NetSuite Planning and Budgeting


NetSuite Planning and Budgeting is a world-class planning and budgeting cloud application integrated with NetSuite ERP. It features tools for operational expense planning, capital expense planning, personnel planning, revenue planning, and financial statements, along with interactive dashboards and multi-currency support.

Integration with a company's wider ERP system is important as it allows the planning and budgeting solution to automatically import data from integrated applications including the General Ledger. In addition, it offers comprehensive integration with Microsoft Office including Outlook, Excel, Word, and PowerPoint with Smart View for MS Office.

NetSuite Planning and Budgeting

SuiteSuccess for Planning and Budgeting:

As a part of their SuiteSuccess solution, NetSuite Planning and Budgeting can be deployed using two separate versions, providing an option that best suits your business needs and budget.

Starter Edition

Provides a straight-out-of-the-box planning and budgeting solution at an optimal price point. It provides the ability for emerging businesses and organizations to implement the core functions and benefits that planning and budgeting have to offer without over-inflating your operating expenses.

Features Include:
  • Financial Reporting
  • Variance Analysis & Reporting
  • Trended Revenue/COGS Planning
  • Trended OpEx Planning
  • Balance Sheet and Cash Flow

Premium Edition

For an organization that requires a more robust planning and budgeting application and process to accommodate and facilitate future growth. This edition provides a foundational version of Planning and Budgeting but with the capability to customize the solution to suit your existing operations.

Features Include - all Planning and Budgeting Starter Edition Features plus:
  • Price x Volume Revenue/COGS Planning
  • Driver-based OpEx Planning
  • Detailed Workforce Planning
  • OpEx Modules (T&E, CapEx, Others)

MindStream Analytics helps companies acquire, implement, host, and manage their performance management solutions. We believe that the power of technology, combined with best practices and access to relevant information, helps you gain a competitive advantage with improved planning, budgeting, reporting, and analysis.


Please complete the form below to download our FREE white paper: 7 Reasons to Look to NetSuite Planning and Budgeting to Modernize Your Planning Process

Oracle Netsuite Planning and Budgeting

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MindStream was the secret to our project success! They provided our team with the deep product knowledge of Oracle Fusion System 11 Planning that resulted in our new, highly consolidated analytic capabilities."

Global Consumer Products Company

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