Financial Services

Helping Your Team Plan for the Future

Improve Financial Integration

Financial services companies use NetSuite for comprehensive financial management including integrated budgeting and forecasting, revenue management, procurement, and business intelligence.

Your Tool Kit

  • NetSuite ERP
  • NetSuite Analytics
  • NetSuite Planning and Budgeting
  • NetSuite Revenue Management

NetSuite Makes Budgeting and Forecasting Easier

NetSuite ERP is a complete cloud ERP solution targeted at high-growing, mid-sized businesses and large enterprises. It automates front- and back-office processes including financial management, revenue management, fixed assets, order management, billing, and inventory management.

NetSuite Analytics offers users incredible flexibility to create saved searches and reports that enables them to easily answer questions on what is happening in the business. Data can be further analyzed using SuiteAnalytics Workbook pivot and chart capabilities, with intuitive drag and drop interactions. Workbooks can be saved, shared, and reused with content easily displayed in NetSuite dashboard as portlets.

NetSuite Planning & Budgeting helps you align your organization through the planning cycle providing a single version of the truth, and improved real-time visibility. Planning and Budgeting facilitates both company-wide and departmental planning with modeling capabilities, approval workflows and reporting within one collaborative scalable solution.

NetSuite Revenue Management simplifies the complexities of evolving revenue recognition mandates, no matter if a sale encompasses a single performance obligation, a series of obligations spanning a time period, or diverse obligations in a bundle. The results enable the automation of revenue policy for compliance, real-time revenue intelligence and actionable data.

Business Transformation for Fintech Companies


Meridian Helps Improve Visibility and Compliance

NetSuite helps financial services companies align and centralize budgets, forecasts, and actuals in one place, providing a single version of the truth, more accurate forecasts, easy-to-use reporting across the organization, reduced planning cycle times, and more timely information for a faster close. NetSuite helps you ensure compliance with:

  • Integrated Budgeting and Forecasting
  • Fully Auditable Business Processes
  • Financial Management
  • Customized Dashboards and Reports
  • Real-time Business Intelligence
  • Revenue Management

NetSuite Planning & Budgeting: Suite Success Overview

Discover how cloud-based Planning & Budgeting can help your business grow through this demo and case study.

Resources for Financial Services

January 26, 2023

Oracle Named a Leader in the 2022 Gartner® Magic Quadrant™ for Financial Planning Software

Oracle NetSuite Planning & Budgeting (NSPB) recognized as a Leader…
November 22, 2022

How NetSuite Solves Finserv’s Biggest Technology Challenges

The financial services, or “finserv,” industry comprises insurance companies, mortgage…
November 22, 2022

Chicago Music Exchange Fine-Tunes Inventory Management and Ecommerce Operations With NetSuite

Since 1990, Chicago Music Exchange (CME) has been a destination…

Learn Which Tools Can Help
Grow Your Business

Start a ConversationView Resources