5 Planning and Budgeting

Planning and Budgeting within NetSuite for Government

A scalable and collaborative platform for organization-wide and departmental fund planning. Advanced modelling capabilities, approval workflows, and robust reporting align financial plans with strategic objectives. AI-powered predictive forecasting analysis, strategic budget modelling, and intuitive interfaces, enables data-driven decisions and prioritization of capital projects.

  • AI services built on Oracle technology designed to respect customer’s enterprise data, privacy, and security. Customer data is never shared with LM providers, seem by other customers, or any third parties.
  • Strategic Budget Modelling – One click to build a new financial 5-year plan from your own data model.
  • Predictive Forecasting Analysis – in year budget to actuals predictions to produce forward looking financial positions based on criteria and historical inputs.
  • Capital Project Planning - Prioritize capital projects based on planning models, criticality, and funding sources.
  • Intuitive, role-based web and MS Office interfaces allow users to navigate versions and details in Excel without losing track of versions.
  • Flexible driver-based what-if modelling capabilities give users full ad-hoc and free-form analysis capabilities.
  • Built-in financial intelligence and spreading logic.
  • Built-in commentary and annotation capabilities.
  • Flexible workflow and plan management capabilities.
  • Robust reporting and ad-hoc analysis with formatting and charting support.
  • Dashboards provide users with easy access to information.
  • Track budget vs actuals in real-time as transactions are completed.
  • Robust modelling, predictive analytics, multiple what-if scenarios, and rolling forecasts let users create unique data perspectives to help contribute to planning.
  • Mobile-ready user and intuitive interface combines task lists, instructions, dashboards, and graphical reports.
  • Departmental level edits can be made in templates and imported in for consolidation.