70–80%
manual effort eliminated with full automation of checks and deposits directly from Budgetly data
98–99%
financial accuracy achieved through advanced mapping, validations, and traceable custom records
100%
visibility enabled with user dashboards and real-time transaction monitoring inside NetSuite
About
Client
Business
Brand Insights
Sunrise2Sunrise is a mission-driven service-based organization dedicated to enhancing community health and individual well-being by providing accessible medical supplies and lifestyle care support services.
Store Presence
The organization operates primarily across community and non-profit health networks, delivering support services directly to individuals in need, with digital tools supporting internal operations and logistics.
Operational Challenges
The client relied on Budgetly.io for daily transactions but lacked an internal mechanism in NetSuite to import, track, and analyze those expenses. Manual reconciliation and limited reporting hampered financial visibility and slowed decision-making.
Our Solutions
Our team developed a robust NetSuite-based automation framework to import Budgetly transactions via CSV into native NetSuite records, enabling streamlined financial management.
CSV Upload Platform via Suitelet
Developed a user-friendly UI in NetSuite for uploading Budgetly CSVs filtered by date and category, simplifying the process for non-technical users.
Map/Reduce Scripts for Record Generation
Processed uploaded files to create structured parent records for metadata and child records for each financial transaction line, ensuring record-level traceability.
GL Transactions via User Event Script
Implemented logic that evaluates transaction type and automatically generates either a Check (credit) or Deposit (debit) in NetSuite, eliminating manual data entry.
Account Mapping via Saved Searches
Resolved missing account references by dynamically mapping Budgetly categories to NetSuite accounts through a custom mapping record and advanced saved search logic.
Challenges
Implementing automated Budgetly-to-NetSuite transaction processing required overcoming several technical and operational challenges.
Duplicate File and Record Handling
Avoided reprocessing errors by adding backend checks to prevent duplicate parent and child records from being created again.
Category-to-Account Mapping Without Direct References
Mapped Budgetly categories to NetSuite accounts using custom records and saved searches, resolving naming mismatches and missing references.
CSV Parsing and Data Sanitization
Handled inconsistent formatting and special characters in CSV files with custom parsing logic to ensure clean, processable data.
Results
The Budgetly-to-NetSuite integration delivered tangible improvements in financial operations, transaction accuracy, and system efficiency for Sunrise2Sunrise.
Seamless Conversion of Budgetly Data
Budgetly CSV files are now seamlessly converted into NetSuite checks and deposits, eliminating manual entry and reducing processing time by 70–80%.
Validated and Auditable Financial Records
Custom mapping logic and validations ensure 98–99% financial accuracy, with traceable custom records linking each transaction to its source for audit readiness.
Future-Ready and Scalable System Design
The integration supports future needs with built-in duplicate checks, clean data processing, and flexibility for enhancements like API connectivity and scheduled automation.
Real-Time Insights into Expense Processing
Interactive dashboards provide live updates on transaction status and financial flow, enabling expense visibility by account, category, and date for better financial control.
