It’s Time to Move Your Finances Off of Spreadsheets
We implement NetSuite EPM to unify planning, forecasting, close, and reporting in one platform, helping finance teams close faster, forecast smarter, and report with confidence.
NetSuite EPM: Everything Your Finance Team Needs, Under One Roof
NetSuite Enterprise Performance Management (EPM) is a suite of connected financial tools that brings planning, budgeting, forecasting, account reconciliation, financial close management, consolidation, narrative reporting, profitability and cost management, and corporate tax reporting into a single platform.
Built from Oracle Fusion Cloud EPM and seamlessly integrated into NetSuite, EPM reads your NetSuite data natively, so you are always working with the most current financial and operational information.
Companies Running NetSuite Financial Management with Plative
The Six Modules of NetSuite EPM
DRIVE BETTER DECISIONS
Planning & Budgeting
Build budgets, forecasts, and scenarios in one system with real-time data and automated workflows.
AUTOMATE THE DETAILS
Account Reconciliation
Automate reconciliations across accounts to improve accuracy and accelerate close.
RUN A FASTER CLOSE
Close Management
Manage close, consolidations, and journals with real-time visibility and AI-driven tracking.
EXPLAIN THE NUMBERS
Narrative Reporting
Create reports with built-in narratives and AI-generated insights to explain performance clearly.
DRIVE PROFIT CLARITY
Profitability & Cost Management
Analyze profitability across segments with AI-driven models and allocation insights.
SIMPLIFY COMPLIANCE
Corporate Tax Reporting
Automate tax reporting and compliance using real-time financial data across entities.
If This Sounds Familiar, You Need EPM
Finance teams come to us with the same challenges. If any of these sound familiar, EPM is likely your next step.
Manual inputs, endless Excel consolidation, and outdated assumptions slow everything down. EPM centralizes planning with automated workflows and real-time NetSuite data.
Manual reconciliations and scattered processes delay close. EPM automates tasks and provides real-time visibility to speed things up.
Allocation logic lives in spreadsheets no one trusts. EPM delivers clear, auditable profitability across any segment.
Static reports and manual updates create lag. EPM connects reports to live data with AI-generated insights.
Spreadsheets and manual adjustments create risk. EPM automates consolidation and posts directly to NetSuite.
Disconnected systems create delays and errors. EPM natively connects planning and actuals in NetSuite.
Our EPM Implementation Approach
EPM implementations require both technical NetSuite expertise and financial operations knowledge. We bring both.
Plative Solutions That Extend EPM
Plan, adopt, and operationalize NetSuite Next with a structured approach to AI, UX, and automation.
EPM for Your Industry
Private Equity Porfolio Companies
Technology
and SaaS
Construction and
Real Estate
Professional Services
Manufacturing
Nonprofit
NetSuite EPM Insights
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I have NetSuite: What does EPM mean for me?
Blog
NetSuite AI Model Context Protocol (MCP) Setup and Troubleshooting Guide
Blog
Before it Was Cool: Oracle NetSuite AI and ML Dominance Goes Back
Ready to replace spreadsheets with a connected financial management platform?
Whether you’re adding EPM to an existing NetSuite instance, implementing NetSuite and EPM together, or evaluating whether to replace a third-party planning tool with a natively integrated solution, we bring the NetSuite depth, financial operations expertise, and cross-platform capability to get your finance team closing faster, forecasting smarter, and reporting with confidence.
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