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Unlock the Future of NetSuite with AI & Strategic Planning
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January 2026 · TechNotes by Techfino

Unlock the Future of NetSuite with AI & Strategic Planning

Dive into actionable insights on how AI is reshaping NetSuite right now, plus a behind-the-scenes look at SuiteWorld and team highlights from Canada & Uruguay.

Read the Full Edition →

What's Inside

01

AI in the Finance Stack: 4 Patterns

Mid-market teams are adopting AI faster than most CFOs expect. Here is what the early implementations actually look like in practice.

02

NetSuite 2026.1: What Requires Your Attention

Red Magbojos breaks down every meaningful change and flags the two updates that need a decision from your team before go-live.

03

4 Quick Wins in NetSuite Right Now

All four can be completed without a consultant. One is time-sensitive: a deprecation alert most teams have not seen yet.

04

NetSuite vs. Four Competing ERPs

Side-by-side comparison against Acumatica, Salesforce, SAP, and Intacct. The gap in one category is larger than most evaluators anticipate.

05

Oracle Layoffs: The Direct Impact on Clients

Support response times are already changing. Bryan outlines what Techfino clients can expect and what we have committed to in response.

06

From 14 Days to Close to 5

One client cut close time by 64% and reduced manual commentary by 85%. Full results and methodology from the AICPA CFO Conference in Miami.

Read the Full Edition →

Takes about 8 minutes to read

 

"The AI-powered Close Manager is worth paying attention to. It is one of the first places where NetSuite is embedding intelligence directly into a core financial workflow."

Olivier Gagnon

Olivier Gagnon

NetSuite Practice Manager

 

Coming Soon

AI is moving fast. Your finance team feels it.

We've been working on something to help you navigate this with clarity, not hype. Watch your inbox.

Need a Hand Right Now?

Your techfino squad is just an email or phone call away.

Schedule My 1:1 Session →

or just reply to this email.

Alyssa

Alyssa

Sergio

Sergio

Jonathan

Jonathan

Customer Success & Solution Consulting | techfino

Working with techfino?

Your review helps other finance teams find a partner they can trust.

Review on G2 Review on Google
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    <p style="margin:0 0 8px; font-family:'Lato',Arial,sans-serif; font-size:12px; font-weight:700; color:#53E0DC; letter-spacing:2.5px; text-transform:uppercase;">January 2026 · TechNotes by Techfino</p>
    <h1 style="margin:0 0 16px; font-family:'Lato',Arial,sans-serif; font-size:36px; font-weight:800; line-height:44px; color:#ffffff;">Unlock the Future of NetSuite with AI & Strategic Planning</h1>
    <p style="margin:0 0 28px; font-family:'Lato',Arial,sans-serif; font-size:17px; line-height:28px; color:rgba(255,255,255,0.7);">Dive into actionable insights on how AI is reshaping NetSuite right now, plus a behind-the-scenes look at SuiteWorld and team highlights from Canada & Uruguay.</p>
    <table cellpadding="0" cellspacing="0" border="0" align="center" style="margin:0 auto;"><tbody><tr><td style="background-color:#53E0DC;">
      <a href="https://www.techfino.com/technotes/ai-strategic-planning-2025" target="_blank" style="display:inline-block; background-color:#53E0DC; color:#000042; font-family:'Lato',Arial,sans-serif; font-size:14px; font-weight:700; letter-spacing:1.5px; text-transform:uppercase; text-decoration:none; padding:16px 40px; line-height:18px;">Read the Full Edition →</a>
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    <p style="margin:0 0 16px; font-family:'Lato',Arial,sans-serif; font-size:13px; font-weight:700; color:#000042; text-transform:uppercase; letter-spacing:1.5px;">What's Inside</p>
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  <tr><td style="padding:0 48px 8px;"><table width="100%" cellpadding="0" cellspacing="0" border="0" style="border-left:5px solid #53E0DC; background-color:#F5F6FA;"><tbody><tr>
    <td width="48" style="padding:14px 0 14px 16px; vertical-align:top;"><p style="margin:0; font-family:'Lato',Arial,sans-serif; font-size:22px; font-weight:800; color:#53E0DC;">01</p></td>
    <td style="padding:14px 18px 14px 6px;"><p style="margin:0 0 2px; font-family:'Lato',Arial,sans-serif; font-size:15px; font-weight:700; color:#000042;">AI in the Finance Stack: 4 Patterns</p><p style="margin:0; font-family:'Lato',Arial,sans-serif; font-size:13px; line-height:20px; color:#53535F;">Mid-market teams are adopting AI faster than most CFOs expect. Here is what the early implementations actually look like in practice.</p></td>
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  <tr><td style="padding:0 48px 8px;"><table width="100%" cellpadding="0" cellspacing="0" border="0" style="border-left:5px solid #23237B; background-color:#F5F6FA;"><tbody><tr>
    <td width="48" style="padding:14px 0 14px 16px; vertical-align:top;"><p style="margin:0; font-family:'Lato',Arial,sans-serif; font-size:22px; font-weight:800; color:#23237B;">02</p></td>
    <td style="padding:14px 18px 14px 6px;"><p style="margin:0 0 2px; font-family:'Lato',Arial,sans-serif; font-size:15px; font-weight:700; color:#000042;">NetSuite 2026.1: What Requires Your Attention</p><p style="margin:0; font-family:'Lato',Arial,sans-serif; font-size:13px; line-height:20px; color:#53535F;">Red Magbojos breaks down every meaningful change and flags the two updates that need a decision from your team before go-live.</p></td>
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  <tr><td style="padding:0 48px 8px;"><table width="100%" cellpadding="0" cellspacing="0" border="0" style="border-left:5px solid #4040B2; background-color:#F5F6FA;"><tbody><tr>
    <td width="48" style="padding:14px 0 14px 16px; vertical-align:top;"><p style="margin:0; font-family:'Lato',Arial,sans-serif; font-size:22px; font-weight:800; color:#4040B2;">03</p></td>
    <td style="padding:14px 18px 14px 6px;"><p style="margin:0 0 2px; font-family:'Lato',Arial,sans-serif; font-size:15px; font-weight:700; color:#000042;">4 Quick Wins in NetSuite Right Now</p><p style="margin:0; font-family:'Lato',Arial,sans-serif; font-size:13px; line-height:20px; color:#53535F;">All four can be completed without a consultant. One is time-sensitive: a deprecation alert most teams have not seen yet.</p></td>
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  <tr><td style="padding:0 48px 8px;"><table width="100%" cellpadding="0" cellspacing="0" border="0" style="border-left:5px solid #000042; background-color:#F5F6FA;"><tbody><tr>
    <td width="48" style="padding:14px 0 14px 16px; vertical-align:top;"><p style="margin:0; font-family:'Lato',Arial,sans-serif; font-size:22px; font-weight:800; color:#000042;">04</p></td>
    <td style="padding:14px 18px 14px 6px;"><p style="margin:0 0 2px; font-family:'Lato',Arial,sans-serif; font-size:15px; font-weight:700; color:#000042;">NetSuite vs. Four Competing ERPs</p><p style="margin:0; font-family:'Lato',Arial,sans-serif; font-size:13px; line-height:20px; color:#53535F;">Side-by-side comparison against Acumatica, Salesforce, SAP, and Intacct. The gap in one category is larger than most evaluators anticipate.</p></td>
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  <tr><td style="padding:0 48px 8px;"><table width="100%" cellpadding="0" cellspacing="0" border="0" style="border-left:5px solid #F55B3D; background-color:#F5F6FA;"><tbody><tr>
    <td width="48" style="padding:14px 0 14px 16px; vertical-align:top;"><p style="margin:0; font-family:'Lato',Arial,sans-serif; font-size:22px; font-weight:800; color:#F55B3D;">05</p></td>
    <td style="padding:14px 18px 14px 6px;"><p style="margin:0 0 2px; font-family:'Lato',Arial,sans-serif; font-size:15px; font-weight:700; color:#000042;">Oracle Layoffs: The Direct Impact on Clients</p><p style="margin:0; font-family:'Lato',Arial,sans-serif; font-size:13px; line-height:20px; color:#53535F;">Support response times are already changing. Bryan outlines what Techfino clients can expect and what we have committed to in response.</p></td>
  </tr></tbody></table></td></tr>

  <tr><td style="padding:0 48px 8px;"><table width="100%" cellpadding="0" cellspacing="0" border="0" style="border-left:5px solid #53E0DC; background-color:#F5F6FA;"><tbody><tr>
    <td width="48" style="padding:14px 0 14px 16px; vertical-align:top;"><p style="margin:0; font-family:'Lato',Arial,sans-serif; font-size:22px; font-weight:800; color:#53E0DC;">06</p></td>
    <td style="padding:14px 18px 14px 6px;"><p style="margin:0 0 2px; font-family:'Lato',Arial,sans-serif; font-size:15px; font-weight:700; color:#000042;">From 14 Days to Close to 5</p><p style="margin:0; font-family:'Lato',Arial,sans-serif; font-size:13px; line-height:20px; color:#53535F;">One client cut close time by 64% and reduced manual commentary by 85%. Full results and methodology from the AICPA CFO Conference in Miami.</p></td>
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    <table cellpadding="0" cellspacing="0" border="0" align="center" style="margin:0 auto;"><tbody><tr><td style="background-color:#000042;">
      <a href="https://www.techfino.com/technotes/ai-strategic-planning-2025" target="_blank" style="display:inline-block; background-color:#000042; color:#ffffff; font-family:'Lato',Arial,sans-serif; font-size:14px; font-weight:700; letter-spacing:1.5px; text-transform:uppercase; text-decoration:none; padding:16px 48px; line-height:18px;">Read the Full Edition →</a>
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    <p style="margin:12px 0 0; font-family:'Lato',Arial,sans-serif; font-size:13px; color:#53535F;">Takes about 8 minutes to read</p>
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  <tr><td style="padding:36px 48px 0;"><table width="100%" cellpadding="0" cellspacing="0" border="0"><tbody><tr><td style="border-top:1px solid #E8E9F0; font-size:0;">&nbsp;</td></tr></tbody></table></td></tr>

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        <p style="margin:0 0 16px; font-family:'Lato',Arial,sans-serif; font-size:16px; font-style:italic; line-height:26px; color:rgba(255,255,255,0.85);">"The AI-powered Close Manager is worth paying attention to. It is one of the first places where NetSuite is embedding intelligence directly into a core financial workflow."</p>
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          <td style="padding-right:10px; vertical-align:middle;"><img src="https://www.techfino.com/hs-fs/hubfs/olivier.png?width=36&amp;height=36&amp;name=olivier.png" alt="Olivier Gagnon" width="36" height="36" style="display:block; border-radius:50%; border:2px solid rgba(255,255,255,0.3);" srcset="https://www.techfino.com/hs-fs/hubfs/olivier.png?width=18&amp;height=18&amp;name=olivier.png 18w, https://www.techfino.com/hs-fs/hubfs/olivier.png?width=36&amp;height=36&amp;name=olivier.png 36w, https://www.techfino.com/hs-fs/hubfs/olivier.png?width=54&amp;height=54&amp;name=olivier.png 54w, https://www.techfino.com/hs-fs/hubfs/olivier.png?width=72&amp;height=72&amp;name=olivier.png 72w, https://www.techfino.com/hs-fs/hubfs/olivier.png?width=90&amp;height=90&amp;name=olivier.png 90w, https://www.techfino.com/hs-fs/hubfs/olivier.png?width=108&amp;height=108&amp;name=olivier.png 108w" sizes="(max-width: 36px) 100vw, 36px"></td>
          <td style="vertical-align:middle;"><p style="margin:0; font-family:'Lato',Arial,sans-serif; font-size:13px; font-weight:700; color:#53E0DC;">Olivier Gagnon</p><p style="margin:0; font-family:'Lato',Arial,sans-serif; font-size:11px; color:rgba(255,255,255,0.5);">NetSuite Practice Manager</p></td>
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  <tr><td style="padding:36px 48px 0;"><table width="100%" cellpadding="0" cellspacing="0" border="0"><tbody><tr><td style="border-top:1px solid #E8E9F0; font-size:0;">&nbsp;</td></tr></tbody></table></td></tr>

  <tr><td style="background-color:#000042; padding:36px 48px; text-align:center;">
    <p style="margin:0 0 8px; font-family:'Lato',Arial,sans-serif; font-size:12px; font-weight:700; color:#53E0DC; letter-spacing:2.5px; text-transform:uppercase;">Coming Soon</p>
    <h2 style="margin:0 0 14px; font-family:'Lato',Arial,sans-serif; font-size:22px; font-weight:800; line-height:30px; color:#ffffff;">AI is moving fast. Your finance team feels it.</h2>
    <p style="margin:0; font-family:'Lato',Arial,sans-serif; font-size:15px; line-height:24px; color:rgba(255,255,255,0.7);">We've been working on something to help you navigate this with clarity, not hype. <strong style="color:#53E0DC;">Watch your inbox.</strong></p>
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  <tr><td style="background-color:#F5F6FA; padding:36px 48px; text-align:center;">
    <h3 style="margin:0 0 12px; font-family:'Lato',Arial,sans-serif; font-size:20px; font-weight:800; color:#000042;">Need a Hand Right Now?</h3>
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      <a href="https://www.techfino.com/free-consultation?hsLang=en" target="_blank" style="display:inline-block; background-color:#53E0DC; color:#000042; font-family:'Lato',Arial,sans-serif; font-size:13px; font-weight:700; letter-spacing:1.5px; text-transform:uppercase; text-decoration:none; padding:14px 32px; line-height:18px;">Schedule My 1:1 Session →</a>
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    <p style="margin:10px 0 0; font-family:'Lato',Arial,sans-serif; font-size:13px; color:#53535F;">or just reply to this email.</p>
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      <td style="padding:16px 10px 0 0; text-align:center;"><img src="https://www.techfino.com/hs-fs/hubfs/alyssa.png?width=48&amp;height=48&amp;name=alyssa.png" alt="Alyssa" width="48" height="48" style="display:block; border-radius:50%; border:2px solid #e0e0e0; margin:0 auto 4px;" srcset="https://www.techfino.com/hs-fs/hubfs/alyssa.png?width=24&amp;height=24&amp;name=alyssa.png 24w, https://www.techfino.com/hs-fs/hubfs/alyssa.png?width=48&amp;height=48&amp;name=alyssa.png 48w, https://www.techfino.com/hs-fs/hubfs/alyssa.png?width=72&amp;height=72&amp;name=alyssa.png 72w, https://www.techfino.com/hs-fs/hubfs/alyssa.png?width=96&amp;height=96&amp;name=alyssa.png 96w, https://www.techfino.com/hs-fs/hubfs/alyssa.png?width=120&amp;height=120&amp;name=alyssa.png 120w, https://www.techfino.com/hs-fs/hubfs/alyssa.png?width=144&amp;height=144&amp;name=alyssa.png 144w" sizes="(max-width: 48px) 100vw, 48px"><p style="margin:0; font-family:'Lato',Arial,sans-serif; font-size:10px; font-weight:700; color:#000042;">Alyssa</p></td>
      <td style="padding:16px 10px 0 0; text-align:center;"><img src="https://www.techfino.com/hs-fs/hubfs/sergio-1.png?width=48&amp;height=48&amp;name=sergio-1.png" alt="Sergio" width="48" height="48" style="display:block; border-radius:50%; border:2px solid #e0e0e0; margin:0 auto 4px;" srcset="https://www.techfino.com/hs-fs/hubfs/sergio-1.png?width=24&amp;height=24&amp;name=sergio-1.png 24w, https://www.techfino.com/hs-fs/hubfs/sergio-1.png?width=48&amp;height=48&amp;name=sergio-1.png 48w, https://www.techfino.com/hs-fs/hubfs/sergio-1.png?width=72&amp;height=72&amp;name=sergio-1.png 72w, https://www.techfino.com/hs-fs/hubfs/sergio-1.png?width=96&amp;height=96&amp;name=sergio-1.png 96w, https://www.techfino.com/hs-fs/hubfs/sergio-1.png?width=120&amp;height=120&amp;name=sergio-1.png 120w, https://www.techfino.com/hs-fs/hubfs/sergio-1.png?width=144&amp;height=144&amp;name=sergio-1.png 144w" sizes="(max-width: 48px) 100vw, 48px"><p style="margin:0; font-family:'Lato',Arial,sans-serif; font-size:10px; font-weight:700; color:#000042;">Sergio</p></td>
      <td style="padding:16px 0 0 0; text-align:center;"><img src="https://www.techfino.com/hs-fs/hubfs/jonathan.png?width=48&amp;height=48&amp;name=jonathan.png" alt="Jonathan" width="48" height="48" style="display:block; border-radius:50%; border:2px solid #e0e0e0; margin:0 auto 4px;" srcset="https://www.techfino.com/hs-fs/hubfs/jonathan.png?width=24&amp;height=24&amp;name=jonathan.png 24w, https://www.techfino.com/hs-fs/hubfs/jonathan.png?width=48&amp;height=48&amp;name=jonathan.png 48w, https://www.techfino.com/hs-fs/hubfs/jonathan.png?width=72&amp;height=72&amp;name=jonathan.png 72w, https://www.techfino.com/hs-fs/hubfs/jonathan.png?width=96&amp;height=96&amp;name=jonathan.png 96w, https://www.techfino.com/hs-fs/hubfs/jonathan.png?width=120&amp;height=120&amp;name=jonathan.png 120w, https://www.techfino.com/hs-fs/hubfs/jonathan.png?width=144&amp;height=144&amp;name=jonathan.png 144w" sizes="(max-width: 48px) 100vw, 48px"><p style="margin:0; font-family:'Lato',Arial,sans-serif; font-size:10px; font-weight:700; color:#000042;">Jonathan</p></td>
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    <p style="margin:8px 0 0; font-family:'Lato',Arial,sans-serif; font-size:12px; color:#53535F;">Customer Success &amp; Solution Consulting | techfino</p>
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    <p style="margin:0 0 20px; font-family:'Lato',Arial,sans-serif; font-size:15px; color:#53535F;">Your review helps other finance teams find a partner they can trust.</p>
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