Jason Fitzgerald

[SNEEAK PEEK] Your Guide to NetSuite 2024 Release 2 👀 Get a sneak peek at #NetSuite release 2024.2 to unlock #AI-powered bill capture, automated vendor payments, quick manufacturing shortage reports, and more—all designed to optimize #CashFlow and make your operations smoother. 👉 https://lnkd.in/gyPC2_KC #warehousemanagement #warehousemanufacturing #inventorymanagement #inventory️ #CashManagement #manufacturing

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Victoria Durgin from Channel Insider dives deep into how Black Diamond Advisory is transforming financial and operational planning as a OneStream Software Diamond Partner. Discover our journey and Black Diamond Advisory is helping clients navigate the complexities of EPM with OneStream’s cutting-edge platform. Read the full article by Victoria Durgin: https://lnkd.in/eFTWJFer #EPM #OneStream #OS #ChannelInsider #EPM #BlackDiamondAdvisory #DigitalTransformation #FinTech

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This is a long one, but a worth-while watch if you're considering Anaplan for your finance transformation! Through this demo, you'll see that selecting Anaplan goes much further than "just finance." Mark Chisholm is our finance leader and explains the value of this platform effortlessly. Take a watch here: https://lnkd.in/gGJqY9AV Ash Jain #financialtransformation #finance #fpanda #revenueplanning #planning #anaplan #accelytics

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"From a sales point of view, can you actually use Anaplan to improve your sales forecast?" The answer is YES. Watch as Mark Chisholm CPA, CMA walks through what creating and assigning opportunities looks like, how this can be added to your sales forecasts and the effortless transfer of data from Anaplan to the CRM system. Want to view the whole demo? Find it here after 30 mins: https://lnkd.in/eF4qCDDh Ash Jain #cpg #salesforecasts #salesforecasting #anaplan #accelytics

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So could Anaplan do consolidation before the Fluence Technologies - An Anaplan Company acquisition? Mark Chisholm CPA, CMA breaks down the differences in this video! To watch the full 40-minute session diving into Fluence for the Modern CFO, you can watch it on-demand here: https://lnkd.in/eNzDb5tc #close #consolidation #anaplan #fluencetechnologies

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Are manual invoice processes slowing down your business? Transform your invoice processing with AP Automation🧾🔄 By automating invoice capture, validation, and processing, you can: ✅ Reduce costs by eliminating manual errors ✅ Increase efficiency with shorter payment cycles ✅ Improve accuracy in your AP function ✅ Ensure compliance with industry regulations ✅ Scale easily as your business grows To find out more about LAKE’s AP Automation, read the full blog here: https://lnkd.in/gUGknr2X #FinanceAutomation #APAutomation #AccountsPayable #InvoiceProcessing #FinanceTransformation

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While it’s easy to approach ERP as a technology and tool-focused decision, in reality it’s a business decision. In the next article in his two-part series, Brendan Oosse shares a practical example of how we worked with one of our clients to uncover the right ERP solution for the long term. >> https://lnkd.in/ev_PUvY7 #ERP #M&A #TechStrategy

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🔍 Zoom Into the Details: Cell-Level Drill Downs in Flux Reports Investigating variances just got faster. With our latest update, you can now click directly into any cell in a flux report to view the underlying transactions in NetSuite. Numeric's product is designed to get you to your underlying accounting data fast—whether you're analyzing high-level reports or drilling down into the details of a specific transaction. Before, you could do this in a flux report on an account level transaction drill-down. Now, you can narrow ever further by clicking into any specific cell and seeing the transaction lines that make up that number. This new functionality is live in the Flux Module for all NetSuite users. Just click into any cell in your flux report to explore. Want to check it out? Schedule a demo today: https://lnkd.in/gSZnrtTR

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We're hosting another EPM spotlight on Dec. 4 @ 1 PM EST! This session will focus on the strengths of Anaplan. Accelytics has been an Anaplan partner since 2017, so we have a deep understanding and breadth of experience implementing this solution. Mark Chisholm CPA, CMA and Michael LaHood will be sharing their years of platform experience. Bring your questions for our experts! Register here: https://lnkd.in/erSxQnCD PS: The first session on Pigment was jam packed with over 18 specific strengths! Ash Jain #anaplan #epm #planningsolutions #connectedplanning #supplychainplanning

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Any delay in vendor payments due to unapproved or inaccessible records can halt production lines or disrupt distribution schedules. For organizations using #NetSuite to handle vendor payments, a significant challenge arises—NetSuite has no built-in vendor approval. Fortunately, Sikich has a custom solution that fills these gaps. #technology

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OneStream Transaction Matching is a feature within the OneStream platform that automates the reconciliation of transactions across different accounts, systems, and entities. This feature helps organizations streamline their financial close processes, improve accuracy, and reduce the time and effort required for manual reconciliations. Read further to see how we implemented this solution along with Account Reconciliations at a large builder in New York City!

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Powering Up Finance: Fusion Power's CFO shares his experience. In this enlightening testimony, hear directly from CFO Daniel Bachrach on why Fusion Power shifted from QuickBooks to NetSuite. https://ow.ly/iFgx50Rf3Bb #CFO #NetSuite #ASTLLC #Finance #Utilities #Energy #Solar #QuickBooks

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Join us next week on September 17th for our new eCap Insights series covering all things OneStream Software and FP&A, hosted by Bob Usset. This month's topic is Enabling Insight Through Operational Reporting. Learn more and register: https://lnkd.in/gq368bHA #onestream #FPA #EPM #CPM #operationalreporting

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Is your organization seeking advanced electronic payment capabilities within #NetSuite, such as... > Support for bank- or country- specific cross border international file formats? > Ability to track and utilize multiple vendor bank details? > Streamlined approval process for vendor bank details? > Built-in hierarchical approval structure for Bill Payments? > Automated emails for vendor remittance notifications? > Automatic electronic file transfer to your bank? If you’ve answered yes to any of the above, now is the time to modernize and automate your vendor payment process with #ElectronicPayments > https://lnkd.in/dtMxrdyC #NolanBusinessSolutions #CrossBorderPayments #PaymentProcess #Modernize

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From a $60k stock variance to just a few hundred dollars! Vetora Bay of Plenty’s transformation with #NetSuite and Project Salsa is nothing short of amazing. Discover how they streamlined operations and eliminated manual processes: 👉 Read the full story here https://bit.ly/4hUnPp3

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