What is NetSuite EPM?
Unified Cloud EPM Solution for Smarter Financial Planning and Faster Close
What Is NetSuite Enterprise Performance Management (EPM)?
NetSuite Enterprise Performance Management (EPM) is a cloud-native performance management solution that unifies financial planning, budgeting, forecasting, account reconciliation, close management, and reporting—all within the NetSuite platform. Designed to eliminate manual processes and disconnected tools, NetSuite EPM helps finance teams accelerate decision-making and gain real-time insight into business performance.
Why NetSuite EPM Matters
Finance leaders are expected to provide strategic guidance, forecast performance, and drive growth—yet many teams waste time on spreadsheets, siloed systems, and manual reconciliation. NetSuite EPM centralizes these critical processes to empower finance professionals with speed, accuracy, and confidence.
By integrating EPM directly with NetSuite ERP, organizations can view live financial and operational data across the business and eliminate delays caused by data duplication or reconciliation errors.
How NetSuite EPM Works
NetSuite EPM extends the power of NetSuite ERP by adding advanced performance management capabilities. While ERP systems capture and automate transactional operations, EPM brings strategic insight and enterprise-wide planning intelligence.
NetSuite EPM supports a comprehensive performance management lifecycle, including
Business Value of NetSuite EPM
In a business environment defined by rapid change and rising complexity, organizations need performance management tools that help them respond quickly and strategically. NetSuite EPM delivers that value by enabling:
- A faster, more accurate financial close:Â Automate close workflows, reduce errors, and improve confidence in financial results with centralized close management.
- Streamlined account reconciliation:Â Eliminate manual reconciliation tasks and accelerate period-end processes with automated reconciliation capabilities.
- Integrated, collaborative planning: Move beyond siloed spreadsheets with unified planning that connects financial and operational plans across departments.
- AI-enhanced forecasting and scenario modeling: NetSuite EPM leverages embedded AI and machine learning to automate data analysis, improve forecast accuracy, and support what-if scenario planning for smarter strategic decisions.
- Performance and profitability insight: Uncover deeper insights into cost drivers, profit margins, and business segment performance to inform investment and operational decisions.
- Unified reporting and compliance: Deliver accurate, current reporting across business units with interactive dashboards and narrative reports that combine context with financials.
- Trusted enterprise data: Because EPM is native to NetSuite, your performance management processes use the same trusted data as your core ERP, eliminating silos and improving governance.
Why Finance Teams Choose NetSuite EPM
NetSuite EPM is ideal for growing organizations that require:
- Unified financial and operational planning without disconnected tools
- Automated reconciliation and close management to shorten cycle times
- Real-time reporting and analytics that support better decisions
- Embedded AI and machine learning to enhance forecasting and planning accuracy
Because EPM is built on NetSuite’s cloud platform, organizations reduce IT overhead, accelerate deployment, and scale performance management as they grow.
Frequently Asked Questions About NetSuite EPM
What is NetSuite EPM used for?
NetSuite EPM is used for financial planning, budgeting, forecasting, account reconciliation, financial close management, and performance reporting—all natively integrated within NetSuite.
Who is NetSuite EPM designed for?
NetSuite EPM is designed for CFOs, finance leaders, and controllers who need agility, accuracy, and strong financial governance. It supports finance teams as they move from manual reporting to strategic performance management.
What types of organizations benefit most from NetSuite EPM?
NetSuite EPM is ideal for growing and mid-market organizations, as well as multi-entity and global businesses. It is especially valuable for CFOs focused on scalability, compliance, and real-time insight, and for finance teams seeking automation without unnecessary complexity.
How is NetSuite EPM different from NetSuite ERP?
NetSuite ERP manages day-to-day operational transactions, while NetSuite EPM focuses on planning, forecasting, performance analysis, reconciliation, and strategic insight. Together, they provide a complete financial and operational management platform.
How quickly can organizations see value from NetSuite EPM?
NetSuite EPM delivers faster time to value by leveraging decades of best practices from thousands of global deployments. Prebuilt workflows, templates, and native integrations help ensure a predictable implementation timeline and rapid return on investment.
Can NetSuite EPM improve forecast accuracy?
Yes. NetSuite EPM uses automation and predictive insights to improve forecast accuracy, support scenario modeling, and help finance teams respond proactively to changing business conditions.
How is NetSuite EPM priced?
NetSuite EPM modules are available as add-on subscriptions to NetSuite ERP. Pricing is based on the NetSuite core platform, selected EPM modules, and the number of users.Â
Is NetSuite EPM suitable for global and multi-entity organizations?
Yes. NetSuite EPM supports multi-entity, multi-currency, and global reporting requirements, making it well-suited for organizations operating across regions and jurisdictions.
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