NetSuite ERP:
Financial Planning & Budgeting

Meridian Helps You Improve Financial Forecasts

Considering a Financial Planning & Budgeting Solution?

A Financial Budgeting & Planning platform helps you with organization-wide business planning needs covering a wide variety of financial, sales, contractual, and operational planning tasks. Planning and budgeting moves you off of spreadsheets onto company-wide cloud-based collaborative dashboards to seamlessly integrate reporting.

Remove the Guesswork from Your Planning, Budgeting, and Forecasting

As a CFO, you make strategic financial decisions that help your organization thrive and grow. Watch how NetSuite enables you to unleash your full potential and become leader of broader strategic change while managing core business processes enterprise-wide with a comprehensive, real-time view.

Why We Recommend NetSuite’s Financial Planning & Budgeting Solution

NetSuite Planning and Budgeting Cloud Service (PBCS) provides you with both company-wide and departmental financial planning with modeling capabilities, approval workflows and reporting within one collaborative scalable solution. This enables your quick adoption of world-class financial planning and budgeting across lines of businesses with flexible and customizable deployment options. 

NetSuite Financial Planning and Budgeting reduces your planning cycle times, improves forecast accuracy, provides timely information and insight, and centralizes your budget with forecast and actual information in one place, providing a single version of the truth.

NetSuite PBCS includes Smart View, which provides a common Microsoft Office interface — allowing you to view, import, manipulate, distribute and share data in Excel, Word, PowerPoint and Outlook. It is a comprehensive tool for accessing and integrating content to and from NetSuite across Microsoft Office products.

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Add Agility to Your Planning

eBook: The Buyers Guide to Financial Management Software

Meridian Helps You Get
the Most from NetSuite’s
Financial Planning
& Budgeting Solution

NetSuite Financial Planning & Budgeting reduces your planning cycle times, improves forecast accuracy, aligns your organization to actual information in one place, and provides timely information and insight:

  • Comprehensive CAPEX Planning
  • Simplified Travel and Expense Planning
  • Automated Allocations of Indirect Expenses
  • Simplified OPEX Planning
  • Strategic Workforce Planning
  • Integrated Financial Statement Planning


We’ll help connect you with the right tools for business