Implementation and Support of NetSuite Planning and Budgeting

Oracle NetSuite Planning and Budgeting (NSPB) enables the rapid adoption of a first-class financial planning and budgeting system across all business lines with flexible and customizable implementation options.

This solution facilitates financial planning at both enterprise and department levels. NSPB incorporates model creation, approval workflow, and reporting capabilities within a scalable and collaborative framework. Also, Oracle NetSuite Planning and Budgeting leverages a powerful calculation engine. This engine can process a wide range of business logics with quick, in-memory aggregation, providing instant financial analysis and reporting.

How do we help you with the implementation and support of NetSuite Planning and Budgeting?

Smart View for Office and NSPB

Using Oracle Smart View for Office, Oracle NetSuite Planning and Budgeting (NSPB) seamlessly integrates with Microsoft Office tools such as Microsoft Outlook, Excel, Word, and PowerPoint. Please note that Windows OS is required to use Oracle Smart View for Office.

You can create unique data perspectives for users known as “Smart View Worksheets”, access data from multi-dimensional sources, or dynamically update data across all Office documents with a simple click.

NetSuite Planning Smart View
NetSuite Planning Dashboard

Effective decision-making with NSPB

The tool features a comprehensive reporting and analysis system that provides management, narrative, and compliance reports.

Thanks to its user-friendly interface, users can intuitively create reports and dashboards that quickly and effectively display planning, forecasting, and actual data. Any changes are immediately reflected, providing the business with a secure, collaborative, and process-based approach to defining, drafting, reviewing, and publishing financial and management reports.

Collaborative environment with auditable governance

In the annual budgeting process, all stakeholders are connected in a single environment, streamlining data collection. Accessibility promotes participation and accountability, enabling the finance department to gather meaningful data and engage operational managers through configurable workflows provided by NSPB. 

Additionally, a clear authorization hierarchy for budgets displays an auditable history of who has updated each value over time.

“Our team implements NetSuite Planning and Budgeting in record time. The native connector with NetSuite ERP, collaboration with our NSPB vertical, and our adaptability to our clients’ needs streamline the implementation process and subsequent support.”

Ángel Garrido

EPM/ BI consultant


Partnership and Oracle NetSuite Planning and Budgeting

At Swap Support, we have years of experience implementing and providing support for Oracle Planning (Hyperion and PBCS), and that expertise is now applied to NetSuite Planning and Budgeting. Additionally, our specialists consistently update their knowledge directly through interactions with NetSuite experts

“NetSuite Planning incorporates all the elements recommended by the Institute of Management Accountants (IMA®) for effective planning. Swap Support has years of experience with Oracle Planning: first with Hyperion, then PBCS, and now NSPB.”

Bert Dotinga

EPM consultant