NetSuite Planning & Budgeting (NSPB)

Plan, budget and forecast with accuracy and confidence

Two business people using NetSuite Planning and Budgeting

Stop the headaches & improve accuracy

In fast-paced markets, the demand for precise, insightful, and prompt data for decision-making is paramount.

Yet, many still rely on spreadsheets or standalone systems, leading to fragmented collaboration, increased inefficiencies, and numerous errors.

NetSuite Planning & Budgeting offers comprehensive support for company-wide and departmental planning, featuring advanced modeling, streamlined approval workflows, and robust reporting, all within a scalable collaborative solution.

NetSuite Planning & Budgeting (NSPB) offers a cloud-based solution for streamlining financial planning and budgeting tasks, eliminating tedious manual processes.

NSPB is adaptable across various platforms, seamlessly integrating with any backend ERP system or serving as a standalone solution.


Accelerate planning with precision

reduce planning times

Reduce planning cycle times

Clarify your financial strategy harnessing real-time insights for planning precision

Align your organisation

Align across all departments

Connect everyone in a single environment

Improved forecast accuracy

Compare and analyse actual versus projected results to refine forecasts

NetSuite Planning and Budgeting automates budgeting and forecasting, enabling faster, more accurate financial planning. Key benefits include reduced planning cycle times, accurate real-time data from NetSuite ERP, enhanced organisational alignment, increased transparency, and improved forecast accuracy.

NSPB streamlines collaboration, control, and visibility, making financial management more efficient and strategic.

Available in two editions, NSPB is intended for businesses in different stages of organisation growth. Each edition provides a certain level of functionality, pricing and deployment speed so that you can clearly identify which edition is the best solution for your planning and budgeting requirements.

NetSuite Planning and Budgeting Starter Edition

Planning and Budgeting Starter is designed with the small business in mind, providing a straight out-of-the-box planning and budgeting solution at an optimal price point. It provides the ability for smaller businesses and organisations to implement the core functions and benefits that Planning and Budgeting has to offer without over-inflating their operating expenses faster.

Features Included –

  • Financial Reporting
  • Variance Analysis & Reporting
  • Trended Revenue/COGS Planning
  • Trended OpEx Planning
  • Balance Sheet and Cash Flow
  • Smart View Office Integration

NetSuite Planning and Budgeting Premium Edition

Planning and Budgeting Premium Edition is intended to provide a holistic planning and budgeting solution that is primarily developed for your specific industry. While already being a comprehensive offering tailored toward your industry, this edition also allows for moderate customisation to your business and acts as a springboard to accelerate future growth.

Features Included –

  • Industry Specific Models
  • Verticalised Metrics (SaaS, Other)
  • Project Planning
  • Cash Projections
  • Verticalised OpEx and Expense Planning
  • Verticalised Revenue Planning
  • Driver and Trended Forecasting
  • Financial Reporting & Variance Analysis
  • Indirect Cash Flow
  • Workforce Planning
  • Smart View Office Integration
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Boost your financial strategy with NetSuite Planning & Budgeting

See the difference NSPB can make to your planning, budgeting and forecasting.