Integrated Planning, Budgeting and Forecasting

NetSuite Planning and Budgeting automates labor-intensive planning and budgeting processes and centralizes company financial and operational data, so finance teams can quickly and easily produce budgets and forecasts, model what-if scenarios and generate reports within one collaborative scalable solution. Finance teams are able to gain the needed control, collaboration, and visibility to their organizations financial and operational plans.

Intuitive User Interface

The mobile-ready and intuitive interface of Oracle NetSuite Planning and Budgeting combines task lists, instructions, dashboards and graphical reports.


Budgeting made easy

NetSuite Planning and Budgeting facilitates both company-wide and departmental budgeting within one collaborative, scalable solution. Capabilities supporting revenue and expense projections provide added insights to aid in the budgeting process. Synchronization with NetSuite enables financial and operational data to be used throughout the entire budgeting process, eliminating the need to transfer data manually. Pre-built reports and templates make it fast and easy to get your budget process set on the right path.

NetSuite SuiteSuccess Planning & Budgeting: Standard Edition

Streamline comprehensive capex planning

Oracle NetSuite Planning and Budgeting CapEx planning for SuiteSuccess enables the management, prioritization and planning for capital expenses and its impact on overall expenses and financial statements. You can create a model of your organization’s capital expenses and provide an effective way for decision-makers and managers to communicate throughout the request, justification, review and approval process.

CapEx Planning

Simplify travel and expense planning

Oracle NetSuite Planning and Budgeting Travel and Expense Planning for SuiteSuccess provides a friendly, structured set of processes to help you easily build and maintain travel and expense plans keeping your business strategy aligned with your implementation plans by using built-in intelligence and analytic power.

Travel and Expense Planning

Automate allocations of indirect expenses

Oracle NetSuite Planning and Budgeting for SuiteSuccess provides the ability to automate indirect expense allocations giving the you the added insight needed in your planning process, understand true profitability, and help you more effectively map financial and operational data together by provides a central hub for automating all allocation-based business processes.

Indirect Expenses

Simplify complex opex planning

Oracle NetSuite Planning and Budgeting for SuiteSuccess enables flexible driver-based planning to help connect your operational assumptions to financial outcomes and supports a hierarchical planning process that encompasses both corporate finance and lines of business within your organization.

OpEx Planning

Strategic workforce planning

Oracle NetSuite Planning and Budgeting for SuiteSuccess simplifies workforce planning and related expenses, such as head count, salary, and compensation planning by aligning the needs and priorities of your organization with those of the workforce to ensure organizational objectives are met.

Workforce Planning

Integrate financial statement planning

Oracle NetSuite Planning and Budgeting integrated Financial Statement Planning for SuiteSuccess gives you the ability to plan, budget and forecast Revenue, Expense, Balance Sheet and Cash Flow faster, in more detail, with more accuracy and insight.

Financial Statement Planning

Enable dynamic modeling, analysis and bi-directional integration with Smart View

Oracle NetSuite Planning and Budgeting provides comprehensive integration, including single-click refresh, with Microsoft Office tools such as Microsoft Outlook, Excel, Word and PowerPoint with Smart View for Office. You can use Excel as the environment for slicing and dicing data and ad-hoc modelling. Common planning actions, such as spreading and allocation, are available within Microsoft Excel.

NetSuite Planning & Budgeting: Smart View for Microsoft Office

Improve forecast accuracy with predictive planning

Oracle NetSuite Planning and Budgeting Predictive Planning allows users to optimize planning and forecasting estimates with a rigorous, pre-built statistical modeling engine. With a few clicks, Predictive Planning will collect historical data, match it to industry standard statistical models and generate a dashboard, offering predictions for future results and enabling users to apply predicted values directly into their plan or forecast.

Improve Forecast Accuracy with Predictive Planning

Empower effective decision-making with powerful reporting capabilities

Oracle NetSuite Planning and Budgeting provides comprehensive reporting and analytics for management, narrative and regulatory reporting. The drag-and-drop report builder puts powerful, yet easy-to-use, web-based reporting into the hands of finance and business managers providing a secure, collaborative, process-driven approach for defining, authoring, reviewing and publishing financial and management reports.

Empower Effective Decision-Making with Powerful Reporting Capabilities


Reduce Planning Cycle Times

Collect inputs and assumptions, review iterations and present consolidated results in a timely manner.

Improve Forecast Accuracy

Compare and analyze actual versus projected results regularly to refine forecasts.

Align the Organization

Centralize your budget with forecast and actual information in one place, providing a single version of the truth.

Timely Information and Insight

Drill across budget, forecast and actuals to see the impact on business performance.


Learn About the World’s Leading Financial Planning Solution

Schedule a free consultation
Sales Chat

How is your business adapting to change?

Start chat