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NetSuite for services

NetSuite ERP for professional services businesses

Connect your people, finances and processes with a cloud ERP designed to help you become more efficient and improve profitability by project.

Move beyond siloes

  • Financials & project alignment

    Make projects easier to manage by keeping all teams on the same platform, and the same page, while also aligning project activities with company financials.

  • Effective project management

    Set up project billing rules, track milestones and manage resources more efficiently while billing time and expenses accurately and promptly.

  • Keep tabs on profitability

    By automating the exchange of data, teams can effectively monitor profitability and adjust project schedules and resources as strategies shift.

Easily manage projects, resources & finance

Drive collaboration

Improve collaboration by ensuring data comes from a single source that all project managers, finance team members and other resources can access.

On-time & on-budget

Lower the chance of scope creep, budget overruns and resource overutilisation with advanced reporting tools and preconfigured templates that fit the specific requirements of the project.

Resource planning

Gain better visibility into workloads and forecasting demand while evaluating archived project data to set the right budgets and expectations.

In-depth reporting

Give managers greater visibility into how certain resources affect the project and help them work proactively instead of reactively.

Multiple billing strategies

Flexibility to support common project-billing models in the services industry, like fixed price, project milestones, and time and materials.

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A powerful platform to exceed client expectations

Customisations, integrations, automated workflows and advanced dashboards. NetSuite has all the features you need to grow and scale your business.
  • Agile & in control

    Professional services businesses can rely on Annexa to design and deliver connected industry-specific ERP solutions that streamline operations and empower agile decision-making.

  • Service industry solutions

    Designed for professional services firms, NetSuite’s enterprise capabilities keep your team in sync wherever they work as you build digital capabilities to drive productivity, simplicity and inter-operability.

Success Stories

Services success stories with NetSuite + Annexa

Accurate
project tracking
From 10 spreadsheets
to 1 platform
Systems replaced
Quickbooks
Excel spreadsheets
At the start, it was the people at Annexa that really made me feel more comfortable. And then obviously, their brand equity.
Theodore Vairaktaris
Owner and Chairman, Usher Group
Read full case study
Global operations
spanning 6 geographies
Systems replaced
in-house systems
Excel
Products used
NetSuite
AnnexaConnect
SuiteSuccess
We now have access to accurate data and we can use that information to drive the business forward.
Ben Malone
Chief Financial Officer
Read full case study
splitit-logo

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NetSuite OneWorld

A unified global business management platform for enterprises that manage multinational, multi-subsidiary or multi currency operations.

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Integration

iPaaS with Celigo

Integrate your applications, data, and processes with iPaaS from Celigo – fully supported by Annexa.

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Finance

NetSuite SuiteBilling

Simplify your subscription billing processes with automated invoicing, subscription handling, and real-time revenue recognition- customisable to unique scenarios.

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NetSuite Bank Feeds

Securely connect your bank accounts with NetSuite to streamline, improve and speed up reconciliation and financial reporting processes.

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NetSuite Analytics Warehouse

Gain real-time insights and detailed reporting with a cloud data warehouse solution that consolidates and analyses data from third-party sources.

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Frequently asked questions

We deliver client projects but our finance system knows nothing about them. How does NetSuite change that?

NetSuite puts delivery and finance on the same platform, so project activity feeds straight into company financials. Project status and financial position stop being two separate stories told by two separate teams. Getting there is the job of our NetSuite implementation services, and the same project-to-finance connection supports professional services delivery inside tech and digital businesses.

We bill clients in different ways depending on the engagement. Is that supported?

Yes. NetSuite supports multiple billing strategies, covering the models most services firms use: fixed price, project milestones, and time and materials. You set up project billing rules once, then bill time and expenses accurately and on schedule. Where revenue is recurring rather than project based, subscription and maintenance billing for SaaS and licence providers covers the SuiteBilling side.

How do we see whether a project is actually profitable, while it's still running?

Automating the flow of data between teams lets you monitor profitability live and adjust schedules and resources while the work is still in front of you, rather than running a post mortem once the margin has gone. Splitit describes exactly that: accurate data used to drive the business forward. The same real-time principle drives margin and COGS reporting for wholesale distributors, and where reporting already exists but isn’t trusted, an optimisation review finds out why.

Can it help us with resourcing, showing who's free and who's overloaded?

Yes. Resource planning gives you visibility into current workloads and forecasts demand, drawing on archived project data to set realistic budgets and expectations. Detailed reporting shows managers how specific resources affect a project, so they can act early rather than react late. It is the same resource management and project visibility capability tech firms use to keep delivery teams productive.

We're running on spreadsheets and QuickBooks. Has anyone in our position actually made the jump?

Usher Group did exactly that, moving from 10 spreadsheets to 1 platform and replacing QuickBooks and Excel, with accurate project tracking as the outcome. Their owner and chairman says it was the people at Annexa that made him comfortable, and then the brand equity. Not-for-profits we work with have made the same move off MYOB and Excel, and our implementation services set out how that transition is planned and delivered.

We operate across several countries. Does that complicate things?

Not especially. NetSuite OneWorld is built for exactly this: multinational, multi-subsidiary and multi-currency operations managed from one platform. Splitit runs global operations spanning 6 geographies on NetSuite with AnnexaConnect and SuiteSuccess, the same footing as global multi-entity operations in tech and digital and cross-border commerce for retail brands.

How do we stop scope creep and budget overruns?

By tightening the things that cause them. Advanced reporting, preconfigured templates matched to the project’s requirements and milestone tracking together lower the chance of scope creep, budget overruns and resource overutilisation. We apply the same discipline to our own delivery: dedicated project managers keep you looped in on scope, time and budget throughout an implementation.

Our processes aren't standard. How much can be tailored?

A great deal. NetSuite supports customisations, integrations, automated workflows and advanced dashboards, and Annexa designs and delivers connected, industry-specific ERP solutions for professional services firms. Where configuration isn’t enough, our NetSuite development team builds it, and apps and extensions built by Annexa cover common gaps like time tracking and automated statement emails.

Which NetSuite products would a firm like ours typically need?

Most services firms start with Oracle NetSuite ERP as the core, SuiteSuccess for a fast industry-specific go-live, OneWorld if you are multi-entity or multi-currency, SuiteBilling for subscription billing, Bank Feeds for reconciliation, and SuiteAnalytics, Analytics Warehouse and Planning & Budgeting for reporting and forecasting. Which of those you actually need is settled during implementation scoping, with iPaaS and integration services connecting whatever you are keeping.

Why Annexa rather than another NetSuite partner?

Industry fit plus delivery credibility. Professional services businesses rely on Annexa to design and deliver connected, industry-specific ERP solutions that streamline operations and support faster decision-making. Behind that sit 30+ years in operation, 200+ NetSuite projects and 65+ in-house consultants, developers and architects, and our implementation references include REA Group, ATOM and Cargo Crew.

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Request a one-on-one meeting with an Annexa NetSuite expert to discuss your unique challenges and opportunities.

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