providing insight to your executive and management teams—enhancing the strategic value of the finance function
  • Improve business agility with "what-if" scenarios while using a business suite that enables you to change business direction as needed
  • Offer better plan accuracy based on sound data and centralised plans, reducing budgeting and forecasting cycle times by up to 90%
  • Dramatically reduce the costs of running critical financial processes such as finance/ERP, budgeting and planning
  • Promote the effective execution of business strategy by improving planning across finance, sales, service, support and other organisations
  • Achieve strong fiscal control based on accurate and timely historical data and up-to-date plans
  • Better manage financial and operational results using real-time dashboards showing Actual versus Plan versus Forecast
  • Make better business decisions by simplifying and standardising data collection across the organisation.

Key Features

  • Budgeting and Forecasting

    • Intuitive, spreadsheet-like data entry sheets
    • Multi-dimensional data collection
    • Automated consolidation and rollup of plans
    • Dynamic formulas and assumptions
    • Actuals data incorporated into new forecasts
    • Workflow management
    • Planning of full financial statements (such as income statements, balance sheets and cash flow statements).
  • Modelling and Administration

    • Unlimited versions for "what-if" analysis
    • Multi-dimensional models for complex sales and product planning
    • Financial and operational accounts and metrics
    • User-based access controls and customised sheets
    • Ability to budget in multiple currencies, both the local function currency and the consolidated reporting currency
    • Localised in French, German, Spanish and Japanese.
  • Reporting and Dashboards

    • Graphical "drag-and-drop" Report Builder
    • Multi-dimensional analysis with automatic security filtering
    • Multi-version variance reporting (e.g., actual vs. plan vs. forecast)
    • Drill through into NetSuite real-time actuals data.
  • Private Team Collaboration

    • Discussion groups for managing ongoing communications about planning
    • Collaborative online documents for centrally capturing non-numeric planning information
    • Attachments for archiving documents and other files associated with plans.

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