Finance & ERP integration
Change orders and margin, reconciled with NetSuite.
Syncs signed change orders into NetSuite projects and billing, and reads project actuals so margin telemetry matches the system of record.
- Vendor
- Oracle
- Plan
- Scale plan
- Authentication
- NetSuite OAuth 2.0 (REST web services) with a dedicated integration role
- Setup time
- One guided session, typically 60 to 90 minutes with your NetSuite admin
- Sync
- Immediate on signature; project actuals hourly via SuiteQL
Overview
How TWINJAM works with NetSuite
Multi-office agencies and consultancies usually treat NetSuite as the financial system of record, often with SuiteProjects for project accounting. If change orders live outside it, revenue recognition and project margin reports drift from what delivery teams see. TWINJAM connects through NetSuite's REST web services and keeps the two aligned.
When a change order is signed, TWINJAM updates the project's budget and creates the billing record your finance team prefers, such as a sales order line or a billing milestone, with the change order number and SOW clause for audit. It reads project actuals and billed amounts back, so realization and margin forecasts in TWINJAM reconcile to NetSuite rather than to a separate spreadsheet.
NetSuite deployments vary, so the Scale plan includes a configuration session with your NetSuite administrator to map subsidiaries, project records, items and custom fields before any write is enabled. Until then, the connection runs read-only.
In practice
A migration that found another database
Mid-migration, an IT consultancy discovers a legacy data source excluded from schedule B. The signed $18,400 change order updates the NetSuite project budget by 112 hours and adds a sales order line, so the CFO's margin report matches what delivery sees.
The payload on the right is the event TWINJAM emits to your triage feed and to outbound webhooks, so you can route it into your own reporting.
{
"type": "change_order.erp_synced",
"id": "erp_N5f3Yb7Q",
"change_order": "CO-517",
"workspace": "ORB-CLOUD",
"destination": {
"tool": "netsuite",
"subsidiary": "US",
"project": "PRJ-1184 Orbis cloud migration",
"record": "Sales order line"
},
"amount_usd": 18400,
"project_budget": {
"hours_before": 1240,
"hours_after": 1352
},
"memo": "CO-517, MSA schedule B clause 4.6: additional legacy data source"
}Permissions
Scopes requested, and why.
| Scope | Why TWINJAM needs it |
|---|---|
| rest_webservices | Read project records and actuals, and create billing records for signed change orders. |
| Custom integration role | Your admin grants record-level permissions only for projects, customers, items and sales orders. |
Events
What triggers a check.
TWINJAM: change_order.signed
Creates billing records and updates project budget in NetSuite.
Poll: SuiteQL project actuals, hourly
Reconciles hours, cost and billed amounts with TWINJAM telemetry.
Setup
Connect NetSuite in one guided session, typically 60 to 90 minutes with your NetSuite admin.
An admin connects once. PMs never need to re-authenticate, and you can revoke access from TWINJAM or the vendor's admin console at any time.
- 1Your NetSuite admin creates an integration record and a dedicated TWINJAM role.
- 2Connect with OAuth 2.0 from TWINJAM and confirm the account ID and subsidiary.
- 3Map client contracts to NetSuite customers and projects, and change orders to an item.
- 4Run read-only for one billing cycle, then enable write-back after finance sign-off.
FAQ
NetSuite integration questions
Project records, budgets and actuals for mapped projects. Customers, subsidiaries and items for mapping. Billing status for records TWINJAM created. It never reads: general ledger detail, payroll or employee compensation; records outside the integration role's permissions; vendor bills and purchasing.
Creates billing records and budget updates for signed change orders, once enabled after configuration. Every action that could reach a client requires a PM to approve it first.
Scale plan: Scale (from $1,800/mo billed annually). Every plan starts with a 14-day free production trial.
Immediate on signature; project actuals hourly via SuiteQL. Setup takes one guided session, typically 60 to 90 minutes with your NetSuite admin.
Related integrations
All integrationsQuickBooks OnlineFinance & ERP
Turns signed change orders into QuickBooks Online estimates or invoice lines, and reads invoice status so realization reporting reflects cash, not intent.
HarvestTime tracking
Pulls Harvest time entries by project and task, splits hours into contracted and uncontracted work, and syncs approved change orders back as billable budget.
DocuSignE-signature
Sends PM-approved change orders as DocuSign envelopes with your signature blocks, then tracks viewed, signed and declined status back in TWINJAM.
Put NetSuite on the same page as your SOW.
Connect it during a 14-day free production trial and see the first flags from your live projects within days.