This content is currently locked.

Your current McLean & Company subscription does not include access to this content. Contact your account representative to gain access to Premium SoftwareReviews.

Contact Your Representative

Or Call Us:
+1-877-281-0480 (US/CAN) or
+1-703-544-9513 (International)

NetSuite

Netsuite Planning and Budgeting

Composite Score

7.5 /10

CX Score

8.1 /10

7 Reviews Write a Review

What is Netsuite Planning and Budgeting?

NetSuite Planning and Budgeting automates labor-intensive planning and budgeting processes and centralizes company financial and operational data, so finance teams can quickly and easily produce budgets and forecasts, model what-if scenarios and generate reports within one collaborative scalable solution.

Company Details

Need Assistance?

We're here to help you with understanding our reports and the data inside to help you make decisions.

Get Assistance

Netsuite Planning and Budgeting Ratings

Real user data aggregated to summarize the product performance and customer experience.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

86 Likeliness to Recommend

100 Plan to Renew

84 Satisfaction of Cost Relative to Value

{y}

{name}

Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+98 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Netsuite Planning and Budgeting?

0% Negative

6% Neutral

94% Positive

Pros

Reliable
Performance Enhancing
Efficient Service
Effective Service

Feature Ratings

Average 78

Marketing Analytics

BI and Performance Management

Financial Reporting and Consolidation

Budgeting and Forecasting

Data Visualization

Process Simulation and Execution

Governance Risk and Compliance

Planning and Scheduling

Collaboration

Business Application Integration

Mobile Access

Vendor Capability Ratings

Average 78

Ease of Customization

Quality of Features

Ease of Data Integration

Ease of IT Administration

Usability and Intuitiveness

Product Strategy and Rate of Improvement

Breadth of Features

Business Value Created

Vendor Support

Ease of Implementation

Availability and Quality of Training

Netsuite Planning and Budgeting Reviews

Piyush N.

Role: Consultant
Industry: Consulting
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Aug 2024

Unique software

Likeliness to Recommend

10 /10

What differentiates Netsuite Planning and Budgeting from other similar products?

Its user interface is quite user friendly and doest seem like we are using a cloud based app.

What is your favorite aspect of this product?

User Interface.

What do you dislike most about this product?

Not all the features it has are useful for me and there is scope for more features to be added.

What recommendations would you give to someone considering this product?

Go for it if you are a mid to large organisation

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Alex B.

Role: Information Technology
Industry: Manufacturing
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted Jun 2025

Efficient, Inspiring, and Productive.

Likeliness to Recommend

9 /10

What differentiates Netsuite Planning and Budgeting from other similar products?

NetSuite Planning and Budgeting stands out with its prebuilt planning models for key areas like workforce, revenue, and expenses, allowing organizations to deploy faster without building everything from scratch. Additionally, it offers a unified platform that integrates financial, operational, and strategic planning in one place, reducing reliance on disconnected spreadsheets and enabling more accurate, real-time forecasting across departments.

What is your favorite aspect of this product?

One of the most valuable aspects of NetSuite Planning and Budgeting is its seamless integration with NetSuite ERP. This tight connection means actuals, chart of accounts, departments, and other financial data flow directly into the planning environment without manual imports or third-party connectors.

What do you dislike most about this product?

The most common drawback of NetSuite Planning and Budgeting is its complexity for configuration and customization, especially for teams without prior experience with Oracle EPM or multidimensional planning tools.

What recommendations would you give to someone considering this product?

Plan to work with an experienced NetSuite/Oracle EPM consultant—especially if you're customizing models or building department-specific workflows. The learning curve can be steep without expert guidance.

Pros

Continually Improving Product
Reliable
Performance Enhancing
Enables Productivity

Pankaj P.

Role: Finance
Industry: Finance
Involvement: Vendor Management and Renewal

Validated Review

Verified Reviewer

Submitted Nov 2024

Fantastic product

Likeliness to Recommend

8 /10

What differentiates Netsuite Planning and Budgeting from other similar products?

Easy to use, User friendly

What is your favorite aspect of this product?

Easy to use

What do you dislike most about this product?

Support team

What recommendations would you give to someone considering this product?

It's good

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

How We Deliver

Events

Netsuite Planning and Budgeting

What is Netsuite Planning and Budgeting?

Company Details

Need Assistance?

Netsuite Planning and Budgeting Ratings

86 Likeliness to Recommend

100 Plan to Renew

84 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+98 Net Emotional Footprint

How much do users love Netsuite Planning and Budgeting?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Marketing Analytics Predictive analytics, machine learning, data ingestion and visualization; data segmentation; assign attributes to unstructured data; work from segmented data.

BI and Performance Management Includes all aspects of reporting and BI analytics, as well as planning and optimization.

Financial Reporting and Consolidation Timely access to financial data and financial information in the forms of reports or online. Financial reporting is generated in specific periods.

Budgeting and Forecasting Includes financial information access, budget projections, assessment and analysis, tax planning, and scenario planning.

Data Visualization Visualize customer data in configurable dashboards or reports, and easily share these visualizations with decision makers.

Process Simulation and Execution Includes ability to test and optimize the performance of a process using historical data.

Governance Risk and Compliance Includes governance, risk management, compliance, security management, controls and audit.

Planning and Scheduling Includes milestones, tasks and resource assignments (can also include WBS and CPM).

Collaboration Includes ability to view, share and direct work between co-workers in real or near real-time.

Business Application Integration APIs available for straightforward integration with multiple business systems such as ERP or CRM.

Mobile Access The solution can be easily accessed by employees through a dedicated native application or HTML5 access.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Netsuite Planning and Budgeting Reviews

Piyush N.

Unique software

Likeliness to Recommend

Pros

Alex B.

Efficient, Inspiring, and Productive.

Likeliness to Recommend

Pros

Pankaj P.

Fantastic product

Likeliness to Recommend

Pros

Title

Feature Ratings

Marketing Analytics

BI and Performance Management

Financial Reporting and Consolidation

Budgeting and Forecasting

Data Visualization

Process Simulation and Execution

Governance Risk and Compliance

Planning and Scheduling

Collaboration

Business Application Integration

Mobile Access

Vendor Capability Ratings

Ease of Customization

Quality of Features

Ease of Data Integration

Ease of IT Administration

Usability and Intuitiveness

Product Strategy and Rate of Improvement

Breadth of Features

Business Value Created

Vendor Support

Ease of Implementation

Availability and Quality of Training