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Client Case Study: Financial Systems in Direct Primary Care Direct Primary Care is one of the fastest-growing models in American healthcare.Members pay a flat monthly fee and get direct, unlimited access to a primary care physician. “Good for patients, but honestly and genuinely complex to operate at scale.” A few years ago, a multi-state Direct…
Streamlining Banking & Financial Systems Integration for a Growing Biotechnology Firm Disclaimer: it wasn’t actually “broken”, just…mismanaged. Background Our client is a growing biotechnology companyoperating across multiple subsidiaries, including a U.S. headquarters entity and an Australian subsidiary. As the organization scaled its financial operations, it sought to modernize its accounts payable and payment processes by…
Why Accountants Will Never Leave Excel (And Why That’s Okay Now) A companion piece to our conversation with Greg Gagne and Kelly of FinSyte. You can also watch the full conversation and demo here : https://www.youtube.com/watch?v=KqDqi654DF4 Kelly Hollis — the principal architect behind Finsyte ‘s Excel add-in — is mid-demo, building a full departmental income…
DEMAND SPIKE PLAYBOOK FOR NETSUITE Roses are red, chocolates get sold, and your ops team suddenly discovers what “peak season” really means. If last Sunday’s Super Bowl taught us anything, it’s that some games get out of hand fast, and demand spikes can too. (Go Hawks!!) So instead of a fluffy list of “best practices,”…
Still on NetSuite SOAP? Here’s the 2028.2 Cutoff and a Clean Exit Plant If you’re still running SuiteTalk SOAP in 2026, I’m not here to shame you. A lot of solid integrations were built on SOAP and they’ve been quietly doing their job for years, your iPaaS connector, your EDI flow, Shopify or Amazon order…
IntelligentCommand: Go Further, Decide Faster. Most teams don’t have a data problem. They have a workflow problem: Finance can see the numbers, but not what to do next. Ops can see the orders, but not what’s actually urgent. Purchasing can place POs, but not without 37 clicks and a sanity check. Manufacturing can track WIP,…
CLIENT CASE STUDY: ALLOCATION AND AMORTIZATION CUSTOMIZATION FOR NETSUITE This particular Wealth Management and Advisory Firm needed a clean way to reclass and allocate transaction impacts across departments and partner teams inside NetSuite, without turning month-end into a spreadsheet endurance test. They wanted a workflow where finance could filter the right lines, select what to…
Shake the Holiday Rust Off, NetSuite Basics for 2026 NetSuite in 2026 feels familiar, and that’s the point. With two releases a year, steady UX and security updates, smarter planning tools, more pressure on integrations to stay modern. The question isn’t “what’s the newest feature.” The real question is: Does your NetSuite feel like it…
Operationalizing a Sales Process in NetSuite Most companies already have a sales “process.” It lives in a slide deck. Or a Notion page. Or the collective memory of three senior people who are always on a plane. Our client in this story was different (name redacted for privacy purposes!). They are a #B2B hardware and…
Thinking about NetSuite FSM? There are two ways to run Field Service: Just hope that the “first available”tech sticks the landing. Ooooor design a flow where the right certified person shows up with the right parts, proves the work on mobile, and finance invoices without drama. We like the second path a little bit more….
