What is NetSuite Planning and Budgeting?
- NetSuite Planning and Budgeting is part of NetSuite Enterprise Performance Management (EPM), built from Oracle Fusion Cloud EPM and integrated directly into NetSuite.
It automates company-wide and departmental budgeting and forecasting with driver-based modeling, scenario planning, approval workflows, and AI-powered analytics.
Planning and Budgeting eliminates offline Excel-based budgeting by providing one collaborative, scalable solution that uses real-time NetSuite data.
NetSuite Planning and Budgeting Features
Build budgets based on operational drivers like headcount, revenue per unit, or square footage. Change a driver and the entire budget updates automatically.
Create continuous forecasts that extend beyond the annual budget cycle. Update projections as actual results come in without starting over.
Model multiple scenarios to understand the financial impact of different business decisions before committing. Compare best case, worst case, and most likely outcomes.
Route budgets through departmental and executive approval processes with audit trails. No more emailing spreadsheets back and forth for sign-off.
Multiple users work on budgets simultaneously with version control built in. Finance sees changes as they happen without consolidating spreadsheets.
Integrated comparison of budgets against actual results from NetSuite. See variances in real time without building reports manually.
Embedded AI and machine learning automate data analysis to improve forecast accuracy and identify trends faster.
Planning and Budgeting connects directly to NetSuite financial and operational data. No manual data imports or exports between systems.
How Much Does NetSuite Planning and Budgeting Cost?
- Planning and Budgeting is available as part of the NetSuite EPM suite. But the real question isn't what EPM costs. It's what Excel-based budgeting costs you. Slow budget cycles, version control nightmares, and disconnected forecast vs. actual analysis add up fast.
Why Choose Stockton10?
Challenges NetSuite Planning and Budgeting Solves
- Offline Excel-based budgeting
- Slow and manual budget cycles
- Lack of integrated forecast vs. actual analysis
- Version control issues in budgeting
- Static annual budgets
- Disconnected planning and actuals
Hear it from your peers
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NetSuite Planning and Budgeting FAQs
Planning and Budgeting is NetSuite's FP&A solution that replaces Excel with driver-based planning, rolling forecasts, and collaborative workflows. It's part of the NetSuite EPM suite and integrates directly with NetSuite ERP.
Configure rolling forecast periods that extend beyond your annual budget. As each month closes, Planning and Budgeting automatically updates the forecast horizon using the latest actuals from NetSuite.
Driver-based budgeting builds budgets from operational metrics (headcount, revenue per customer, units sold) instead of line-by-line accounts. Change a driver and dependent budget lines update automatically.
If your budget cycles are slow, version control is a nightmare, or you can't get real-time forecast vs. actual analysis, yes. Planning and Budgeting makes sense when Excel-based budgeting becomes too manual and disconnected.
Planning and Budgeting connects directly to NetSuite financial and operational data. Budget vs. actual comparisons happen in real time using live ERP data without manual imports or exports.
Yes. We handle model configuration, driver setup, workflow optimization, and ongoing support to ensure your planning models stay accurate and your teams actually use the system.
Is Your FP&A Team Actually Using This?
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