NetSuite for financial services groups running multiple entities, currencies, and bank accounts — built around the compliance and reporting standards your regulators actually check.
The parts of financial services operations that break spreadsheets first.
A single chart of accounts across every entity, with intercompany elimination handled automatically.
Consolidated reporting across currencies without manual conversion spreadsheets.
Automated matching across hundreds or thousands of accounts, not a manual monthly exercise.
Reporting structured to hold up under regulatory review, with a clear audit trail on every entry.
Reporting structures built around how financial services groups actually need to slice performance.
Direct connections to banking feeds, card programs, and tax compliance tools.
Every subsidiary, currency, and intercompany relationship documented before configuration starts.
Chart of accounts, elimination rules, and reporting hierarchies configured to match your structure.
Bank and card feeds connected and matched automatically, tested against real transaction volume.
A consultant on call through your first several close cycles, not just go-live week.
Full ERP rollouts scoped, staffed, and delivered against a fixed go-live date.
Learn More →Bank feeds, card programs, AP automation, EDI, and adjacent ERPs, connected cleanly.
Learn More →Ongoing administration and release management from a consultant who knows your instance.
Learn More →Tell us about your entities, currencies, and close. We'll come back with a scoped plan — no obligation.