Call Us: 1-800-497-0151

NetSuite Planning and Budgeting


SuiteSuccess provides NetSuite customers with faster time to value, increased business efficiency, and greater flexibility and success. It is a complete suite to support the modern business including ERP, CRM, PSA, omnichannel commerce, HR, and Business Intelligence (BI) built on the NetSuite cloud platform, continually updated with leading edge capabilities and technologies.

NetSuite Planning and Budgeting enables organizations of all sizes to quickly adopt a world-class planning and budgeting application offering market-leading functionality across lines of businesses. Now a part of SuiteSuccess, Planning and Budgeting can be deployed via two separate versions, ensuring that you receive your Planning and Budgeting offering in a manner that best suits your particular business needs and budget.

As a world-class planning and budgeting cloud application integrated with NetSuite ERP, NetSuite PB 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

NetSuite Planning and Budgeting Options:

As a part of their SuiteSuccess solution, NetSuite Planning and Budgeting is available in two unique editions, offering a level of functionality, pricing, and deployment speed for businesses in different stages of organization growth.

Starter Edition

Offers 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 is an Oracle Gold and NetSuite Preferred Implementation Partner. Our team of consultants offer functional and technical knowledge and expertise in planning, budgeting, and forecasting; cloud migration; application customization, and follow-the-sun application support with our award-winning AppCare Managed Services. We help companies acquire, implement, host, and manage their business analytics 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

Download Oracle Netsuite Planning White Paper

Partner SpotLight

Oracle Partner


Oracle has the most comprehensive suite of integrated, global business applications that enable organizations to make better decisions, reduce cost..

Oracle Profile