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Insights on accounts receivable, invoice processing, contract management, and finance operations


The Hidden Cost of Integrations: It’s Not the Logic, It’s the Cleanup
Finance leaders think integrations are hard because of the data logic. They’re wrong. The hardest and most time-consuming part of integrating systems like Salesforce and NetSuite isn’t writing the API calls or getting the right data to flow. It’s cleaning up the data in the first place. Flexible Systems Are a Blessing and a Curse Platforms like Salesforce and NetSuite are incredibly customizable—which is great when you're setting them up for your unique business process. B
Jan 20


Why Salesforce to NetSuite Integrations Are Complex – A Guide for Finance Leaders
Many companies expect their Salesforce to NetSuite integration to be straightforward. For HR, payroll, and costing systems, that’s often the case. But when it comes to revenue workflows, especially in B2B, finance leaders quickly realize that a plug-and-play solution isn’t enough. Out-of-the-Box Integrations Work—for Standard Use Cases Out-of-the-box integrations are great for standardized business functions like: Payroll and HR systems Marketing spend Expense management Vend
Jan 20


The Crucial Role of Unique Identifiers: Why Every Business Needs Them Today
In an era where data drives decisions, accuracy is king. Yet many businesses unintentionally invite chaos by failing to assign a proper, unique identifier (ID) to the key objects in their systems—such as orders, products, customers, or invoices. The result? Fuzzy matching errors, reconciliation nightmares, and a spike in hidden costs. Below is a deeper look at why IDs matter, what happens when you ignore them, and how you can get started implementing them effectively. 1.
Jan 20
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