Financial Services Software ERP

NetSuite Financial Services Software ERP

Real-Time Financial Management in the Cloud

NetSuite Financial Services Software ERP

Free Product Tour

A Single, Powerful Application to Meet the Unique Needs of Financial Service Businesses

NetSuite’s cloud business management suite, used by more than 37,000+ customers across the globe, enables financial institutions to meet their unique needs with a single, powerful application and proactively balance risk and opportunity across business processes.

BUILT ON ORACLE NETSUITE – THE #1 CLOUD ERP

Exhibit House Software

By utilizing a single, comprehensive event management software solution, your tasks are streamlined. ConventionSuite offers an end-to-end software solution, boasting features such as exhibitor registration, accounting & reporting, advanced analytics, automated messaging, and much more.

NetSuite Consulting Services

Our consulting services adapt and grow alongside your needs.

Allow us to help you optimize the value of your NetSuite investment.

As your dedicated Oracle NetSuite partner, you benefit from the ease of collaborating with a unified NetSuite consulting team. Whether it’s NetSuite implementation, module upgrades, or any other related aspect, our team is committed to providing comprehensive support.

Once our NetSuite consultants understand your company’s objectives and needs, we can seamlessly assist you in formulating a strategic technical plan. This plan can be implemented to effectively align with and achieve your business goals. 

Vizago Trusted by big companies

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Revolutionize your operations with the leading #1 Cloud ERP, CRM, and AI solution.

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NetSuite Implementation

Our team will lead you to success through NetSuite implementation, customization, integration, and administration services.

NetSuite Integration

With years of experience building NetSuite integrations, combined with our tailored customer support, we enable companies to accelerate business outcomes with integration initiatives.

NetSuite Customization

SuiteCloud customization features empower users with the agility to extend capabilities in their Oracle NetSuite instance virtually without limits.

NetSuite Migration

We are experienced in NetSuite data conversion and migration across cloud and on-premises enterprise systems to NetSuite ERP. We have successfully delivered end-to-end data migration in ERP implementations for customers.

NetSuite Support

Your success is our top priority and we ensure that our customers receive the maximum return on their Oracle NetSuite investment. After your NetSuite go-live, access to efficient, effective NetSuite ERP support is imperative.

NetSuite Training

Providing multiple ways for users to learn and develop skills is imperative for fostering ERP success in your organization. On-demand and live training options provide the flexibility to suit everyone’s needs.

A single platform to manage the largest events.

Our venue management and event booking solutions are specifically designed to meet the unique needs of your market space.

Venues

Legal Solutions

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Wealth Management

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FAQ

Frequently Ask Questions

Our NetSuite consultants are responsible for the management and development of the cloud-based Oracle NetSuite software solution. They work to analyze business processes and help companies use the NetSuite system to organize various aspects of the business model. Our NetSuite consultants will optimize your software by recognizing the strengths and weaknesses of your ERP platform. All consultants provide training and support.

  • Resource Center
  • ERP/Back Office
  • Accounting
  • Inventory Management
  • Data Warehouse
  • PSA
  • Human Resources
  • CRM 

Based on our research, Oracle NetSuite pricing includes a $999 monthly licensing fee, plus a per-user fee that starts at $99 a month. While this base price can be used as an estimate, your costs may vary significantly depending on your specific business needs.

What is NetSuite ERP?

NetSuite cloud ERP is an all-in-one cloud business management solution that helps organizations operate more effectively by automating core processes and providing real-time visibility into operational and financial performance. With a single, integrated suite of applications for managing accounting, order processing, inventory management, production, supply chain and warehouse operations, NetSuite ERP gives companies clear visibility and forecasting tools into their data and tighter control over their businesses.

NetSuite ERP is an all-in-one cloud business management solution with a customer relationship management NetSuite solution that helps organizations operate more effectively by automating core processes and providing real-time visibility into operational and financial performance. With a single, integrated suite of applications for managing accounting, order processing, inventory management, production, supply chain and warehouse operations, NetSuite platform gives companies clear visibility into their data and tighter control over their businesses.

Versus

What is NetSuite OneWorld?

One Platform for Multi-Company Business Management NetSuite OneWorld enables multi-company business management in real-time and latest insights. NetSuite OneWorld is an optional financial management module of NetSuite that manages the financial consolidation required of separate companies with multiple charts of account, multi-entity marketing and customer support, the management of disparate sales teams and selling partners, and ability for rolled-up multi-company reporting and business intelligence requirements in real-time. OneWorld allows drill-down to all levels in the underlying businesses — to the item level, the customer, record or to an individual transaction. Only with NetSuite OneWorld can you see business operations consolidated information across all your companies AND the very industry expertise data you are interested in within each.

Real-time Management for Multi-Company Businesses

Unlike other products that only allow you to see consolidation only at the level of general ledgers, NetSuite OneWorld provides complete visibility into all areas of each business processes NetSuite OneWorld supports regions, subsidiaries, and separate legal entities with the same parent company with sophisticated accounting/ERP, sales, marketing, support and eCommerce in real time. It provides the ability to manage multiple companies (legal entities), with potentially different currencies, taxation rules, and reporting requirements, within a single NetSuite account. NetSuite OneWorld is the first business strategy software application to automate all the financial aspects of supply chain, selling, such as quotas, forecasts, sales, returns, commissions, and rollbacks and, combined with all other accounting activity, successfully consolidate multiple charts of account — allowing you real-time visibility and the ability to close your books at the period’s end more quickly — even with different currencies and taxation rules.

It is designed for:

• Discrete companies with hierarchical reporting structure to a parent corporation

• Companies that cross borders

• Companies with multiple subsidiaries

• Complex environments that include some or all of these

A Oracle NetSuite consultant plays a crucial role in helping businesses effectively implement and optimize NetSuite, an integrated cloud-based business management suite. Their responsibilities typically include:

 

  1. Assessment: Conducting a thorough analysis of the client’s business, processes, and specific needs to understand how NetSuite can be tailored to meet those requirements.

  2. Recommendations: Identifying and recommending the most appropriate NetSuite solutions and modules based on the client’s business objectives and challenges.

  3. Customization: Tailoring NetSuite configurations to align with the unique workflows and requirements of the client’s business.

  4. Implementation: Overseeing the process of deploying NetSuite within the organization, which may involve data migration, system integration, and ensuring a smooth transition.

  5. Training: Providing training sessions to ensure that the client’s team is proficient in using NetSuite effectively.

  6. Support: Offering ongoing support to address any issues, answer questions, and provide guidance as the client continues to use NetSuite.

  7. Optimization: Continuously working to optimize the use of NetSuite by suggesting improvements, updates, and new features that align with the evolving needs of the business.

  8. Documentation: Creating and maintaining documentation related to the NetSuite implementation, configurations, and processes for future reference.

  9.  

In essence, a Oracle NetSuite consultant is focused on maximizing the value of NetSuite for their clients, tailoring the platform to enhance efficiency, streamline processes, and support overall business growth.

 
 
Embedded, fully functional AI capabilities surface insights directly inside the apps that support your key business functions. Oracle NetSuite’s AI services, including generative AI, provide prebuilt models that can be customized with an organization’s own data to improve model quality.
 

By integrating company-specific and contextual data from across the suite, NetSuite Text Enhance will help customers transform:

 

  • Finance and Accounting: NetSuite Text Enhance can help finance and accounting teams to expedite collections, close the books faster, and focus on more strategic and fulfilling work by accelerating time-consuming writing tasks. Examples of assisted authoring use cases include writing targeted and personalized collection letters and generating summaries and narratives for financial reports.
  • Supply Chain and Operations: NetSuite Text Enhance can help supply chain and operations teams streamline purchasing and logistics and improve the quality of product-related communications. Examples of assisted authoring use cases include generating procurement orders and request letters; developing personalized vendor engagement letters and emails to chase delayed purchase orders; developing customer updates on delivery schedules; and creating product descriptions that are used by sales, support, and implementation teams for invoices, website, and point-of-sale systems.
  • Sales and Marketing: NetSuite Text Enhance can help accelerate marketing and sales tasks to create more effective campaigns that drive revenue. Examples of assisted authoring use cases include developing personalized email content for marketing campaigns and sales pitches; generating contextual responses to leads and prospects; and drafting written quotes and proposals.
  • Human Resources: NetSuite Text Enhance can help employees, managers, and HR leaders increase the speed and accuracy of important HR activities. Examples of assisted authoring use cases include writing job descriptions and requisitions; drafting goals, including detailed descriptions and measures for success; creating content for peer-to-peer kudos; providing a summary of the employee’s performance based on feedback gathered across the year from the employee, peers, or managers, and goal progress and achievements.
  • Customer Support: NetSuite Text Enhance can help increase customer support agent productivity and improve the customer experience. Examples of assisted authoring use cases include generating responses to online customer comments, such as reviews and commentary in forums and on social media; creating escalation notices for internal teams; and customer support case updates for both internal teams and customers. 

We’re one of the world’s leading NetSuite consulting groups – with nearly 15 years of NetSuite specific experience to our name. We’ll perform all the tasks that you can’t (or prefer not to!) to get the most of your NetSuite investment. Let our services extend your own.  

NetSuite CRM is part of an integrated suite of ERP applications, which means employees using the CRM have a complete picture of all business information related to the customer, including sales orders and payments.
 

Oracle NetSuite Customer Relationship Management (CRM) delivers powerful capabilities all in a single cloud solution, including sales force automation, marketing automation, and customer service and support. Oracle NetSuite CRM also includes powerful sales performance management, order management and partner management seamlessly integrated with your Oracle NetSuite ERP and eCommerce investments.

Perhaps the most important difference is that Oracle NetSuite is primarily an ERP (Enterprise Resource Planning) software with an included CRM system. On the other hand, Salesforce is only a CRM software solution with no ERP included.

The average NetSuite customer is typically able to implement its ERP system within three months—much less than the on-premise ERP implementation industry average of a year and a half.

No matter what type of business you’re in, implementing an ERP solution is a critical project that must be taken seriously. From concerns about cost and demonstrating ROI, to practical considerations about who will manage the process at your company, ERP implementation efforts require commitment by a project team and support by business leaders to ensure success.

There’s no getting around the fact that ERP deployment is a major undertaking, but the process doesn’t have to be painful. With proper planning and execution, implementing an ERP system should be a smooth process and quickly improve efficiency across your business.

The fees charged by NetSuite consultants can vary based on several factors, including the consultant’s experience, expertise, geographic location, and the scope of the project. Here are some general guidelines:

 

  1. Hourly Rates: NetSuite consultants often charge on an hourly basis. 

  2. Project-Based Fees: Some consultants prefer to work on a project basis, quoting a fixed fee for the entire NetSuite implementation or optimization project. Project fees can vary significantly based on the size and complexity of the project.

  3. Retainer Agreements: For ongoing support, training, or optimization services, consultants may offer retainer agreements. Retainers often involve a monthly fee for a specified number of hours or services.

  4. Implementation Packages: Some consultants may offer pre-packaged NetSuite implementation services at a fixed cost. These packages are designed for specific types of businesses or industries and provide a more predictable pricing structure.

  5.  

Additionally, consultants may have different pricing models or be open to negotiation based on the specific needs of the client. Before engaging a NetSuite consultant, it’s advisable to discuss pricing details, the scope of work, and any additional costs that may arise during the project.

  • Sales Orders and Cash Sales.
  • Order Fulfillment and Shipping. Order Fulfillment Automation. Automation Overview. Automatic Location Assignment. …
  • Billing and Invoices.
  • Payment Processing.
  • Customer Returns.
  • Overdue Balances and Collections.
  • Order Management Reports.
  • Order Management Workbooks.

Couldn’t find what you looking for?

Trusted by 37,000+ world-class brands and organizations of all sizes

Get Your Free Product Tour with The World’s #1 Cloud ERP

Manufacturing dealings, distributing quality.

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Why Choose NetSuite Software for Financial Services?

Comprehensive Financial Management

The world’s No. 1 solution for cloud financial management.

Integrated Budgeting and Forecasting

Outfit your organization with tools for planning, budgeting, and forecasting to guarantee financial stability and foster growth. 

Customer Relationship Management (CRM)

360-Degree Customer View — Seamless flow of information across customer life cycle.

End-to-end event management platform featuring fully integrated CRM, booking, and the leading cloud ERP system.

Teamwork makes the dream work.

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Recurring payments made easy

Payment intelligence

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Instant Bank Pay

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Compliance built-in

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International payouts

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Pricing Plans

Premium Support Tiers

Select

$2,000 initial evaluation fee applied as a credit upon the execution of a signed managed services contract.

* 40 Hours
  • Risk Free Initial Assessment
  • Dedicated Account Manager
  • Complimentary PayGen link for processing credit card transactions.
  • $500 off on any additional NewGen NetSuite add-on.

Preferred

* 60 Hours
  • Risk Free Initial Assessment
  • Dedicated Account Manager
  • Complimentary PayGen link for processing credit card transactions.
  • 50% discount on the annual subscription fee for PortalGen (Client Portal).

Premium

* 80 Hours
  • Risk Free Initial Assessment
  • Dedicated Account Manager
  • Complimentary PayGen link for processing credit card transactions.
  • 50% discount on the annual subscription fee for PortalGen (Client Portal).
  • Option to select a NewGen custom app at a 50% annual discount.

Providing Best Business Solution For Growing Your Business

Quality Services

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Clients Satisfaction

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Planning & Strategy

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Why Choose Us

The Benefits of Partnering with Smazy

01.

Smart Home Solutions

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02.

Smart Home Automation

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03.

Easy Control and Accessibility

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04.

Enhanced Home Security

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05.

Seamless Device Integration

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06.

Support and Updates

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Business Intelligence

From reporting and analytics to insight and decision-making, gain a more complete, real-time picture of your business.

AI Workflow
Automation

Put your workflow on autopilot and let automations do the manual labor for you. 

Key Benefits

Improve operational effectiveness

We help businesses optimize their core operations, drive greater scalability with the industry-leading practices, evaluate partnerships, and add value to their efforts in making the most of the on-going business trends.

Faster Time to Value

NetSuite entails gathering, customizations, integrations, and training. NetSuite recognizes the initial phase of onboarding customer IT assets for monitoring, working with stakeholders and setting up dashboards.

Reduce ‘Cost to Produce’

NetSuite is a software solution to manage your company operations, cost reduction, and performance. It will provide constant measurable KPIs that will allow the organization to assess productivity, cost savings, and efficiency in business transactions.

Unified solution—reduce reliance on third parties

NetSuite is a unified suite, with over 20 years of industry leading practices, a new customer engagement model and business optimisation methods into a unified, industry cloud solution.

Looking For A First Class For Business Plan Consultant?

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Responsibility Of Corporate

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NETSUITE EXPERIENCED CONSULTANTS

NetSuite Support

Your success remains our paramount focus, and we guarantee that our customers attain the highest returns on their Oracle NetSuite investment. After your NetSuite go-live, access to efficient, effective NetSuite ERP support is imperative. The timely availability of the right expertise ensures that your organization can seamlessly progress, steering clear of obstacles that could otherwise impede your business momentum. Our comprehensive suite of NetSuite services is designed to cater to all your needs. 

NetSuite Support Services

NetSuite Optimization

Our committed team of Oracle NetSuite experts has a proven, in-depth understanding of all features and functionalities of the Oracle NetSuite system. Through our technical support and managed services, we ensure the customization of NetSuite to align seamlessly with your unique business requirements, NetSuite user dynamics, ongoing NetSuite projects, integration of new modules, thereby maximizing your investment returns. 

How can I improve my NetSuite performance?

From the initial stages of NetSuite implementation to subsequent optimization across all facets, we provide comprehensive NetSuite support, ranging from fundamental assistance to advanced customer support.

NetSuite Support Services

Our NetSuite support services offer customers expert product guidance, strategic advice, configuration support, resources, and ongoing optimization assistance.

NetSuite Advanced Customer Support

Our NetSuite technical support offers the necessary product expertise, strategic guidance, configuration support, and continuous optimization assistance to address your business challenges and enhance efficiency and productivity.

Committed to Helping You Save Money

The NetSuite ERP system is essential for both small and large companies, contributing to significant time and cost savings. It plays a crucial role in efficient management, while also paving the way for future growth and development opportunities.

Ongoing NetSuite Support

Recognizing that exceptional support is essential for fostering and sustaining robust client relationships, our NetSuite technical support ensures you maximize your investment. We deliver industry expertise precisely when you need it.

NetSuite Modules

Connect your systems, automate your processes and gain visibility into your business.

The NetSuite Connector enables you to establish data mapping between NetSuite and your eCommerce storefronts, point-of-sale (POS) systems, online marketplaces, and third-party logistics providers. Through automated data transfer, you centralize vital information, eliminating manual data entry, reducing errors and delays, and avoiding the need for data exports and processes managed with spreadsheets and email.

On a mission to make you better

Breakthrough Solution Provider Partner of the Year

Empowering skills to help you through difficult times

Free Consultation

100% Certified & Trusted

24/7 World Class Support

Since our founding in 1996, we have been committed to providing evidence-based, personalized treatment to our clients. Our team of mental health professionals specializes in a wide range of areas, including anxiety, depression, trauma, addiction, and relationship issues.

Our Mission

Our mission is to accelerate the business growth of our customers through technology. Our dedication to industry innovation and unwavering commitment to total customer satisfaction ensures success for both you and our company.

Our Vision

Become the foremost global provider of cutting-edge delivery channel solutions by surpassing customer expectations. Empower organizations of all scales to enhance operational efficiency and broaden their reach.

0 +

Years Experience

Our Leadership Team

Join our team and be part of something great!

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Whitney Garza

CEO & Founder Psychole

Janice Mitchell

Educational Psychologist

Whitney Garza

CEO & Founder Psychole

What makes us unique?

Our team

Our team comprises seasoned professionals, including solution architects, project managers, developers, accountants, as well as technical and business consultants, all possessing extensive training and experience.

Creative Design and Development

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Data Analytics and Performance Tracking

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See what our customer's saying

Brian Jobes

Director of Information Technology, Yamada america

NewGen isn’t just a trusted partner; they’re an integral part of our strategic team.

Nick Cordaro

Owner, Las Vegas Expo

We wanted to be on par with our largest competitors without the same sized budget. We are now a medium sized company with the same tools as a Fortune 500 company. We are able to produce more with less money because we are able to rely on ConventionSuite for many details and processes.

Joel Jefferies

VP of Finance, Stack Sports

We grew to over 500 employees and 10,000 customers in under 3 years. NewGen was an invaluable growth partner in helping ensure our business systems kept up.

Dave Houston

President, Rosemont Exposition Services, INC.

When it was time to replace the web based portion of our services, we decided to upgrade to ConventionSuite. This was a proactive choice that ensured consistent support and function in the future. The NewGen team handled the implementation and customization very well, and I’d highly recommend using their services.

LaVette Strickland

IT ANALYST, TOPCON POSITIONING SYSTEMS

From the scoping call to the finished product, NewGen was right there for us.

Joel Jefferies

VP of Finance, Stack Sports

We grew to over 500 employees and 10,000 customers in under 3 years. NewGen was an invaluable growth partner in helping ensure our business systems kept up.

Elaine Hecht

SENIOR ACCOUNT EXECUTIVE, TSYS

Every other integration I have worked on with third-party partners has taken several months to complete … [NewGen] had my customer up and running in a week.

Andy James

@andyjames
I just looked into it, and have never been so happy to consult 👏.

Ned Barnett

@nedbarnet
I just wanted to let you know that your team has been doing a tremendous job on our requests.

Warwick Blake

@wrblake
My psychologist was very patient and thorough in understanding my problem and gave very useful advice. I highly recommend this psychologist to anyone.

Tara Dean

@tara.dean
I was surprised by the high frequency of chat and how customers use it to get to the point. Psychole is the most intuitive and modern live chat we’ve found 👍.

Shana Matthews

@shana.mtw
The perfect tool for our ‘Service with Passion’ motto. From day one, Monday has inspired our trust and amazement. People often tell us that they love the chat and think it’s modern something they have expected.

Malcolm Miller

@mc.miller
Live chat definitely makes us happier & more efficient in consulting.

Thomas Drew

@tms.dr
I was greatly helped by the counseling session I did with a psychologist. I feel very depressed in dealing with the problem.

Online Payments. But without the hassle.

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Best Support

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Secure payment

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Connecting all your banking needs.

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Payment Solution

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Growth Business

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Connected People

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Oracle SuiteCloud data integration adapts to your application ecosystem’s design. NetSuite integration connects NetSuite software with other systems, databases, and endpoints, ensuring continuous information flow across your environment.  

01

NetSuite Consulting Services

Our team examines business processes to assist companies in leveraging the NetSuite system to streamline various facets of the business model.

02

NetSuite Integration Services

With years of experience building NetSuite integrations, combined with our tailored customer support, we enable companies to accelerate business outcomes with integration initiatives.

03

NetSuite Implementation Services

We guide you to success by providing NetSuite implementation, customization, integration, and administration services.

Integrate Your Systems

Automate Processes

Increase Visibility

Enhance Inventory Management

Simplify Accounting

Couldn’t find what you looking for?

Trusted by 37,000+ world-class brands and organizations of all sizes

Get Your Free Product Tour with The World’s #1 Cloud ERP

 Financial Services Software ERP

NetSuite Financial Services Software ERP

Real-Time Financial Management in the Cloud

An Event Software That Lives Up To The Experience.

Built atop of the Oracle NetSuite platform, ConventionSuite stands as a robust ERP solution designed specifically for the event and trade show sector.  

Proud members

contact

Let us help you reach your financial goals

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Streamline your operations with one tool

Powerful, flexible, and easy-to-use. Our software gives you the tools to not only register your attendees, but also plan, manage, budget, communicate, and more!

Easy to manage your data
Collaborate securely
Acelerate your online sales
Real-time analysis