Optimization & Financial Close

NetSuite is live. Now it has to pay off.

Most accounts use less than half of what they pay for. We work on two fronts. The operational processes that are still manual, and the financial close, where the cost shows up every single month.

Request an auditFree initial assessment · Reply within one business day

01

Process optimization

Getting the manual work back out of the system.

After go-live there are almost always steps that were solved by hand so the launch wouldn't slip. Over time they become habit and nobody questions them. We find them, automate them and give the team its hours back.

Approval flows by amount, department and transaction type

Automation of repetitive tasks with workflows and SuiteScript

Removal of parallel spreadsheets and duplicate data entry

Roles and permissions reviewed against each user's actual job

Alerts and reminders instead of chasing things over email

02

Financial close and reporting

Closing the month in days instead of weeks.

When the close drags, the bottleneck is usually manual reconciliations, badly set up automated journal entries, and reports rebuilt in Excel every month. That is fixable.

Automated bank reconciliation

Review of automated journal entries and difference accounts

Multi-subsidiary and multi-currency consolidation

Executive reports and dashboards that don't get rebuilt in Excel

A close checklist with owners and deadlines inside NetSuite

The audit

What gets measured before anything is proposed.

Two to three weeks of work ending in a report of prioritized findings with estimated effort for each one.

Actual usage by module

What was contracted, what is genuinely in production and what is being paid for unused. Usually the first number that surprises people.

Script and automation performance

Processes that hang, governance limits running at the edge, and automations stepping on each other without anyone noticing.

Master data quality

Duplicates, items without a category, customers without a tax profile. The usual reason reports don't reconcile.

Real duration of each close step

Where the days go, timed against the current process.

Frequently asked

What we get asked about optimization.

Let's start by measuring where the time goes.

Free assessment. Read-only access to the account is enough for the first report.

Request an audit