NetSuite for firms that bill their time.
Project accounting, resource planning, ASC 606 revenue recognition. For consulting firms, agencies, and service-led mid-market companies.
What PS firms actually need.
Project profitability that practice leads believe
Loaded labor rates, accurate WIP, and reporting at the project, customer, and practice level — not just the GL.
Resource scheduling without spreadsheets
Skill-matched, utilization-aware, multi-week visibility across practices. Less guesswork at staffing meetings.
ASC 606 that auditors sign off on
Performance-obligation modeling, allocation, and recognition that closes monthly without ad-hoc journal entries.
Time and expense capture people will actually do
Mobile-first T&E with project search, recents, and offline. Billable utilization surfaces in 24 hours, not a week.
PSA stack × Trevera depth.
| Module | Trevera depth | |
|---|---|---|
| NetSuite SRP | Native | Lead PSA platform for new builds |
| OpenAir | Native | Migrations + legacy support |
| Project Accounting | Native | Loaded labor, WIP, project P&L |
| Resource Allocation | Native | Utilization + skill matching |
| ASC 606 Revenue Recognition | Native | Multi-element arrangements |
| Time & Expense | Native + mobile | Mobile-first capture |
| Billing (T&M, fixed-fee, milestone) | Native | Automated workflows |
| Salesforce → NetSuite integration | Custom | Opportunity-to-project handoff |
$65M consulting firm, multi-entity, ASC 606 in scope.
Migrated from FinancialForce + Salesforce to NetSuite SRP + Salesforce-NetSuite native integration. Cut close cycle from 14 days to 5. Surfaced billable utilization within 24 hours of week-end, down from 7 days.
Three places this goes wrong.
Loaded labor rates set once and forgotten.
Project profitability is only as good as the labor rate behind it. Static rates that don't account for benefits, overhead, or seniority drift produce reports practice leads stop trusting.
ASC 606 treated as configuration, not design.
Performance obligations, allocation methods, and contract types are design decisions made before configuration starts. Treating them as a checkbox creates monthly rev-rec reconciliation pain.
Resource planning that lives in spreadsheets anyway.
If staffing meetings still happen in Excel after go-live, the PSA failed. Adoption is a design problem — surface utilization where staffing decisions actually get made.
A typical 3-week discovery sprint.
- Week 01 Practice leads
Project P&L reality.
Where margin lives, how it gets reported today, what practice leads don't trust. Loaded labor rate audit. WIP, billing, and rev-rec walkthrough.
- Week 02 Finance + IT
ASC 606, Salesforce, T&E.
Contract types and performance-obligation modeling. Salesforce-to-NetSuite handoff design. Mobile T&E adoption strategy.
- Week 03 Output
Written assessment.
SRP vs. OpenAir recommendation, ASC 606 design summary, integration architecture, BI strategy, range estimate, timeline.
Professional services questions.
Direct answers, no marketing softening. If yours isn't here, ask it directly on the contact page.
01 NetSuite OpenAir or NetSuite SRP — which is right?
02 How does NetSuite handle ASC 606 revenue recognition?
03 Can NetSuite replace a dedicated PSA like Mavenlink or FinancialForce?
04 How is utilization tracked and surfaced to practice leads?
05 What's the typical timeline for a $50M consulting firm?
06 How do project profitability reports actually work?
Have a NetSuite or Oracle Cloud project on the table?
We'll tell you what's realistic, what it'll cost, and where it could go wrong — before you sign anything.