Cut your month-end close time IN HALF | See how with Netgain

Becca, a former Deloitte tax accountant, walks through how NetGain's NetSuite integration automates reconciliations and cuts month-end close time in half. Customer Pura went from 15 days to 7. The platform matches bank transactions to the general ledger automatically and pulls data from Excel and SharePoint.
Questions this video answers
From 15 days to 7 days.
Becca — a CPA, prior tax accountant at Deloitte, now Solution Consultant Manager at NetGain.
Chapters
Pura got their close from 15 days to 7, and you can do the same. Time is our most valuable resource, but we're often piecing together processes that leave us chasing numbers across multiple programs and spreadsheets. It's time to make NetSuite your complete closed solution. I'm Becca, a CPA, prior tax accountant at Deloitte and now the solution consultant manager at NetGain. I've talked to hundreds of controllers and CFOs about what they need to improve their close process, which is why I'm excited to share how Net Gain can take your clothes from chaos to confidence. Let's take a look at the first step, prepping for the close. This includes importing your data into NetSuite and then making sure you have all your tasks ready to go. So much time and effort goes into this process. You're manually entering data in multiple places and tracking tasks across multiple systems. You're chasing approvals and worrying about version control. The list goes on and on, and the frustration can be very real. But it doesn't have to be that way. With Net Gain, you can centralize your data by managing your fixed assets, leases, loans and cash directly in NetSuite. That means no more spreadsheets or manual data entry. Not only that, Net Gain streamlines your task management within NetSuite so you can see the close process in real time. With this task list, you have the inline ability to submit for review, mark as complete, and even click into these to see more detail. And once you're set up, you can automatically roll the task list forward so you're set for next month. Now let's jump into the bulk of the process reconciliations. This is challenging because you're manually managing bank and general ledger reconciliations, tracking data and spreadsheets, and dealing with compliance risks. Despite best efforts, mistakes are inevitable and hard to correct. So let's see what your process could look like with NetGain. Bank reconciliations are effortless because transactions are matched automatically, as you can see here, giving you a real time view of cash across all accounts inside NetSuite. You'll also be able to group general ledger accounts by subsidiary segment, etc. And and because we can connect directly to subledgers, you can have Net Gain auto reconcile these for you, eliminating manual work and by extension errors. And if you do need external data, we can integrate with SharePoint and Excel for easy comparisons. For example, if you need to drill into something further, we link directly to the exact location of that cell in your Excel sheet. Let's move on to the final part of the close. I work with a lot of clients that struggle with tight deadlines, endless review cycles and scattered data that prevents them from focusing on financial insights. And at the end of the day, one of the main reasons we close the books is to have data and get a pulse for where we're at. At the end of the month, NetGain's products are fully integrated within NetSuite. Whether you're running journals, generating reports or matching transactions, all your processes and links are just a few clicks away. In netsuite, everything ties to the general ledger and subledger automatically, ensuring accuracy. And dashboards like this one provide real time close tracking. This is a game changer for a lot of the clients I work with. Their job is fun again because they can focus on the bigger picture of the financial data. Month end will feel like a whole new game. With Net Gain, you'll close faster, impress your CEO with real time insights, and maybe even set a new personal best. I love that I get to help accountants all over the world save time and money for their companies. If you're interested in seeing what the ROI could be for your company, let us know and we'll get a personalized demo set up for you.










