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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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award-Oracle NetSuite Partner of the year 2024 - ANZ Growth Partner fo the year - Annexa award
award-Oracle NetSuite Partner of the year 2023 - FY23 ANZ Unlock the Suite award - Annexa award
award-Oracle NetSuite Partner of the year 2022 - ANZ Customer expansion - Annexa award
award-Celigo Partner of the Year APAC 2024 - Annexa award
award-Oracle NetSuite Solution Provider Partner Expertise in SuiteCloud Technologies - Annexa award
award-Oracle NetSuite Solution Provider - Expertise in ERP - Annexa award
award-Oracle NetSuite SuiteCloud Developer Network - Annexa award
award-Oracle NetSuite Solution Provider - Commerce Partner - Annexa award

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.

Rolling forecasts and scenario models can be updated as assumptions change, allowing planning cycles to run more frequently and reflect current trading conditions. Revenue, cost and workforce drivers can be adjusted without rebuilding entire models, helping finance teams respond faster to shifts in demand, pricing or resourcing.

Because plans are continuously aligned with actuals, variances are easier to track and conversations stay grounded in current performance. Finance and operational teams can review, iterate and agree on plans using the same underlying data, supporting clearer accountability and more effective decision-making as conditions evolve.
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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.

NetSuite transformation stories

Direct from Annexa customers

Global jurisdiction
across multiple subsidiaries
Product used
NetSuite
Annexa became really interesting, really quickly for us because of their work with many of our digital peers, including REA, Airtasker, and Carsales.
Chris Mitchell
Chief Financial Officer, Canstar
Read full case study
Unified operations
across financials & operations
Products used
NetSuite
SuiteCommerce (B2B & B2C)
Our board of directors are connecting every quarter, with project managers working more closely with Annexa as we roll out further initiatives.
Paul Siu
B&T manager, Life-Space Group
Read full case study
Rapid growth
from 2 retail stores to 16, in 2 years
Products used
NetSuite
SuiteSuccess
Shopify Plus Integration
Vend POS integration
You can't do these sorts of projects if you don't have the technical capability. Annexa has that.
Tez Osman
Director (Information Technology), Linen House
Read full case study
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Why choose Annexa?

At Annexa, we combine deep Oracle NetSuite ERP expertise with a practical, people-first approach. We work alongside your team to deliver implementations that are built to last and designed to evolve as your business grows.

  • Over a decade as a leading Oracle NetSuite Solution Provider across Australia and New Zealand
  • Proven delivery across complex ERP implementations, integrations and multi-entity environments
  • A structured implementation methodology shaped by real-world customer outcomes
  • One of the most highly certified NetSuite teams in the region, spanning finance, technical and integration specialists
  • Ongoing optimisation and advisory services to help customers keep extracting value from NetSuite

Collaboration sits at the centre of how we work. We build long-term partnerships with our customers, acting as an extension of their team to support growth, change and continuous improvement.

NetSuite Integrations

Connect your stack around a single source of truth

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

let’s chat

Progress starts with engaging conversations.

Reach us via the online chat, the form, or give us a call.

  • ✓ NetSuite ecosystem experts
  • ✓ Leaders in integration
  • ✓ Award-winning team
  • ✓ Strategic partner network
  • ✓ Innovation always


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.