NetSuite for Financial Services

Financial Services from NetSuite enables you to leverage a solution designed to meet increasing regulatory compliance demands. NetSuite ensure high levels of operational controls and manage your global operations and multi-subsidiary locations with ease and efficiency.

xperitus offers resources with comprehensive industry knowledge and experience. We are ready to assist you on your journey implementing and enhancing NetSuite Financial Services applications to your business.

Explore NetSuite financial features

Comprehensive financial management

The world’s No. 1 solution for cloud financial management.

Gain full visibility into your integrated financials with prebuilt, accounting-intelligent capabilities.

  • Accept and process electronic payments from your customers in a secure and reliable manner.
  • Track, manage and report the book value and depreciation of your company’s fixed assets.
  • Close with confidence and report financials quickly and accurately.
  • Ensure proper security, support compliance and gain complete audit trail visibility.
  • Configure and monitor business processes and workflows.
  • Get immediate visibility into financial performance with pre-built or customized reports.
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Integrated budgeting and forcasting

Built in functionality to save time and increase productivity.

  • Equip your organization with planning, budgeting and forecasting tools to ensure financial stability and growth.
  • Model and evaluate unlimited “what if” scenarios between actuals and projections and update forecasts as needed.
  • Establish rolling 12-month forecasts and analyze variance between actuals versus project results.
  • Create and consolidate driver-based plans with customized data entry sheets and reusable formulas and allocation methods.
  • Provide self-service and easy-to-use reporting across the organization.
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Revenue management

Disciplined Analytics:

  • Report revenue with confidence and accuracy.
  • Automate revenue recognition with financially intelligent capabilities to report results in accordance with accounting standards.
  • Automatically generate and dispatch invoices at recurring intervals on time.
  • Schedule renewals automatically or set reminders in advance to pursue upsell and cross-sell opportunities.
  • Package and offer the service you want based on the type of rates and duration needed.
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Find – Agree – Acquire:

  • Acquire goods and services and keep costs in check using better spend management.
  • Request approval to procure goods and services quickly and easily.
  • Optimize procurement for recurring needs with negotiated terms, tiered pricing, and pre-specified delivery schedules.
  • Enforce compliance with purchasing thresholds and guidelines.
  • From acquisition through payment, automate the complete procurement process for goods and services.
  • Establish budget and spend controls to ensure compliance with policies.
  • Gain real-time visibility into the spending trends across your organization.
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Business intelligence

Top of the class integrated analysis tools straight out of the box:

  • Empower your support team with a 360-degree view of each and every customer.
  • Ensure compliance and accommodate requirements with easy and timely customized reporting.
  • Create reports and dashboards that combine operational and financial data and KPI’s.
  • Analyze statistical measures and results for each department, location, funder/donor and more.
  • Gain instant, real-time visibility for all key stakeholders, from high level summaries down to the underlying transactions. Ensure compliance and minimize risk with robust security, segregation of duties and fully auditable business processes.
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Global business management

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


  • Adjust for currency, taxation and legal compliance differences at the local level, with regional and global business consolidation and rollup.
  • Global CRM provides visibility into every aspect of your multinational organization, even with multiple languages and currencies, including forecasts and campaigns.
  • Manage inventory and fulfillment across multiple locations.
  • Run multi-store / multi-country / multi-site ecommerce with country-specific web stores and websites managed from a single NetSuite account.
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Key benefits of NetSuite Financial Services

Adapt to change

  • Improve your business agility, respond quickly to regulatory and market changes. Meet your customers and their evolving needs head on.

Streamline Compliance

  • Manage risk and track performance with fully auditable business processes and enterprise analytics.


  • Modernize your systems to increase speed to market and accelerate growth.
Like to know more about NetSuite for Financial Services?
Contact Martin Englert
+46 70 693 88 60