
NetSuite Planning and Budgeting
What is NetSuite Planning and Budgeting?
Using spreadsheets for planning and budgeting can lead to errors, slow processes, and poor collaboration. NetSuite Planning and Budgeting makes things simple by connecting your financial and operational data—automating planning, budgeting, and approvals across your business. Built-in AI models, smart workflows, and clear reports help you reduce manual entry and cut down on mistakes, so you produce accurate, linked financial statements faster. With less time spent on admin and formulas, your finance team can focus on meaningful analysis and strategy. Get instant commentary and insights powered by AI, and make confident decisions to improve your business’s financial performance.

Drive Business Strategy and Growth
- Accelerate insights and act quickly with built-in AI. NetSuite’s AI and machine learning highlight trends, flag issues, and suggest your next steps—so you’re always ahead of the curve.
- Cut planning time with easy-to-use templates and workflows for gathering inputs and assumptions.
- Boost forecast accuracy by comparing actuals with projections and running unlimited scenario analyses.
- Bring everyone together. Collaborate in real time with your team and stakeholders for better decisions.
- Stay in control and gain full visibility. Data is entered consistently, changes are tracked, and your entire team works from a single source of truth.

Challenges NetSuite Planning and Budgeting Solves
- Manual Processes: Built-in integration with NetSuite financials removes manual data entry and reduces errors.
- Lack of Collaboration: Team members can easily share comments and assumptions, making planning and budgeting truly collaborative.
- Poor Decisions: Instantly compare budgets to actuals for fast insights and smarter decisions.

NetSuite Planning and Budgeting Features
- Budgeting and Forecasting
- Scenario Planning and Modeling
- AI-Powered Predictive Planning
- Revenue Planning
- Operational Expense
- Workforce Planning
- Trended Financial Statements
- Data Synchronization
- Dashboards
- Microsoft Office Integration
Budgeting and Forecasting
Automate your budgeting across the entire business with NetSuite. Use prebuilt, best-practice workflows to easily manage reviews and approvals. Budget templates update automatically from your NetSuite general ledger and quickly reflect any changes made. Generate real-time forecasts in minutes using your actual financial data, so you can make faster, smarter decisions to move your business forward.
Scenario Planning and Modeling
Run powerful scenario modeling and multidimensional planning across any areas you need—like location, product, customer, or expense. Effortlessly calculate forecasts for revenue, spending, headcount, cash flow, and sales, all without worrying about formula errors or time-consuming updates.
AI-Powered Predictive Planning
Intelligent Performance Management uses built-in AI to automate your data analysis, helping you make smart decisions faster. Advanced algorithms constantly scan your plans and forecasts to detect trends, spot anomalies, and reveal hidden patterns—so you can quickly see what matters most in your data. Finance teams get clear insights and predictive explanations, making it easy to understand what’s driving your forecasts and act with confidence—while spending less time on manual analysis.
Revenue Planning
Keep your revenue forecasts and sales plans aligned with your company goals. Build driver-based forecasts across every business unit—working together with finance, sales, and service teams. Easily track performance against your targets and see how every change affects your cash flow and balance sheet in real time.
Operational Expense
Easily link your business assumptions to your financial results with flexible, driver-based planning. Support top-down and bottom-up planning across both corporate finance and each business unit.
Workforce Planning
Make workforce planning easy by connecting your organisation’s goals with headcount, salary, and compensation planning. Align team needs with business priorities so you reach your targets with confidence.
Trended Financial Statements
With fully integrated financial statements, your income statement, balance sheet, and cash flow are all linked and follow GAAP standards. Instantly track trends from actuals to budget, customise your setup for your industry, and choose the cash flow method that works best for you—both direct and indirect are supported.
Data Synchronization
Built-in data sync with NetSuite ERP keeps your information accurate and always accessible. Your latest financial and operational data, account structures, and dimensions automatically update in your plans, budgets, and forecasts.
Dashboards
Create dashboards in minutes to see your budgets and actuals at a glance. With NetSuite’s intuitive drag-and-drop report builder, finance and business managers can build, share, and review reports with ease—no technical skills required. Secure, web-based tools make it simple to collaborate on every step, from drafting to publishing. Deep dive into your data with powerful drill-down features, so you can easily spot and explain budget vs. actual differences.
Microsoft Office Integration
Smart View for Office connects NetSuite Planning and Budgeting with your favourite Microsoft Office tools—including Outlook, Excel, Word, and PowerPoint. Easily run what-if analyses, update data for customers or items, and create dynamic Excel grids with your usual formulas and formatting. Perform planning tasks like spreading and allocations directly within Excel for a seamless, familiar experience.
How Much Does NetSuite Planning and Budgeting Cost?
Businesses of all sizes—from startups to established enterprises—have chosen NetSuite to simplify how they work. Wondering how pricing works? NetSuite uses a straightforward annual subscription model, based on your core platform, any optional modules, and the number of users you need. There’s a one-time setup fee for implementation. As your business grows, you can easily add more users or features—scaling up is simple with the flexibility of the cloud.
NetSuite Planning and Budgeting is available as add-on module.
- Data Sheets
- Demos
- Webinars
- Guides & Blogs
- Best Practices
Data Sheets
Access specifications, features and benefits of NetSuite Planning and Budgeting.
Demos
Webinars
View our on-demand webinars, which deliver insights from NetSuite and industry experts.
Guides & Blogs
Go deep into topics around NetSuite Planning and Budgeting.
- Budgeting in the Cloud: Graduating from Spreadsheets (Guide)
- Planning, Budgeting and Forecasting in the Cloud (eBook)
- 6 Signs Your Business Has Outgrown Budgeting in Excel (Blog)
- 3 Ways to Prepare for Budgeting Season (Blog)
- xP&A: Extending FP&A Principles Beyond the Finance Department (Blog)
- Create Better Budgets and Forecasts with Integrated NetSuite Financial and Operational Data (Blog)
- Why Departmental Budgeting Is Underrated and Underutilized (Guide)
- The Ultimate Guide to Preparing for Budgeting for the Next Year (Guide)
- Improving forecasts and budgets with real–time data and AI (Guide)
Best Practices
Discover best practices and learn more about planning and budgeting from beginner to advanced levels.
- What is Planning & Forecasting? (Video)
- A Guide to Financial Modeling for Startups and Small Businesses (Article)
- Zero-Based Budgeting Revisited: A Practical Guide for 2021 (Article)
- 5 Best Practices to Master Rolling Forecasts (Article)
- Scenario Planning: Strategy, Steps and Practical Examples (Article)
- Scenario Analysis Explained (Article)
- What Is Integrated Business Planning and Why Is It Important? (Article)
Ready to future-proof your business planning and decision making?
Discover how NetSuite Planning and Budgeting can streamline your processes, boost accuracy, and empower your team with real-time insights. Book a free consultation with a Project Salsa expert today and see how easy it is to take control of your financial strategy—no obligation, just clear solutions tailored to your goals. Get started now.