BI Book – the superior BI tool integrated to your NetSuite Database

ISO 27001 certified, built on PowerBI. Give your team a BI tool that will give them the insight they need, with a fantastic user experience. Built with love by Greenstep.

Quick setup & integration to your NetSuite using BI Books Data Warehouse
Pre-built reports with best practices that will meet even the most complex reporting requirements
100+ pre-built integrations at your service, all fully customizable reports
Share reports to only those who need them, no technical training needed
Collaborate with your team through the budgeting features
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Hundreds of pre-built integrations that you can use with NetSuite + BI Book

View Consolidated Financial reports and filter to your subsidiaries or reporting groups. You can drill down to each posting which contains a link to the original NetSuite transaction.

The report visuals can easily be changed to meet your brand guidelines. Here’s an example of how your Profit and Loss could look:

All reports will highlight major changes, such as increases or decreases in the Balance Sheet.

Give your Accounts Payables and Receivables team in-depth insights to the bigger picture, whist allowing them to drill down to each transaction in NetSuite.

Your Controlling team will want to see the cash flow, updated real time and using advanced data such as client payment behavior to give you a more realistic cash flow estimate.

Analyse your working capital and your operating liquidity through pre-built & customizable reports.

With the BI Book planning features you can:

Budget and forecast:

Leverage continuously up-to-date data to plan and forecast your operational, financial, workforce and other budgets with surgical precision.

Plan your revenue forecasts and sales plans in accordance with big picture business objectives
Monitor actual performance against company objectives and track your results
Improve your forecasting accuracy with over 150+ pre-built connectors
Create your own budgets and forecasts from scratch or choose a template from our comprehensive library

Use our budgeting to conduct your Revenue Budgeting

Use our budgeting to conduct your Cash Flow Budgeting

Use our budgeting to conduct your Profit & Loss Budgeting

Consulting businesses can also use our budgeting to conduct Resource Budgeting

Build scenarios

Model different scenarios with unlimited dimensions, like location, expenses and customers. BI Book will create future budgetary and scenario plans automatically.

Plan and model scenarios with multiple dimensions
Use dimensions like products, locations, customers and expenses
Uncover insights about projected revenues and expenditures (operational, headcount, cash flow, sales etc.)

Automate tedious tasks

Automate manual business processes and generate for instance balance sheet budgets and cash flow forecasts based on your P&L budget.

Automate manual business processes and get more accurate projections and figures faster
Automatically generate balance sheet budgets and cash flow forecasts based on P&L budgets
Create rules for automating accruals, write-offs & inter-account rules
Generate multiple budget drafts simultaneously

Collaborate with your team

Make sure that all key people are on the same page and work with the same numbers and one single truth. Work, comment on and share your forecasts and budgets easily.

Connect all stakeholders in a single, easy-to-use, environment for extra transparency
Work on budgets and forecasts together in real time with your colleagues
Draft, comment on and finalize budgets together
Break down data siloes and enhance efficiency

Consolidate data

Integrate all important data into a single platform. Create budgets and forecasts for each of your groups company and consolidate them into one.

Create budgets and forecasts for group, company or site at the level of detail you need
Budget with multi-dimensional precision
Combine sub-budgets automatically to form overall budgets

Use the Pre-Built reports, modify them in the PowerBI Editor, and share the reports internally to the teams that need to see them.

Your Finance team will want to have your NetSuite connected to BI Book, and see the Finance related reports.
Your Sales team might use another CRM, but luckily the biggest CRMs are already integrated with BI Book.
Give your Marketing and Development teams their own reports.

Your employees can log in using your SSO and the user interface requires no technical training.

BI Book is ISO27001 certified and NIS2 compliant, ensure you that proper backup processes and security is regularly tested both internally and externally.

Each customer has their own database, meaning that no data is shared between other clients. Accessing your data will be limited to the users in your SSO tenant.

With BI Book you can be sure that data security is above and beyond all global standars.

BI Book – the superior BI tool integrated to your NetSuite Database

Analytics, Planning, Collaboration – all within BI Book

Drill down to your Financials

Financial Planning, Analysis and Budgeting

Integrate to the systems you already use

Create and manage Reports on your NetSuite data

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