Planning and Budgeting

With more than 16,000 customers running NetSuite across more than 200 countries and dependent territories, some of the world’s best-known brands trust their businesses to NetSuite and take their financial and operational processes to the cloud.

Integrated Planning, Budgeting and Forecasting

Oracle NetSuite Planning and Budgeting allows the rapid introduction of world-class financial planning and budgeting across business lines with versatile and customizable deploy options. Oracle NetSuite Planning and Budgeting supports both enterprise-wide and departmental financial planning with modeling tools, approval workflows and reporting under one integrated flexible solution. Oracle NetSuite Planning and Budgeting uses a powerful calculation engine that can handle a wide variety of business logic with rapid memory consolidation and the analysis and reporting of instant financial planning.

Oracle NetSuite Planning and Budgeting offers extensive integration of Smart View for Office resources such as Microsoft Outlook, Excel, Word, and PowerPoint. Users can leverage Excel as the environment for adding fly, slicing and dicing data, and ad-hoc modeling to custom members. Popular acts in financial planning, such as distributing and allocating, are available within Microsoft Excel data grids.

EXPLORE HOW NETSUITE CAN TRANSFORM YOUR BUSINESS

STREAMLINE COMPREHENSIVE CAPEX PLANNING

Oracle NetSuite Planning and Budgeting CapEx planning for SuiteSuccess enables the management, prioritization and planning for capital expenses and its impact on overall expenses and financial statements. You can create a model of your organization’s capital expenses and provide an effective way for decision-makers and managers to communicate throughout the request, justification, review and approval process.

SIMPLIFY TRAVEL AND EXPENSE PLANNING

Oracle NetSuite Planning and Budgeting Travel and Expense Planning for SuiteSuccess provides a friendly, structured set of processes to help you easily build and maintain travel and expense plans keeping your business strategy aligned with your implementation plans by using built-in intelligence and analytic power.

AUTOMATE ALLOCATIONS OF INDIRECT EXPENSES

Oracle NetSuite Planning and Budgeting for SuiteSuccess provides the ability to automate indirect expense allocations giving the you the added insight needed in your planning process, understand true profitability, and help you more effectively map financial and operational data together by provides a central hub for automating all allocation-based business processes.

SIMPLIFY COMPLEX OPEX PLANNING

Oracle NetSuite Planning and Budgeting for SuiteSuccess enables flexible driver-based planning to help connect your operational assumptions to financial outcomes and supports a hierarchical planning process that encompasses both corporate finance and lines of business within your organization.

STRATEGIC WORKFORCE PLANNING

Oracle NetSuite Planning and Budgeting for SuiteSuccess simplifies workforce planning and related expenses, such as head count, salary, and compensation planning by aligning the needs and priorities of your organization with those of the workforce to ensure organizational objectives are met.

INTEGRATE FINANCIAL STATEMENT PLANNING

Oracle NetSuite Planning and Budgeting integrated Financial Statement Planning for SuiteSuccess gives you the ability to plan, budget and forecast Revenue, Expense, Balance Sheet and Cash Flow faster, in more detail, with more accuracy and insight.

ENABLE DYNAMIC MODELING, ANALYSIS AND BI-DIRECTIONAL INTEGRATION WITH SMART VIEW

Oracle NetSuite Planning and Budgeting provides comprehensive integration, including single-click refresh, with Microsoft Office tools such as Microsoft Outlook, Excel, Word and PowerPoint with Smart View for Office. You can use Excel as the environment for slicing and dicing data and ad-hoc modelling. Common planning actions, such as spreading and allocation, are available within Microsoft Excel.

IMPROVE FORECAST ACCURACY WITH PREDICTIVE PLANNING

Oracle NetSuite Planning and Budgeting Predictive Planning allows users to optimize planning and forecasting estimates with a rigorous, pre-built statistical modeling engine. With a few clicks, Predictive Planning will collect historical data, match it to industry standard statistical models and generate a dashboard, offering predictions for future results and enabling users to apply predicted values directly into their plan or forecast.

EMPOWER EFFECTIVE DECISION-MAKING WITH POWERFUL REPORTING CAPABILITIES

Oracle NetSuite Planning and Budgeting provides comprehensive reporting and analytics for management, narrative and regulatory reporting. The drag-and-drop report builder puts powerful, yet easy-to-use, web-based reporting into the hands of finance and business managers providing a secure, collaborative, process-driven approach for defining, authoring, reviewing and publishing financial and management reports.

Benefits

Reduce Planning Cycle Times

Collect inputs and assumptions, review iterations and present consolidated results in a timely manner.

Improve Forecast Accuracy

Compare and analyze actual versus projected results regularly to refine forecasts.

Align the Organization

Centralize your budget with forecast and actual information in one place, providing a single version of the truth.

Timely Information and Insight

Drill across budget, forecast and actuals to see the impact on business performance.

Learn About the World’s Leading Financial Planning Solution

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Our team has a combined experience of 12 years, with 35 countries served and over 500+ deployments.