For IT teams in software companies, managing subscriptions—whether for customers or internal use—can be a significant drain on resources. From reconciling billing data to integrating multiple systems, these repetitive tasks create bottlenecks, increase errors, and pull your team away from strategic initiatives
The complexity of handling recurring payments, tracking usage tiers, and updating customer accounts often leads to significant overhead.
For companies selling and using SaaS solutions, the manual effort involved in managing these processes can result in inefficiencies, errors, and frustrated customers.
Adding to the challenge, teams often juggle multiple systems for different services like cloud hosting, productivity software, and phone systems, making administration even more cumbersome.
This time-consuming work not only creates operational bottlenecks but also pulls your IT team away from strategic projects that drive business growth.
If left unchecked, these inefficiencies can lead to higher costs, missed billing opportunities, and poor customer experiences.
How NetSuite from FinanSys and UniFi Can Help
FinanSys offers a streamlined solution to tackle the challenges of managing both the subscriptions you sell and those your company uses internally.
By integrating NetSuite with UniFi, we provide a comprehensive platform that automates subscription management while freeing your IT team from manual, time-consuming tasks.
Managing Subscriptions You Sell
UniFi simplifies customer subscription management by automating:
- Recurring Billing Cycles: Automatically generate invoices based on subscription terms, reducing errors and saving IT teams from reconciling billing discrepancies.
- Tier and Usage Updates: Dynamically adjust billing as customers change their subscription plans or usage patterns, ensuring accurate invoices without manual intervention.
- Contract Renewals: Automate notifications and renewals, preventing lapses in service and creating upselling opportunities.
This level of automation ensures a seamless experience for your customers while lightening the operational load on your IT team.
Managing Subscriptions You Use Internally
For SaaS companies juggling tools like cloud hosting, productivity platforms, and phone systems, UniFi:
- Centralises your internal subscription data also helps you identify underutilised tools or duplicate services, reducing unnecessary costs and simplifying vendor management.
- Integrates with your existing tools to synchronise data and eliminate repetitive manual updates.
- Reduces the risk of billing inconsistencies across your internal tech stack.
With this comprehensive approach, IT teams can focus on strategic initiatives instead of managing disconnected systems and processes.
Streamlining Multi-System Integration
For software companies, managing subscriptions often involves disparate systems, such as one tool for customer subscriptions and another for internal services like Microsoft 365 or phone systems.
UniFi acts as middleware, seamlessly integrating these systems with NetSuite to centralise data and processes. This eliminates repetitive data entry, reduces the risk of inconsistencies, and ensures real-time data synchronisation across platforms.
For IT teams, this means fewer hours spent reconciling data, troubleshooting integration errors, or maintaining custom APIs. UniFi’s pre-built connectors simplify integrations with popular tools, while its scalability ensures you can easily add new systems as your business grows.
Additionally, UniFi supports secure data transfers and compliance with regulations, giving you confidence that sensitive information is protected at every step.
Relieving Administrative Burdens
One of the biggest benefits of automating your subscription management is the significant reduction in administrative workload for your IT team.
Instead of spending hours reconciling billing data, correcting subscription errors, or manually managing renewals, your team can shift its focus to strategic priorities. This might include scaling infrastructure, enhancing system performance, or driving innovation projects that support business growth.
Automation also reduces the risk of human error, ensuring accurate billing records and consistent subscription updates. With fewer operational bottlenecks, IT teams can work more efficiently while contributing to the organisation’s long-term success.
Companies using UniFi for subscription management have seen a large reduction in manual workloads, allowing IT resources to be reallocated to higher-value activities.
How UniFi Enhances NetSuite for IT Teams
- Reduced Tech Stack: UniFi comes with multiple features and use cases out of the box, so you can minimise the amount of 3rd party add-ons, plugins and integrations.
- Flexible Integrations: UniFi boasts flexible and customisable data connectors that simplify integrations between your existing business systems and NetSuite. This eliminates the need to juggle multiple systems, licences, renewal dates, logins, configurations, and costs.
- Powerful Middleware for High-Volume Transactions: Need to move massive datasets into NetSuite? UniFi’s middleware solution can handle it effortlessly. For example, we successfully migrated 300,000 invoices in just 10 hours – imagine what our feature-rich platform can do for you!
- Cost-Effective Prebuilt Connectors: Prebuilt connectors reduce development time and integration costs, delivering faster implementation.
- Cost Savings on User Licences: Not every team member needs a full NetSuite licence. With UniFi, your team members can perform certain tasks without additional NetSuite licenses, thereby reducing costs significantly.
- Automation of Repetitive Tasks: UniFi has a powerful Automation Engine to help you minimise manual intervention, allowing IT to focus on strategic initiatives.
Take the Next Step
Automating your SaaS subscription management doesn’t just save time; it also improves accuracy and scalability.
If your team is bogged down by the complexity of managing subscriptions, it’s time to explore how NetSuite and UniFi can make a difference.
Book a free consultation today to learn more about how we can tailor a solution for your needs. Let’s make subscription management a breeze for your IT team.
