Financial ERP Built for Modern Finance Teams

NetSuite ERP equips financial services firms with real-time financial visibility, automated compliance, multi-entity management, and integrated planning tools. Whether you're a lending institution, investment firm, or insurance company, NetSuite centralizes your financial data and reduces manual work. Its powerful reporting, billing, and fund tracking features align with the regulatory and operational needs of financial organizations.

ERP Peers helps you adopt and optimize NetSuite with tailored solutions. Our consultants align your business processes with NetSuite’s features, ensuring smooth implementation and faster go-live. We don’t just configure your ERP — we support long-term success with ongoing optimization and technical guidance. Work with a team that understands both the platform and your industry.

Why Financial Firms Trust NetSuite ERP

Core Strengths
of NetSuite for Finance

NetSuite is an all-in-one ERP solution that addresses the specific challenges financial company face.

Unified Financial Management

Manage accounts, budgets, and reports from a single system to streamline operations and improve decision-making across departments and business units.

Multi-Entity Support

Handle global subsidiaries, intercompany transactions, and consolidated financials with ease using NetSuite’s robust multi-entity management tools.

Regulatory Compliance Automation

Simplify compliance with evolving regulations and financial reporting standards through built-in controls, audit trails, and real-time financial monitoring.

Real-Time Analytics

Make faster decisions with live dashboards and customized reports built directly into your ERP for finance and operations leaders.

Billing and Revenue Recognition

Automate subscription billing, project-based invoices, and advanced revenue recognition in compliance with ASC 606 and IFRS 15.

Customer and Fund Visibility

Get 360-degree views of customer accounts, fund performance, and asset portfolios — all within your ERP system.

What Our Clients Say

5.0

ERP Peers delivered 100% of what the client requested. The team impressed the client with knowledge, communication, and team spirit. The client was also satisfied with the timeliness of the deliverables and the team's responsiveness to the business needs.

Mihaela Popinciuc, Accountant, Financial Services Company
  Verified Review
4.5

''They did a tremendous job without any issues in migration and integration.''

Co-Founder, Vegan Food Company
  Verified Review
5.0

"The integration team from ERP Peers understood our specific needs and built integration solutions around them."

Dave Anderson, CEO | Pet Products Retailer
  Verified Review
5.0

"Their ability to customize the NetSuite implementation was truly impressive."

Co-founder & COO at Retail Company
  Verified Review
5.0

"They were a great, supportive staff and promptly acted on issues and work."

Director, Hydrogen Extraction Company
  Verified Review
5.0

"We found their proactive approach, clear communication, and constant support impressive."

President and COO at Ecommerce Company
  Verified Review
5.0

"They are experts in their work."

President & Founder, Restaurant Supply Company
  Verified Review

Simplify Financial Operations With NetSuite ERP

Talk to our financial ERP experts today.

Schedule a Free Consultation

Contact Us

Solutions Tailored for Financial Industry Models

NetSuite isn’t just for general financials — it adapts to your firm’s specific needs. Whether you're managing financial advisory services, loan processing, investment management, or capital markets operations, NetSuite provides modules and workflows tailored for every model. With CRM, fund tracking, financial planning, and client engagement tools, it goes beyond accounting to cover the full client lifecycle.

ERP Peers brings industry-specific configurations that make NetSuite even more powerful. From automating investor reporting for PE firms to managing compliance for fintech startups, we help financial organizations get the most out of NetSuite. We understand that different financial models require different setups — and we tailor accordingly.

Our NetSuite Services for Finance Firms

Tailored Solutions to Optimize Efficiency and Drive financial business Success

Implementation

We implement NetSuite with financial modules tailored for your reporting structure, billing cycles, and compliance frameworks.

Integration

Seamlessly integrate NetSuite with CRMs, payment processors, data providers, or financial reporting systems using Celigo or custom connectors.

Support

Ongoing NetSuite support for error handling, script optimization, new feature rollouts, and role-specific training.

Consulting

Financial consulting to streamline workflows, improve compliance reporting, and align NetSuite with your long-term business strategy.

Your Trusted NetSuite Partner for Finance

ERP Peers is more than an implementation vendor — we’re your long-term ERP success partner. Our certified consultants know the complexities of the financial services space, from multi-ledger management to fund accounting and global compliance. We make NetSuite work for your business — not the other way around.

Our team has helped lending firms, wealth managers, fintech startups, and insurance companies streamline operations with NetSuite. Whether it’s custom scripting for unique financial logic or integration with third-party data feeds, we help you unlock the full potential of your ERP. Our goal is to turn your ERP into a strategic asset.

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FAQs

Investment firms, insurance providers, fintech startups, lending institutions, and financial advisory firms use NetSuite for scalable financial management and reporting.

Yes. NetSuite offers powerful multi-entity, multi-currency, and multi-book accounting features, ideal for global financial organizations.

Yes. NetSuite scales for firms of all sizes, with modules that grow with your needs, from small fund managers to multi-entity financial institutions.

Absolutely. NetSuite provides audit-ready reports, customizable compliance workflows, and role-based access to help meet evolving financial regulations.

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