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Smart Resources

View our collection of resources built for finance and accounting teams looking to improve their performance.

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User Guide

The NetSuite CFO's AI Survival Guide

5 simple ways your finance team can start using AI to transform and grow.
Checklist

NetSuite Migration Plan Checklist

Turn complex migrations into seamless transformations with our guided checklist.
Checklist

NetSuite 2025 Data Source Removal

Understand what steps to take to avoid disruptions and ensure a smooth transition.
Checklist

Post-Merger Integration Plan

A comprehensive checklist to streamline your post-merger integration process.
User Guide

30+ NetSuite Tips and Tricks Guide

A comprehensive guide covering a few of our favorite NetSuite hacks, tips and tricks.
User Guide

NetSuite 2024.2 Release Impact

The NetSuite 2024.2 release includes many new features and improvements.

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