Unlock the Full Power of NetSuite Data
Automated Reporting, Consolidation & Insights - Without the Manual Work
When you’re managing multiple entities in NetSuite, financial reporting quickly becomes a bottleneck. Spreadsheets, copy-pasting, and endless reconciliations leave your team stuck in the weeds—chasing numbers instead of driving strategy.
The Challenge for Multi-Entity NetSuite Users
If this sounds familiar, you’re not alone:
- Manual data extraction from NetSuite across dozens of entities.
- Slow, error-prone board reporting cycles.
- Fragmented insights from disconnected systems like CRMs and operational tools.
- No single view of group-wide performance.
- Delayed decision-making from outdated reports.
How Planr Solves It
Planr connects directly into NetSuite via our proprietary API and your wider tech stack if needed, consolidating data from every entity and creating a seamless data flow to crate clear, reliable insights.
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Seamless NetSuite Integration: Automate data collection from every subsidiary—no manual exports required.
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Fully Automated Board Reporting: Instantly generate presentation-ready board packs with live financials, operational metrics, and group-wide insights.
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Parent-Level & Subsidiary-Level Dashboards: Drill from consolidated group performance down into individual entity details, with real-time visibility into what’s working—and what’s not.
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Future-Proof Scalability: Easily onboard new acquisitions or add-ons with a framework designed to grow with your business.
- Automated Distribution: Email reports and dashboards directly to stakeholders on a set schedule, with zero manual intervention.
Case Study
With over 31 subsidiaries, Pave America was spending weeks compiling monthly reports from NetSuite and PavementSoft. Manual processes were slowing growth, delaying decisions, and frustrating their leadership team.
- Faster Reporting Cycles: Reduce time spent on manual data collection and consolidation.
- Confident Decision-Making: Work with clean, structured, and real-time insights.
- Enhanced Collaboration: Eliminate data silos between funds, portcos, and internal teams.
- Scalability & Flexibility: Easily integrate new acquisitions and evolving data requirements.
- Audit-Ready Compliance: Maintain a clear, traceable record of financial and operational data.
See Our NetSuite Integration In Action
If your team is spending too much time fighting with multi-entity data and not enough time making strategic decisions, it’s time for a new approach.
See how Planr can streamline your NetSuite reporting and unlock the insights your business needs to grow.
