Operating + NetSuite

Keep clients, projects, time entries, and invoicing in sync between Operating and NetSuite, so your delivery and finance systems tell the same story — from planned work to actuals to invoices.

Operating connects to NetSuite today via our REST API — Sievo runs it that way. A native connector is on the roadmap; talk to us if you'd like to be an early adopter.

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Join the group of happy customers using 

NetSuite

 and Operating together

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Operating horizon screenshot
Operating Timeline screenshot

Allocate & Forecast

Allocate resources to meet the budget from CRM, and forecast tentative capacity

  • A project and people timeline for different points-of-view
  • Allocate work with hourly rates and project budgets
  • Visualize your deal stages on the project timeline
  • Forecast tentative capacity and use HubSpot deal probabilities to account for uncertainty
HubSpot marketplace
Planned vs. actual hours comparison
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Access our Operating Routine for Resource Planning

Consultancies of all sizes should operate efficiently. We wrote a Resource Planning Routine and a solid agenda for your weekly resourcing meeting. Get the guide.

Thank you! Find the Staffing Routine guide here.
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