NetSuite consulting and implementation, led by finance professionals

NetSuite implementation

We guide you through the full implementation lifecycle, from gathering requirements to go-live and beyond. Every configuration decision is grounded in your accounting and operational processes, so the system is right for your finance team from day one.

• A system that fitsConfiguration designed around your real processes, not a generic template.
• Clean data from the startOpening balances and master data migrated, checked and reconciled.
• A confident go-liveTested processes and trained users before you switch over.

What's included

• Requirements and process mappingWorkshops with your team to document how the business runs today and how it should run in NetSuite.
• Solution designChart of accounts, subsidiaries, segments, roles, approvals and workflows designed up front.
• Configuration and setupCore modules, forms, fields and preferences set up to the agreed design.
• Data migrationCustomers, vendors, items, open transactions and opening balances moved from QuickBooks, Xero, Tally, Zoho Books, Sage or spreadsheets.
• TestingEnd-to-end process testing and user acceptance testing with your team.
• Go-live and early-life supportCut-over planning, go-live support and close attention through your first month-ends.

What you receive

• Requirements document
• Solution design
• Migration and reconciliation files
• Test scripts
• Go-live plan

Customization & SuiteScript development

When standard NetSuite doesn't quite fit, we extend it. From simple form changes to complex automation, we build customizations that are documented, maintainable and safe through NetSuite's twice-yearly upgrades.

• Less manual workAutomate repetitive steps and approvals your team handles by hand today.
• Fewer errorsValidation and workflow rules catch mistakes at the point of entry.
• Built to lastClean, documented code that your team or any future partner can maintain.

What's included

• Custom records, fields and formsCapture the information your business needs, in the right place.
• Workflows and approvalsSuiteFlow approval routing for purchases, bills, journals and sales orders.
• SuiteScript developmentUser event, client, scheduled, Map/Reduce and Suitelet scripts to extend NetSuite.
• Process automationAutomated transaction creation, allocations and recurring tasks.
• Custom dashboards and portletsRole-specific home pages that surface what each user needs.
• Release-readiness reviewsCustomizations checked ahead of each NetSuite release.

What you receive

• Functional specification
• Tested customization
• Technical documentation
• User guide

NetSuite integrations

Your business runs on more than one system. We connect NetSuite to your banks, payment providers, e-commerce stores, CRM and payroll so data flows automatically and your team stops re-keying it.

• One source of truthSales, payments and costs land in NetSuite without manual entry.
• Faster closeBank and payment data arrives ready to reconcile.
• Reliable data flowsError handling and alerts so nothing fails silently.

What's included

• Bank integrations and statement importsAutomated bank feeds and statement files for faster reconciliation.
• Payment and EFT filesVendor payment files in the formats your banks require.
• E-commerce and marketplace connectionsOrders, customers and payouts from your online channels.
• CRM, payroll and expense toolsCustomer, employee and expense data kept in sync.
• Direct and middleware integrationsBuilt directly with SuiteTalk, REST web services and RESTlets, or through an integration platform such as Celigo or Boomi.
• Monitoring and error handlingLogs, alerts and a clear process for failed records.

What you receive

• Integration design
• Field mapping document
• Tested integration
• Monitoring runbook

Reporting, analytics & templates

NetSuite holds all your data; we help you get the answers out of it. We build the saved searches, workbooks, financial reports and dashboards your team needs, plus professional transaction templates your customers and suppliers will see.

• Answers on demandSelf-service reports instead of spreadsheet exports.
• Numbers that tie outReports built by accountants, reconciled to your ledger.
• Professional documentsBranded invoices, statements and purchase orders.

What's included

• Saved searchesOperational and financial lists, alerts and scheduled emails.
• SuiteAnalytics workbooksPivot-style analysis and charts across your data.
• Custom financial reportsManagement P&L, balance sheet and departmental reports in NetSuite's report builder.
• KPI dashboardsKey metrics on each role's home page.
• Advanced PDF/HTML templatesInvoices, statements, sales orders, purchase orders and packing slips.
• EFT and payment filesElectronic payment layouts for your banks.

What you receive

• Report catalog
• Dashboards by role
• Branded transaction templates

Finance process consulting

This is where our accounting background matters most. We design and improve the core finance cycles in NetSuite so your data reflects what is really happening in the business, and your month-end close gets faster, not slower.

• A faster closeFewer manual journals and reconciliations at month-end.
• Stronger controlsApprovals and segregation of duties built into each process.
• Clearer dataA harmonised chart of accounts and clean master data.

What's included

• Procure-to-pay (P2P)Requisitions, purchase orders, receipts, three-way matching and vendor payments.
• Order-to-cash (O2C)Quotes, sales orders, fulfilment, invoicing, collections and cash application.
• Record-to-report (R2R)Journals, allocations, accruals, close checklists and financial statements.
• Cash managementAutomated bank reconciliation and statement imports.
• Fixed assetsAsset registers, depreciation and disposals.
• Master data and chart of accountsItems, customers, vendors and accounts harmonised for consistent reporting.

What you receive

• Process maps
• Month-end close checklist
• Control matrix

Need help with the day-to-day books too? See our reconciliation and reporting services.

Tax, localization & multi-entity

Growing across borders adds tax rules, currencies and entities. We configure NetSuite to handle them correctly, with specialist knowledge of SuiteTax and Indian GST and TDS requirements.

• Compliant from the startTax codes, nexuses and reports set up correctly.
• Simpler consolidationGroup reporting across subsidiaries without spreadsheets.
• Ready to expandAdd new countries, currencies and entities with confidence.

What's included

• SuiteTax setupTax engines, nexuses, tax codes and tax reports.
• India localizationGST and TDS configuration, e-invoicing and statutory reports.
• Multi-subsidiary (OneWorld)Subsidiary structure, intercompany transactions and eliminations.
• Multi-currencyCurrencies, exchange rates and revaluation.
• Consolidated reportingGroup financial statements across entities.

What you receive

• Tax configuration document
• Subsidiary structure
• Consolidation reports

Optimization, health checks & rescue

Many NetSuite accounts are not delivering what was promised. We review your setup, find what is slowing your team down, and fix it. If an implementation has gone off track, we step in, stabilize it and get it to a successful go-live.

• More value from your licenseUse the features you already pay for.
• Fewer workaroundsReplace side spreadsheets with proper NetSuite processes.
• A clear recovery planPrioritized fixes for projects in trouble.

What's included

• NetSuite health checkA review of configuration, roles, scripts, workflows, searches and data quality.
• Process and workflow improvementsStreamlined forms, approvals and automations.
• Performance clean-upUnused scripts, searches and fields removed; slow processes tuned.
• Roles and permissions reviewRight access for each user, with proper segregation of duties.
• Implementation rescueAssessment of a stalled project, a recovery plan and hands-on delivery to go-live.

What you receive

• Health check report
• Prioritized action plan
• Recovery roadmap

Ongoing support & training

NetSuite needs care after go-live. We act as your NetSuite team on call: answering questions, fixing issues, making small changes and training your people as your business evolves.

• A stable systemIssues resolved before they disrupt your close.
• Confident usersTraining tailored to each role, not generic videos.
• Knowledge that staysDocumentation your team can rely on.

What's included

• Functional supportHelp with transactions, errors and "how do I" questions.
• AdministrationUser and role management, small changes and new searches.
• Release testingKey processes checked when NetSuite releases an update.
• Role-based trainingSessions for finance, purchasing, sales and management users.
• Documentation and knowledge transferProcess guides and system documentation for your team.

What you receive

• Support log
• Training sessions
• User guides