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NetSuite for the
Financial Services Industry

Learn why more financial services companies are turning to NetSuite to modernize their IT and ERP ecosystem.

Accelerate business performance with software built for the cloud.

Improve financial operations, efficiency and productivity with a single, integrated system to handle all core processes for users anywhere in the world.

NetSuite is a complete, cloud-based business management suite that provides real-time visibility into your Financial Services organization's performance. With NetSuite for Financial Services edition, you can manage all aspects of your business from a single, centralized system.

"The best thing about NetSuite is the integration of ERP and CRM coupled with its SaaS based business model and Cloud-based delivery. NetSuite’s customization capabilities allowed it to conform to our business processes while scaling with us as our business grew." - Mark Vogel, Co-CEO, SRS Acquiom

Features of NetSuite for Financial Services Companies

Accelerate Business Performance with Software Built for the Cloud

Improve financial operations, efficiency and productivity with a single, integrated system to handle all core processes for users anywhere in the world.

Customer Relationship Management

Gain a full understanding of customer interactions and preferences.

Integrated Budgeting and Forecasting

Equip your organization with planning, budgeting and forecasting tools to ensure financial stability and growth.

Revenue Management

Report revenue with confidence and accuracy.  Confirm to new compliance regulations such as ASC 606.

Business Intelligence

Empower your support team with a 360-degree view of each and every customer.

Global Business Management

Manage multiple subsidiaries, business units and legal entities all from a single cloud ERP system.

Procurement

Acquire goods and services and keep costs in check using better spend management.

Leading Practices for Financial Services Companies

Business Impacts of Implementing NetSuite Financial Services Edition

NetSuite for Financial Services gives you the ability to:

  • Manage all your financial data in one place

  • Get real-time visibility into your business

  • Make better, faster decisions

  • Streamline processes

  • Improve customer satisfaction

  • Reduce costs

Taking Notes on Financial Report

NetSuite Services Edition Modules

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Advanced General Ledger

The Financial Services Edition of NetSuite includes an Advanced General Ledger that is tailored to meet the unique needs of your business. With this feature, you can:

  • Accurately track and manage your financial data

  • Efficiently manage your accounting processes

  • Generate accurate financial statements

  • Streamline reporting and analysis

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Billing and Invoicing

NetSuite's comprehensive billing automation functions help financial services businesses to streamline and automate customer billing leading to better cash flow predictability and visibility. NetSuite's billing and invoicing capabilities give you the ability to:

  • Easily create and manage invoices

  • Automate bill generation and payment processing

  • Track customer payments

  • Improve customer satisfaction with faster, more accurate billing

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Revenue Management

With NetSuite's Revenue Management feature, you can more accurately recognize revenue and manage the financial close process. This feature includes:

  • A real-time revenue recognition engine

  • The ability to create complex rules for revenue recognition

  • Integrated contract and project management

  • The ability to track project profitability in real time

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Advanced General Ledger

The Financial Services Edition of NetSuite includes an Advanced General Ledger that is tailored to meet the unique needs of your business. With this feature, you can:

  • Accurately track and manage your financial data

  • Efficiently manage your accounting processes

  • Generate accurate financial statements

  • Streamline reporting and analysis

Manufacturing Assembly

Billing and Invoicing

NetSuite's comprehensive billing automation functions help financial services businesses to streamline and automate customer billing leading to better cash flow predictability and visibility. NetSuite's billing and invoicing capabilities give you the ability to:

  • Easily create and manage invoices

  • Automate bill generation and payment processing

  • Track customer payments

  • Improve customer satisfaction with faster, more accurate billing

netSuite for Software Companies

Revenue Management

With NetSuite's Revenue Management feature, you can more accurately recognize revenue and manage the financial close process. This feature includes:

  • A real-time revenue recognition engine

  • The ability to create complex rules for revenue recognition

  • Integrated contract and project management

  • The ability to track project profitability in real time

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Customer Relationship Management

Gain a full understanding of customer interactions and preferences. The Financial Services Edition of NetSuite includes a complete Customer Relationship Management (CRM) system that helps you to:

  • Easily track customer interactions

  • Gain insights into customer preferences

  • Improve customer satisfaction

  • sales and marketing efforts

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 Order Management and Fulfillment

The Financial Services Edition of NetSuite includes an Order Management system that helps you to streamline and automate your order management processes. With this feature, you can:

  • Efficiently manage the order lifecycle

  • Automate order processing

  • Improve customer satisfaction with faster order fulfillment

netSuite for Software Companies

Project Management

The Financial Services Edition of NetSuite includes a Project Management module that helps you to efficiently manage your projects. With this feature, you can:

  • Track project profitability in real time

  • Improve project visibility and control

  • Streamline project management processes

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Financial Management

Achieve real-time financial visibility and control. NetSuite's financial management modules give you the ability to:

  • Manage your books in multiple currencies

  • Consolidate financial data from multiple entities

  • Generate accurate financial statements

  • Streamline reporting and analysis

Manufacturing Assembly

Global Financials

Manage all your financial data in one place, get real-time visibility into your business, make better, faster decisions, streamline processes, improve customer satisfaction, and reduce costs:

  • Easily convert transactions into any currency

  • Maintain separate books for multiple currencies

  • Consolidate financial data from multiple entities

 

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Revenue Recognition

Easily manage and automate revenue recognition processes. NetSuite Revenue Recognition module helps financial services companies to:

  • Automate revenue recognition

  • Improve financial visibility and control

  • Comply with accounting standards

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Global Financial Consolidation

NetSuite's Global Financial Consolidation feature gives you the ability to manage your financial data in multiple currencies. With this feature, you can:

  • Easily convert transactions into any currency

  • Maintain separate books for multiple currencies

  • Consolidate financial data from multiple entities

  • Billing and Invoicing

Manufacturing Assembly

Integrated Budgeting and Forecasting

Equip your organization with planning, budgeting and forecasting tools to ensure financial stability and growth. With NetSuite's integrated Budgeting and Forecasting module, you can:

  • Easily create and manage budgets

  • Automate the budgeting process

  • Track actuals against budget

  • Generate accurate financial forecasts

netSuite for Software Companies

Business Intelligence

Empower your support team with a 360-degree view of each and every customer.  With NetSuite's Business Intelligence feature, you can:

  • Generate accurate and timely reports

  • Analyze data to identify trends and opportunities

  • Make better, faster decisions

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