Driving Smarter Financial Performance with NetSuite EPM

At Cloudmaven, we help organizations unlock the full potential of NetSuite Enterprise Performance Management (EPM). From strategy and implementation to optimization and ongoing support.

NetSuite EPM
strategyimplementationoptimizationongoing support
Cloudmaven

From planning to closing.
Financial management from a single source

NetSuite Enterprise Performance Management (EPM) is Oracle’s strategic financial management suite, designed to help organizations plan smarter, close faster, and make data-driven decisions with confidence.

Built on Oracle Cloud EPM, it unifies planning, budgeting, forecasting, account reconciliation, financial close, reporting, and performance analysis in one integrated platform. While NetSuite ERP manages day-to-day financial transactions, NetSuite EPM empowers finance teams to optimize business performance through advanced planning, deeper insights, and more accurate forecasting.

NetSuite ERPday-to-day financial transactions
from a single source
NetSuite EPM
  1. planning
  2. budgeting
  3. forecasting
  4. account reconciliation
  5. financial close

EPM on top of your ERP

EPM works as an extension of the ERP. The ERP records what happened, and EPM plans, forecasts, consolidates and reports on the same figures for every company in the group.

Key figures, reports and dashboards come preconfigured, so the project starts from working reports and spends its time on your planning model.

As Cloudmaven, we support companies worldwide during implementation. Our consulting is based on experience from more than 100 new NetSuite implementations and a clear, practical approach.

Central functions of Oracle / NetSuite EPM

Planning & Budgeting
EPM automates labor-intensive planning and budgeting processes, enables collaborative work and supports scenario modeling and forecasting.

Account reconciliation
The reconciliation of general ledger and balance sheet accounts is standardized and automated, which increases the quality and speed of monthly and annual financial statements.

Financial closing & consolidation
EPM manages the entire close process from task lists to reclassifications and write-offs in a central workflow.

Reporting & Analysis
Real-time reports, dashboards and ad-hoc analyses provide managers with insights into performance trends and support data-based decisions.

Our services

NetSuite Licensing As a certified Oracle NetSuite Solution Provider we sell the NetSuite licenses ourselves, so licensing, implementation and ongoing consulting come from one contract and one partner.

Change Management We train the finance team and coach the CFO through the change, so the new system is accepted and used from day one.

NetSuite Implementation & SuiteSuccess We implement NetSuite with the SuiteSuccess method in six phases from Initiate to Deploy, drawing on more than 100 NetSuite implementations.

Localization and Global Expansion Localizations add each country's tax, banking, invoicing and reporting requirements, so a new subsidiary abroad runs in the same NetSuite account as the rest of the group.

Support After go-live a Cloudmaven consultant supports the first close, and once it is signed off our Customer Success Team takes over with a named support consultant.

Cloudmaven & Oracle / NetSuite EPM

Our approach combines specialist finance expertise with technical implementation skills. Together with your finance team, we define target images for planning, forecasting, closing and reporting and translate these into a consistent EPM architecture. In doing so, we ensure that EPM is seamlessly integrated into ERP or CRM and can be used as a reliable control platform.

We seamlessly connect your relevant systems

Cloudmaven offers flexible integration options to existing systems such as SAP, Microsoft Dynamics, HubSpot, Workday, Perk as well as to banks, payment providers and specialized finance tools.

  1. NetSuite EPM
  2. SAP
  3. Microsoft Dynamics
  4. HubSpot
  5. Workday
  6. Perk

Companies that already rely on our portfolio

Customer Testimonials

Svenja Frankenberger
Head of Accounting, Qualifyze

Revenue recognition used to take an employee five working days.
With NetSuite, it is now 100% automated.

Richard Gausch
CFO, TEVEO GmbH

Cloudmaven supports us on our growth path. Teveo was launched in 2019 by two founders and has since grown to over 100 dedicated team members, with sales increasing from zero to over 50 million euros. We are delighted to be advised by Cloudmaven AG with their ERP and financial expertise.

Martin Hoffmann
former CFO and Co-CEO, ON

This tool is so valuable to us that its benefits can hardly be expressed in figures. It saves an enormous amount of time and energy and, in financial terms, represents precisely the freedom we want to give our employees in their day-to-day work.

Jan Christopher Stahl
CEO, TEVEO GmbH

We chose Cloudmaven AG because their reliable end-to-end solutions enable us to develop our company securely, precisely and scalably.

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Fares Khattab Managing Director UK

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