Shopify D2C & B2B Updates That Matter
In this episode, Michael sits down with Shopify expert Joe to break down the Shopify Spring Editions 2026 release. They cut through 150+ updates to the D2C and B2B changes that actually matter — from agentic storefronts and the new Shopify catalog to Sidekick, customer accounts, and B2B features now landing on every plan.
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2026 NetSuite Bill Capture Guide for Wholesale Distributors
NetSuite Bill Capture is the best native invoice-capture option for wholesale distributors that already run disciplined purchase order, receipt, and approval workflows in NetSuite. It works well for clean PO-backed invoices, but teams with multi-PO bills, partial receipts, or inbound-shipment exceptions often need more workflow design and sometimes broader AP automation.
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NetSuite Budgeting in 2026: Build, Manage, Forecast
NetSuite budgeting helps your business shorten monthly variance reviews, tighten version control, and give your team a more reliable planning process inside the ERP. In 2026, the right NetSuite budgeting path is usually native budgets for stable annual planning, then NetSuite Planning and Budgeting when rolling forecasts, scenario modeling, and department collaboration become real requirements.
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We Put an AI Assistant Inside NetSuite. Here's What It Can Do
Sonar is an AI assistant built directly inside NetSuite as a SuiteLet. In this full session, Caleb Schmitz and independent NetSuite developer Tim Dietrich walk through what Sonar is, run live prompts and reports, and cover how it stays secure using NetSuite's native permissions model.
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3 Things you can do RIGHT NOW in NetSuite to Save Time
In this episode, Michael and Caleb break down the three most important things NetSuite users should be doing to start 2026 strong. From auditing your processes and leveraging integrations to implementing customer portals that actually save time.
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NetSuite CRM Guide for Professional Services Firms
Your CRM shows a healthy pipeline, but finance has no idea which projects are actually profitable. Your consultants logged time last week, but invoices will not go out for another five days. And that new client won? Someone will need to manually re-enter all the deal details into your project management system before delivery can start. If this sounds familiar, you are not alone. Most professional services firms operate with disconnected systems that create data silos, billing delays, and limited visibility into real project profitability. NetSuite Services can change that, connecting your sales pipeline directly to project delivery, time tracking, and financials in a single unified platform. This guide walks you through everything you need to know about NetSuite CRM for professional services, from core capabilities to implementation timelines, so you can make an informed decision about whether it fits your firm.
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NetSuite Multi-Book Accounting Guide for Professional Services Firms
Your UK office closes the books in three days. Your US headquarters needs fifteen. Investors want consolidated financials in five. And somewhere in the middle, your finance team is maintaining separate spreadsheets for GAAP, IFRS, and local statutory requirements. If that sounds familiar, you are not alone. Professional services firms operating across multiple jurisdictions face a compounding problem: every new accounting standard adds another layer of manual reconciliation. NetSuite Services built around Multi-Book Accounting offer a way out of this mess, allowing firms to maintain parallel ledgers from a single transaction stream without the spreadsheet chaos.
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How to Integrate 3PL Software with NetSuite Using Celigo
If you're still exporting NetSuite orders to CSV files, emailing them to your 3PL, and waiting for tracking spreadsheets to come back, you already know something's broken. Manual fulfillment workflows create bottlenecks when your business needs speed, and the errors that slip through hurt customer relationships. The good news? Connecting your NetSuite Integration to your third-party logistics provider through Celigo eliminates the spreadsheet shuffle and gives you real-time visibility into inventory and shipments. This guide walks through the practical steps for getting Celigo set up between NetSuite and your 3PL, the common pitfalls we see teams run into, and how to measure whether the integration is actually delivering value.
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NetSuite SuitePeople Guide for Professional Services Firms
Your consultants are billing 1,800 hours per year, but somehow you're only capturing 1,200 in your systems. Timesheets live in one place, payroll in another, and project profitability reports arrive 30 days too late to do anything useful. For professional services firms, this disconnect between HR, payroll, and project delivery is not just frustrating. It is expensive. NetSuite SuitePeople helps by bringing human capital management directly into your ERP, reducing the manual reconciliation that burns your finance team's time and obscures your true project margins.
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NetSuite Planning and Budgeting Guide for Professional Services Firms
Your finance team is stuck in the same cycle every quarter: pulling data from multiple spreadsheets, manually reconciling utilization numbers against revenue projections, and trying to answer the CFO's question about what happens to cash flow if you hire three new consultants next quarter. By the time you finish the analysis, the assumptions have already changed. If your professional services firm runs on NetSuite Services, there is a better way to handle financial planning that connects workforce plans directly to revenue forecasts without the spreadsheet chaos.
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NetSuite Implementation Checklist (2026): Pre & Post Go-Live
A complete NetSuite implementation checklist covers six phases: discovery and planning, design and configuration, data migration, testing and UAT, go-live cutover, and post-go-live hypercare. For most mid-market companies, the full implementation runs 4–6 months from kickoff to go-live, followed by a structured 30–90 day stabilization period. This guide gives you a phase-by-phase checklist for planning, building, launching, and stabilizing NetSuite in 2026. It is designed to help teams avoid the most common causes of implementation failure: weak discovery, late data cleanup, inadequate testing, poor cutover planning, and underfunded hypercare. Whether you are leading the project internally or working with a NetSuite implementation partner, use this as a practical guide from kickoff through the 90-day post-launch review.
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What Is NetSuite?
Discover what is NetSuite, its pricing, cloud features, ERP capabilities, and whether it fits your small business. Learn about Oracle NetSuite ERP, software, reviews, trial, and more.
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