NetSuite for Financial Services: Setting the Industry Standard  

Stay on top of the game by revolutionizing your financial services from seamless financial management to real-time analytics with NetSuite's agile ERP solution.

Why every Financial Services Business Need NetSuite

Now more than ever, businesses are adapting to NetSuite for its capacity to streamline financial operations, from accounting to compliance management, making it a valuable asset especially for financial services businesses.

With NetSuite, you never have to worry about the growing customer expectations and increasing regulatory complexities in the Philippines. From financial management tools to advanced analytics and reporting, this game-changing platform provides a comprehensive set of features tailored to meet the demands of this dynamic industry.

99%

Client Satisfaction

150+

Deployments Completed

75+

Netsuite Consultants and CPAs

8+

Industries Served

NetSuite for Financial Services Key Features

Comprehensive Finance and Accounting Tools

Get accurate and real-time financial reporting that is compliant with Philippine regulations. NetSuite provides comprehensive financial management tools, including general ledger, accounts payable, and accounts receivable features to keep track of all your financial activities.

Customizable Dashboards and Real-time Reports

NetSuite's robust dashboard and reporting capabilities empower financial professionals to gain actionable insights crucial for making strategic and informed financial decisions in real-time.

Automated Workflows

When it comes to crunching numbers, automation is key. NetSuite's workflow simplifies your routine tasks to reduce manual errors and enhance overall operational efficiency so you have more time to work on more strategic activities.

Cross-functional View of Financial Data

Unlike legacy solutions, NetSuite for Financial Services gives you a 360-degree view of your financial data across multiple subsidiaries with its cloud-based architecture. This feature is particularly beneficial for accessing data remotely and staying connected in a dynamic business environment.

BIR CAS Compliance

With a centralized platform for data management, easily produce accurate and consistent reports that are compliant with BIR Computerized Accounting Systems (CAS) requirements. NetSuite ensures that all transaction details and tax-related data are accurately recorded and official documents meet BIR's specified format and criteria.

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Elevate your financial services business with NetSuite's cutting-edge solutions.

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Grow your Business with Forte Consulting & NetSuite

Cloud-based Data Management

No more searching for data through scattered and manual systems. Make decisions on the fly with a comprehensive and centralized view of NetSuite's cloud-based system. NetSuite ensures that every team member has access to the right information at the right time so you can easily collaborate towards driving your business forward.

Real-time Analytics and Reporting

Have the power to drive your business forward with real-time insights at your fingertips. Monitor key performance indicators, project progress, and financial metrics at one glance. Get access to up-to-date reporting of your cash flow, revenue, and expenses in detail to facilitate data-driven decisions and boost your financial outcomes.

Local Regulatory Compliance

Navigate the intricacies of Philippine regulations and compliance requirements with ease. NetSuite streamlines your business process and automates your financial reporting to ensure that your business meets all local regulatory standards. You can have peace of mind with accurate reporting, adherence to BIR CAS requirements, and complete documentation – all seamlessly integrated into your daily operations.

Types of Financial Businesses Who Utilize NetSuite

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Banking

Streamline operations, manage financial data, and enhance customer experiences as they navigate the evolving financial landscape.

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Insurance Companies

Manage policies, automate claims processes, and ensure compliance with industry regulations in the Philippine insurance sector.

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Commercial Builders

Manage the entire project, from planning to assessment, including time and cost estimates.

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Residential Builders

Streamline the process by which pre-assembled goods are transported to a job site and billed to the client.

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Retailers with multiple storefronts

Streamline the process by which pre-assembled goods are transported to a job site and billed to the client.

Your NetSuite Implementation Journey

As industry experts, we are here to help you navigate your business around avoidable roadblocks through a smooth implementation.

01.

Project Plan and Discovery

The journey begins with a comprehensive analysis of your business requirements and objectives outlining the implementation, timelines, resource allocation, and key milestones.

02.

System Design

Next, our team of expert NetSuite consultants will configure the system based on your business requirements. Customizations are made to ensure that the system is tailored to your process workflows and supports industry-specific functions.

03.

Data Migration

Whether you’re migrating off of spreadsheets or any other legacy system, we will make sure to maintain data integrity and accuracy all while achieving a seamless transition.

04.

Testing

We will work with you to validate the system's configurations, customizations, and data migration. This phase ensures that NetSuite operates as intended and meets your specified requirements.

05.

User Training

We want to make sure that your team is fully equipped to go live! Comprehensive training programs are conducted to familiarize your end-users, administrators, and any other stakeholders with NetSuite's functionalities.

06.

Go Live

Out with the old, in with the new! The system is officially launched, and you transition to using NetSuite for your day-to-day business activities. During this critical phase, ongoing support is provided to address any immediate concerns for a successful transition.

07.

Post Go-Live Support

You will always be supported. Post go-live, we offer continuous support to address any issues, answer questions, and provide further training if necessary. Regular check-ins help assess how well the system is meeting your business objectives.

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Take the first step towards leading the financial services industry with NetSuite's future-ready solutions.

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See what our customers have to say...

“Your team has been professional”

Your team has been professional, and flexible. They have really demonstrated their expertise. All departments have given good feedback, particularly (our) supply chain who is a key stakeholder, has been really impressed.

Raj Ramoutar
Oslam Group

“Amazing response”

Working with you guys went very well with amazing response.

“Absolutely solid”

our team has been a 95/100.
Absolutely solid with our NetSuite implementation.

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