Where the money is recognised.
NetSuite holds the orders, the invoices and the revenue. The CRM holds the pipeline that produced them, and the two rarely agree. We build the join, so a closed deal, an invoice and a recognised dollar refer to the same thing.
The pipeline and the ledger tell two different stories.
Sales reports bookings. Finance reports revenue. The gap between them is discounts, terms, credit notes and deals that closed into the wrong period — and it usually gets reconciled by hand, monthly, by someone senior.
One number, both systems.
NetSuiteWhat we build around it.
CRM to NetSuite, both directions
Accounts, contacts, quotes, orders and invoices synced through a private app with an idempotent contract, rather than a nightly CSV and a prayer.
Quote to cash without re-keying
A closed deal creates the sales order on the terms it was actually sold on, so finance is not rebuilding the quote in a second system.
Revenue reconciled to pipeline
Recognised revenue mapped back to the deal, the rep and the segment that produced it, so bookings and revenue can be shown on one page.
Renewals and subscriptions
Term dates, seats and recurring lines held where operators can see them, with renewal deals created from the ledger instead of a reminder in someone calendar.
The reporting layer
A warehouse view both systems feed, so the board number does not depend on which system someone happened to open.
Map, contract, build, reconcile.
Map
Objects and fields on both sides laid against each other, with every mismatch — terms, tax, currency, credit notes — written down before any code.
Contract
One integration contract: what is authoritative where, what happens on conflict, and what a retry is allowed to do twice.
Build
A private app with logging, retries and a dead letter path, rather than a workflow that fails silently at two in the morning.
Reconcile
Line by line against a period that has already closed, until the two systems agree without a spreadsheet in the middle.
Nobody owns the edge cases.
Partial shipments, credit notes, multi-currency, a deal that closes in one period and invoices in the next. The happy path takes a fortnight. The edge cases are the integration, and they are what we scope first.
