Withum

FEBRUARY 18, 2022

The client decided to pursue its modernization initiative by implementing Oracle NetSuite. Withum guided the client throughout the NetSuite procurement and implementation processes, ultimately helping the company optimize the chart of accounts, reporting dimensions and providing a framework for the future.

NetSuite 52

NetSuite Technology accounting system Account 52

AccountingDepartment

MAY 8, 2023

There are three documents that public companies must file quarterly: the balance sheet, the cash flow statement, and the profit and loss statement.

NetSuite 73

NetSuite 73

Airbase

AUGUST 11, 2023

Dealing with a distributed team can make it even more difficult to get quick answers to questions or to share documents like receipts or contracts. It’s no wonder that a survey taken during a NetSuite webinar found that 43% of participants felt their monthly closes are more difficult when done from a remote location.

Technology 244

Technology accounting and finance NetSuite Finance 244

Airbase

JANUARY 13, 2023

Invoice automation software can automate this process, and, in addition, some software allows you to create custom validation rules and workflows that can be used to ensure that all three documents match before the invoice is processed. 3-way matching is available for companies using NetSuite that require more robust controls.

Technology 130

Technology Approval Workflows NetSuite Spend Management 130

CPA Practice

MAY 15, 2024

From online programs for tax and accounting functions, to document automation and workflow management processes, as well as tools for collaboration, mobile productivity and office hardware. WINNER: TheTaxBook – Tax Materials Inc. has become a massive challenge for most small and mid-sized businesses.

Technology 120

Technology accounting firms cpas Account 120

Withum

OCTOBER 13, 2022

NetSuite’s SuiteWorld 2022 was #FullSuiteAhead! Here’s a quick look at key takeaways from this year featuring Oracle NetSuite ’s newest functions, including their AP automation, NetSuite CPQ (configure, price, quote) and Ship Central. SuiteWorld 2022 With RF-SMART. Contact Us. Let’s Chat.

NetSuite 59

NetSuite AP Automation E-commerce Management Consulting 59

Airbase

JUNE 30, 2023

Finance no longer has to chase down receipts since all documentation, including detailed invoices with all travel details, automatically syncs to Airbase. When they do, they lack the deep integration Airbase has with ERPs like NetSuite and Sage Intacct. This eliminates the need for finance to reconcile travel expenses between systems.

NetSuite 130

NetSuite Expense Management Approval Workflows accounting and finance 130

Airbase

OCTOBER 23, 2023

Three-way matching is a fundamental accounting and procurement control process that matches three critical documents related to a purchase: The purchase order (PO). In many organizations, this is a manual process that requires assembling all necessary documentation and verifying that the details match. What is 3-way matching?

accounts payable 130

accounts payable AP Automation Technology accounting and finance 130

Airbase

NOVEMBER 1, 2023

In Airbase, all supporting documentation, including any email conversations sent with the invoice, is stored in the transaction file, ultimately streamlining financial operations and improving compliance in the event of an audit. Expense reports sync to the subsidiary account in NetSuite in its functional currency.

Expense Management 130

Expense Management Technology NetSuite Spend Management 130

Airbase

NOVEMBER 1, 2023

In Airbase, all supporting documentation, including any email conversations sent with the invoice, is stored in the transaction file, ultimately streamlining financial operations and improving compliance in the event of an audit. Expense reports sync to the subsidiary account in NetSuite in its functional currency.

Expense Management 130

Expense Management Technology NetSuite Approval Workflows 130

Withum

MARCH 21, 2024

Automated tax calculations: ERP systems like Oracle NetSuite , Microsoft Business Central and Sage Intacct can take the burden off your tax teams by automating tax calculations. These calculations are based on tax rates and rules specific to each transaction, ensuring accuracy and compliance.

Tax 59

Tax NetSuite tax return tax planning 59

CPA Practice

AUGUST 22, 2023

LLM-powered Software can automatically read customer contracts and match information in signed sales documents to those like Salesforce and NetSuite, monitoring for inconsistencies so that they can be flagged to the right person and immediately addressed.

Account 98

Account accountant accounted NetSuite 98

Withum

DECEMBER 19, 2023

Consider when the right time is to upgrade to a more robust accounting system like Netsuite. Document and Organize Transactions: Maintain meticulous records of all financial transactions, including sales, expenses, invoices, and bank statements.

E-commerce 59

E-commerce financial statements audit auditor 59

Withum

JANUARY 25, 2024

Oracle’s NetSuite has this feature embedded in its Financial Planning and Budgeting module, helping operations manage critical business areas such as Financial Forecasting by quickly analyzing large volumes of data. Tools like Microsoft’s Copilot and NetSuite’s “Text Enhance” are examples of generative AI inside ERP.

AP Automation 64

AP Automation Technology NetSuite Manufacturing 64

Airbase

JANUARY 31, 2023

You need documentation around everything — it’s helpful to have that pulled together before you begin. Even with the documentation we prepared, the auditors may have wanted to see it differently. “We I’ve mentioned documenting processes but, with Airbase, they’re all right there alongside all documentation, invoices, and receipts.

audit 130

audit auditor Spend Management Platform accounting and finance 130

CPA Practice

APRIL 17, 2023

Categories for this year’s awards range from online tax, research and accounting systems, to remote engagement, practice management, document automation, workflow tools, apps for collaboration, mobile productivity and more. When the source documents are scanned, the systems identify the data and automatically populate client returns with it.

quickbooks 130

quickbooks payroll Technology audit 130

Withum

JANUARY 18, 2023

Every document exchanged with the buy-side organization needs to be properly vetted and reconciled to represent the true operations and financial standing of the organization being acquired. If they upgraded to an ERP system like NetSuite , these reports are as simple as a click of a button.

Technology 75

Technology NetSuite quickbooks accounting and finance 75

Airbase

NOVEMBER 29, 2023

Assessment and mapping: Integration with financial systems: Document capture and validation: Exception handling: Mobile accessibility: Real-time notifications: Audit trails and reporting: Integration with payment systems: Continuous improvement: Early -payment discounts: 9) Leverage real-time analytics. 5) Maintain vendor communication.

AP Automation 130

AP Automation Technology accounts payable AP Processes 130

Acterys

SEPTEMBER 25, 2023

Whether you need to create income statements, balance sheets, cash flow reports or other financial documents, Power BI provides the tools to visualize your data in ways that are insightful and aesthetically pleasing. Acterys supports a range of source systems, including NetSuite, QuickBooks and Xero.

financial statements 130

financial statements NetSuite quickbooks accounting system 130

MineralTree

NOVEMBER 9, 2023

Not all accounting systems have documented, open APIs available, particularly niche or less common systems, and building custom APIs can require complex and extensive development work. Furthermore, flat file integrations are platform agnostic, capable of serving niche systems and accommodating their data transfer needs efficiently.

AP Processes 72

AP Processes AP Automation Approval Workflows NetSuite 72

Airbase

NOVEMBER 15, 2023

Include document capture and imaging features to convert paper invoices into electronic documents. Process large volumes of supplier documents, such as invoices or credit memos. Provide a single repository for users to search and retrieve AP documents. ERP/General ledger vs transaction solutions.

AP Automation 130

AP Automation Technology accounts payable Accounts Payable Automation 130

Cherry Bekaert

APRIL 26, 2024

With an on-site discovery, interviews, analysis, research, and documentation, organizations receive an extensive strategy and roadmap on how to fully recover from ERP project failure and stabilize core business processes. To learn more about how we can help with your ERP system implementation and deployment, please reach out to us today!

Technology 52

Technology NetSuite Manufacturing Government 52

Withum

MAY 2, 2023

Maintaining documentation of meetings, critical decisions, and risk management decisions allows problems to be escalated and followed through faster. Withum has ERP implementation expertise with several platforms, including Oracle NetSuite , Microsoft Dynamics Business Central , and Sage Intacct ERP. How Can Withum Help?

NetSuite 118

NetSuite Technology Start-ups Government 118

Cherry Bekaert

JULY 10, 2023

MuleSoft Composer comes with several ready-to-use connectors that extend workflow automation to SaaS integration with systems such as Salesforce, Tableau, NetSuite, Workday and Google Sheets. In the real estate and construction industry, MuleSoft RPA can be used to automate tasks such as managing documents, inventory and accounting.

Technology 80

Technology Real Estate Construction Healthcare 80

CPA Practice

SEPTEMBER 12, 2023

And keep us from having to pay human beings to go look at documents, we also need a more effective ar, ar, ar AP and other confirmations. Tankersley, CPA.CITP, CGMA 09:14 Well, they have interfaces with QuickBooks Online and Microsoft 365, zero and NetSuite. Because the ingestion engine is good from, you know, document consumption.

audit 111

audit Technology auditor sage accounting 111

PYMNTS

JANUARY 8, 2021

That proved invaluable for the firm when the pandemic struck, as the firm already had several cloud-based solutions in place that facilitated remote operations, including tools like Office 365, Sharepoint and Netsuite. Some of that comes down to on-boarding our customers in the right ways to automate electronic payments," he said.

Technology 87

Technology NetSuite B2B Expense Management 87

PYMNTS

JANUARY 11, 2021

xSuite , a German provider of electronic document handling services, especially those integrating with SAP software, has won a key government certification in Singapore, according to a press release. The last day to apply for a PPP loan is March 31, 2021, according to the SBA guidelines.

B2B 55

B2B E-commerce NetSuite Technology 55

MineralTree

AUGUST 24, 2023

With QuickBooks Online, MineralTree can also push captured invoice PDFs and additional documentation, ensuring the software retains all necessary records for digital archiving. We knew we’d eventually have to move to NetSuite,” said Steve Goden, SVP of Finance and Operations.

accounts payable 70

accounts payable quickbooks AP Automation AP Processes 70

PYMNTS

MAY 26, 2016

Tipalti is launching its first-ever, end-to-end solution for accounts payable departments on the heels of news that the company secured an integration of its supplier payment solutions into the NetSuite SuiteCloud platform. All data from each of these processes can be integrated with existing ERP solutions, including NetSuite.

NetSuite 41

NetSuite accounts payable accounting and finance Finance 41

CPA Practice

FEBRUARY 23, 2023

Instead, businesses will continue to rely on manual processes including spreadsheets, handwritten notes, and printed documents that create inefficiency and limit scale. While family businesses may already invest in technology to support business operations, sometimes these systems can be difficult to use or too time consuming to maintain.

NetSuite 45

NetSuite Technology accounting and finance accounts payable 45

DuctTapeMarketing

AUGUST 4, 2016

Netsuite – One single app to keep you connected with your finance, commerce, and customers. Google Drive is one place where your files are safe and allows you to access and share files, photos, documents, designs, videos, recordings etc anywhere and at any time. Few apps can give you unlimited opportunities. The app works with Google.

accounting and finance 100

accounting and finance Technology Finance NetSuite 100

xendoo

JULY 6, 2022

They use Optical Character Recognition (OCR) technology, a process that scans physical documents and creates digital versions of them. Dext – best for financial documents. It is compatible with other apps such as QuickBooks, NetSuite, Xero, and Sage. Dext – best for financial documents . Take a photo.

quickbooks 64

quickbooks bookkeeping Expense Management accounting and finance 64

PYMNTS

JULY 28, 2016

In an announcement, Bill.com said it can now integrate and synchronize its data within existing cloud-based tools, including Xero and NetSuite. They include automatic reminders sent to suppliers to accept a digital payment, data entry from invoice into the portal and daily reports of the documents processed via Bill.com.

accounting apps 40

accounting apps Account accountant accounted 40

PYMNTS

MARCH 11, 2020

It appears to be a relatively straightforward process, particularly as documents like invoices and purchase orders digitize, payments go electronic, and automation technology allows for quick, easy data matching. Yet the reality is that the reconciliation process is rarely ever straightforward.

Finance 56

Finance Technology accounting and finance NetSuite 56

Ryan Lazanis

JULY 27, 2022

Step 5: Work with your client to develop a documented action plan. Jirav’s added functionality is building financial plans easier with data imports from Intacct, NetSuite, Xero, Quickbooks, or Excel in a single place. Step 3: Look for a simple coaching framework that you can offer on a subscription basis. Popular Virtual CFO Tools.

quickbooks 98

quickbooks accounting and finance Non-Profits NetSuite 98

CPA Practice

FEBRUARY 9, 2024

They also have the document it operates globally under different names. And so they their principles that they set out, and I’m glad that they documented them, because I think it helps you understand what their approaches to keeping your data private. And as it turns out, the product is fairly easy to personalize. Just as important.

Technology 65

Technology Account accountant accounted 65

inDinero Accounting

JANUARY 9, 2023

More complex enterprise resource planning softwaresuch as Oracle Netsuite, may even make sense for your startup if you are in the right industry and depending on where your aspirations take you. Accounting software not only keeps your books balanced, but also allows you to organize invoices and other documents.

Account 52

Account accountant accounted accrual accounting 52