Success Stories
Real-World Finance & Technology Case Studies
Explore how SuiteCortex empowered finance and operations at technology and SaaS companies: revenue-recognition automation, dunning workflow, and audit evidence extraction.
ARM & Billing Automation
Retired spreadsheets and avoided expensive modules, reducing manual revenue-recognition work by 85% and saving $7K per year.
Automated Dunning
Freed 20 hours per week and improved collections cadence with automated three-stage dunning workflow and weekly overdue digest.
Audit Evidence Extraction
Save days of manual work by exporting 1,500+ audit evidence files in one click, ensuring compliance and efficiency.
ARM & Billing Automation
Background: A privately held unicorn SaaS platform tracked hundreds of long-term subscription contracts in spreadsheets across multiple subsidiaries and currencies, consuming three full-time finance staff and triggering numerous auditor follow-ups each close.
Challenge: A Big Ten advisory firm quoted a mid six-figure fee for an ARM implementation, subscription-billing engine and project-accounting enablement. Dmitry aimed to deliver the same outcome faster and far cheaper while avoiding costly licence fees.
Solution: Built a complete ARM rule set covering straight-line and milestone recognition across multiple currencies and subsidiaries. Delivered all accounting and billing requirements without purchasing the Projects & Charges module, saving US$7k per year. Migrated in-flight contracts with a custom bulk loader that auto-populated 80% of legacy waterfall data. Scripted invoice-line narrative capture so deal wording flows automatically into invoices. Configured native Auto-Bill schedules and provided summary revenue & billing reports and automated reconciliations, drastically reducing audit follow-ups.
Results: Reduced finance FTEs on revenue and billing from 3 to 2 (-33%). Manual schedule maintenance dropped from ~40h per month to <5h. Audit follow-ups were markedly fewer. Implementation cost was under 20% of the Big Ten quote.
Why it matters: Rapid ROI through licence avoidance and headcount efficiency; calculations now live inside NetSuite, retiring spreadsheets; scalable architecture with cadence rules editable by finance; hybrid finance and coding expertise ensured smooth knowledge transfer.
Next steps: Discover how purpose-built automation can elevate your finance stack—book a quick call via the contact page or Calendly.
Automated Dunning
Background: A US-based SaaS company generating roughly $100‑200M in annual revenue relied on manual "click-and-send" invoice reminders.
Challenge: Analysts sent single late notices and chased overdue customers via ad-hoc emails, spending about 20 hours per week with no systematic cadence or escalation.
Solution: Implemented a native NetSuite SuiteScript solution that automatically sends personalised dunning notices 7 days before due, on the due date and 3 days after. Added a weekly overdue digest that consolidates all invoices more than 10 days past due, with PDFs attached. Finance can exclude specific invoices or customers via checkboxes, and each subsidiary chooses its own AR "From" address. All notices and skip actions are logged to CSV for complete auditability.
Results: Freed approximately 20 hours per week of analyst time by reducing reminder preparation and tracking to less than 1 hour. Introduced best‑practice multi-touch cadence expected to reduce DSO and late payments by 20–30%. The one-time build cost was under US$5,000, and the client owns the code, so there is no vendor lock-in.
Next steps: Ready to shave days off collections and unlock time for higher-value analysis? Reach out via the contact page or schedule a call through Calendly to discuss bespoke workflow automation for your finance team.
Audit Evidence Extraction
Background: Auditors requested over 1,500 prepared‑by‑client documents spanning contracts, invoices and screenshots stored in NetSuite. The finance team had no bulk download feature and would have to click and save each file manually.
Challenge: Pulling these 1,500+ attachments would normally take close to 75 hours of manual work. Files were buried in different records and naming conventions made them hard to match with the evidence lists auditors provided.
Solution: Dmitry developed a Python script that reuses your active NetSuite session to stream each file directly to a zip archive. The tool crawls transactions, downloads PDF attachments and intelligently crops key pages to capture screenshots of approval history and other audit fields. It gives every file a clean, descriptive filename and automatically retries any failed downloads.
Results: What previously required about 75 hours of controller time now finishes in under 4 hours and costs nothing beyond the small one‑time build. Finance teams get a complete, orderly evidence package with zero manual effort. Auditors can trace every file back to its transaction and rarely need follow‑up requests.
Why it matters: Audit preparations are no longer fire drills. You can continue closing the books while a script pulls down every support document in parallel. The code belongs to you and can be rerun anytime auditors request evidence.
Next steps: Ready to stop clicking "Save as" 1,500 times? Reach out via the contact page or schedule a call through Calendly to learn how SuiteCortex can build scripts like this for your audit workflows.