Invoices in NetSuite
Automates supplier invoices that must arrive in Oracle NetSuite with their correct account, department, and subsidiary. Calitem extracts the lines, reconciles orders and receipts and prepares the result for your financial structure.
Integration of Calitem with NetSuite
Calitem connects with Oracle NetSuite and tailors the integration to the features enabled in your account. In OneWorld environments, the flow takes into account the subsidiary structure.
Oracle NetSuite
- Supplier invoices
- Accounts and classifications
NetSuite OneWorld
- Subsidiaries
- Multi-company financial structure
What is Calitem?
Calitem is the AI accounting system that automates accounts payable, from receiving documents to posting journal entries in your ERP.
It is designed for companies where each invoice can require several checks: finding the purchase order, checking what was received, allocating the expense and obtaining the right approval. Calitem connects this work with your accounting rules and business systems.
Companies and accounting firms can automate the extraction, matching of invoices, purchase orders and delivery notes, approvals and the generation of accounting entries in NetSuite.
Why integrate Calitem with NetSuite
Register invoices automatically
Calitem extracts headers and lines, checks the purchasing documents and prepares the result for NetSuite. Your team stops entering the same data by hand.
Respect your accounting structure
Assignment uses your chart of accounts and is tailored to departments, classes, and locations. Each invoice arrives with the information your accounting needs.
Reduces operational load
Automate document collection, checks and approvals. Your team can focus on the differences that need revision.
How the integration works
The integration connects Calitem document processing with NetSuite SuiteTalk services. Calitem prepares the supplier invoice, its purchase references and the configured classifications before sending it to the ERP. The periods, taxes, and posting controls remain in NetSuite.
Invoice transmission to NetSuite
Calitem prepares the vendor bill, with its header, item or expense lines, taxes, and order references. Reconciliation with orders and receipts allows differences to be detected before sending the result to NetSuite.
The invoice OCR is the starting point. Calitem also cross-references each invoice with the purchasing documents, assigns the allocations and applies the process approvals before sending the accounting result.
- Verified purchases: Differences in quantity, price or tax are pointed out to the team.
- Accounting result: categories, subaccounts and allocations are prepared before transmitting it to NetSuite.
Supplier and customer synchronisation
Calitem identifies the supplier on the invoice and prepares its data along with the lines, amounts and taxes. The connection relates the result to the corresponding record of NetSuite and to the company to which the document belongs.
The Calitem team configures contact matching within the integration. Thus, the identification of the supplier is part of the accounting process of the invoice and its assignment and approval rules.
Assignment to cost centers
Calitem uses AI to assign entire documents or invoice lines to your cost centers. The allocation can be done in several ways, depending on how the expense is organized:
- Description of the cost center. The AI relates the content of the document with the description of the center to identify the corresponding allocation.
- Supplier. A supplier can be associated with a cost center to assign its invoices.
- Shipping address. The address of the document allows the expense to be related to a headquarters, store, construction site or other center.
- Product of each line. The allocation can depend on the product, allowing the lines of the same invoice to be distributed between different centers.
The assignment corresponds to the departments, classes, and locations enabled in NetSuite. The structure of custom segments of the integration is also contemplated. The use of line classifications depends on the account configuration, and each invoice retains the subsidiary to which it belongs.
Operate with multiple companies
In NetSuite OneWorld, Calitem prepares each invoice for your subsidiary and respects the associated supplier structure and classifications. You can manage documents from several companies without confusing their accounts or accounting destinations. Consolidation continues in NetSuite.
Implementation of integration with NetSuite
The Calitem team is responsible for connecting NetSuite and configuring companies, accounts, allocations and approvals. Initial connection work can be completed in one day. The standard implementation includes configuration, review, training and production for one week; The calendar adapts to the scope and the connected environment.
- Day 1
Connection with NetSuite
We connect the environment and configure the invoice route to accounting.
- Days 2–5
Accounting setup
We configure company codes, accounts, cost centers and approvals, and check data exchange.
- Day 6
Review and training
We review the configuration and show your team how to work with the integration.
- Day 7
Put into production
We activate the connected workflow between Calitem and NetSuite.
Calitem and NetSuite FAQ
What NetSuite environment does Calitem integrate with?
Calitem connects with Oracle NetSuite and tailors the integration to the features enabled in your account. In OneWorld environments, the flow takes into account the subsidiary structure.
Can I use Calitem as invoice OCR for NetSuite?
Yes. Calitem extracts headers and lines from PDF or image invoices and prepares the result for NetSuite. In addition to scanning documents, it checks orders and receipts, assigns accounts and allocations, and applies process approvals.
How does it work with NetSuite OneWorld?
Calitem organizes invoices by the corresponding subsidiary and prepares its accounts and classifications. The integration uses the OneWorld structure configured in the account; consolidation, periods and financial controls remain in NetSuite.
How are cost centers assigned?
The assignment corresponds to the departments, classes, and locations enabled in NetSuite. The structure of custom segments of the integration is also contemplated. The use of line classifications depends on the account configuration, and each invoice retains the subsidiary to which it belongs.
Can I manage several companies?
In NetSuite OneWorld, Calitem prepares each invoice for your subsidiary and respects the associated supplier structure and classifications. You can manage documents from several companies without confusing their accounts or accounting destinations. Consolidation continues in NetSuite.
Does Calitem replace NetSuite?
No. NetSuite maintains the accounting and financial processes of the management system. Calitem automates the receipt, extraction, verification, approval and accounting preparation of supplier invoices before sending the result.
Do I have to prepare files for implementation?
The Calitem team is responsible for setting up the connection and data correspondence with NetSuite. The native connection avoids routine exports and manual file transfers; The workflow adapts to the version and environment of your company.
How much does Calitem cost?
Check the current conditions in the Calitem pricing page.
Connect Calitem with NetSuite
Discover how to automate your invoices and prepare each account and allocation for your accounting system.
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