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.

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

SquareWorks Consulting developed a comprehensive NetSuite implementation plan to overhaul MineralTree’s Billing and Revenue Recognition process in order to enable their growth plans.
The solution design from SquareWorks Consulting was beyond detailed and comprehensive. I was very comfortable early on that they appreciated our vision not only for NetSuite in general, but also specifically with our billing and revenue recognition needs.
Chris Sands, CFO, MineralTree

Other Software & Technology Companies that have trusted SquareWorks Consulting

Take your software company to the next level with NetSuite

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