NetSuite Planning, Budgeting and Financial Management
Are you spending too much time on manual consolidation, reporting and data loading or troubleshooting? Simplify your business and make data-driven decisions by consolidating financial and operational data across your organization, making your financial operations more efficient while helping you close your books with confidence. With Oracle NetSuite Planning and Budgeting, we perform both company-wide and departmental budgeting and financial planning with modeling capabilities, approval workflows, and reporting within one collaborative, scalable solution.
Close your Books With Confidence
Reduce planning and budgeting cycle times, improve forecast accuracy
Improved Forecast Accuracy
Regularly compare and analyze actual versus projected results to refine forecasts.
“Knowing that a full-blown ERP implementation is more difficult than just spinning up a new QuickBooks file, Plative helped make the implementation feel like a smaller pill to swallow.”
President, Cougar USA
Our Oracle NetSuite Expertise Runs Deep
Our Services for Every Step in Your Transformation Journey
InspireStrategy and Advisory
Partner with Plative to design a roadmap to the future state of your company– then let us make it real by advising on implementation methodology, change management, and user adoption strategies. By putting strategy and process before technology, we’ll help you prevent technical debt and mitigate risk.
TransformConsulting and Implementation
Whether your project requires implementation, optimization, migration, integration, or all the above, Plative will build a project blueprint to help you achieve the future state of your business then get to work on implementing it. Our industry specialists speak your language and will help you bridge the gap between your industry-specific needs and Salesforce and Oracle NetSuite.
Plative isn’t your average managed services provider. We staff a dedicated group of cross-cloud technologists who will act as a strategic extension of your team on a part-or-full time basis to plan, design, and implement change in an agile format.
LaunchZero to Cloud in 60 Days
Ready to go from zero to cloud in sixty days? Plative will implement Salesforce, Oracle NetSuite, or both, and replace the systems you’ve outgrown to prepare your company for the next phase of growth with our accelerated paths to implementation.
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As the hype around AI reaches its peak, numerous well-known technology companies are eagerly capitalizing on the trend. From IBM’s AI-focused US Open advertisements to Microsoft and Google’s race to establish dominance in the field of generative AI, it seems that everyone is jumping on the bandwagon. However, one notable exception to this trend is…
The Analytics team at Plative has developed this interactive workshop to give NetSuite administrators and prospective customers an overview of NetSuite Analytics Warehouse and how it can be leveraged to empower your organization.
Unite finance, operations, and sales into a powerhouse team with Salesforce and NetSuite, together.
There may be times when some of your larger clients will request multiple invoices out of your NetSuite system. Perhaps it is part of your order to cash process to generate multiple sales orders that may or may not relate to each other (more specific example). Another common use case we’ve leveraged Invoice Grouping for…
Plative Launch for Wealth & Asset Management has been developed through years of experience working with many of the worlds fastest growing Asset Managers.
iPaaS is one of the fastest growing segments in the Enterprise Software market. Here are some factors to consider with your business on your decision to use iPaaS.
A step-by-step guide to using an item filter on transactions for your purchase requisition form.
Do you have any trouble with NetSuite Billing Automation because of Change Orders?
This year at SuiteWorld Plative was proud to have one of the amazing members of our team participate in the NetSuite Hackathon 4Good challenge. Ana Montano, The NetSuite principal developer at Plative did an amazing job at the challenge and we are so proud to have such an amazing person on the Plative team. Pictured…
Contract Management is available in both Salesforce and NetSuite. When customers work with both solutions, it is important to understand the overlap of Contract and Contract Items that will activate, renew, upsell, and down-sell contracts. There is no silver bullet solution because the result will largely depend on the client’s specific scenario, however, we can…
We are so proud to announce at Plative that we have been honored by NetSuite as a Summer 2022 NetSuite Alliance Partner Spotlight Winner. Plative is being recognized as the Alliance Partner Spotlight Winner for Financial Services for work with Cohen & Company. Plative would not have been able to achieve this award without the…
With the ending of summer comes the tradeshow season. This month’s installment I thought we’d take a break from our regularly scheduled NetSuite topics to give those about to attend Dreamforce and/or SuiteWorld a bit of a survival guide. As someone who’s been to many shows as attendee, presenter, and vendor, I put together a…