Order to cash
Sales orders, billing schedules, invoicing, revenue recognition, and collections that run from the CRM through NetSuite without re-keying.
Read moreNetSuite · Integration
Enter the order once. Let the ledger agree.
This is the center of our NetSuite work: closed deal to sales order, delivered campaign to invoice, subscription to recognized revenue, payment back to the CRM. Native connectors where they are honest, Celigo or middleware where the volume warrants it, and built integrations where the rules are yours.
When this is the right engagement
- A closed-won deal is re-keyed into NetSuite by hand
- Finance and sales report different revenue for the same month
- Delivered impressions never reach the invoice without a spreadsheet
- Subscription revenue from Recurly or Omeda is posted by journal entry
- The current integration is a nightly CSV one person runs
What you get
- An integration architecture: which system owns which field, in which direction, on what trigger
- Connectors configured and documented where they fit
- Built integrations on SuiteTalk and REST for the rules connectors cannot express
- Delivered-to-billed handoffs from the ad system with reconciliation built in
- Payment and AR status back to the CRM so sellers can see it
- Error handling, retries, and an alert that reaches a person
- Runbooks and monitoring your admin can operate
How it runs
- 01
Requirements and field ownership
Which system is the source of truth for each field, and what happens when they disagree.
- 02
Architecture
Connector, middleware, or built, chosen per connection and written down with the reason.
- 03
Build
Configured or coded in source control, with every failure mode given a path to a person.
- 04
Test against real records
The orders, credits, and make-goods that broke the last attempt.
- 05
Deploy and monitor
Staged rollout, reconciliation on live data, alerts that mean something.
- 06
Handoff
Runbooks and a walkthrough for your admin or our managed team.
Questions we get
Which direction does the data flow?
Usually the CRM owns the customer and the deal, the ad system owns delivery, and NetSuite owns the invoice and the cash. Everything else is a copy, and we write down which one is the original before building anything.
Work and news
Notes from NetSuite engagements.
Case studies from NetSuite engagements are being prepared for publication. The record above is public in the meantime.
Start with the stuck point
What should the ledger know that it doesn’t?
Bring the handoff, reconciliation, or report that keeps resurfacing. We will tell you whether it is a NetSuite problem, a data problem, or a systems problem, and what to do about it.