NetSuite EPM

Plan Smarter. Drive Performance.

Optimize financial planning, close faster, and align strategy
with execution across every department.

What is NetSuite EPM?

Turn Strategy Into Action with Comprehensive Performance Management

NetSuite EPM transforms companies' financial processes by integrating planning, budgeting, forecasting, account reconciliation, financial close, and reporting into a cohesive platform. Connecting these essential functions throughout your organization enhances speed, precision, and strategic insight, empowering you to make pivotal decisions based on current data. 

Leveraging Oracle’s cutting-edge Fusion Cloud EPM technology, NetSuite EPM removes the headaches associated with manual spreadsheets and disparate tools. With real-time data and automated workflows, you achieve faster close times, more accurate forecasts, and profound insights, all of which pave the way for more intelligent, more informed business decisions.

Gain Clarity & Master Complexity

Benefits of NetSuite EPM:

Immediate Insights

Get instant visibility into key metrics and performance drivers across the enterprise.

Improved Forecast Accuracy

Model multiple scenarios and reforecast in minutes, not weeks.

Stronger Collaboration

Bring finance, operations, and leadership together around a single source of truth.

Accelerated Close Cycles

Reduce your time to close with automation, workflows, and integrated consolidations.

Challenges NetSuite EPM Overcomes

Disconnected Planning Tools

Replace siloed spreadsheets with unified, cloud-based planning.

Manual Data Consolidation

Enhance the accessibility and accuracy of intercompany operations and financial data in one dashboard.

Slow, Limited Reporting

Generate dynamic reports and dashboards to make data-driven decisions quickly.

Restricted Agility

NetSuite EPM empowers teams to run forecasts and scenario plans as conditions shift.
Features

Purpose-Built Tools for Agile Finance Teams

Smart Planning

Build detailed budgets and forecasts across departments with built-in intelligence, driver-based models, and integrated workflows. Plan faster, collaborate better, and adapt instantly as business conditions evolve.

Scenario Modeling

Quickly run “what-if” scenarios to evaluate the impact of different assumptions, such as pricing changes, cost increases, or market shifts, so that you can make data-backed decisions with confidence and agility.

Financial Close Management

Streamline your period-end processes with automated journal entries, intercompany eliminations, and real-time validations. Reduce errors, improve accuracy, and close the books faster.

Workforce Planning

Plan headcount, compensation, and workforce changes in sync with your financial and operational goals. Model staffing needs by role, department, or location and forecast labor costs with precision.

Reporting & Dashboards

Access intuitive, customizable dashboards and reports that update in real-time. Empower users to build reports without IT support and uncover performance insights that drive action at every level.

Streamlined Corporate Taxes

Align tax reporting with your financial data to enhance accuracy, visibility, and compliance. By utilizing live data from your NetSuite general ledger, you can speed up tax processes and minimize manual effort.

Why Us

neo3

Your CPQ Experts

Partnering with neo3 means working with a dedicated team focused on your success. Our team is comprised of experienced professionals with extensive expertise in NetSuite ERP, CRM, and CPQ. We offer customized NetSuite solutions to leverage decades of industry knowledge and maximize your success with NetSuite.

Local, Responsive Support

With locally staffed support teams, neo³ provides ongoing, dedicated assistance to help you navigate any challenges post-implementation. We’re always a phone call away, ensuring you have the support you need for continued success.

Hands-On, On-Site Training

We prioritize in-person, on-site training, collaborating directly with your sales and operations teams to ensure they are fully equipped to use NetSuite CPQ effectively, building confidence and maximizing adoption.

Comprehensive Process Optimization

neo³ optimizes every step of the process, from sales to fulfillment. We identify and eliminate inefficiencies, creating smooth workflows that enhance productivity and support scalable growth.

CPQ Experts with Industry Expertise

neo³ specializes in CPQ solutions, possessing the expertise necessary to augment your sales processes, particularly for complex, configure-to-order products with a strong emphasis on manufacturing.

Customized, Strategic Implementations

We begin with a comprehensive business review and then create a customized plan tailored to your needs. Our process ensures a smooth, successful NetSuite CPQ integration that increases team collaboration and operational efficiency throughout your organization.