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INTEGRATIONS

NetSuite

Turbocharge your NetSuite implementation with best in class billing, revenue recognition, reporting, and more with Tabs.

netsuite

Overview

The NetSuite integration with Tabs automates key financial and sales processes, including real-time syncing of financial data and automatic generation of sales orders. Tabs + NetSuite integration combines the flexibility of Tabs with NetSuite’s powerful ERP system, streamlining sales operations, financial management, and revenue recognition for enhanced business efficiency.

Features

  • Bi-Directional sync: Sync critical data like invoices, payments, and customer records between Tabs and NetSuite for consistent, up-to-date financials
  • Timely Data Flow: Automatically refreshed data daily, or manually using the "Resync" feature in Tabs
  • Automated Sales Orders and Invoices: Streamline the creation and processing of sales orders within Tabs, syncing data directly with NetSuite for real-time updates
  • Revenue Recognition: Automate revenue recognition processes by syncing revenue data directly into NetSuite, ensuring compliance and accuracy
  • Customizable Workflows: Tailor the integration to fit your existing business needs and specific workflows, ensuring that orders, payments, and customer data are managed effectively

Benefits

  • Reduces manual effort and eliminates errors by automating sales orders and financial syncing, improving overall operational efficiency
  • Delivers real-time financial insights for more accurate forecasting and better strategic decisions
  • Scales effortlessly with your business, handling larger transaction volumes without compromising performance
  • Improves customer satisfaction by ensuring on-time deliveries and accurate billing through streamlined order-to-cash processes
  • Customizable Workflows: Tailor the integration to fit your existing business needs and specific workflows, ensuring that orders, payments, and customer data are managed effectively

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“There are a million platforms that help you manage spend, but Tabs is unique in that it actually helps me get the company’s money faster. ”

Alan Federman, VP of Finance, Canvas