Make Financial Forecasting Easier: Highlights from Pivot2 Solution’s latest webinar
Financial forecasting can feel like a juggling act - balancing spreadsheets, aligning teams, and navigating endless “what-if” scenarios. That’s why we hosted Make Financial Forecasting Easier: Enable your Finance Team to Predict Financial Impacts with Greater Speed and Accuracy – our latest webinar that dives into how NetSuite Planning and Budgeting (NSPB) can transform forecasting into something far more streamlined, accurate, and impactful.
If you’re a CFO, FP&A lead, or someone wearing multiple hats when it comes to budgeting and forecasting, this session was all about providing practical, real-world solutions. Here’s a taste of what we covered.
Breaking down barriers in Financial Planning
Let’s be honest - the traditional approach to forecasting is often disjointed. Multiple files. Endless emails. Crazy formulas and vlookups. Manual updates. NSPB flips the script, offering a single source of truth that connects your finance, operations, and executive teams in real time.
Here’s what stood out during the session:
Collaboration, but make it effortless: No more juggling files. NSPB allows multiple stakeholders to contribute simultaneously, ensuring everyone’s on the same page.
Scalability at its best: Whether you’re a startup or a multinational, NSPB grows with you, adapting to your evolving needs.
Fully integrated: NSPB connects your NetSuite ERP data directly to your forecasting models, cutting out manual processes and saving serious time.
“Financial forecasting doesn’t need to be complicated. With NSPB, we’re helping teams move away from disconnected processes and focus on what really matters - making better decisions with confidence. It’s about enabling finance teams to work smarter and reclaim their time for strategic thinking.”
Live insights from the experts
Lesa kicked off the session by introducing NSPB’s powerful features. Then, a live demonstration by Peter Nitschke, Pivot2’s CTO and Co-Founder, revealed just how intuitive and adaptable NSPB is. From modelling seasonal sales impacts to managing workforce costs securely across regions, Peter showed how NSPB is more than just a tool - it’s a strategic partner for businesses looking to grow.
Highlights included:
Big announcement of NetSuite Enterprise Performance Management (EPM):
This suite includes powerful tools such as NSPB for forecasting, planning, and budgeting. There are also five additional capabilities recently made available, including NetSuite Account Reconciliation (NSAR) for automating and simplifying the month-end close process, including transaction matching for bulk data handling. Narrative Reporting integrates data-driven insights with written commentary, enabling the creation of polished, audit-ready reports.
Profitability and Cost Management allows for detailed profitability analysis at granular levels, while Close Management and Consolidation (CMC) extends NetSuite’s native capabilities for complex ownership structures and M&A cycles. Corporate Tax Reporting integrates tax provisions into the financial close process, ensuring global compliance for multinational organisations.
Dynamic reporting and AI-driven insights:
We looked at NSPB's ability to generate executive-ready AI-driven reports with advanced visuals. These features enable anomaly detection, trend analysis, and actionable insights for improved decision-making.
Three-way financial modelling:
Our workforce and three-way financial modelling ensure easy synchronisation of income statements, balance sheets, and cash flows, simplifying the most complex scenarios.
Excel integration:
For those still tied to excel, NSPB’s Smart View add-in bridges the gap, allowing users to perform ad-hoc analyses within their comfort zone while leveraging the platform's advanced functionality.
A practical guide to implementation
Implementing NSPB isn’t just about ticking boxes - it’s about creating a foundation for growth, and at Pivot2, we’re here for the journey. Trudi Hart, our Sales Manager shared a practical roadmap to success, emphasising the importance of clear goals, collaboration, and a step-by-step approach.
What makes our approach different? It’s all about partnership. From day one, we work alongside your team, ensuring NSPB fits effortlessly into your existing workflows. Our accelerator modules are designed to help you hit the ground running, but we know implementation doesn’t stop when the tools are live. That’s why we stick with you as you learn and grow into the platform, providing the support and guidance you need to build confidence.
We’re big on collaboration - not just during implementation, but long after. Whether it’s training your team, refining processes, or tackling new challenges, our goal is to make sure NSPB isn’t just a tool - it’s a long-term asset for smarter decision-making and business operations. Connect with us to find out more about how we can partner with your organisation.
Missed the live session? Catch our webinar on demand
Couldn’t join us on the day? You can still experience the insights and strategies shared by our expert team. Discover how NSPB can empower your finance team to forecast with greater speed and accuracy.