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NetSuite Optimization & Process Automation Services

Get more from your ERP system with targeted improvements that reduce manual work, improve reporting, and support long-term growth.

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Many organizations adopt NetSuite with high expectations only to find the team slowed down by manual workarounds often resulting from incomplete design. Month-end closes take longer than they should, reporting lacks insight, and growth creates new challenges.

AAFCPAs works with finance and program teams to evaluate how NetSuite is used today and identify opportunities to improve efficiency. From process automation to dashboard optimization, we help clients realize the functionality they initially envisioned and take it even further. We recognize that first go-lives often cover only part of the system’s potential, and subsequent phases may be needed to unlock additional features. Many clients do not fully leverage these features without guidance. With each enhancement, your system aligns more closely with business goals, providing clearer insights, faster workflows, and greater adaptability for improved productivity.

Key Benefits of NetSuite Optimization

Faster Month-End Close
Reduce bottlenecks and manual processes to close the books faster with improved accuracy and consistency.

Improved Cash Flow Visibility
Gain real-time insight into cash balances, accounts receivable, and accounts payable for stronger financial control and forecasting.

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Reduced Manual Data Entry
Automate allocations, approvals, and repetitive processes to free your team for higher-value responsibilities.

Accurate Inventory and Financial Reporting
Leverage NetSuite reporting tools and integrations to maintain accurate inventory data and reliable financial statements.

Streamlined Approvals and Workflows
Optimize procure-to-pay, order-to-cash, and other critical workflows for efficiency and consistency.

System Scales with Growth
Ensure NetSuite evolves alongside your organization with support for new modules, integrations, and reporting needs.

Reclaim Efficiency Across Your NetSuite Environment

Many NetSuite users face slow processes, incomplete reporting, and manual workarounds that limit system value. From month-end closes to inventory management, these inefficiencies can reduce productivity and obscure insights critical to financial decision-making.

AAFCPAs helps identify these gaps and implements the right improvements for your unique environment. Whether automating allocations, optimizing workflows, integrating payroll or banking systems, or enhancing dashboards and KPIs, our approach ensures NetSuite works effectively for your finance team. We also help teams stay current with system updates and new functionality released after initial implementation, ensuring long-term optimization.

Tailor NetSuite to Your Business Operations

AAFCPAs evaluates every aspect of your NetSuite environment, from system configuration to daily workflows. Our team reviews roles, permissions, and processes to identify inefficiencies, then recommends solutions that reduce manual effort and improve accuracy. Process optimization covers procure-to-pay, inventory management, and revenue recognition, ensuring your operations run smoothly and consistently.

We also implement customizations and automations, including workflows, SuiteScripts, saved searches, and dashboards, to enhance functionality. Advanced modules, such as CRM, Advanced Financials, and Planning & Budgeting, are fully leveraged to support growth. Integrations with payroll, banking, eCommerce, and business intelligence systems connect your data for better decision-making, while reporting improvements provide dashboards and KPIs that give teams the insight they need. Ongoing guidance and adoption support help staff confidently use the system and maintain long-term efficiency.

Why Partner With AAFCPAs

AAFCPAs approaches NetSuite optimization from a finance-first perspective. Our consultants understand both accounting and operational workflows, allowing us to recommend improvements that are practical, measurable, and aligned with your business goals. We speak your language, translating technical capabilities into actionable solutions for finance and program teams.

Clients also benefit from our knowledge of evolving ERP features and best practices. Many organizations implement NetSuite in phases, often leaving advanced functionality unused or overlooked. We help clients complete phased enhancements, adopt additional modules, and fully leverage reporting and analytics. This ensures clients realize the full vision of their system, whether completing phase-two enhancements, integrating additional modules, or optimizing reporting and analytics. So the platform grows alongside the business and continues to provide clear insights and efficient workflows.

Robyn Leet
Robyn Leet

Robyn Leet

Partner, Business Process, Systems & Controls

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We look forward to speaking with you to determine how we may best solve your needs. A firm representative will reach out to you within one business day. Looking for additional ways to reach us? Visit our Contact Page. >>