From Four Years of Frustration to Financial Clarity
A rescue, not a reimplementation. How we untangled four years of configuration debt to deliver reliable financial visibility.
The Situation
A multi-location restaurant and bakery group had been running NetSuite for four years. The group operated across several branches, with commissary operations supporting them and a subsidiary brand alongside. The growth was real. So was the pressure from an outside investor who needed proper financial statements from the system the group had already paid for.
The Obstacles
The system didn't produce the financial statements. Four years in, the group had never generated a reliable set of financial statements out of NetSuite. Leadership knew something was structurally wrong but couldn't see exactly where, or what it would take to fix.
Frozen Financial Periods
The last locked period was December 2024. Books for every month since had remained open, preventing any historical reporting.
Incomplete Integrations
Revenue data had never been uploaded to NetSuite because the POS-to-ERP integration was never completed.
Cascading Transaction Backlog
This gap involved 900 AR, 7,300+ AP, 1,928 unapproved payments, manual inventory, and off-system bank reconciliations.
The Solution: A Disciplined ERP Recovery Strategy
Multiple previous consultants had each tried to fix pieces of it. None had addressed the underlying architecture. We deployed a focused recovery engagement. The discipline throughout was simple: stabilize first, optimize later. No new bells and whistles until the books closed cleanly.
Phase 1 covered core financials cleanup, GL, AR, AP, and brought bank reconciliation into the system.
The Results: Achieving a T+7 Monthly Close
T+7 Monthly Close
Target monthly close drastically reduced from T+15
Financial Visibility
First accurate and reliable financial statements generated in four years
Automation
End-to-end POS integration and daily bank reconciliation fully automated
NetSuite Rescue: How We Delivered the Results
This is a NetSuite Rescue: a focused recovery engagement covering current-state assessment, pragmatic architecture design, phased remediation, and stabilization. By integrating NetSuite Core Financials with existing middleware and automating POS data flows, we reset the books and delivered clear financial visibility with absolutely no reimplementation required.
25+
Years of Experience
600+
Successful Projects
100+
Global Clients
30+
Countries Served
Ready to rescue your NetSuite instance ?
If you are running a NetSuite instance that should be working but isn't, we want to hear about it. Book a 30-minute conversation with us: no pitch, no slides, just an honest look at what is fixable.
Helping businesses thrive with integrated ERP solutions.
