NetSuite Enterprise Performance Management (EPM)

Better-informed financial decisions with a complete business performance management solution

Integrate financial and operational planning, automate account reconciliation, streamline financial close, and enhance reporting within a unified and connected solution.

We'll work with your team to map out an agile journey, releasing new modules over time to ensure the long-term success of your solution.

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Planning and Budgeting (NSPB)

NetSuite Planning and Budgeting (NSPB) is a cornerstone of the NetSuite EPM stack. It is designed to drive best practices in forecasting, planning, and budgeting while offering robust reporting capabilities. NSPB helps organisations streamline financial planning processes, enabling more accurate and efficient budgeting cycles. Its functionality supports a broad range of industries and business sizes, ensuring adaptability and scalability.
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Account Reconciliation (NSAR)

NetSuite Account Reconciliation (NSAR) simplifies and automates the reconciliation process, enhancing the efficiency and reducing the risks around the month-end close process. This tool enhances control and visibility building on NetSuite’s reconciliation capabilities by streamlining processes such as transaction matching. Automated transaction matching processes large volumes of data from various systems, identifying gaps or variances, and ensuring reconciliation accuracy. A centralise workspace for all you reconciliation, manage approvals and supporting documentation all in one place. Help your finance team save time without compromising quality and control.
Narrative Reporting

Narrative enables businesses to combine financial statements, charts, and data with textual commentary in a single report, providing comprehensive insights into financial performance. Facilitating secure, collaborative report development, allowing multiple authors to contribute and review content with user-based access permissions. Real-time dashboards and process tracking enhance visibility into report progress, ensuring timely and accurate publication. All information is sourced directly from NetSuite and other sources, ensuring real-time accuracy and consistency and streamlining the creation of audit-ready reports across all layers of your organisation and beyond.
Profitability and Cost Management

The Profitability and Cost Management component offers a deep dive into detailed financial allocations and profitability analysis. This tool allows businesses to perform granular allocation modelling, such as analysing profitability at the product or SKU level. By building profitability curves over time, organizations can make strategic decisions to optimize their product portfolios. This level of insight extends beyond the capabilities of standard ERP systems, making it an invaluable tool for finance teams.
Close Management and Consolidation (CMC)

Close and Consolidation (CMC) addresses the needs of organizations with complex ownership structures or those in rapid M&A cycles. It supports businesses managing multiple ERPs or NetSuite instances, providing seamless consolidation across diverse systems and regulatory environments. CMC is particularly valuable for modelling intricate joint venture structures and ensuring compliance with varying reporting requirements across regions.
Corporate Tax Reporting

The Tax Reporting component integrates tax provisions within the financial close process, ensuring compliance for multinational organizations. By drawing data from NetSuite, planning frameworks, and key performance indicators, it simplifies complex tax processes and ensures accuracy. This tool is designed to address the challenges faced by businesses operating in multiple jurisdictions with diverse regulatory requirements, providing a streamlined and compliant approach to global tax reporting.

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Lesa and the team from Pivot2 have been great to work with. Their financial and system knowledge, combined with their teaming ability has made them the ideal FCCS implementation partner.

Ian Woolsey
Group Manager - Jervois
With the support of Pivot2, we have been able to step away from administering and running a system, prioritising collaboration with the business. During this time of global workforce fluctuation, it’s reassuring to have a trusted partner in Pivot2 managing our Oracle Cloud planning solution.

Daimon Mayne
Snr Financial Planning & Analysis Manager - MYOB
Moving to a dynamic, real-time forecasting process has allowed the business to maintain a running forecast and lays a great foundation for a faster, more effective quarterly re-forecasting process. The business is more engaged with its results and key stakeholders are getting more relevant information, faster.

Sam Wijayamanna
Finance Manager - Australian Terminals Operations Management
Pivot2 Solutions helped us leverage the latest technologies to enhance our student forecasting and budgeting process at the University of Sydney. They listened to our requirements, responded to questions almost immediately and went over and above in their delivery of the solution.

Tanya Gupta
Senior Planning Analyst - The University of Sydney