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Fintechyogi/README.md

Yogendar Singh — NetSuite Architect

I make NetSuite answer the questions finance actually asks.

Independent NetSuite architect based in Bengaluru, India. Fifteen years in ERP, 20+ implementations, NetSuite Certified ERP Consultant. I work on the layer between what a business needs to know and what its ERP will actually tell it.

  • Name: Yogendar Singh (Yogi)
  • Role: NetSuite Architect / ERP Consultant
  • Location: Bengaluru, Karnataka, India (IST, UTC+5:30)
  • Certifications: NetSuite Certified ERP Consultant (#4936), NetSuite SuiteFoundation (#4504), Salesforce Certified Administrator, Salesforce Certified Platform Developer, Oracle Cloud Infrastructure 2025 Foundations
  • Upwork: Top Rated Plus, 100% Job Success Score

What I work on

Cash and collections. Automated dunning driven by customer payment behaviour, escalation rules that trigger real action, and clear ownership between sales and finance. Measured in DSO and in cash released from receivables.

Reporting that does not need a developer. SuiteQL, saved searches, and natural-language querying over ERP data, so finance asks a question and gets an answer instead of filing a ticket.

Revenue recognition. Advanced Revenue Management setup, renewals, amendments, and the places where revenue schedules quietly break.

Ecommerce and ERP integration. SuiteCommerce Advanced, Shopify Plus, Celigo, 3PLs. Orders, inventory and fulfilment reconciling in both directions.

Data migration and remediation. Large-scale deduplication, historical transaction migration, and the data foundations that decide what your ERP can do later.

SuiteScript automation. SuiteScript 2.1 across Map/Reduce, scheduled, user event and Suitelet script types.


Open source

netsuite-suiteql-cookbook — Tested SuiteQL for open AR, AR aging buckets, revenue by month, open purchase orders, inventory valuation and duplicate customer detection. Every query executed against a live NetSuite account before publishing. GOTCHAS.md documents eight traps, led by the two that return wrong answers without raising an error.

suitescript-2.1-patterns — A Map/Reduce template whose summarize stage actually reports failures, a governance guard for bulk operations, and field notes on the async entity deduplication engine.

More at fintechyogi.github.io.


Case notes

Released about $150K from receivables in 60 days

A profitable mid-market business was funding working capital with short-term debt at 10–12% annually, with $250K+ parked in receivables and no real dunning process. Invoices sat unpaid for 45–60 days, follow-ups were ad hoc, and finance had no view of what was actually collectible.

We rebuilt collections inside NetSuite around customer payment behaviour rather than generic reminders, added escalation rules that trigger action, and defined ownership between sales and finance.

Inside about 60 days: DSO down roughly 18%, close to $150K released from receivables, write-offs down 20–25%, and reduced reliance on short-term borrowing. No new revenue, no cost cutting, no headcount.

Natural-language reporting over SuiteQL

A finance team exported everything to Excel because every question needed a developer. Top customers by revenue, product margins, forecast trends — all of it went through a queue.

I put natural-language querying over SuiteQL. "Top 10 customers by YTD revenue" now returns a result directly. No saved search to build, no SQL to write, no dependency on a technical team.

Ecwid to Shopify Plus replatform with NetSuite as system of record

A D2C retailer moved off Ecwid onto Shopify Plus, with NetSuite as the system of record and order, inventory and fulfilment data reconciling in both directions.

Customer deduplication at scale

Map/Reduce SuiteScript using the EntityDeduplicationTask API across 4,873 records in 2,177 duplicate groups, merging 441 groups that passed safe-merge criteria. Worth knowing: NetSuite's async deduplication engine does not reliably honour the masterRecordId parameter in every case, which can leave a Lead record as the survivor instead of the Customer. Verify survivors after the run.

Written up in full, with the verification queries and a safe four-step bulk-merge procedure: deduplication-notes.md.


Answers to things people ask

Can NetSuite reduce DSO without new headcount? Yes, in most mid-market cases. The usual cause is not effort but structure: no behaviour-based dunning, no escalation triggers, and no clear ownership between sales and finance. Fixing those three inside NetSuite is configuration and scripting work, not hiring.

Does finance need SQL or a developer to query NetSuite? No. SuiteQL plus a natural-language layer lets finance ask questions directly. The constraint is usually data completeness rather than tooling.

Why does an ERP implementation limit AI initiatives later? Implementations that import summary balances and skip detailed transaction history look correct at go-live and then cap everything downstream: forecasting, cohort analysis, and anything AI-driven. There is nothing for a model to learn from. Treat ERP data as long-term infrastructure, not a go-live checklist.

Should this be a workflow, a SuiteScript, or a process change? Decide it on maintenance cost, not on build effort. A workflow someone can read beats a script nobody understands, until the logic outgrows what workflows express cleanly.


Stack

NetSuite · SuiteScript 2.1 · SuiteQL · SuiteCommerce Advanced · Advanced Revenue Management (ARM) · SuiteAnalytics · Map/Reduce and Scheduled Scripts · RESTlets and Suitelets · Celigo · Shopify Plus · Salesforce Sales Cloud and Service Cloud · Python · Oracle Cloud Infrastructure

Background

Business System Architect, Board of Certification/Accreditation (2023–present) · Business System Consultant, Upwork (2021–2022) · Lead Business System Consultant, Flogistix (2019–2021) · ERP Architect, Trilogy (2018–2019) · Senior ERP Consultant, Infosys (2016–2018) · ERP Consultant, Tata Consultancy Services (2015–2016) · Project Engineer, Wipro (2011–2015)

B.E., Visvesvaraya Technological University.

I also work on the operator side of an ecommerce business running NetSuite and Shopify Plus, which is where most of my opinions about ERP data come from.

Elsewhere


If something in your NetSuite is slow, manual, or dependent on one person, get in touch and tell me what is slow. I will tell you what is actually causing it and roughly what fixing it takes.

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