NetSuite is the first ERP integrated in Simon. We sit on your NetSuite data, inherit permissions, and follow your approval flows. You ask in Slack/Teams (or the web app), Simon answers plainly—and when it’s useful, drafts the next step inside NetSuite.
TL;DR: CEOs get the “are we on track?” truth. CFOs get cash, working capital, and BvA clarity. Controllers close faster. FP&A explains variances, not just numbers. Ops and non-finance leads self-serve without opening the ERP.
CEO
CEOs don’t open dashboards; they want the truth, fast.
“What moved gross margin last week?”
“Are we on track for the quarter? Show me the gap.”
Simon replies with the three drivers that matter, sets a Monday 08:00 digest (revenue, cash, margin, risks), and opens tasks in NetSuite for the owners of issues so nothing slips.
CFO
Cash, working capital, controls—no fluff.
“AR aging with owners—who’s >60 days and highest impact?”
“Why did Opex overshoot in July? Break it down by department and vendor.”
In minutes, Simon drafts a payment batch respecting approvals, builds a collections list by impact, and posts a 9:00 daily cash position.
Controller
Close clean, close fast.
“Which accounts aren’t reconciled and by how much?”
“GRNI: received not invoiced by vendor, last 30 days.”
Simon prepares accrual journals in draft for approval, assigns reconciliation owners with dates, and pings if a manual journal >€10k lands out of hours.
FP&A
BvA with narrative and unit economics.
“Budget vs actuals by department for Q2—highlight >10%.”
“Gross margin by product line, last 3 months—what changed?”
Simon snapshots a weekly forecast version, spins up a variance-review checklist for budget owners, and emails a board-ready pack on schedule.
Finance Analyst
Less grunt work, more answers.
“Top 20 customers by GM last month vs prior two—tag churn risk.”
“COGS variance—price or quantity?”
Simon returns tidy tables, exports to Sheets/CSV, and lets analysts subscribe to a daily anomalies digest (odd spend, missing POs, etc.).
RevOps / Sales Ops
Renewals, discounts, and revenue quality.
“Contracts renewing in the next 60 days—ACV and owner.”
“Unbilled sales orders by rep—flag >€10k.”
Simon creates renewal tasks, drafts a credit memo for approval, and alerts when a discount exceeds 20%.
Operations / Supply Chain
Healthy inventory, fewer surprises.
“Items with <14 days of cover—show vendor and last lead time.”
“POs overdue >7 days by vendor.”
Simon proposes replenishment POs per your rules, nudges vendor owners on late POs, and sets reorder alerts for critical SKUs.
AP (Accounts Payable)
Cadence without chaos.
“Bills due in 7 days—who qualifies for early-pay discounts?”
“Approvals stuck >48h—who and how much?”
Simon builds a proposed payment run that respects cash limits and approvals, and nudges approvers in Slack.
AR (Collections)
Cash in the door.
“Customers >30/60/90 days—owner, balance, last contact.”
“Top 10 at-risk accounts by amount and likelihood.”
Simon queues dunning emails, assigns call tasks, tracks promises-to-pay, and surfaces the worst risks in the CFO/CEO daily digest.
Department Leads (non-finance)
Self-serve without touching the ERP.
“My department spend vs budget MTD—top 5 vendors.”
“Open POs for my team—what’s waiting on approval?”
Simon sends a monthly budget digest, creates approval reminders, and opens a reclass request for the controller to approve.
Next step: Want to see this on your data? → Request a demo.
