Productivity Tools for Financial Services
15 solutionsDiscover top NetSuite productivity tools solutions designed for financial services. Compare verified apps with reviews, pricing, and case studies.
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Discover top NetSuite productivity tools solutions designed for financial services. Compare verified apps with reviews, pricing, and case studies.
Solutions(15)

by Centime
Cash is the lifeblood of your business - and amid uncertain economic conditions, you need to optimize working capital more than ever before. Centime takes cash management to the next level. The only all-in-one platform for AR, AP, cash flow, credit and banking solutions, and more, Centime empowers you to take control of your cash position and make better decisions about what collections to prioritize, what bills to pay, and how to maximize every dollar.

by iCloudAuthority, Inc.
ePayables Module (baas) Banking as a service Pay all Vendors in 30 seconds flat with iCloudAuthority ePayables. A Built for Netsuite (BFN) Application which works exactly like the Pay Bills native screen in NetSuite. Pay all your Vendors easily by selecting the bills you want to pay and credits you want to use and selecting save. The appropriate bank file will be created instantaneously for you to upload to the bank or use the iCA eConnector SFTP Tool to send the file automatically. The ePayables module supports Checks, Domestic ACH, International ACH, USD Wire, International Foreign Exchange Wire, Credit Card/AP Control and Zelle Pay. Our interface is simple to use and we can cut down on your processing and transmission time immediately. ePayables can be implemented in a few weeks and is a turn-key solution.

by Blue Tiger Consulting
Normally, balance sheet and profit and loss statement only indicate the total amount of Building, Vehicles and Depreciation Expense. The corresponding breakdown can not be understood. By NetSuite unitary management system, our fixed asset management solution visualizes the calculation basis, such as the acquisition cost of each fixed asset, depreciation expense, disposal processing etc. In addition, it creates journals automatically from purchase to retirement of fixed assets and reflects the journals in the fixed asset register. However, the depreciation rate, useful life, depreciation method, account item, etc. can be set up freely. Depreciation, impairment and retirement processing of fixed assets are also automated. With this solution, acquisition of fixed assets is achieved at the time of preparing purchase orders, and fixed asset lifecycle journal is fully automated. Therefore, it is unnecessary to integrate data with "fixed asset module" and "other module" in customer's existing NetSuite.

by KloudGin Inc.
KloudGin digitizes the complete service contract-to-bill process for field service, work, and asset management. It integrates seamlessly with Oracle NetSuite and features automatic sync with NetSuite Customers, Vendors, Items, PO, AP, AR, and GL. The billing integration features pro-forma invoice generation in KloudGin which is synchronized with NetSuite for final invoice delivery. Companies get real-time visibility to data through instant relays of information between the systems. Synchronized data in both systems allows NetSuite users to access, add or update data that is used on Jobs such as Customer information, inventory/service items or asset details. KloudGin mobile app users have easy access to read, update, or delete information while onsite with automated data exchange back into NetSuite.

by iCloudAuthority, Inc.
iCloudAuthority's ePortal for NetSuite streamlines the collection and management of supplier banking and address information allowing your suppliers to securely self-maintain their payment information. This win-win solution: eliminates double-entry of data, reduces errors and increases supplier data quality, automatically updates records in NetSuite, and improves staff efficiency freeing time for higher-value work.

by Papaya Global Ltd
Papaya Global is a SaaS fintech company providing global payroll and payments technology - the only tech-first payroll software built for global enterprises. Papaya’s comprehensive automated solution provides the visibility, speed, and flexibility that finance teams need to control workforce spending. Papaya serves as the brain connecting the dots of global payroll, unifying data streams and integrating with HCM and ERP tools to create a single source of truth. It turns payroll - every company’s biggest expense and liability - into a strategic asset. Papaya Global delivers a comprehensive solution for global workforces covering all types of workers, including Payroll, EoR, and Contractors, in over 160 countries. Papaya Global provides HR and Financial Automation, world-class AI technology, and the highest levels of security, accuracy, and compliance in each jurisdiction. Each customer enjoys a Customer Success Manager, access to the Papaya Center of Excellence, where local Legal and Accounting team members provide taxation, HR customs/practices and compliance expertise for each jurisdiction in which customers are present.

by SimplyInsured
SimplyInsured makes it simple for small business to purchase and manage health insurance benefits. With this SuiteApp, users can easily shop for hundreds of health plans in their region. We are able to provide instant, 100% accurate quotes by syncing over the company's data from NetSuite. Users also have the ability to migrate their existing benefits plan to SimplyInsured. Once enrolled, SimplyInsured automatically sync deductions to payroll, and automatically handles employee enrollments and terminations, saving business owners hundreds of hours, and making NetSuite payroll even more sticky.

by FullClarity
FullClarity Certified Documents for NetSuite automates the process of collecting, validating, and renewing certified documents from employees, vendors, and customers. This SuiteApp allows businesses to collect insurance certificates, bank guarantees, certifications and licenses from their vendors and customers, allowing them to ensure they remain compliant with head contract and subcontractor requirements.

by Customers Bank
Customer Bank Connect empowers businesses to seamlessly integrate their banking directly within NetSuite, modernizing accounting workflows and driving operational efficiency. Customer Bank Connect delivers a simple, reliable, and robust solution to optimize day-to-day banking activities. Take advantage of a direct bank connection, providing reliable bank feeds for reconciliation, real-time account balance and transaction visibility, and streamlined accounts payable (AP) automation. With an easy setup process that requires no technical resources and an intuitive interface that lives within NetSuite, Customers Bank Connect allows you to quickly implement and realize the value of embedded banking.

by BTG PACTUAL
BTG Pactual Empresas reconciliation solutions for NetSuite offers direct integration with NetSuite that enables clients to automatically visualize and reconcile their banking transactions inside the platform, with no need for external accesses.

by NPact
NPact’s Fund Investment Tool (FIT) is built for nonprofits to eliminate manual spreadsheets and accelerate investment accounting within NetSuite. FIT saves hours of work by automating complex processes and delivering real-time, accurate results. FIT handles critical investment calculations nonprofits need, including: Admin Fees – Automatically calculate and allocate administrative costs across funds Income Allocations – Distribute earnings accurately based on fund balances Rebalancing – Adjust fund positions to maintain target allocations Spending Policies – Apply organization-specific spending rules for compliance and transparency By integrating these capabilities directly into NetSuite, FIT reduces month-end close time, minimizes errors, and gives finance teams more time for strategic decision-making.

by First Citizens Bank
First Citizens Link empowers businesses to seamlessly integrate their banking directly within NetSuite, modernizing accounting workflows and driving operational efficiency. First Citizens Link delivers a simple, reliable, and robust solution to optimize day-to-day banking activities. Take advantage of a direct bank connection, providing reliable bank feeds for reconciliation, visibility into account balances and transactions, and streamlined accounts payable (AP) automation. With an easy setup process that requires no technical resources and an intuitive interface that lives within NetSuite, First Citizens Link allows you to quickly implement and realize the value of embedded banking.

by Mitsubishi UFJ Financial Group (MUFG)
MUFG Connect Embedded Banking empowers businesses to seamlessly integrate their banking directly within NetSuite, modernizing accounting workflows and driving operational efficiency. MUFG Connect Embedded Banking delivers a simple, reliable, and robust solution to optimize day-to-day banking activities. Take advantage of a direct bank connection, providing reliable bank feeds for reconciliation, real-time account balance and transaction visibility, and streamlined accounts payable (AP) automation. With an easy setup process that requires no technical resources and an intuitive interface that lives within NetSuite, MUFG Connect Embedded Banking allows you to quickly implement and realize the value of embedded banking.

by Texas Capital
Seamlessly integrate banking capabilities into your NetSuite ERP with Texas Capital ConnectNow solution. This product enables real-time access to account balances and transaction reporting directly within NetSuite, eliminating the need to toggle between systems. Designed for treasury and finance teams, it streamlines reconciliation, improves cash visibility, and enhances operational efficiency through secure, automated data flows.

by HSBC Holdings plc
HSBC Integrator empowers businesses to seamlessly integrate their banking directly within NetSuite. HSBC Integrator delivers a simple, reliable, and robust solution to optimise day-to-day banking activities. Take advantage of a direct bank connection, providing account reconciliation, account balance and transaction visibility, and streamlined accounts payable (AP) automation. With an easy setup process that requires no technical resources and an intuitive interface that lives within NetSuite, HSBC Integrator allows you to quickly implement and realize the value of embedded banking.
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