A templated unified suite to manage your subsidiaries, segments, customers, orders, invoicing, procurement & reporting

The NetSuite SuiteSuccess Financials First comes in two editions – Standard (Up to 30 users) and Premium (Up to 1000 users). Each edition have their own pre-built reports and pre-configured roles, which provides full visibility across the organisation to drive results and scale.

Financials First (FF) Standard – Up to 30 Users

Ready to Go Functionality

End-to-end processes all set-up and ready to transact. License and implementation price point designed for a small to medium sized company – up to a maximum of 10 users –

  • Marketing & CRM
  • Financial Management
  • Item & Inventory Management
  • Lead to Quote
  • Order to Cash & Return to Credit
  • Procure to Pay & Return to Debit
Roles and Dashboards

6 pre-configured roles out of the box and aligned to each functional area –

  • CEO
  • Controller
  • Purchasing & Accounts Payable
  • Sales & Accounts Receivable
  • Inventory Manager
  • Administrator
95 Reports Including

Pre-defined reports across all functional areas with each assigned to roles –

  • Weekly Cash Projection
  • Available to Sell
  • Churn – Customer
  • Accounts Receivable Cash Incoming
  • Order to Cash & Return to Credit
7 KPI Scorecards Including

Each KPI Scorecard provides performance metrics in real-time and on any device –

  • Sales Performance
  • Vendor Performance
  • Financial Performance
  • Operational Performance
  • Debt Covenants
  • Period Based Financials
20+ Workflow & Forms

Connected operational and financials workflows (e.g. invoice approvals, purchasing approvals, DOA’s) with all the required extendible transactions forms linked to each role

  • Financial Workflow & Forms
  • Item & Inventory Workflow & Forms
  • Lead to Quote Workflow & Forms
  • Order to Cash Workflow & Forms
  • Procure to Pay Workflow & Forms
  • Fixed Assets Workflows & Forms

Financials First (FF) Premium – Up to 1,000 Users

Ready to Go Functionality

End-to-end processes all set-up and ready to transact. License and implementation price point designed for a small to medium sized company – up to a maximum of 10 users –

  • Marketing & CRM
  • Financial Management
  • Item & Inventory Management
  • Lead to Quote
  • Order to Cash & Return to Credit
  • Procure to Pay & Return to Debit
Roles and Dashboards

6 pre-configured roles out of the box and aligned to each functional area –

  • CEO
  • Controller
  • Purchasing & Accounts Payable
  • Sales & Accounts Receivable
  • Inventory Manager
  • Administrator
95 Reports Including

Pre-defined reports across all functional areas with each assigned to roles –

  • Weekly Cash Projection
  • Available to Sell
  • Churn – Customer
  • Accounts Receivable Cash Incoming
  • Order to Cash & Return to Credit
7 KPI Scorecards Including

Each KPI Scorecard provides performance metrics in real-time and on any device –

  • Sales Performance
  • Vendor Performance
  • Financial Performance
  • Operational Performance
  • Debt Covenants
  • Period Based Financials
30+ Workflow & Forms

Connected operational and financials workflows (e.g. invoice approvals, purchasing approvals, DOA’s) with all the required extendible transactions forms linked to each role

  • Financial Workflow & Forms
  • Item & Inventory Workflow & Forms
  • Lead to Quote Workflow & Forms
  • Order to Cash Workflow & Forms
  • Procure to Pay Workflow & Forms
  • Fixed Assets Workflows & Forms

Download the FREE Financials First Solution Brief

Learn how it delivers a unified and phased pathway for our customers to succeed and scale their business.
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