Plan, deliver, bill—and everything in between

A solution for professional service providers to expedite financial processes, streamline project management, reduce IT costs, and more—all in one system.

To keep clients happy and in-house teams productive, professional services firms need to operate like well-oiled machines. Are your technologies empowering your success or pushing you toward a breakdown?

From accounting to technology—support the complete value chain of your professional services firm with integrated, growth-focused platforms for ERP, CRM, inventory, and more.

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Law Firms

Solo Practitioners, Boutique Firm, Full-Service Firm, Criminal Law Firms

Marketing & Advertising

Advertising Agencies, Branding Agencies, Digital Marketing, Market Research, Web Design

Construction & Architecture

Renovation Contractors, Real Estate Developers, General Contractors, Architecture Firms

Accounting & Finance

Full-Service Accounting Firms, Tax Firms, Audit Firms, Banks, Financial Planning

Engineering Firms

Chemical Engineering, Civil Engineering, Electrical Engineering, Mechanical Engineering

Consulting Firms

Business Advisory, Human Resources, IT Consulting, Risk Management

Cloud-based business management for professional services firms

From professional services automation to CRM, financials to HR—NetSuite is the world’s #1 cloud ERP system with the functionality to meet the unique needs of a growing professional services firm.

Finance & Accounting

  • Dynamic General Ledger
  • Real-time financial visibility
  • On-demand business intelligence
  • Accounting standards compliance
  • Global accounting & consolidation

Global Business

  • Global accounting and consolidation
  • Comprehensive multicurrency management
  • Audit and compliance reporting
  • Comprehensive language support
  • Configurable tax engine


  • Seamless integration from NetSuite to Salesforce
  • Forecasting, upsell and commission management
  • 360-degree view of data throughout the lead-to-cash process
  • Customizable fields and processes
  • Quick and easy setup to ensure rapid business impact

Recurring Billing

  • Automation of recurring CRM- and ERP-based transactions
  • Process subscription and non-subscription items on the same transactions
  • Track customer-specific data throughout the subscription lifecycle
  • Provide invoicing detail, provisioning or support linkage, and more
  • Usage rating by contract calculates the amount to invoice across quantity tiers

Revenue Recognition

  • Supports Percentage-of-Completion accounting
  • Supports event-driven revenue plans
  • Intelligent fair value lookup for stand-alone selling price or ESP/TPE/VSOE
  • Supports multiple global accounting standards
  • Seamless integration with recurring billing tools


  • Real-time visibility into services performance and profitability
  • Improves on-time project delivery and drives project success rates
  • Advanced resource management improves resource utilization
  • Mobile access to time and expense management


  • Efficient end-to-end payroll processing and management
  • Robust employee self-service capabilities including time off, personal information, recognition, directories, and more
  • Unified NetSuite solution connects HR data with financial, procurement, project, payroll, planning and budgeting processes
  • Real-time people analytics alongside financial analytics

Plan & Analyze

Ditch manual spreadsheets, siloed data, and static, time-wasting planning processes for Workday Adaptive Planning—the leading cloud-based FP&A solution.

Slice & Dice

Budgeting, forecasting, scenario modeling, dashboards, and reports—by product, bundle, department, or the entire organization.

in Numbers

Bring together subscription and sales forecasts, budgets, and actuals to accurately track and project growth and expenses.

See & Act

Integration with your ERP, GL, or CRM helps improve business performance with key operational and financial benchmarks, dashboards, KPIs and metrics.

Don’t just take our word for it.

We help professional service firms like yours thrive.