2025 NetSuite Guide: Key modules for ANZ businesses

For CFOs, managing financial health is not just about tracking numbers—it’s about delivering accurate forecasts, meeting compliance obligations, and creating strategies for sustainable growth. Yet, many organisations lack ERP systems to integrate real-time financial data with decision-making processes. Read on to explore the 2025 NetSuite guide—key modules for ANZ businesses to maximise the value of your NetSuite investment.

Key challenges:

• Ensuring accurate and timely financial forecasts.
• Reducing inefficiencies in account reconciliation and financial close.
• Navigating complex compliance requirements.

NetSuite solution:

• Planning and Budgeting Suite: Offers AI-powered forecasting, scenario planning, and dynamic reporting to streamline financial planning.
• Account Reconciliation: Automates ledger comparisons to reduce errors and speed up financial close.
• AI-Driven Analytics: Identifies cost-saving opportunities and predicts cash flow fluctuations.
• Bank Feeds SuiteApp: Automates daily imports of bank transactions, simplifying reconciliation and providing real-time insights into cash flow.
• A/P Automation: Speeds up invoice processing with tools that automate the invoice-to-pay cycle, improving accuracy and reducing costs.
• Bill Capture: Simplifies document management by automating the capture and matching of vendor invoices with associated purchase orders.

Many CFOs rely on manual or siloed systems for forecasting and reconciliation, underscoring the need for integrated CRM solutions that streamline customer relationship management alongside financial operations. NetSuite bridges these gaps with AI and automation, enabling proactive financial management and enhancing accounting practices.

Actionable project:

• Implement NetSuite’s Planning and Budgeting Suite to unify financial planning and cash flow visibility.
• Add Bank Feeds SuiteApp to automate bank transaction imports.

Manufacturing CFOs often struggle with aligning financial management to shop floor activities and service operations. Operational inefficiencies, field service challenges, and compliance with ESG (Environmental, Social, and Governance) standards create tension between cost control and sustainable growth.

Key challenges:

• Linking production costs with real-time financial tracking.
• Managing ESG compliance alongside WHS standards.
• Forecasting capital expenditures for equipment and upgrades.
• Coordinating field services for on-site equipment maintenance and repair.

NetSuite solutions:

• Advanced Manufacturing: Offers integrated production scheduling, inventory tracking, and quality control for enhanced shop floor efficiency.
• Production Routing and Work Orders: Enables precise tracking of materials and labour across production stages.
• Field Service Management: Coordinates on-site maintenance, ensuring efficient service delivery and cost tracking.
• ESG Dashboards: Tracks sustainability metrics to ensure compliance.
• AI for Capital Planning: Predicts ROI for equipment investments.
• Supply Chain Enhancements: Tools like Smart Count and Advanced Order Management improve logistics and inventory accuracy, reducing inefficiencies.
• ecommerce:

CFOs often lack visibility into how operational inefficiencies and field services impact financials. NetSuite integrates these aspects, providing real-time insights across production, service, and finance.

Actionable project:

• Use NetSuite’s Advanced Manufacturing, Field Service Management, and
• Use ESG dashboards to align financial goals with operational and service efficiency.

Wholesale distributors face unique challenges in managing fluctuating costs, inventory complexities, and compliance with laws like the Modern Slavery Act. For CFOs, ensuring financial agility in this dynamic environment is critical.

Key Challenges:

• Managing landed costs and inventory valuations.
• Mitigating risks of compliance failures.
• Ensuring liquidity to handle supply chain disruptions.

NetSuite Solutions:

• Warehouse Management System (WMS): Improves inventory tracking and integrates financial impact analysis with accounting functionalities.
• Landed Costs Management: Automates cost calculations, ensuring accurate pricing.
• AI Insights for Liquidity Management: Predicts cash flow needs based on inventory and procurement cycles.
• Grid Order Management: Enhances order fulfilment efficiency and accuracy across multiple channels.
• ecommerce:

Many CFOs underestimate how supply chain inefficiencies erode profitability. NetSuite provides clarity by linking eCommerce operational metrics to financial outcomes through its ERP system.

Actionable Project: Deploy NetSuite’s WMS, Landed Costs Management, and Grid Order Management to stabilise financial operations and streamline logistics.

Venue and facility CFOs must navigate operational complexities alongside growing regulatory scrutiny. The human experience—for both teams and customers—depends on streamlined processes and secure data handling.

Key Challenges:

• Balancing operational costs with profitability.
• Complying with privacy laws under the Privacy Reform Bill (AU) and NZ Privacy Act 2020.
• Tracking the lifecycle of high-value assets.

NetSuite Solutions:

• CRM with Data Security Features: Ensures compliance with privacy laws while enhancing customer engagement.
• Fixed Asset Management: Tracks asset depreciation and maintenance costs.
• Planning and Budgeting for Facilities: Aligns operational costs with strategic profitability goals.
• eCommerce:

CFOs often struggle with understanding the financial impact of asset lifecycle costs. NetSuite’s tools provide granular visibility into these expenses.

Actionable Project: Implement Fixed Asset Management to gain real-time insights into asset performance and compliance requirements.

CFOs in service organisations need tools to bridge the gap between project delivery and financial outcomes. Misaligned resources, revenue leakage, and compliance challenges hinder profitability.

Key Challenges:

• Ensuring compliance with AASB 15 and AML/CTF regulations.
• Maximising billable resource utilisation.
• Tracking project profitability in real time.

NetSuite Solutions:

• Professional Services Automation (PSA): Integrates billing, resource management, accounting, and profitability tracking.
• Field Service Management: Supports efficient scheduling and tracking of on-site services, enhancing customer satisfaction and operational efficiency.
• Revenue Recognition: Automates compliance with AASB 15 and IFRS 15.
• AI for Profitability Analysis: Highlights underperforming projects or clients.

Many CFOs lack tools to connect project execution with revenue performance, making the NetSuite guide an essential resource for bridging this gap. NetSuite’s software solutions, including PSA, ERP, and Field Service Management tools, offer a seamless link between operations, service delivery, and financial results.

Actionable Project: Use PSA and Field Service Management to align project delivery with revenue goals while maximising resource utilisation.

Project-based CFOs face tension between delivering on time and managing budgets amidst external uncertainties. The knowledge gap lies in connecting granular project data to broader financial strategies.

Key Challenges:

• Handling budget overruns and resource delays.
• Meeting environmental compliance requirements.
• Protecting sensitive project data from cybersecurity threats.

NetSuite Solutions:

• SuiteProjects: Offers centralised tracking for budgets, timelines, and resource allocation.
• Project Management Insights: Provides real-time data on project performance, resource utilisation, and cost tracking.
• AI for Risk Management: Identifies financial risks in project workflows.
• Cybersecurity Enhancements: Protects sensitive project data within compliance frameworks.
• eCommerce:

Many CFOs miss early warning signs of financial risks in projects. NetSuite’s AI-driven tools and SuiteProjects provide predictive insights to mitigate these risks.

Actionable Project: Implement SuiteProjects to integrate financial oversight into project planning and execution, and leverage project management insights to enhance decision-making.

NetSuite’s AI capabilities empower CFOs with predictive analytics, fraud detection, and spending optimisation. These tools transform traditional financial management into a proactive, insight-driven discipline. For instance:

• Predictive Analytics: Forecast market changes and align budgets accordingly.
• Fraud Detection: Monitor transactions to identify anomalies.
• Spending Optimisation: Highlight inefficiencies in vendor or operational spend.

How can you unlock the full potential of NetSuite’s financial tools? Explore these tailored services for your NetSuite environment:

1. NetSuite Health Check & Performance Optimisation: Gain actionable insights into your system’s workflows, scripts, and customisations to identify areas for improvement.
2. Integration and Implementation Services: Streamline business processes with efficient third-party integrations and ensure seamless NetSuite connectivity.
3. NetSuite Support and Administration: Access on-demand technical support for troubleshooting, setup, configuration, and more.
4. NetSuite Development: Extend NetSuite’s functionality with custom workflows, modules, and scripts tailored to your business needs.
5. Best Practice Guidance: Receive expert advice and training to maximise the value of your NetSuite investment.

Contact OneKloudX today to explore these opportunities and discover how we can help you drive operational excellence and financial efficiency in 2025!

NetSuite is a full, cloud-based enterprise resource planning (ERP) suite that gives organisations what they need to run efficiently and accelerate seamless scalable growth. Supporting over 40,000 customers in 219 countries and territories worldwide, NetSuite has everything you need to grow, in one place, on a single cloud platform.

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