List of Oracle NetSuite Planning and Budgeting Customers
Oracle
2300 Oracle Way,
Austin, 78741, TX,
United States
Austin, 78741, TX,
United States
1 737-867-1000
Professional Services
162000
$67.1B
Since 2010, our global team of researchers has been studying Oracle NetSuite Planning and Budgeting customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Oracle NetSuite Planning and Budgeting for EPM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Oracle NetSuite Planning and Budgeting for EPM include: RingCentral, a United States based Professional Services organisation with 3900 employees and revenues of $2.52 billion, Midcounties Co-operative, a United Kingdom based Retail organisation with 6000 employees and revenues of $1.58 billion, Bark & Co., a United States based Retail organisation with 940 employees and revenues of $535.0 million, Bugaboo International, a Netherlands based Retail organisation with 1300 employees and revenues of $303.0 million, Jumio, a United States based Professional Services organisation with 1000 employees and revenues of $250.0 million and many others.
Contact us if you need a completed and verified list of companies using Oracle NetSuite Planning and Budgeting, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the ERP Financial Management software purchases.
The Oracle NetSuite Planning and Budgeting customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of ERP Financial Management software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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A2B Australia | Professional Services | 790 | $84M | Australia | Oracle | Oracle NetSuite Planning and Budgeting | EPM | 2019 | n/a |
In 2019, A2B Australia implemented Oracle NetSuite Planning and Budgeting as its EPM solution. The deployment consolidated financial planning and forecasting for the publicly listed taxi services provider that employs over 790 people and is administered from its head office in Alexandria, New South Wales. The implementation targeted combined financial and operational metric reporting across the finance and planning functions.
Oracle NetSuite Planning and Budgeting was configured to support automated forecasting for the Income Statement and Balance Sheet, driven by multiple non financial input measures and complex business calculations. The project created standardized data submission templates saved as Data Forms and enabled dynamic real time reporting through Excel Smart View functionality. Close process automation was introduced using checklist based user task assignments to standardize month end workflows.
The implementation integrated source data from the company NetSuite ERP system to automate Actuals reporting, and it consolidated operational data from non ERP systems to derive combined financial and operational metrics for planning and reporting. Data integration and orchestration focused on aligning transactional Actuals with planning models inside Oracle NetSuite Planning and Budgeting, enabling a single planning record for reporting and variance analysis. Operational coverage included finance, forecasting and reporting processes across A2B Australia nationwide operations.
Qubix acted as the professional services partner under a fixed price engagement, providing a structured scope of works and staged project delivery while maintaining active communication with A2B stakeholders. The result was automated forecasting and real time reporting capabilities, standardized submission templates, and streamlined checklist based close workflows implemented inside Oracle NetSuite Planning and Budgeting.
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BambooHR | Professional Services | 1500 | $189M | United States | Oracle | Oracle NetSuite Planning and Budgeting | EPM | 2021 | n/a |
In 2021, BambooHR implemented Oracle NetSuite Planning and Budgeting as its EPM solution to centralize planning and budgeting for the 1,300 employee professional services oriented SaaS business. The implementation framed Oracle NetSuite Planning and Budgeting as the primary platform for financial planning and modeling across corporate finance and FP&A functions.
The deployment focused on core EPM capabilities including driver based planning, annual budgeting, rolling forecasting, scenario modeling, and allocation rules to support multi-department financial plans. Configuration work emphasized configurable calculation scripts, version control for plan scenarios, and role based security to separate FP&A modelers from sales and marketing contributors.
Requirements and solution design identified Salesforce and Tableau as adjacent systems within the tech stack, and integration design encompassed inbound sales forecast inputs from Salesforce along with staged exports for visualization in Tableau. Operational scope prioritized collaboration with SaaS Sales and Marketing leadership as primary stakeholder groups, with FP&A owning model orchestration and data validation workflows.
Governance established centralized planning ownership in the finance organization, a monthly forecast cadence, and standardized model review and sign off processes to enforce data lineage and version governance. Training and stakeholder enablement plans targeted analyst roles with SaaS industry experience to sustain driver modeling and ongoing plan maintenance.
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Bark & Co. | Retail | 940 | $535M | United States | Oracle | Oracle NetSuite Planning and Budgeting | EPM | 2018 | n/a |
In 2018 Bark & Co. implemented Oracle NetSuite Planning and Budgeting as an EPM application to centralize planning and budgeting workflows for Finance and Accounting. A Business Systems Analyst worked on the account from July 2018 to December 2021, leveraging NetSuite capabilities and customizations to enhance business processes and improve operational efficiencies across finance operations.
Oracle NetSuite Planning and Budgeting was configured to support core planning and FP&A processes, with explicit use of NSPB for FP&A workflows and scenario modeling consistent with EPM capabilities. The implementation included designing and implementing streamlined workflows for Accounting, Finance, Procurement, and Inventory Management, and applying configuration and automation to reduce manual handoffs and standardize planning and budgeting cycles.
The deployment integrated NetSuite Planning and Budgeting with a broad enterprise application landscape, including warehouse management systems WMS, transportation management systems TMS, EDI solutions eZCom, accounts payable automation Tipalti, travel and expense systems Abacus and Expensify, revenue recognition Leapfin, and product lifecycle management Centric. These integrations enabled end to end data exchange for master data and transactional flows between planning, revenue recognition, procurement, and inventory systems, improving data consistency across financial and operational systems.
Governance and delivery followed formal SDLC oversight, with the team producing use cases, data and process flows, business requirements documents, statements of work, and RFP artifacts to establish documentation standards. Several projects were managed using a hybrid Waterfall and Agile methodology, and controls were implemented to ensure solutions adhered to SOX compliance requirements and formal product acceptance testing procedures.
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Bugaboo International | Retail | 1300 | $303M | Netherlands | Oracle | Oracle NetSuite Planning and Budgeting | EPM | 2020 | n/a |
In 2020, Bugaboo implemented Oracle NetSuite Planning and Budgeting as part of a broader EPM deployment tied to a company wide standardization program. The rollout accompanied NetSuite OneWorld, NetSuite SuiteAnalytics and NetSuite Project Management to create a unified operational and financial backbone.
Oracle NetSuite Planning and Budgeting was configured to centralize financial planning and inventory planning workflows, aligning budgeting cycles with order and inventory management. Functional capabilities deployed included planning and budgeting models, scenario based inventory allocation workflows and analytics integration through NetSuite SuiteAnalytics to support more data driven forecasting and planning.
The program consolidated eight ERP systems and integrated with a separate ERP instance that manages manufacturing at Bugaboo's factory in China, enabling a virtual inventory setup that funnels stock across B2B commerce, B2C commerce, e tail and brand stores when orders are received. Operational coverage spanned 20 countries and six subsidiaries, establishing a single database of record for order status, shipments and cross channel customer information.
Governance efforts focused on standardizing finance, order and inventory processes across departments to operationalize planning outputs from Oracle NetSuite Planning and Budgeting and to improve order to cash visibility. Bugaboo reports that the unified EPM and ERP configuration delivered more reliable, end to end information and provided the foundation to mature omnichannel capabilities and share customer information across channels and departments.
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CentralSquare Technologies | Professional Services | 1500 | $180M | United States | Oracle | Oracle NetSuite Planning and Budgeting | EPM | 2017 | n/a |
In 2017, CentralSquare Technologies implemented Oracle NetSuite Planning and Budgeting to consolidate finance planning and budgeting on an enterprise EPM platform. The deployment targeted finance-led processes including forecasting, budgeting, monthly financial close reporting, and headcount reporting, and was executed through the company Business Applications team.
Oracle NetSuite Planning and Budgeting was configured to deliver planning, forecasting and consolidated reporting capabilities, with templates and models to support budget creation and scenario analysis. Configuration work included data model definition, report template development, planning hierarchies and automated data loads to support regular budgeting cycles, leveraging NetSuite features for planning, reporting, revenue recognition and billing as part of the broader financial management footprint.
Integrations were implemented with the existing analytics and operational stack, data migration and ETL work used Scribe, Dell Boomi, Celigo and SQL Server Integration Services to populate an internal Data Warehouse that fed planning datasets. The implementation operated alongside NetSuite financial instances administered by the Business Applications team and integrated analytically with Qlikview, Tableau and Power BI, while Salesforce and Open Air remained in the application landscape for sales and professional services data used in planning and resource forecasting.
Governance and operational support were structured through the Business Applications team, which led requirements gathering, report development and ongoing system administration within NetSuite. Day to day operations emphasized data delivery, SSIS pipeline maintenance, and close collaboration between IT and finance to ensure planning, budgeting and reporting workflows were maintained and iterated as business needs evolved.
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Non Profit | 300 | $30M | United States | Oracle | Oracle NetSuite Planning and Budgeting | EPM | 2023 | n/a |
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Professional Services | 1500 | $110M | United States | Oracle | Oracle NetSuite Planning and Budgeting | EPM | 2021 | n/a |
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Retail | 50 | $8M | United States | Oracle | Oracle NetSuite Planning and Budgeting | EPM | 2023 | n/a |
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Non Profit | 850 | $50M | United States | Oracle | Oracle NetSuite Planning and Budgeting | EPM | 2018 | n/a |
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Professional Services | 1000 | $250M | United States | Oracle | Oracle NetSuite Planning and Budgeting | EPM | 2019 | n/a |
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Buyer Intent: Companies Evaluating Oracle NetSuite Planning and Budgeting
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Oracle NetSuite Planning and Budgeting. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Oracle NetSuite Planning and Budgeting for EPM include:
- Posidex Usa, a United States based Professional Services organization with 10 Employees
- Oliver Bonas, a United Kingdom based Retail company with 1500 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
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Posidex Usa | Professional Services | 10 | $1M | United States | 2025-11-02 |
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Oliver Bonas | Retail | 1500 | $120M | United Kingdom | 2025-01-21 |
FAQ - APPS RUN THE WORLD Oracle NetSuite Planning and Budgeting Coverage
Oracle NetSuite Planning and Budgeting is a EPM solution from Oracle.
Companies worldwide use Oracle NetSuite Planning and Budgeting, from small firms to large enterprises across 21+ industries.
Organizations such as RingCentral, Midcounties Co-operative, Bark & Co., Bugaboo International and Jumio are recorded users of
Oracle NetSuite Planning and Budgeting for EPM.
Companies using Oracle NetSuite Planning and Budgeting are most concentrated in Professional Services and Retail, with adoption spanning over 21 industries.
Companies using Oracle NetSuite Planning and Budgeting are most concentrated in United States, United Kingdom and Netherlands, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Oracle NetSuite Planning and Budgeting across Americas, EMEA, and APAC.
Companies using Oracle NetSuite Planning and Budgeting range from small businesses with 0-100 employees - 11.76%, to mid-sized firms with 101-1,000 employees - 47.06%, large organizations with 1,001-10,000 employees - 41.18%, and global enterprises with 10,000+ employees - 0%.
Customers of Oracle NetSuite Planning and Budgeting include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Oracle NetSuite Planning and Budgeting customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of EPM.