NetSuite Planning and Budgeting Financials Overview

NetSuite Planning and Budgeting Financials is a Planning and Budgeting module that automates time-consuming planning and budgeting tasks. This module lets you quickly and easily produce scenario plans, create multiple "what-if" scenarios, and generate financial and management reports in one collaborative, scalable solution.

Planning and Budgeting Financials stays tightly synchronized with NetSuite ERP. Scenario planning templates in Planning and Budgeting Financials are dynamically populated and updated from NetSuite’s general ledger. The templates also adjusts for changes to accounting segments and dimensions. NetSuite customers can improve scenario planning accuracy with Predictive Planning, which uses Actuals from NetSuite ERP. Predictive Planning helps you to validate assumptions and make better decisions.

Planning and Budgeting Financials offers these use cases that you can incrementally enable to best meet your business needs:

Planning and Budgeting Financials gives you a framework with driver-based, trend-based, and direct-input accounts that are fully integrated with your financial statements. The built-in variance analyses, financial statements, and dashboards help NetSuite customers drive organizational strategies and objectives.

Smart View for Microsoft Office lets you integrate NetSuite Planning and Budgeting with Outlook, Excel, Word, and PowerPoint. Users can add "what-if" analyses in Excel for customers, items, or expenses categories and create data grids with Excel formulas and formats. Common planning actions like spreading and allocation are available for data grids rendered in Excel.

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General Notices