NetSuite Planning and Budgeting (PBCS)

 

NetSuite’s Planning and Budgeting Cloud Service (PBCS), powered by Oracle, helps businesses streamline financial planning, forecasting, and reporting.

When combined with GURUS Solutions’ proven NetSuite integration expertise, your organization gains a fully connected, data-driven approach to managing quarterly or annual planning cycles.

Why Choose NetSuite Planning and Budgeting (PBCS)?

Master planning and budgeting season with advanced features that simplify collaboration and reduce manual effort:

  • Consolidate financial, operational, sales, and resource plans in one connected system
  • Build robust, customizable models using an Excel-like interface your team already knows
  • Combine live ERP data with forecasts for real-time financial insights
  • Ensure security and controlled access, restricting sensitive data by department and role

Learn more about NetSuite Planning and Budgeting. 

Talk to a NetSuite Specialist
 

Video Transcript

GURUS Solutions Presents Planning and Budgeting for NetSuite

Planning and budgeting are the two words that will send shivers down the spine of any department executive, as it means dealing with things like:

  • Time-consuming manual Excel processes
  • Departments not making their deadlines
  • Broken and inaccurate data

But before you go into your annual bout of “panic mode”, take a long breath and hear out how to overcome those three obstacles with Oracle NetSuite Planning and Budgeting.

Oracle NetSuite's Planning and Budgeting Cloud Service helps businesses that deal with these kinds of holdups overcome them with functionalities like:

  • Consolidating financial objectives
  • Excel-like interface geared for familiarity and ease of use
  • Ability to combine live system info with forecasted info
  • Data access based on department and role

A modern Cloud Planning and Budgeting tool like PBCS also integrates with your ERP’s data, so you can track your progress throughout the year.

GURUS Expertise

Our team of NetSuite professionals leverage over a decade of experience and knowledge for connecting your NetSuite to the powerful planning and budgeting system.

Your team will be able to drill down into your data and easily compare between subsidiaries and departments, as well as import live data from NetSuite to PBCS for seamless planning, budgeting, historical and actual financial analysis.

About Our Team

  • We are a 5-star award-winning NetSuite team.
  • The largest NetSuite services provider across North America.
  • With consultants across Canada and the US.

Frequently Asked Questions About NetSuite Planning & Budgeting

Q: What is Oracle NetSuite Planning and Budgeting (PBCS)?

A: Oracle NetSuite Planning and Budgeting (PBCS) is a cloud-based financial planning tool that automates budgeting, forecasting, and reporting. It connects directly with NetSuite ERP to ensure real-time visibility into company performance and simplify collaboration across departments.

Q: How does NetSuite Planning and Budgeting integrate with NetSuite ERP?

A: PBCS integrates seamlessly with NetSuite ERP using prebuilt connectors and APIs. This allows your finance team to import live data, including actuals, forecasts, and variance reports, directly into your planning models. GURUS Solutions specializes in implementing and optimizing these integrations for maximum efficiency.

Q: Why switch from Excel to NetSuite Planning and Budgeting?

A: Unlike manual Excel models, NetSuite PBCS provides a centralized, automated platform for financial planning. It eliminates version control issues, speeds up data consolidation, and gives you secure, role-based access to real-time financial insights, all within a familiar spreadsheet-like interface.

Q: Who benefits most from NetSuite Planning and Budgeting?

A: Mid-size to enterprise organizations using NetSuite ERP benefit the most. PBCS is ideal for finance, operations, and executive teams that need to align business goals, plan resource allocation, and generate accurate forecasts without relying on manual spreadsheets.