Integrate a phone with automated call logging in NetSuite

Empower Your Accounting and Finance Teams

NetSuite has transformed financial management for businesses worldwide. Now, with RingCentral's seamless integration, you can elevate your accounting and finance operations to unprecedented levels of efficiency and accuracy.

Streamline Financial Communications

Imagine your finance team having all of RingCentral's powerful communication tools embedded directly within the NetSuite interface. Place calls to clients, send SMS payment reminders, and check voicemail about urgent financial matters—all without leaving your financial management system. This integration brings a new level of efficiency to accounting workflows, allowing you to manage accounts, process transactions, and communicate with stakeholders seamlessly.

360° Financial View at Your Fingertips

NetSuite provides comprehensive financial data. Our integration takes it further by instantly displaying caller information through screen pop-ups. Whether it's a client calling about an invoice or a vendor discussing payment terms, your finance team is always prepared with the most up-to-date financial information, ensuring accurate and timely responses.

Real-Time Financial Data Synchronization

Keep your NetSuite financial records and RingCentral communication logs in perfect sync. Call history and dispositions automatically update, ensuring your financial CRM always reflects the most current communication data. This real-time synchronization empowers your accounting team to make informed decisions, track payment discussions, and provide personalized financial service to clients and vendors.

Boost Productivity in Financial Operations

Time is crucial in finance, and our click-to-call feature saves precious minutes. With a simple hover-to-show tooltip revealing a click-to-call button on any phone number within NetSuite, your team can instantly contact clients about overdue payments or vendors about upcoming transactions. This seamless integration means less time navigating between systems and more time resolving financial matters.

Always Connected for Time-Sensitive Financial Matters

The RingCentral integration keeps your finance team connected even when they're not actively using the NetSuite tab. Our Unified CRM extension allows placing and receiving calls about urgent financial issues anytime, ensuring no critical financial communication is missed.

Effortless Financial Call Logging

Automatically or manually synchronize RingCentral call history, SMS, and voicemail logs to NetSuite financial records. This feature ensures that your accounting team spends less time on administrative tasks and more time on critical financial analysis and client financial management.

Secure and Compliant Communication

For the finance sector, security and compliance are paramount. RingCentral's integration with NetSuite maintains the highest standards of data protection, ensuring that all financial communications are secure and in line with industry regulations.

Take Control of Financial Communications

With active call control, manage calls about sensitive financial matters directly from your NetSuite interface. This flexibility allows your finance team to handle confidential discussions professionally, whether in the office or working remotely.

By integrating RingCentral with NetSuite, you're creating a powerful financial communication hub that will transform how you manage accounts, process transactions, and interact with clients and vendors.

Ready to revolutionize your financial operations? Download RingCentral for NetSuite to streamline your accounting processes, enhance financial communication, and drive fiscal success for your organization.