How to Connect Operations, Sales, and Finance for Real-Time Insights: A Guide for Software Companies 

In the fast-paced software industry, managing operations effectively is critical to success.  

Yet, many software companies struggle with two major challenges: a lack of real-time visibility into key performance indicators (KPIs) and poor collaboration across sales, support, and operations teams. 

Without accurate, real-time data, it’s nearly impossible to track customer health, forecast financial performance, or optimise resource allocation.  

Siloed systems add to the complexity, making it difficult to connect vital information from platforms like Salesforce, Jira, and NetSuite.  

The result? Misaligned teams, inefficiencies, and missed opportunities to drive growth. 

This guide explores how you can overcome these challenges by integrating your operations, sales, and finance systems into one unified platform for actionable insights and seamless collaboration. 

The Impact of Disconnected Systems on Software Companies 

Disconnected systems hinder visibility into metrics like customer retention, churn rates, and the true cost of sales.  

Sales teams may lack insight into financial forecasts, while finance teams struggle to plan headcounts or allocate resources effectively without input from operations. 

Collaboration suffers too. Sales, support, and operations teams often duplicate efforts or miss critical updates, delaying decision-making and frustrating employees.  

For software companies, these inefficiencies can translate to poor customer experiences, slower product delivery, and lost revenue. 

NetSuite from FinanSys and UniFi: The Solution 

Real-Time Dashboards for Smarter Decision-Making 

NetSuite, implemented and supported by FinanSys and together with UniFi, brings real-time visibility to your entire business.  

UniFi can integrate platforms like Salesforce (CRM), Jira (project management), and NetSuite (financials), consolidating data into one platform. This means you can: 

• Track customer health, churn rates, and renewals in real-time. 

• Bridge gaps between sales and finance to accurately forecast future financials, headcounts, and R&D investments. 

• Monitor cost of sales to pinpoint inefficiencies and optimise your budget. 

With these solutions and platforms from FinanSys, the KPIs you track are not only meaningful but also actionable.  

Seamless Collaboration Across Teams 

NetSuite and UniFi can enable your teams to collaborate effortlessly.  

For example: 

• Sales and support teams can share updates instantly, ensuring customer renewals are prioritised and issues are resolved promptly. 

• Operations teams can manage project timelines in Jira, while syncing directly with NetSuite for accurate cost tracking. 

• Finance teams gain instant access to sales data, enabling them to create more precise forecasts and allocate budgets effectively. 

This level of integration eliminates silos and fosters alignment between departments. It also reduces manual data entry, saving time and minimising errors. 

Why Work with FinanSys?

Choosing FinanSys as your NetSuite provider means working with a partner who understands the unique challenges of software companies.  

With 25+ years of experience, FinanSys offers: 

• End-to-end ERP solutions, from implementation to ongoing support. 

• A customer-first approach with a high ratio of support staff to clients. 

• A dedicated success manager to help you maximise the benefits of your system. 

Additionally, by purchasing NetSuite or opting for enhanced support from FinanSys, you’ll receive one full UniFi user subscription licence for each supported user — valid for as long as you remain on support.  

With the UniFi subscription, you will receive a variety of features and apps, including No-code Application Builder, Middleware & Integration Engine, HR, Enterprise Asset Management, Accounting Automation and Business Intelligence (plus many more).  

This is a great benefit for NetSuite users, who typically purchase full user licences and implement various third-party software to meet these needs.  

Transform Your Operations with Real-Time Insights 

The challenges of disconnected systems and poor collaboration don’t have to hold your software company back.  

With NetSuite from FinanSys and UniFi, you can unlock real-time insights, align your teams, and drive better decision-making across operations, sales, and finance. 

Take the first step today. Book a free call with our experts to see how we can help: Book Now