ERP implementation
Plan, implement and support an ERP that fits your organization, led by Prometheus and ERPNext, with migration from the systems you use today.
Business Systems & ERP
NetSuite implementation and integration
NetSuite is a cloud ERP covering financials, purchasing, inventory, order management and more. We help organizations move to it from on-premise accounting systems, configure it for Canadian tax and multi-currency operations, and connect it to the CRM, e-commerce and other systems around it.
Who this service is for
A good fit if
- You are outgrowing on-premise or desktop accounting software, such as Sage 100, and are moving your financials to the cloud.
- You have licensed NetSuite and need help implementing it, or your implementation stalled.
- Your existing NetSuite account needs clean-up, better reporting, new workflows or additional subsidiaries.
- You operate in more than one currency, province or country and need consolidated reporting.
- NetSuite must exchange data reliably with a CRM, e-commerce platform, warehouse or payroll system.
Another approach may suit you better if
- Owning your ERP and its data on open-source software matters more to you than a vendor-hosted platform. Prometheus or ERPNext may fit better.
- You need only basic bookkeeping. A small-business accounting package may be enough.
- You specifically require an Oracle NetSuite solution provider or partner. We are not one.
What this service is
We implement, optimize and integrate Oracle NetSuite. NetSuite is a cloud ERP that brings financials, purchasing, inventory, order management and reporting into one system, with support for multiple subsidiaries and currencies. It suits growing organizations that want a vendor-hosted platform rather than servers to maintain.
Many of our NetSuite conversations begin with a finance team that has outgrown on-premise or desktop accounting software. The comparison between a system such as Sage 100 running on your own servers and a cloud ERP is not only about features: it covers who maintains the servers, how remote staff get access, how upgrades happen, and how easily the system connects to others. Our article on on-premise versus cloud ERP walks through those trade-offs.
Moving from on-premise accounting
A move from software such as Sage 100 is as much a finance project as a technology one. We agree with your finance team and accountant what to bring across: usually customers, suppliers, items and the chart of accounts, opening balances, and open receivables and payables. Detailed history often stays in an archived copy of the old system, which keeps the migration simpler and cheaper. Trial migrations are reconciled against the old system's trial balance and aged reports, a trial month-end is run in NetSuite, and cut-over is timed to a period end. Once the new system is stable, the old servers and licences can be retired and remote staff no longer need a VPN connection to reach the accounting system.
What we set up
- Financials: general ledger, accounts payable and receivable, bank reconciliation, fixed assets, budgeting and period close.
- Multi-entity and multi-currency: subsidiaries, intercompany transactions, currency revaluation and consolidated reporting, where your edition supports them.
- Canadian requirements: GST/HST, PST and QST tax codes, Canadian banking formats and bilingual document templates where needed, all configured under your accountant's direction.
- Purchasing and inventory: requisitions, purchase orders, receiving, locations, lot or serial tracking and reorder points.
- Order to cash: quotes, sales orders, fulfilment, invoicing and collections.
- Workflow and reporting: SuiteFlow approvals, saved searches, dashboards and financial reports agreed with the people who rely on them.
Integration with your other systems
NetSuite usually sits at the centre of several systems: a CRM such as Salesforce or HubSpot, an e-commerce platform, a warehouse or shipping system, banking and payroll. NetSuite provides SuiteTalk REST web services and other integration options, and we choose between native connectors, an integration platform and direct API work based on your volumes and skills. Every integration follows the principles of our system integration service: one owner per type of data, retries, alerts and reconciliation.
Choosing the right ERP
NetSuite is one of several ERPs we work with. If owning your platform and data matters more than a vendor-hosted service, Prometheus, our ERP built on ERPNext, may be a better fit. Our ERP solutions service can help you compare options before you commit. Promatics is not an Oracle NetSuite partner or reseller; you license NetSuite directly from Oracle NetSuite, and we advise on modules so you pay only for what you need.
What is included
The exact list is agreed in writing for each project. These are the usual deliverables and the usual boundaries.
Typical deliverables
- Discovery of finance, purchasing, inventory, order and reporting processes, mapped to standard NetSuite functionality with gaps recorded.
- Configuration of subsidiaries, chart of accounts (as provided by your accountant), currencies, departments, classes and locations.
- Canadian sales tax setup for GST/HST, PST and QST as advised by your accountant.
- Roles and permissions designed around who needs to see and approve what.
- Data migration from your current system, including opening balances, open transactions and master records, with reconciled totals.
- Approval workflows, saved searches, custom fields and forms where standard features do not fit.
- SuiteScript customization only where configuration cannot meet the need, with documentation.
- Integrations with CRM, e-commerce, banking, payroll or data warehouse systems.
- User acceptance testing, role-based training and an admin guide.
Not included unless agreed separately
- NetSuite licences and modules, which you buy from Oracle NetSuite.
- Accounting, tax, payroll or audit advice. Your accountant decides how transactions should be treated.
- Third-party SuiteApps and their subscriptions.
- Ongoing administration after handover, unless agreed in writing.
What we will need from you
Most delays in this kind of work come from access and decisions, not from the technical build. Knowing these early keeps the project predictable.
- Administrator access to NetSuite, and a sandbox account where your licence includes one.
- Your accountant's input on the chart of accounts, opening balances and tax setup.
- Clean exports from your current accounting and inventory systems.
- Process owners for finance, purchasing, inventory and sales who can make design decisions.
- Confirmation of your NetSuite edition and modules, since features depend on them.
Delivery
How the work is delivered
Each stage ends with something you can review before the next one starts.
Discover
Map how money, stock and orders move through the organization today, the reports leadership relies on, and where the current system falls short.
Output: Process map and fit-gap analysis.
Design
Define subsidiaries, accounting structure, tax setup, roles, workflows and integrations, and agree what data will be migrated.
Output: Solution design and migration plan.
Configure and migrate
Build the configuration, then run trial migrations until balances, open items and master records reconcile with the old system.
Output: Configured account and reconciled trial migrations.
Test and train
Run user acceptance testing through realistic scenarios, including a trial month-end, and train each role on its own processes.
Output: UAT sign-off and trained users.
Go live and stabilize
Cut over at an agreed period end, support users through the first close, and hand over documentation.
Output: Live system, first close supported and admin guide.
Testing and handover
- Trial migrations reconcile trial balances, open receivables and payables, and inventory values with the old system.
- A trial month-end is completed before go-live.
- Roles are tested with real users so approvals and restricted data work as designed.
- Integration failures are logged, retried and alert a named owner.
- Customizations and scripts are documented so another administrator can maintain them.
What affects the cost
We do not publish package prices. Each estimate is based on an agreed scope, in Canadian dollars, with taxes shown separately. These are the things that move the number most:
- The number of subsidiaries, currencies, locations and modules.
- The volume, age and quality of data to migrate.
- How much customization and scripting is required.
- The number and complexity of integrations.
- Reporting and consolidation requirements.
- The number of users and roles to train.
Questions buyers usually ask
Are you a NetSuite partner?
No. We are an independent implementer. You license NetSuite from Oracle NetSuite, the account is yours, and we work in it with the access you grant.
Can you move us from Sage 100 or another on-premise system?
Yes. We plan which data to bring across (usually master records, opening balances and open transactions, with history kept in an archive), run trial migrations and reconcile them with your accountant before cut-over.
Does NetSuite handle Canadian sales tax and multiple currencies?
NetSuite supports multiple currencies and Canadian tax codes. We configure them as your accountant advises; we do not decide how transactions should be taxed.
Can you help with a NetSuite account that is already live?
Yes. We can review configuration, workflows, reporting and integrations, then fix what is causing problems and document the result.
How does NetSuite compare with Prometheus or ERPNext?
NetSuite is a vendor-hosted, subscription ERP. Prometheus, built on ERPNext, gives you more control over hosting and data. We can compare both against your requirements before you commit.
Related
On-premise vs cloud ERP for finance teams
A finance-focused comparison of on-premise, hosted and SaaS ERP, covering cost, control, security, Canadian record-keeping and data location, with a decision checklist.
Business system integration
Connect the applications your organization runs on so data is entered once, moves reliably, and failures are caught instead of silently lost.
Moving your financials to NetSuite?
Tell us what you run today, what is holding you back and which systems NetSuite must connect to. We will reply to arrange a conversation.