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NetSuite Integrated Business Planning: Optimize Business Performance
Bring live NetSuite data into Power BI and Excel—plan, forecast, and collaborate in real time. deFacto and Collectiv have joined forces to launch NetSuite Integrated Business Planning—Connect NetSuite to a governed data lake and enable fully integrated planning and forecasting across your organization—right from the tools you already use. Collaborate across finance and operations, right from inside Power BI and Excel.
A Partnership Built for Modern Finance Teams
NetSuite Integrated Business Planning brings your NetSuite Data to Planning in Power BI and Excel.
Collectiv’s Data Lake Accelerator for NetSuite
deFacto’s Integrated Planning Platform
automate and structure NetSuite data
enable forecasting, budgeting, and scenario modeling on top of your governed data environment
This means no more exporting to Excel and losing visibility. No more black-box apps or siloed workflows. Just a live, governed data lake, where every budget and forecast you create can be trusted—and written back into your enterprise data stack in real time.
THE PROBLEM
THE SOLUTION
Disconnected Planning That Can’t Keep Up
Real-Time Planning, Built on Microsoft
NetSuite is powerful, but when it comes to planning, most users still rely on static exports. That means:
With this launch, teams get:
- Decisions based on stale data
- Manual data dumps out of NetSuite
- No version control or audit trail
- Difficulty coordinating across departments
- No easy way to write updates back into the system
- Live access to NetSuite data in Power BI and Excel
- Structured, governed input to maintain control and auditability
- Two-way planning—inputs write back into a unified data lake (not directly to NetSuite)
- Support for both Excel and Power BI interfaces, so users can work where they’re most comfortable
The result? Fragmented planning, limited visibility, and missed opportunities.
Designed for How Teams Work
This solution is already transforming planning processes for our customers. Department heads can submit forecasts right from Power BI dashboards. Finance teams can approve or adjust in real time. Implementation is light, especially for those already using Power BI.
AI-Powered Forecasting, Out of the Box
And it doesn’t stop at planning. Built into the platform is dF Foresight—a predictive forecasting engine powered by Azure AI. It automatically generates forecasts based on historical trends, flags anomalies, and supports human adjustments. The result? A fast, trusted baseline forecast without the need to code or build models from scratch. This also lays the groundwork for Microsoft Fabric, Copilot, and even custom LLM integrations via Azure OpenAI—positioning your team for continuous innovation.
Ready to Modernize?
If you're a NetSuite customer using Power BI—or still trapped in disconnected spreadsheets—this is your chance to modernize planning, reduce friction, and gain real-time foresight. Learn more and schedule a discovery session at deFactoglobal.com
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