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NetSuite Planning & Budgeting

Quickly and easily produce budgets and forecasts, model what-if scenarios and generate reports from the same set of real-time data.
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Connected plans across your business

Spreadsheets are no longer sufficient and quarterly planning is not enough. With NetSuite Planning & Budgeting you can adopt world-class financial planning and budgeting capabilities and start enabling faster, more accurate financial planning. Compare, plan and communicate with integrated planning, budgeting, and forecasting supported by instantly refreshed and visually rich dashboards.

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NetSuite Planning & Budgeting product features

Multidimensional scenarios

Perform scenario modelling and multidimensional planning to understand and analyse multiple scenarios and plans for your business.

Rolling forecasts

Easily account for and adapt to market changes by producing rolling forecasts against a best-practice framework.

Alternative comparisons

Create multiple plan alternatives and compare them against each other and actuals to drive optimal business performance.

Stakeholder reporting

Deliver insightful data and analysis with pre-built executive dashboards, board reporting packages, budget vs. actuals along with management, narrative and regulatory reporting.

Performance analysis

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

Powerful organisation-wide planning

  • Accurate & efficient

    Finally alleviate the pain of fragmented collaboration, manual inefficiencies, and human error.

  • Enterprise-grade planning

    Speed, power and security make this intuitive forecasting and collaboration tool a must have.

  • Platform-agnostic

    NetSuite Planning & Budgeting can be integrated with any back-end ERP or as a standalone system.

eBook
ON-DEMAND WEBINAR

NetSuite planning and budgeting (NSPB) for your business

A deep dive into how NetSuite planning & budgeting (NSPB) promotes new levels of profitable growth

  • Introduction to NSPB and how it gives you the foresight to anticipate change
  • The difference between reporting and planning
  • A live demonstration covering typical scenarios and an A to Z of the planning process

Watch webinar

Speak to the experts

Our team of NetSuite certified consultants are ready to help you evaluate, deploy and transition to NetSuite planning & budgeting.

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Frequently asked questions

Is NetSuite Planning and Budgeting suitable for non-technical users?

NetSuite Planning and Budgeting features is highly user-friendly. In fact, it’s designed to accommodate users with varying levels of technical expertise. Its intuitive design and robust functionalities make it accessible for finance professionals and non-finance users alike.

What types of businesses can benefit most from NetSuite Planning and Budgeting?

It’s suitable for businesses of all sizes and industries. Whether you’re a smaller startup or a large enterprise, NetSuite’s flexible platform can be tailored to meet your specific financial planning and forecasting needs.

How does NetSuite Planning and Budgeting protect sensitive financial data?

NetSuite Planning and Budgeting employs a range of robust security measures to ensure the confidentiality, integrity, and availability of sensitive financial data:

  • Role-based access controls ensure that only authorised users have access to specific data and functionality within the system, minimising the risk of unauthorised access.
  • Encryption protocols and data encryption mechanisms protect financial data from interception and unauthorised access both during transmission and while stored in the system.
  • Audit trails track user activities and changes to data, allowing administrators to monitor and review system usage for compliance and security purposes.
Can NetSuite Planning and Budgeting integrate with other systems and data sources?

Yes, connectors and APIs support smooth data exchange between NetSuite and various third-party applications, such as ERP systems, CRM software, and data warehouses. This means all financial data is consolidated and synchronised to provide a more comprehensive and accurate view of an organisation’s financial performance.