Ideas to put to work
Revenue, billing and receivables analyzed across systems, so partners decide from current numbers.
Billing checked against the CRM
Sofia compares closed-won Salesforce opportunities with NetSuite invoices and lists work that was won but never invoiced.
Revenue by customer and location
Sofia reads invoices, payments and the general ledger, builds an Excel analysis by customer and location, and charts the trend.
Receivables follow-up
Sofia lists overdue invoices by customer and drafts a reminder for each in Outlook, ready for your approval.
Customer records kept in step
Sofia compares HubSpot companies with NetSuite customers and, with your approval, creates or updates customers so billing details match.
What Sofia can do with NetSuite
Sofia reads and keeps current
- Customers
- Invoices
- Payments
- Credit notes
- General ledger
- Locations
Sofia does, with your approval where you want it
- Create or update a customer
- Create or update an invoice
- Record a payment
- Create a bill
- Create a credit note
- Create a purchase order
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- SalesforceCRM for accounts, contacts and sales pipeline
- Microsoft ExcelSpreadsheets for numbers, models and trackers
- Microsoft OutlookMicrosoft's email and calendar
- HubSpotCRM and marketing platform for growing businesses
QuickBooksAccounting software for small and mid-sized businesses
XeroCloud accounting for small businesses- FreshBooksInvoicing and accounting for service businesses
StripeOnline payments, invoicing and subscriptions
Put Sofia on your NetSuite numbers
Score your firm in three minutes, or talk to our team.