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AI, NetSuite 2026.1, Quick Wins & More
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March 2025 · TechNotes by Techfino

AI, NetSuite 2026.1, Quick Wins & More

AI in the Finance Stack, NetSuite 2026.1 Release Guide, 4 Quick Wins, ERP Comparisons, AICPA Engage, and a coming soon teaser.

Read the Full Edition →

What's Inside

01

AI in the Finance Stack

4 things we're seeing as mid-market teams put AI into practice with precision.

02

NetSuite 2026.1 Release Guide

What changed, what it means, and whether you need to act. By Red Magbojos.

03

4 NetSuite Quick Wins

Things you can do right now — including a TBA deprecation alert.

04

ERP Comparison Guides

NetSuite vs. Acumatica, Salesforce, SAP, and Intacct — side by side.

05

Techfino at AICPA Engage

April 13–15. Bryan Willman leads a live AI + NetSuite demo.

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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  <tr><td style="font-size:0; line-height:0;"><div style="height:6px; background:linear-gradient(90deg,#4040B2,#53E0DC);">&nbsp;</div></td></tr>

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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;">March 2025 · 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;">AI, NetSuite 2026.1, Quick Wins & More</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);">AI in the Finance Stack, NetSuite 2026.1 Release Guide, 4 Quick Wins, ERP Comparisons, AICPA Engage, and a coming soon teaser.</p>
    <table cellpadding="0" cellspacing="0" border="0" align="center" style="margin:0 auto;"><tr><td style="background-color:#53E0DC;">
      <a href="https://www.techfino.com/technotes/march-2026" 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 &#8594;</a>
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  </td></tr>

  <tr><td style="padding:40px 48px 32px;">
    <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;"><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</p><p style="margin:0; font-family:'Lato',Arial,sans-serif; font-size:13px; line-height:20px; color:#53535F;">4 things we're seeing as mid-market teams put AI into practice with precision.</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;"><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 Release Guide</p><p style="margin:0; font-family:'Lato',Arial,sans-serif; font-size:13px; line-height:20px; color:#53535F;">What changed, what it means, and whether you need to act. By Red Magbojos.</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;"><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 NetSuite Quick Wins</p><p style="margin:0; font-family:'Lato',Arial,sans-serif; font-size:13px; line-height:20px; color:#53535F;">Things you can do right now — including a TBA deprecation alert.</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;"><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;">ERP Comparison Guides</p><p style="margin:0; font-family:'Lato',Arial,sans-serif; font-size:13px; line-height:20px; color:#53535F;">NetSuite vs. Acumatica, Salesforce, SAP, and Intacct — side by side.</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;"><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;">Techfino at AICPA Engage</p><p style="margin:0; font-family:'Lato',Arial,sans-serif; font-size:13px; line-height:20px; color:#53535F;">April 13–15. Bryan Willman leads a live AI + NetSuite demo.</p></td>
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    <table cellpadding="0" cellspacing="0" border="0" align="center" style="margin:0 auto;"><tr><td style="background-color:#000042;">
      <a href="https://www.techfino.com/technotes/march-2026" 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 &#8594;</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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        <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/hubfs/olivier.png" alt="Olivier Gagnon" width="36" height="36" style="display:block; border-radius:50%; border:2px solid rgba(255,255,255,0.3);" /></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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    <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>
    <p style="margin:0 0 20px; font-family:'Lato',Arial,sans-serif; font-size:16px; line-height:26px; color:#53535F;">Your techfino squad is just an email or phone call away.</p>
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      <a href="https://www.techfino.com/free-consultation" 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 &#8594;</a>
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      <td style="padding:16px 10px 0 0; text-align:center;"><img src="https://www.techfino.com/hubfs/alyssa.png" alt="Alyssa" width="48" height="48" style="display:block; border-radius:50%; border:2px solid #e0e0e0; margin:0 auto 4px;" /><p style="margin:0; font-family:'Lato',Arial,sans-serif; font-size:10px; font-weight:700; color:#000042;">Alyssa</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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