Reduce planning and budgeting cycle times, improve forecast accuracy

Some planning tools strive for simplicity. Others strive for flexibility. This solution accomplishes both by providing an option to choose a solution that meets the business need, all while maintaining the ease and upgradability of a cloud-based planning solution.

Using NetSuite Planning and Budgeting, your financial team will spend less time on manual consolidation, troubleshooting, reporting and data loading so they can spend more time on strategic analysis activities that have a greater impact on the company’s financial position.

Experts in budgeting & planning

360 Cloud Solutions has been helping organizations with strategic finance and business planning since 2006. Through our many client experiences, watching trends and best practices, and staying on the cutting edge of software, we are confident we can help you accelerate growth.

Whether you’re ready to get started with NetSuite Planning and Budgeting for the many insights FP&A can offer, or you’re still learning about strategic finance, 360 Cloud Solutions’ senior-level team of experts can help.



Learn More About 360 Cloud Solutions

NetSuite Planning and Budgeting Benefits

Image of a person looking at a tablet

Reduced Planning Cycle Times. Templates and workflows make it easy to gather inputs and assumptions.

Accurate Information. Pre-built synchronization with NetSuite ERP ensures real-time, accurate financial and operational data is used.

Align the Organization. All stakeholders are connected in a single environment, eliminating emails and spreadsheets.

Increased Transparency. Everyone is entering data consistently and using the same processes, so all changes are tracked.

Improved Forecast Accuracy. Regularly compare and analyze actual versus projected results to refine forecasts.


Data synchronization with NetSuite ERP ensures automated, ongoing access to up-to-date financial and operational data. Reduced reliance on manual data input and reconciliations means better control.


All stakeholders are connected in a single environment, streamlining data collection. Accessibility boosts participation and accountability, making it easier for finance to get meaningful input and engagement from operational managers.


Data is entered in one centralized place, creating a single, agreed-upon version of information. Any changes made to numbers in the system are automatically reflected in reports and dashboards, so the current business situation is always clear.

NetSuite Planning

and Budgeting Features


Perform scenario modeling and multidimensional planning with any number of dimensions, such as location, product, customer or expense. Easily model complex calculations including projected revenue, operating and capital expenditures, headcount costs, cash flow and sales without the risk of formula errors posed by regular updates or monthly maintenance.

Reporting & Dashboards

Easily create in minutes dashboards that display budget and actuals data. NetSuite’s drag-and-drop report builder puts powerful, yet easy-to-use, web-based reporting into the hands of finance and business managers. The system’s secure, collaborative, process-driven approach makes defining, authoring, reviewing and publishing financial and management reports an effortless process.

Budgeting & Forecasting

Automate tedious companywide and departmental budgeting processes. Prebuilt workflows make it easy to closely track the progress of tasks, such as reviews and approvals. Budget templates are dynamically populated and updated from NetSuite’s general ledger and accommodate changes to accounting segments. Create real-time forecasts in minutes to make more informed decisions and drive your business forward.


Smart View for Office enables the integration of NetSuite Planning and Budgeting with Microsoft Office tools, such as Outlook, Excel, Word and PowerPoint. Users can add what-if analyses in Excel for customers, items or expenses categories on the fly and create data grids incorporating Excel formulas and formats. Common planning actions, such as spreading and allocation, are available for data grids rendered within Excel.

Faster Time to Value

NetSuite distills the experience gained from tens of thousands of worldwide deployments over two decades into a set of leading practices that pave a clear path to success and deliver rapid business value. And, we get you live on NetSuite in a predictable timeframe. Intelligent, stepped implementations span the entire customer lifecycle, so there’s continuity from sales to services to support.

Image of a woman looking at a tablet

Stack the benefits

Growth and complexity just go together, but the 360 Subscription Stack tames the crazy.

When integrated together, NetSuite Planning and Budgeting, NetSuite, and 360 Subscription Billing make it easier than ever for growing companies to manage recurring revenue with powerful and scalable cloud-based tools for forecasting and budgeting, business management, and subscription contract automation. This software trifecta provides clear and actionable insight through automation, synchronization, and compliance—the stuff financial dreams are made of.

It’s time to leave the manual labor and disjointed, siloed business processes where they belong—in the past. Get connected with one of our experts to discover the potential.

Build Your Demo

NetSuite Planning & Budgeting