Sync your financial data between Salesforce and NetSuite

Put critical customer data in front of sales and support staff.

Automatic matching between NetSuite Customers and Salesforce Accounts. Match on Customer / Account name, or other field pairings. Once linked, transactions can flow to Salesforce.
Integrate any of Invoice, Credit, Payment, or Sales Order records from NetSuite. Invoice PDFs can also be integrated, if desired. Custom fields can be integrated as well.
NetSuite records are automatically integrated when created or updated. As payments and credits are applied to invoices, the invoice status and amount remaining are updated in Salesforce.

Make NetSuite invoice status available to sales and support teams, allowing them to take appropriate actions on current or overdue customers.
Report on NetSuite transaction data from within Salesforce accounts, including summary level data via rollups (total outstanding balance, amount overdue, etc.)
Eliminate or reduce requests made to your finance team for updated payment or invoice data.
Invoice PDFs can be shared with customers from within Salesforce. No more waiting for a pdf to be downloaded and emailed from a NetSuite resource.

Beta group participants can use the utility free of charge for 6 months.
Tavasca resources will install and configure the utility for free in a sandbox or production environment.