NetSuite & Planning Maestro

Seamlessly link the ERP software you trust with leading-edge budget, forecasting, and reporting tools

Is your company still manually exporting accounts and trial balance to Excel for consolidation? We’ve partnered with NetSuite to deliver a better way to create budgets and manage financial statements.

Planning Maestro Connectors create a quick, reliable and secure way to transfer data from NetSuite to Planning Maestro. With a few clicks, and no manual transfer of data, you can:

  • Automate the import of your Chart of Accounts and structures- ensuring all your accounts are accurately reflected in Planning Maestro
  • Automate the import of actual ending balances and non-financial balances – enabling you to jump-start your budget process
  • Automate the import of historical and actuals data for benchmarking
  • Enable quick and easy import of account balances for actual vs. budget comparison at any time
  • Eliminate the manual process to export your accounts and trial balance to Excel for data consolidation
  • Automate the import of your actuals – at any time – to compare to plan, budget, forecast or any scenario for variance analysis
Still trying to budget and forecast using spreadsheets?

Let us show you a better way with Planning Maestro.

Ready to connect with our team?

Schedule a personalized demostration to answer all of your questions.