South SF Bay News

Whether they work for a small business or enterprise-level organization, accounting and finance professionals need financial software that will help them grow their skills and their business. Let’s look at three ways that NetSuite integration with Salesforce can help.

Worry-Free Payment and Invoice Management

One of the challenges for accounting teams is the possibility of forgetting to capture a payment every month. However, NetSuite offers automated payment scheduling processes to avoid this. Not only does this save time, but it also helps ensure that account collection is consistent.

For organizations using Salesforce and NetSuite integration, this feature also helps keep the lines of communication open between accounting and other teams. Sales and support teams, for example, can view the status of NetSuite invoices in Salesforce. This gives them visibility into which accounts are current, overdue, and due, without having to reach out to the accounting team.

Both payment management capabilities save accounting teams time while ensuring that payments are collected on time. In addition, this allows any team to view an invoice status, so everyone is aware of any outstanding invoices.

Visibility to Important Financial Data in One Place

Accounting professionals manage a lot of financial data. As such, they don’t often have the time or resources to dedicate to resolving competing data between different applications. NetSuite and Salesforce integration allows the two applications to work together as one.

With NetSuite, staff can access accurate information within one system. And with the ability to sync Salesforce with NetSuite companies, staff can access the most up-to-date data at any time.

Ability to Schedule and Automate Subscriptions

NetSuite offers a SuiteBilling feature that finance teams can use to schedule and automate modifications to subscriptions. This not only simplifies the billing process, but it also allows finance professionals working with multiple subscription services to link all services under the same umbrella. Those who work with Salesforce and NetSuite integration can also allow teams outside of finance to access these records from various devices.

All these NetSuite and Salesforce integration capabilities help accounting and finance teams grow by fostering fluid payment collection and financial transparency across the enterprise.

Additionally, these features allow them to stay productive to focus on doing what they do best. Check out the Salesforce AppExchange to learn more about how NetSuite and Salesforce integration helps accounting and finance professionals grow.