NetSuite for Software &
Technology Businesses

An End-to-End Solution to Run Your Software Firm

Automate your software subscription and services billing process with NetSuite. Take advantage of Advanced Revenue Management and enable perfect and ASC 606-compliant revenue recognition. Track the metrics that matter such as customer retention or annual recurring revenue.

Get Started

Software & Technology Best Practices

Customers & Sales Orders

End-to-end customer lifecycle management, from Lead to Quote and from Order to Invoice to Cash. Sales Order & Order Fulfillment process automation.

Billing & Collections

Fully automated and flexible billing schedules. Flexible billing methods including recurring, one-time, milestone-based or percent complete. Credit Card processing and collections.

Services & Maintenance

Project Management including timesheet entry, resource management and resource allocation. Project-based billing and project profitability reporting.

Subscription Renewals

Contract management and subscription renewal management for software, hardware and/or services. KPI’s such as ARR, MRR and Customer Retention.

Revenue Recognition

Revenue recognition automation using NetSuite’s Advanced Revenue Management. Revenue reporting including revenue waterfall forecasting. Fair Value allocations.

SquareWorks Proven Industry Experience

Software industry consulting experience

Combined experience of more than 35 years working with Software businesses with dozens of successful NetSuite implementations for companies anywhere between $20M to $500M in revenue.

NetSuite certifications & processes

SuiteSuccess certification for all Software-related NetSuite SKU’s, including SuiteBilling, Advanced Revenue Management and Multi- Book for complex, multi-currency environments.

Software industry application ecosystem

Experience with the NetSuite partner ecosystem such as Avalara for Sales Tax Automation. Experience with integrations between NetSuite and key systems such as SalesForce.

Reporting & Metrics for Software & Tech

Billing Forecast and Sales by Customer, Item, Partner, etc.

Annual or Monthly Recurring Revenue (ARR, MRR)

Churn Rate and Revenue Renewal Rate

Customer Acquisition Cost

Customer Lifetime Value

Personalized Dashboards and KPI’s

Customer Success Story

How did SquareWorks help?

SquareWorks Consulting supported Syndigo’s merger and acquisition strategy by consolidating six acquired companies into their NetSuite environment, helping expand their global footprint.

Read Full Case Study

The SquareWorks team helped us problem solve through many different considerations prior to bringing it all together in one system. They really worked with us to understand our current NetSuite environment and how the acquired data would contribute to our overall business processes.
Sagit Halpern Chief Financial Officer, Syndigo

Trusted by leading organizations including:

Take your Software Company to the Next Level with NetSuite

Get Started Today