Naviloq platform > planning for netsuite

Flexible, Fast, and Future-Ready: The Advanced NetSuite Budgeting and Planning Tool

Naviloq is an advanced NetSuite budgeting and planning tool that combines planning, BI and data warehousing in a single, agile platform. Whether you’re looking to manage multiple budget versions, cash flow, or scenarios, Naviloq provides a seamlessly integrated, no-code interface, off-the-shelf, built specifically for NetSuite.

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Scenarios

Budgets

Cash Flow

Workforce

Bring finance and business together in one NetSuite budgeting and planning tool

While NetSuite excels at managing detailed financials and reporting on actuals, it isn’t designed to provide the forward-looking visibility or intuitive planning experience that modern teams need. Naviloq fills that gap with a no-code platform and built-in data warehouse that make it easy to model scenarios, connect plans, and unify data from across the business.

All the power of NetSuite, with the flexibility to create plans your way 

Naviloq excels as a NetSuite budgeting and planning tool by providing advanced capabilities that adapt to your unique business needs. With an easy to use, no-code interface, it gives teams the flexibility to harness all the power of your NetSuite data with the ability to design plans their way while keeping financial and operational data fully aligned in real time. Whether it’s testing different scenarios, or operating rolling forecasts, Naviloq makes it easy for every stakeholder to own their reporting.

Multi-company, multi-currency, and customizations supported as standard 

Naviloq fully supports all elements of NetSuite, including NetSuite OneWorld, custom segments, and custom fields as standard. With no SuiteAnalytics Connect (ODBC) required, our NetSuite budgeting and planning tool pulls live, complete data across finance, operations, sales, and beyond. Naviloq’s support for multi-company structures, multiple currencies, and intercompany activity ensures consistency at scale, while maintaining easy to use workflows.

In-built workflows, tasks, and messaging for structured communications 

Naviloq’s built-in workflows, tasks, and messaging capabilities bring structure and clarity to planning processes across the organization. Teams can assign responsibilities, set deadlines, and track progress in real time, ensuring every step of the planning cycle is coordinated and accountable. Integrated messaging keeps communication contextual and centralized, reducing reliance on scattered emails and external tools. With configurable workflows that adapt to your business processes, Naviloq helps standardize collaboration, streamline approvals, and keep planning cycles moving efficiently from start to finish.

Discover Naviloq’s Collaboration Features

Seamless Integration with no  additional  NetSuite modules or licenses 

Naviloq is designed to integrate effortlessly into your existing NetSuite environment via a purpose-built API, eliminating the need for additional modules or costly third-party licenses. With its easy to integrate architecture, Naviloq leverages native NetSuite capabilities to streamline workflows, ensuring data consistency and operational efficiency without the usual overheads. Whether it’s automating complex processes or syncing critical business data, Naviloq’s seamless integration reduces implementation time, minimizes IT dependency, and empowers teams to adopt quickly. 

Plus, bring in data from other sources into your NetSuite planning 

Naviloq's integrated data warehou se consolidates all of your historical and current business data in one secure environment. Eliminate the need for multiple data tools and ensure every team works from up-to-date, trustworthy information. With seamless connectivity to NetSuite and the ability to incorporate additional data sources over time, like Salesfor ce, HubSpot,andov er 100+ other leading platfor msNaviloq delivers a scalable foundation for accurate planning and reporting.

Discover Naviloq’s Native Data Warehouse

Naviloq’s Integration Capabilities

Seamless integration. No additional modules, plugins, or SuiteAnalytics Connect required.

Full setups supported – OneWorld, custom fields, modules and segments.
Easy to embed live screens into NetSuite dashboards.

Naviloq’s Planning Capabilities

Multi-company & multi-currency
Intercompany transactions
Whole business-led planning
Scenario planning
Driver-based planning
Rolling forecasts
Top-down/bottom-up planning
Workflows

Naviloq’s User Capabilities

Modern interface

No-code

Configurable language

Built-in communications and messaging

Budgeting and Planning with Naviloq

Testimonial: Christian Brigg: Group Finance Director at Global Maritime

Trusted by Leading NetSuite Users:

“The set-up, customization, roll-out and training were quickly and efficiently done by Naviloq. This was particularly impressive as we requested our solution to allow for intercompany budgeting as well as a multi-currency environment, which was a complex ask and something we had not been able to achieve with any other platform – this was a big step forward for us as a business. The quick deployment is testament to how easy Naviloq is to use and adapt, and to the quality of the consultancy delivery during this crucial period.”  

Read the Global Maritime Case Study

FAQs

Do I need NetSuite SuiteAnalytics ODBC?
No, Naviloq connects to NetSuite via native API integrations and its built-in data warehouse, so you don’t need NetSuite SuiteAnalytics ODBC to use Naviloq’s planning, reporting, and analysis features.
Can I share plans with non-NetSuite users?
Yes, Naviloq’s collaboration tools allow you to share insights, dashboards, and planning scenarios with authorized users outside of NetSuite, enabling broader team participation and review.
Is there any restriction on the number of forecasts we can create?
No, you can create as many as you want and in any format required – whether you want to have multiple versions in the same dashboard, or manage them in separate tabs and screens, you can do what you wish. Plus, users with the right permissions can easily create these variations themselves within a few clicks.

We’d love to hear from you!

Whether you have questions about Naviloq, would like a free demo, or would simply like to find out more about whether Naviloq would be a good fit for your business, please get in touch.

Reach out to our local sales teams or use the form to leave a contact request, and we’ll be in touch with you soon.