Release Update: NetSuite Enterprise Performance Management Integration SuiteApps

The following table provides the latest release version and date for each NetSuite Enterprise Performance Management (EPM) integration SuiteApp:

SuiteApp Name	Release Version	Release Date
NetSuite EPM Connector	25.1.1	August 5, 2025
Account Reconciliation Sync	25.1.1	September 9, 2025
Planning and Budgeting Sync	25.1	August 26, 2025

IMPORTANT:

The Account Reconciliation Sync and Planning and Budgeting Sync SuiteApps require installation of the latest version of the NetSuite EPM Connector SuiteApp in your NetSuite account. For installation and setup instructions, see NetSuite EPM Connector Installation and Setup.
If you already have the NetSuite EPM Connector SuiteApp installed and want to install Account Reconciliation Sync or Planning and Budgeting Sync, make sure you first upgrade NetSuite EPM Connector to the latest version (25.1.1) before proceeding with the installation of these SuiteApps. For installation and setup instructions, see the following help topics:
- Account Reconciliation Sync SuiteApp Installation and Setup
- Planning and Budgeting Sync Installation and Setup

New Features and Enhancements

The latest releases of the SuiteApps introduce the Help On This Topic link, available in the upper-right corner or under the More menu on every NetSuite EPM page. Selecting this link opens the relevant help topic for that page.

You can take advantage of the following new features and enhancements specific to each SuiteApp:

SuiteApp Name	New Features and Enhancements
NetSuite EPM Connector 25.1.1	Updates required for the 25.1 releases of the Account Reconciliation Sync and Planning and Budgeting SuiteApps. Additional authentication methods provided for connecting to external SFTP servers from NetSuite. Possibility to place the custsql_ prefix for SuiteQL queries on the Planning and Budgeting allowlist. Localization for the SuiteApp is available in all supported languages. For details about the new features and enhancements, see NetSuite EPM Connector Version Notes.
Account Reconciliation Sync 25.1	Possibility to export your Account Reconciliation Sync configuration into a single file and then use the file as a configuration backup, or import it to another NetSuite account. You can now use a checklist of tasks to make sure you have configured Account Reconciliation Sync properly. The Plug-in Code Generator can help you create a custom plug-in script for importing enterprise journal data from your Account Reconciliation application. You can now add the same job multiple times to a Group job. Localization for the SuiteApp is available in all supported languages. For details about the new features and enhancements, see Account Reconciliation Sync Version Notes.
Planning and Budgeting Sync 25.1	To load transaction data and metadata from NetSuite to Planning and Budgeting, you can: Use SuiteQL queries. Schedule and run pipeline jobs from NetSuite. For Planning and Budgeting Financials, the following has changed: The default batch jobs have been replaced by pipeline jobs that provide the same functionality. The integration artifacts have been updated to reflect this change. Important: You need to download the updated ZIP file from NetSuite and re-upload it into your Planning and Budgeting Financials. The Plug-in Code Generator can help you create custom plug-in scripts to process budget data imported from Planning and Budgeting. You can hide filters in Data Exchange for saved searches and datasets. Based on the available features in the NetSuite account you log in to, the NSEPM Implementer and NSPB Integration roles are automatically pre-populated with the required permissions during the SuiteApp installation. The NetSuite Planning and Budgeting SuiteSuccess Standard and Premium saved searches can be used on NetSuite accounts without the OneWorld feature. Important: For details about the new features and enhancements, see Planning and Budgeting Sync Version Notes in the updated NetSuite Applications Suite.

SuiteApp Name

New Features and Enhancements

NetSuite EPM Connector 25.1.1

Updates required for the 25.1 releases of the Account Reconciliation Sync and Planning and Budgeting SuiteApps.
Additional authentication methods provided for connecting to external SFTP servers from NetSuite.
Possibility to place the custsql_ prefix for SuiteQL queries on the Planning and Budgeting allowlist.
Localization for the SuiteApp is available in all supported languages.

For details about the new features and enhancements, see NetSuite EPM Connector Version Notes.

Account Reconciliation Sync 25.1

Possibility to export your Account Reconciliation Sync configuration into a single file and then use the file as a configuration backup, or import it to another NetSuite account.
You can now use a checklist of tasks to make sure you have configured Account Reconciliation Sync properly.
The Plug-in Code Generator can help you create a custom plug-in script for importing enterprise journal data from your Account Reconciliation application.
You can now add the same job multiple times to a Group job.
Localization for the SuiteApp is available in all supported languages.

For details about the new features and enhancements, see Account Reconciliation Sync Version Notes.

Planning and Budgeting Sync 25.1

To load transaction data and metadata from NetSuite to Planning and Budgeting, you can:
- Use SuiteQL queries.
- Schedule and run pipeline jobs from NetSuite.
For Planning and Budgeting Financials, the following has changed:
- The default batch jobs have been replaced by pipeline jobs that provide the same functionality.
- The integration artifacts have been updated to reflect this change.

Important: You need to download the updated ZIP file from NetSuite and re-upload it into your Planning and Budgeting Financials.

The Plug-in Code Generator can help you create custom plug-in scripts to process budget data imported from Planning and Budgeting.
You can hide filters in Data Exchange for saved searches and datasets.
Based on the available features in the NetSuite account you log in to, the NSEPM Implementer and NSPB Integration roles are automatically pre-populated with the required permissions during the SuiteApp installation.
The NetSuite Planning and Budgeting SuiteSuccess Standard and Premium saved searches can be used on NetSuite accounts without the OneWorld feature.

Important: For details about the new features and enhancements, see Planning and Budgeting Sync Version Notes in the updated NetSuite Applications Suite.

Recommended Action
We strongly encourage you to manually install or upgrade the SuiteApps in your Sandbox or Release Preview account. This will allow you to preview the new features and enhancements before the SuiteApps are automatically pushed to your production account. For upgrade instructions, see the following help topics:

NOTE: We will provide separate notices with exact dates for when the SuiteApps will be pushed to your production account.

Business Benefit: This notice provides release information about the latest versions of the NetSuite Enterprise Performance Management (EPM) integration SuiteApps.

Key Resources

NetSuite EPM Connector:
- NetSuite EPM Connector Installation and Setup
- NetSuite EPM Connector Version Notes
Account Reconciliation Sync:
- Account Reconciliation Sync SuiteApp Installation and Setup
- Account Reconciliation Sync Version Notes
Planning and Budgeting Sync:
- Planning and Budgeting Sync Installation and Setup
- Planning and Budgeting Sync Version Notes