NewNetSuite 2025.2 — What's new
Professional Services

Professional Services Solutions

NetSuite for professional services. Project accounting, resource management, time tracking, and billing for consulting firms and agencies.

10+ Years NetSuite Focus · Senior Developers Only · We're a Services Firm Too

The Problem

Your systems don't connect. Your data lives in silos.

Disconnected systems

CRM, project management, time tracking, billing — each in a separate tool. Data doesn't flow between them without manual effort.

Manual data entry

Someone copies client data from the CRM to NetSuite, then invoices manually. Every handoff introduces delays and errors.

No unified view

Client data in Salesforce, financials in NetSuite, projects in another tool. No single source of truth for client profitability.

Processes that don't scale

What worked with 20 clients breaks at 100. Manual workflows become bottlenecks as the firm grows.

Services firms juggle CRM, project tools, billing, and NetSuite — but nothing talks to each other. We build the integrations, automations, and custom workflows that connect your operations. Because we're a services firm too, we understand the challenges firsthand.

What We Do for Services Firms

NetSuite development, integrations & automations

System Integrations

Connect NetSuite with Salesforce, HubSpot, Stripe, project management tools, and other platforms your firm runs on.

Workflow Automations

Automate repetitive processes — client onboarding, invoice generation, approval workflows, and data sync between systems.

Custom Development

SuiteScript solutions built for your specific processes. Custom records, automated workflows, dashboards, and reports.

Custom Dashboards & Reports

Build the reporting views your firm needs — client profitability, revenue pipelines, team performance — directly in NetSuite.

NetSuite Optimization

Already on NetSuite but it's not working for you? We audit, optimize, and reconfigure to match how your firm actually operates.

Ongoing Support

Monthly retainers for when you need custom changes, new integrations, or troubleshooting as your firm evolves.

What we build for services firms

CRM ↔ NetSuite sync
Automated invoicing
Client onboarding flows
Custom dashboards
Payment integrations
Approval workflows
Custom SuiteScript
Data migration
Talk to us

No commitment required

Our Approach

How we work with services firms

We're a services firm ourselves — we understand how consulting and agency businesses operate. Senior developers with 8+ years NetSuite experience handle your project directly. Weekly demos so you always know where things stand.

  1. 1

    Discovery

    Map your systems, data flows, and pain points. Understand what needs to connect and what should be automated.

  2. 2

    Solution Design

    Architect the integrations, workflows, and custom development needed. Clear scope, timeline, and deliverables.

  3. 3

    Build & Configure

    Develop integrations, automations, and custom scripts. Iterative delivery with working demos every sprint.

  4. 4

    Testing

    Test with real data scenarios and edge cases. Validate accuracy and error handling before going live.

  5. 5

    Go-Live & Support

    Controlled launch with monitoring. Documentation and training for your team. Ongoing support available.

Let's talk about your NetSuite

Whether you need integrations, automations, custom development, or just an honest assessment of what's possible — we're happy to have the conversation.

What happens after you submit:

  1. 1We respond within 24 hours — usually same day
  2. 2A senior developer reviews your current setup and needs
  3. 3You get honest advice, not a software sales pitch

No pressure. Just a conversation between two services firms.

Professional Services FAQs

What kind of work do you do for professional services firms?

We build integrations between NetSuite and other tools your firm uses (CRM, billing, project management), develop custom SuiteScript workflows, automate manual processes, and create custom dashboards and reports. We don't sell NetSuite licenses or do basic ERP consulting — we build and customize.

Can you integrate NetSuite with our CRM?

Yes. We integrate NetSuite with Salesforce, HubSpot, and other CRMs. Typical flows include syncing contacts, converting deals to sales orders, and pushing financial data back to CRM for account visibility.

We're already on NetSuite but it doesn't work well for us. Can you help?

Yes. We audit your current setup, identify gaps, and optimize configurations, workflows, and reports to match how your firm actually operates. Many of our clients come to us after a subpar initial implementation.

How long do projects typically take?

Integrations typically take 4-8 weeks. Custom development projects vary — a simple automation might take 2 weeks, while a complex multi-system integration could take 8-12 weeks. We provide detailed estimates after discovery.

Do you handle data migration?

Yes. We migrate data from legacy systems, spreadsheets, or other ERPs into NetSuite. This includes data cleansing, mapping, testing, and validation.

What does ongoing support look like?

Monthly retainers that cover new integrations, custom changes, troubleshooting, and optimization as your firm grows. Most services clients stay on support because needs evolve — new tools, new processes, new reporting requirements.

Why choose BrokenRubik?

We're a services firm ourselves — we understand the operational reality of running a consulting or agency business. Our team is senior NetSuite developers (8+ years experience) who handle your project directly. No account managers, no junior handoffs.

Still have questions? Drop us a message, we'd love to hear from you!

Get in touch
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