NetSuite Enterprise Performance Management (EPM)
Bring together planning, budgeting, account reconciliation, and reporting in a single solution that integrates with NetSuite.
NetSuite EPM brings together planning, budgeting, forecasting, account reconciliation, financial close, and reporting in a single solution. Built on Oracle Fusion Cloud EPM, it integrates directly with NetSuite so you’re always working with up-to-date financial data.
For finance teams spending too much time in spreadsheets gathering data, reconciling accounts, and building reports, EPM provides a connected alternative. Automating manual processes and giving you the insights you need to make better decisions.
We work with finance teams at every stage of growth. These are some of the situations we see most often, and how NetSuite EPM helps address them.
Budgeting and forecasting in spreadsheets
Spreadsheet-based planning is slow, error-prone, and disconnected from your actuals. NetSuite Planning and Budgeting automates the process, pulling real-time data from your financials and enabling collaborative, version-controlled planning.
Manual account reconciliation
Reconciling accounts at month-end takes time and creates risk. NetSuite Account Reconciliation automates transaction matching, standardises the process, and provides a complete audit trail.
Slow financial close
When closing the books requires chasing tasks and checking spreadsheets, delays are inevitable. NetSuite EPM provides close checklists, task management, and workflow automation to accelerate the process.
Limited visibility into business performance
When data is scattered across systems and spreadsheets, understanding what’s really happening takes too long. NetSuite Analytics Warehouse consolidates data from across the business and surfaces insights with AI-powered analysis.
“I wanted an end-to-end system – from invoice and expense processing all the way to board reporting and statutory accounts. NetSuite fit the bill, and Eureka Solutions was the right partner to implement it.”
CFO, Millwall Football Club
Millwall FCBitBio“We wouldn’t be able to live without it now. After working with multiple ERP systems over 20 years, NetSuite is the best I’ve worked with and it’s the one I would recommend.”
“The functionality NetSuite offered us to run our global businesses was unrivalled and Eureka Solutions’ experience in implementing similar systems for other exciting international businesses made them our obvious choice.”
CFO, Bounce Ping Pong
BounceBrimmond Group“Now we can see exactly what’s happening across the business at any given time. That visibility just wasn’t possible before.”
Heart of Midlothian F.C.“NetSuite has saved us a considerable amount of time at month-end and unlocked new reporting capabilities. While it requires effort to set up processes properly, the outcomes generally justify the additional resource.”
Here’s what you can expect when your planning, close, and reporting processes are connected.
Faster budgeting and forecasting cycles
Create budgets and forecasts using real-time data from NetSuite. Model what-if scenarios, collaborate across departments, and produce plans in days rather than weeks.
Automated account reconciliation
Match transactions automatically, standardise your reconciliation process, and close with confidence that accounts are accurate.
Accelerated financial close
Manage close tasks with checklists and workflows. Track progress in real time and identify bottlenecks before they delay reporting.
AI-powered insights
Surface patterns, trends, and anomalies automatically. Generate AI-powered narratives that explain what the data means and highlight areas that need attention.
Consolidated data from across the business
Bring together data from NetSuite and external sources in a single analytics warehouse. Build reports and dashboards without relying on IT.
NetSuite’s powerful. It’s also complex. The difference between an implementation that transforms your business and one that becomes an expensive headache? Your partner.
We’ve delivered 100+ NetSuite implementations across multiple sectors, click the button below to see how we can help you grow with NetSuite.
NetSuite EPM is a family of solutions that work together to improve the speed and accuracy of your financial processes.
Automate budgeting and forecasting with real-time data from NetSuite. Create company-wide or departmental plans, model scenarios, and monitor performance against targets. AI-powered Intelligent Performance Management highlights trends, anomalies, and forecast bias.
Automate and standardise your account reconciliation process. Match transactions automatically, manage exceptions, and maintain a complete audit trail. Direct integration with NetSuite GL ensures you’re always working with accurate data.
Consolidate data from NetSuite and external sources in a cloud-based analytics warehouse. Build dashboards, run ad-hoc analysis, and use AI to surface insights without waiting for IT. Prebuilt data pipelines and visualisations get you started quickly.
“We weren’t set up for home working in any way. From a remote access point of view NetSuite has absolutely been seamless, particularly with all the elements of integration that Eureka Solutions have worked on – accounts payable, raising invoices and all those kinds of tasks would have been much more difficult.”
– Thomas Schofield, Finance Director
Match day costs and analysis instantly visible
Elimination of paper from finance processes
Integration of finance function across the business
Easy user-adoption with intuitive, role-based dashboards
“The Eureka Solutions team had the confidence to challenge us on our processes where necessary, and the result is that we get much more out of the system than we otherwise would have… it was clear from our first conversation that their knowledge of NetSuite and their pragmatic and practical approach meant they really understood our requirements.”
– CFO
Complete and consolidated financial visibility of the global business.
Elimination of spreadsheets and manual processes from core accounting tasks.
Ability to concentrate on growing the business, making effective decisions based on reliable data.
Ease of expansion into new geographical territories.
“NetSuite has saved us a considerable amount of time at month-end and unlocked new reporting capabilities. While it requires effort to set up processes properly, the outcomes generally justify the additional resource.”
50% reduction in time for month end
100% removal of spreadsheets for project, grant and department tracking
Full integration of all critical back-office functions
Non-finance users empowered with the analysis they need
“The functionality NetSuite offered us to run our global businesses was unrivalled and Eureka Solutions’ experience in implementing similar systems for other exciting international businesses made them our obvious choice.”
– CFO, Bounce Ping Pong
Eliminated duplicate data entry
Simplified multi-subsidiary accounting;
Enhanced customer insights
“We chose to work with Eureka Solutions as they clearly understood our business problems. Implementing NetSuite has increased the efficiency of our business, enabling us to strengthen customer relationships.”
Month end close 75% faster
Manual/duplicate data entry eliminated
Expense allocation time reduced 50%
“It’s been a game-changer in helping us deliver accurate, timely reports without the burden of manual intervention.”
– Company Secretary, Tomatin Distillery
50% reduction in time taken for month end close
Reduced report lead time by 2 weeks
Elimination of manual processes
Whether you’re looking to accelerate your close, improve forecast accuracy, or get better visibility into business performance, we can help you understand how NetSuite EPM fits your finance function.
A conversation with our team is the best place to start.
Prefer to talk now?
Call our NetSuite specialists directly:
01355 581 960
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