Case Study: Everise automates financial reporting with Version 1 and Oracle NetSuite

A Version 1 Case Study

Everise automates financial reporting hourly with Version 1

Everise, a technology-enabled outsourcing firm, faced challenges with decentralized reporting and complex cost allocation models for its FP&A teams, requiring near real-time data refreshes from its ERP system. Version 1 was engaged to implement Oracle NetSuite Planning and Budgeting (NSPB) to automate their financial reporting and streamline these processes.

Version 1 delivered a comprehensive Oracle NSPB solution that automated financial reporting, integrated seamlessly with NetSuite ERP, and provided a centralized platform for actual, planned, and budgeted information. The results included a streamlined month-end close, automated hourly data refreshes, and the ability for users to analyze business performance in near-real-time across multiple dimensions, empowering Everise with accessible data and automated processes.


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