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Mastering Financial Efficiency: A Deep Dive into NetSuite’s AP Automation and Bank Reconciliation

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What you're going to learn:

AP Automation: Automate invoice processing in NetSuite with workflows, matching, reminders, and bill capture for faster processing and accuracy.
Bank Reconciliation: Simplify bank reconciliation in NetSuite with features for importing statements, matching transactions, automation, and advanced techniques for efficiency and visibility.

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In this webinar, we’re taking a close look at NetSuite optimization to help you streamline your accounting processes and shorten your period close process. We’ll walk you through the Banking and AP Automation functions in NetSuite, showing you how these features can revolutionize your financial operations. We promise it’s time very well-spent.

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Boost efficiency and accuracy


John Warner

Managing Director, NetSuite Service Leader

John is a NetSuite expert with over 9 years of experience. He launched the NetSuite practice at Embark in April 2023, building on his 3 years of consulting at Connor Group and 6 years in leadership roles at NetSuite itself. He is passionate about business process improvement. John helps clients leverage NetSuite to its full potential.


Jacqueline Hogg

Manager, Business Transformation

With over 6 years of dedicated experience in the NetSuite ecosystem, Jacqueline has cultivated expertise across various sectors, including software, professional/marketing services, food and beverage, retail, and manufacturing. Her project portfolio spans from localized optimizations to global transformation implementations. Jacqueline's knowledge base encompasses diverse work streams such as procurement, revenue management, fixed assets, project management, and more.

Meet your hosts

Participants will earn 1 CPE credit.

Embark is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Record retention policy

Embark will maintain participant information in its CPE database for a period of five (5) years.

Program cancellation policy

Embark may at its discretion cancel a course program, delay a course program offering, or replace a previously announced course program with a course program of similar content. For external participants, Embark will make every effort to provide sufficient notification of a change of title or cancellation via e-mail to registered participants or via other marketing communications.  Embark reserves the right to substitute speakers in the case of instructor illness or other unforeseen circumstances. Due to this program being offered free of charge, there will be no refunds issued.

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Group internet-based
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