Planning and Budgeting

1 Review 5/5

A collaborative, scalable solution for planning and budgeting

About Planning and Budgeting

NetSuite Planning and Budgeting automates labor-intensive planning and budgeting processes so finance teams can quickly and easily produce budgets and forecasts, model what-if scenarios and generate reports within one collaborative, scalable solution. With less time spent on manual consolidation, troubleshooting, reporting and data loading, finance staff can reallocate time from data entry and formula maintenance to strategic analysis activities that have a greater impact on the company’s financial position.

Video Overview

Main Features

  • Budgeting and Forecasting
  • Scenario Planning and Modeling
  • Revenue Planning
  • Operational Expense
  • Workforce Planning
  • Trended Financial Statements
  • Data Synchronization
  • Dashboards
  • Microsoft Office Integration

With NetSuite Planning and Budgeting, you get:

  • Data synchronization: Automated, ongoing access to up-to-date financial and operational data.
  • Data collection: All financial data is collected automatically, reducing manual data input and reconciliations
  • Accessibility: A single environment allows for meaningful input and engagement from operational managers
  • Visibility: Changes made to numbers in the system are automatically reflected in reports and dashboards


  • Reduced Planning Cycle Times: Templates and workflows make it easy to gather inputs and assumptions.
  • Accurate Information: Pre-built synchronization with NetSuite ERP ensures real-time, accurate financial and operational data is used.
  • Align the Organization: All stakeholders are connected in a single environment, eliminating emails and spreadsheets.
  • Increased Transparency: Data is entered consistently and using the same processes, so all changes are tracked.
  • Improved Forecast Accuracy: Regularly compare and analyze actual versus projected results to refine forecasts.


Users subscribe to NetSuite for an annual license fee, the total cost of which is determined by the number of total users, add-on modules, and platform.

NetSuite Planning and Budgeting is available as an add-on module to other NetSuite ERP products.

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User Reviews of Planning and Budgeting

Submitted on October 10th, 2022 by Aaron Hartwig

From both a functionality standpoint and a technology perspective, NetSuite delivered a robust planning and budgeting solution in a tight timeline. Now we have more time for high-value analysis, partnering and collaborating with stakeholders across the business.