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Integrations NetSuite

Integration · Finance and procurement

NetSuite + Finn.

NetSuite integration with Finn. NetSuite combines accounting, purchasing, inventory, and other business operations in a cloud system.

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The work behind the connection

What you can do with NetSuite.

NetSuite combines accounting, purchasing, inventory, and other business operations in a cloud system.

Take a customer order through fulfillment and invoicing

Finn coordinates the back-office work behind an accepted customer order.

Typically handled byOrder management coordinator

Starts when

A customer order is accepted in NetSuite or arrives from Shopify.

What Finn handles

  1. Match the customer, products, quantities and agreed terms to the NetSuite sales order.
  2. Resolve missing addresses, purchase-order information and actual stock exceptions with the customer or order owner.
  3. Release the order through the merchant's fulfillment process and collect the warehouse or shipping system's actual dispatch result.
  4. Issue the appropriate invoice, send the customer the order documents and record fulfillment and billing against the order.

The result

The accepted order has a recorded fulfillment result and the correct invoice.

Complete a purchase from request to supplier delivery

Finn runs the purchasing administration around an authorized business need.

Typically handled byProcurement coordinator

Starts when

A team submits a request for goods or services.

What Finn handles

  1. Collect the item or service, supplier, cost, delivery requirements and budget information for a NetSuite purchase request.
  2. Obtain the purchasing owner's spending decision and create the resulting purchase order.
  3. Send the order to the supplier, resolve confirmation details and coordinate delivery with the receiving team.
  4. Record actual receipt and attach the supplier documents so the invoice can be matched to the purchase.

The result

The purchase is ordered, received and documented for accounts payable.

Carry a supplier invoice through payment processing

Finn completes the accounts payable work around a valid supplier bill.

Typically handled byAccounts payable specialist

Starts when

A supplier sends an invoice.

What Finn handles

  1. Match the invoice to the NetSuite supplier, purchase order and receipt, then collect missing documentation.
  2. Resolve amount or quantity exceptions with the purchasing owner and supplier before recording the bill.
  3. Submit the bill through finance approval and the authorized payment-release process.
  4. Reconcile the returned payment status, attach the remittance information and notify the supplier of the recorded result.

The result

The supplier bill has a documented approval and reconciled payment outcome.

Resolve an overdue receivable

Finn runs the collections administration for an existing invoice.

Typically handled byAccounts receivable coordinator

Starts when

A NetSuite customer invoice becomes overdue.

What Finn handles

  1. Read the invoice, payment history, billing contact and any open dispute.
  2. Send the customer the correct invoice and payment instructions, fixing routine contact or purchase-order problems.
  3. Bring requested concessions or payment arrangements to the finance owner and carry out the agreed follow-up.
  4. Match the received payment or credit to the invoice and record the final balance and customer communication.

The result

The receivable has a reconciled payment, credit or documented finance-owned resolution.

Run the month-end close administration

Finn completes the collection, reconciliation and follow-up work around the accounting close.

Typically handled byFinancial close coordinator

Starts when

The controller opens the monthly close calendar.

What Finn handles

  1. Gather the period's close tasks, transaction exceptions and supporting schedules from NetSuite.
  2. Complete routine evidence collection and reconciliations, bringing unresolved accounting treatment to the responsible accountant.
  3. Prepare and submit the accountant-authorized adjustments through the posting workflow, then refresh the affected schedules.
  4. Record task completion and provide the controller the close package and remaining sign-off decisions.

The result

The close package is complete with posted authorized adjustments and visible unresolved decisions.

Reconcile bank activity to the books

Finn handles the matching and follow-up behind cash reconciliation.

Typically handled byCash reconciliation accountant's coordinator

Starts when

The period's bank activity is available for reconciliation.

What Finn handles

  1. Read the bank feed or statement and the related NetSuite cash transactions for the same period.
  2. Match receipts and disbursements to their recorded transactions and identify actual unmatched items.
  3. Collect missing remittances or transaction evidence, then submit any required accounting correction to the accountant.
  4. Record the resolved matches and accountant-authorized adjustments and deliver the reconciliation for final sign-off.

The result

The cash reconciliation contains matched activity and a documented disposition for remaining items.

Complete an employee expense reimbursement

Finn manages the administration between an employee's receipt and the recorded reimbursement.

Typically handled byExpense operations coordinator

Starts when

An employee submits business expenses.

What Finn handles

  1. Collect receipts, business purpose, dates and cost allocation for the NetSuite expense report.
  2. Resolve missing information and route policy exceptions to the employee's manager or finance approver.
  3. Submit the completed report through approval and the company's reimbursement process.
  4. Reconcile the actual payment status, notify the employee and file the report with its receipts and approval.

The result

The expense report has a recorded reimbursement result and complete supporting documents.

Turn a replenishment requirement into received stock

Finn runs the administrative purchasing cycle behind an inventory replenishment decision.

Typically handled byInventory purchasing coordinator

Starts when

NetSuite shows an item at the merchant's replenishment threshold.

What Finn handles

  1. Read stock by location, open orders and the item's existing replenishment and supplier instructions.
  2. Prepare the purchase or transfer requirement and obtain the inventory owner's spending or allocation decision.
  3. Create the resulting order, coordinate the supplier or warehouse schedule and track the actual shipment.
  4. Record receipt at the destination and update the related inventory and order records.

The result

The replenishment ends in recorded received stock or a specifically owned delivery exception.

Resolve an inventory count discrepancy

Finn coordinates the investigation and record work after a physical count.

Typically handled byInventory control administrator

Starts when

The warehouse reports a difference between its count and NetSuite stock.

What Finn handles

  1. Collect the actual count, item, location and recent inventory movements from the warehouse and NetSuite.
  2. Investigate missing receipts, transfers or fulfillment records with the people who performed the physical work.
  3. Bring any unexplained difference and proposed adjustment to the inventory or accounting owner.
  4. Record the authorized correction and attach the count evidence, then close the investigation with the warehouse.

The result

The stock record reflects the resolved count with a documented adjustment decision.

Complete a customer return and credit

Finn handles the records and coordination behind a merchant-authorized return.

Typically handled byReturns operations coordinator

Starts when

A customer requests a return under the merchant's return policy.

What Finn handles

  1. Read the original NetSuite order, purchased items and relevant return terms.
  2. Create the return authorization after the merchant's eligibility decision and send the customer the return instructions.
  3. Collect the warehouse's actual receipt and condition result, then obtain a decision for any disputed refund amount.
  4. Issue the resulting credit or refund through its finance or payment owner and record the customer confirmation.

The result

The return, received goods and financial outcome are consistently recorded.

Run the subscription billing cycle

Finn completes the recurring billing administration for existing customer agreements.

Typically handled bySubscription billing coordinator

Starts when

A NetSuite subscription reaches its billing date or an authorized change.

What Finn handles

  1. Read the subscription, contracted terms, usage inputs where applicable and the effective dates of approved changes.
  2. Resolve missing billing information and process the period's billing through NetSuite's subscription tools.
  3. Send the invoice and handle routine customer questions, bringing disputed charges to the billing owner.
  4. Reconcile payments from the connected processor and update the subscription's billing record with the actual outcome.

The result

The billing cycle has correct invoices, handled questions and reconciled payment status.

Convert delivered project work into customer billing

Finn manages the project accounting administration from recorded delivery to invoice.

Typically handled byProject billing coordinator

Starts when

A project reaches a billable milestone or time-and-expense cutoff.

What Finn handles

  1. Gather the NetSuite project agreement, completed milestones, time entries and reimbursable expenses.
  2. Collect missing delivery evidence and obtain the project owner's acceptance of the work to bill.
  3. Create the billing transaction under the contract's terms and send the customer the invoice and supporting details.
  4. Record the invoice against the project and follow payment or billing questions through to their actual status.

The result

Delivered project work has a supported invoice and a current collection record.

Complete an intercompany reconciliation

Finn handles the evidence and coordination behind transactions between company entities.

Typically handled byIntercompany accounting coordinator

Starts when

The group finance team begins its intercompany reconciliation period.

What Finn handles

  1. Read the paired NetSuite OneWorld transactions, entities, currencies and period balances.
  2. Compare the corresponding records and collect missing invoices or allocation evidence from the entity owners.
  3. Submit the accountants' selected corrections and eliminations through their normal approval and posting process.
  4. Refresh the reconciliation and record matched balances and any remaining accountant-owned difference.

The result

The entities have a documented, current reconciliation supporting group finance's close.

Produce the management finance pack and close its follow-up

Finn completes the reporting work that turns finance records into a recurring management review.

Typically handled byFinancial planning and reporting coordinator

Starts when

The monthly management reporting cutoff arrives.

What Finn handles

  1. Gather NetSuite actuals, budgets and the agreed operational measures for the same period.
  2. Produce the management tables and variance schedules, linking unusual movements to their underlying records.
  3. Collect department explanations and record leadership's selected budget or operating actions.
  4. Publish the final pack and complete the report corrections and administrative follow-up selected at the review.

The result

Management receives a reconciled finance pack and a recorded outcome for its follow-up work.

Keep the fixed-asset record aligned with the purchase

Finn completes the record administration around equipment placed into service.

Typically handled byFixed-asset accounting coordinator

Starts when

A purchased asset is received and the business confirms its in-service date.

What Finn handles

  1. Collect the NetSuite purchase, invoice, asset identifiers and actual installation information.
  2. Bring classification, useful life and capitalization questions to the accountant who owns the policy decision.
  3. Create or update the asset information in the organization's NetSuite fixed-asset process using those decisions.
  4. Attach the supporting documents and record the asset's location, custodian and accounting handoff.

The result

The asset has a complete operational and accounting record based on the accountant's decisions.

Connection setup

Set up the connection around your work.

Contact Finn to discuss the records your workflow needs and the actions you want it to perform.

Your team chooses what Finn can access, what agents can change, and when a person must approve the work. The connection needs the appropriate account access and permissions from NetSuite.

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The Finn platform

Finn Agents

Help customers. Work with your team. Finish the job.

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Finn Systems

Business apps for the work behind the conversation.

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Finn AI Gateway

Control connected AI apps, models, access, and spending.

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