Rethinking Finance Reporting: From Spreadsheet Struggles to Strategic Insight
Still relying on spreadsheets to manage your budgeting and reporting? You're not alone. But there's a better way forward.
At Pivot2, we work with finance teams every day who are ready to shift gears. They’re looking for faster, smarter, more reliable ways to plan, budget and report — and they’re tired of the manual effort and complexity that Excel creates.
That’s where NetSuite Planning and Budgeting (NSPB) comes in.
Why Spreadsheets Are Holding You Back
Spreadsheets might feel familiar, but for today’s finance teams, they’re a productivity blocker.
Here’s what we often hear from clients:
"Our budget templates are constantly breaking."
"We’re emailing different versions of the same file."
"It takes days to consolidate reports."
"We have no visibility until month-end is over."
And when it’s time for board reporting, it’s a last-minute scramble — patching together screenshots, rushing to check formulas, and manually updating numbers that are already outdated.
These pain points aren’t just frustrating — they cost time, accuracy and confidence.
What NSPB Does Differently
NetSuite Planning and Budgeting brings everything into one place — a central, cloud-based platform that makes planning and reporting faster, easier and more accurate.
It connects directly to your NetSuite ERP, so you’re working with real-time actuals. No more chasing down numbers or guessing what’s changed.
At Pivot2, we accelerate this shift with our own library of templates and best-practice setups — tailored to help your team hit the ground running.
With NSPB, you can:
Bring budgets, forecasts and actuals into one connected platform
Customise dashboards for finance, marketing, sales and more
See variances as they happen — not weeks later
Tag commentary directly onto your reports
Set up automated report packs for leadership and stakeholders
Empowering Teams with Data That Matters
In a spreadsheet world, finance holds the keys to the numbers. Everyone else waits.
NSPB changes that. With tailored views by role or team, each business unit can see the figures that matter most — and take ownership.
Less bottlenecking. Fewer emails. Faster decisions.
And your finance team? They get their time back to focus on forecasting, analysis and strategic planning.
Don’t Rebuild the Old Way — Reimagine It
It’s tempting to take your old Excel reports and recreate them line-for-line. But that defeats the purpose.
We help clients let go of outdated formats and focus on:
Visual clarity
Insightful trends
Metrics that drive action
The result? More useful reports, less clutter — and teams that actually use the data.
Ready for a Better Way to Budget?
If your budgeting and reporting process feels more reactive than strategic, it’s time for a rethink.
Pivot2 helps you streamline every step — from initial setup through to training and transformation.
Let’s build a finance function that runs smarter, not harder.