Finance Analytics Best Practices

Achieve Finance Excellence With Real-Time Analytics

Every finance executive knows that analytics can help you gain real-time visibility in your business to help manage your profitability.


Transparency and visibility are two critical best practices for Finance departments. iCharts Visual Analytics empowers Finance departments to open up the financial “black box” and collaborate with executives and colleagues. From C-level to analysts, iCharts allows key members of the Finance team to rapidly create, distribute and collaborate on key issues such as cash flow analysis, income trends and capital expenditure ratios, via easy to comprehend data visualizations.


iCharts’ real-time visual analytics capabilities, coupled with our native integration with leading CRM / ERP systems, such as NetSuite and Salesforce, means that you no longer need to rely on outdated extracts or your over-burdened IT team to create the visual reports you need to run your business in real-time. You can even use our API to blend data from other systems to get a complete view on your financial performance.

Improve your sales with iCharts

Accurately Forecast Revenues

by improving planning and budgeting

Benefits of iCharts

Manage Cost and Cash Flow

by improving control

Reduce Risk

Reduce Complexity and Risk

by creating reporting mechanisms that provide a clear picture

Finance accountability

Increase Accountability

by increasing transparency across your organization

Leading finance teams leverage analytics and reports that are:

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The ability of the human brain to process visual information is 60,000 times higher than processing numbers alone. Leaders spend time understanding how to improve their performance, not interpreting data.

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Integrated into their sales processes

Their ability to drive decisions from their analytics increases exponentially when these are embedded into their existing finance processes and systems, as opposed to having them available in a standalone Business Intelligence tool.

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Provide a Single Source of Truth

Everyone in their teams has access to the same information. Analysis focus on the issues to work on, not reconciling the data sources.

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Interactive Visualizations

Their analytics allow their organizations to interact with the data and personalize what they are looking for to quickly identify the most relevant issues (e.g., filter by cost, profitability, complexity, and process).

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They are able to review and react to real-time changes in their business, not based on pre-aggregated data that can never be up-to-minute.

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Available to Everyone

They empower everyone in their organizations to view and manage their business, not just management.

Karen Blankenship

“iCharts allowed us to quickly increase our real-time visibility into our business; better enabling our Finance, Customer Support and Project Management teams to focus more on business outcomes and less on data creation and validation.”


Karen Blankenship, Appspace, ERP Manager

iCharts empowers leading Finance departments to:


  • Reduce financial risk through cash analyses with interactive visualization
  • Become a true business partner by identifying the KPIs that will drive the greatest revenue growth and profitability
  • Increase business accountability by easily sharing financial intelligence with key stakeholders
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Want to learn more?

Learn how leading Finance teams use analytics to manage profitability and cash flow. 

Additional Resources

Resources Beginners Guide


NetSuite Beginner’s Guide to Records, Searches and Exporting Data

Learn the best ways to organize, search, and manipulate your data, and start using NetSuite like a pro.




Download eBook >

Resources NetSuite Demo


iCharts for NetSuite Demo Video

Watch 15-minute recorded demo to experience the leading NetSuite visual reporting application.




Watch Demo >

Resources Tools Guide


Reporting & Analytics Tools Guide for NetSuite eBook

Get practical advice on how to select the right NetSuite reporting tool to visualize your NetSuite data based on your business needs.




Download eBook >