Pivotal Insights for NetSuite
Budgeting and forecasting for Oracle NetSuite
Department budgets, approvals and month-end reporting for NetSuite customers who want planning without an enterprise price tag.
What comes over
- Connects with token-based authentication and SuiteQL
- Subsidiaries, accounts, departments (plus classes and locations by choice), accounting periods and posting activity
- Optional: vendors and bill spend, customers and employees
The budget back to NetSuite
The approved budget comes back as a file for NetSuite's budget import, mapped by subsidiary, account, department and period.
Good to know
- Adjustment periods are handled
- Each subsidiary reports on its own and in consolidation, with intercompany eliminated
What you get
- Department budgets in a grid managers already understand, with last year and this year's actuals beside them
- Submissions, approvals and send-backs, with notes on any cell
- Budget-versus-actual reports, dashboards and a 13-week cash forecast that update when the month closes
- Each manager's department results by email after close
- Workforce, revenue, capital and project plans that feed the budget
- Unlimited users at one price per company, set up by consultants who know NetSuite
Also connects to: Acumatica, Dynamics GP, Business Central, QuickBooks Online, Sage Intacct, Dynamics NAV. See every system.