NetSuite · Professional Services

NetSuite for Professional Services

You can simplify the Bid-to-Bill lifecycle of your projects with a unified ERP like NetSuite for professional services business.

  • Bid-to-Bill in one system
  • Live project profitability
  • Time & expense on mobile
Stage 01 / 06Bid Margin 38%
BidWin the work
01
Acme Corp · ERP rollout$180k Won
ProjectPlan & staff
02
TimeTrack hours
03
M8T8W6T8F4

Total 128h

ExpenseApprove & rebill
04

Flight$420

Hotel$310

Meals$86

BillInvoice it
05

INV-2041Draft

$42,600
CashCollect & report
06

+$42.6k

Why NetSuite

Why do professional services businesses choose NetSuite?

A robust ERP like NetSuite for professional services companies brings everything you need to the table. Whether you want to manage project timelines, control project costs, or improve team collaboration, NetSuite works as an all-in-one solution for your business needs. With NetSuite, you can easily keep your services teams in sync everywhere with online and offline mobile access.

With NetSuite for professional services, you can:

  • Reduce administrative overhead.
  • Ensure accurate project estimates and profitability.
  • Control revenue recognition from various revenue streams.
  • Consolidate financials and billing.
Weekly Timesheets+ New
EmployeeHoursApproval
Gary Johnson40Pending
Harry Fox38Pending
Adam Mendez40Pending
Bill Carr36Pending
Emily Brown40Pending
Lucy Ross32Pending
Sam Wright40Pending
Total hours 266
Admin overhead−32% manual effort
Project estimates96% accuracy
Revenue streams3 rules · auto rec
Consolidated billing1 financial view
Key features

7 key NetSuite features that give professional services businesses a competitive edge

NetSuite for professional services helps firms to deliver projects on time, control costs, and accelerate revenue recognition across all service lines. NetSuite is the right choice for you if you are running a consulting agency, marketing firm, IT services company, or engineering practice. Why? Because NetSuite for professional services helps centralize projects, financials, and resource data so your teams can work smarter and faster.

01 / 07

Billing

You can automate billing and invoicing, which includes one-time, recurring, time, and project-based billing. This flexible billing structure is built into NetSuite software for professional services, making it ideal for project work, milestones, and variable billing dates.

Billing & InvoicingLive
Time-basedProject-basedRecurringOne-time
Invoice INV-2041Draft
Discovery workshopTime-based · 24h
$3,600
Build sprint 1Project-based · milestone
$18,000
Managed servicesRecurring · monthly
$4,500
Cloud setupOne-time
$16,500
Total due$42,600
Milestone reached
Invoice generated
Payment received
Essential modules

Essential modules of NetSuite for professional services businesses

NetSuite modules are designed to assist the core functions of NetSuite when resolving unprecedented challenges that may arise in project management, resource planning, financial tracking, or customer relationship management. Aarvexa’s NetSuite experts can help you integrate the following modules for optimum performance of NetSuite parallel to your business functions:

01

Financial Management

This module provides comprehensive financial oversight essential for professional services firms dealing with complex billing structures. It automates time-based billing, milestone billing, and fixed-fee arrangements while ensuring accurate revenue recognition across multiple projects. The budgeting capabilities enable real-time project cost tracking against approved budgets, while payment automation reduces administrative overhead and improves cash flow management.

FinancialsLive
Billed$412k
Budget used68%
Cash in$286k
Cash flow ↑ payment automation on
02

Customer Relationship Management

Beyond traditional CRM functions, this module creates a unified view of client relationships across the entire project lifecycle. It tracks opportunities from initial proposal through project delivery and maintains detailed client communication histories and service preferences. The integration with project management helps sales teams understand the current project status gives service delivery team access to client communication to identify upselling opportunities.

Client lifecycleLive
Proposal
Acme CorpNova Labs
Delivery
Helio BankOrbit Inc.
Upsell
Zenith Co.Kite Group
$ Deal
Communication history synced
03

Professional Services Automation (PSA)

The core module for professional services operations, PSA, centralizes project planning, execution, and analysis. You get sophisticated resource management capabilities for staff allocation across multiple projects based on skills, availability, and utilization targets. With real-time job costing, you can track project profitability. The integrated invoicing system automatically generates bills based on time entries, expenses, and milestone completions.

PSA · Job costingLive
Design88%
Build96%
QA64%
38%Profit
Invoice generated · time + expenses + milestone
04

Human Resources

With HRM, you can manage complex workforce requirements, including consultant classifications, skill tracking, and performance metrics tied to billable utilization. You can better manage payroll processing and maintain detailed records needed for project allocation and cost accounting. Performance management features can help you identify top performers and development needs critical for client-facing roles.

WorkforceLive
AK
Ava Kim Top
StrategyERP
Util 92%
BL
Ben Lee
DevAPI
Util 78%
CD
Cara Diaz
DataBI
Util 85%
05

Field Service Management

Essential for professional services requiring on-site delivery, this module optimizes resource deployment and service quality. Advanced scheduling algorithms consider technician skills, location, and availability to minimize travel time and maximize billable hours. Mobile capabilities enable field teams to update project status, capture time, and access client information in real-time, ensuring accurate project tracking and improved client communication throughout service delivery.

Field serviceLive
Travel −24 minBillable +6.5hJob started · on-site
Support & customization

NetSuite ERP support & customization

If your professional services business needs ERP implementation, integration with existing applications, or ERP customization, our NetSuite-certified consultants are here to help you. Your professional services business can have a comprehensive, personalized, and industry-specific solution for all its needs and pain points.

NetSuite ERP Customization
SuiteScript
Snowflake Setup & Integration
Third-Party Integration
Script Optimization
SuiteBundler
Custom Data Integrations
OAuth 2.0 Authorization
Custom Application
NetSuite ERP Customization
SuiteScriptSnowflake Setup & IntegrationThird-Party IntegrationScript OptimizationSuiteBundlerCustom Data IntegrationsOAuth 2.0 AuthorizationCustom Application

We offer post-deployment NetSuite managed services, including module implementations, workflow customizations, and bug fixes. Our specialized team provides personalized NetSuite support for any industry.

Timeline & pricing

NetSuite ERP timeline & pricing

We offer an accelerated NetSuite ERP implementation process with functional support from Chartered Certified Accountants. In most cases, we achieved go-live in less than 70 days. However, the typical timeline is around 3 months. Complex integrations take around 6 to 8 months.

NetSuite ERP pricing includes an annual license fee. The implementation cost varies depending on the project’s complexity. If you’re interested in getting a quote specifically for your business needs, please contact our consultants.

< 0 daysTypical fast go-live
~0 monthsStandard timeline
6–0 monthsComplex integrations
Discovery and Planning
Design
Development
Testing
Deployment
Support
Key stages ofERP Implementation Timeline01 Requirements, scope and a phased roadmap.
FAQ

Straight answers on getting started, support, integrations, pricing and who we are.

Still have questions?

Talk to a certified NetSuite specialist.

Get NetSuite Services

We start with how you run projects today, from bid and resourcing to time, expense and billing, then build a realistic phased roadmap that doesn't disrupt live client work. Certified NetSuite consultants guide every stage.

Consulting agencies, marketing firms, IT services companies, and engineering practices that want one system for projects, financials, and resources instead of disconnected tools.

Request a NetSuite demo or an implementation quote. We review your service lines, entities, modules, and integrations, then share a phased plan and pricing specific to your business.

We review your bid-to-bill flow, billing models, revenue recognition, resource planning, time and expense process, and reporting needs, then recommend what to configure, customize, or add.

In most cases we achieved go-live in less than 70 days. The typical timeline is around 3 months, and complex integrations take around 6 to 8 months.

What can we help with?

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