Undercover Snacks Hits the Business Sweet Spot
Unlocking Growth Potential with NetSuite Financial Planning
Businesses of all sizes face a shared challenge: how to efficiently manage complex financial operations while preparing for future growth. Whether you’re a start-up seeking scale or an established enterprise aiming to refine processes, NetSuite financial planning offers unparalleled support for navigating today’s dynamic economic landscape.
NetSuite has been instrumental in transforming how organisations plan, execute, and optimise their financial strategies. Built on a cloud-native platform, it delivers integrated functionality that goes beyond traditional financial planning tools, empowering businesses to thrive in an increasingly competitive market.
The Importance of Strategic Financial Planning
Financial planning serves as the backbone of sustainable growth. It’s not just about creating budgets or tracking expenses; it’s about anticipating challenges, identifying opportunities, and ensuring resources are allocated efficiently.
Modern financial planning must be agile, data-driven, and fully integrated into the wider business ecosystem to truly add value. This is where NetSuite financial planning excels.
NetSuite enables businesses to shift from reactive financial management to a proactive and strategic approach. By automating repetitive processes, providing real-time visibility, and enabling seamless collaboration across departments, the platform ensures that financial planning becomes a catalyst for growth rather than a bottleneck.
These are the key factors that supported Undercover Snacks’ rapid expansion.
Real-World Success with NetSuite Financial Planning: Undercover Snacks
Consider the journey of Undercover Snacks, a fast-growing company dedicated to providing delicious, allergy-friendly chocolate snacks.
Undercover Snacks is using Oracle NetSuite to support its rapid expansion throughout the U.S. and globally. With the help of NetSuite financial planning, the company has integrated its critical business operations, connecting customer, supplier, production, and warehouse data.
Since implementing NetSuite, Undercover Snacks has gained full visibility and control over inventory, operations, and financial planning.
Inspired by a desire to create allergy-friendly treats for her children with Celiac disease, CEO Diana Levy launched the flagship line of Chocolate Quinoa Crisps in 2017. Initially making small batches in a commercial kitchen and delivering them to Whole Foods stores herself, demand soon outgrew capacity. Together with her husband Michael, she built a state-of-the-art SQF-certified manufacturing facility capable of producing over 40,000 bags per day.
This enabled rapid expansion — from 2,000 to over 10,000 stores globally — and into new channels like United Airlines. However, as complexity grew, it became clear that outdated systems were no longer fit for purpose.
To scale effectively, the company replaced QuickBooks with NetSuite financial planning.
"With a uniquely delicious taste and texture, combined with a healthier nutrition profile, Undercover Snacks is experiencing strong and accelerating demand."
— Diana Levy, CEO"We knew we were being held back by the systems we were using… With NetSuite, we’ve automated critical business functions and gained greater insight into every aspect of our business."
— Michael Levy, Chairman
How NetSuite Financial Planning Enhanced Undercover Snacks' Efficiency
Real-Time Financial Insights
Traditional planning often uses outdated data, leading to poor decisions. NetSuite provides real-time insights into cash flow, revenue, and expenses — helping Undercover Snacks act quickly and decisively during its expansion.
Automation of Routine Tasks
NetSuite automated critical financial functions like reconciliations, forecasting, and reporting. This reduced error rates and freed up time for strategic initiatives — vital for a fast-scaling business like Undercover Snacks.
Customisation and Scalability
Every business is unique. NetSuite provided Undercover Snacks with a highly customisable solution that supported delivery to a rapidly growing global customer base.
Key Benefits of NetSuite Financial Planning
Improved Forecasting Accuracy
NetSuite uses historical data and predictive analytics to produce reliable financial projections, helping businesses anticipate trends and allocate resources effectively.
Integrated Financial Management
NetSuite unifies financial planning with inventory, procurement, and order processing to provide a seamless, real-time view of operations.
Enhanced Compliance and Reporting
With built-in audit trails and regulatory reporting tools, NetSuite simplifies compliance and ensures businesses stay on top of global requirements.
Strategic Collaboration
By offering a single source of truth, NetSuite fosters collaboration across departments, making financial planning a shared, strategic process.
Reduced Time to Close Books
NetSuite automates and accelerates month-end processes, reducing the time to close and improving accuracy — freeing up finance teams to focus on higher-value work.
Why Your Organisation Needs NetSuite Financial Planning
No matter your industry or size, financial planning is a critical driver of growth. NetSuite financial planning enables organisations to:
- Streamline operations through automation
- Gain real-time financial visibility
- Scale easily to meet new demands
- Make smarter, faster business decisions
By transforming finance from a back-office function to a strategic asset, NetSuite ensures finance teams are empowered to drive measurable value.
Take the Next Step with NetSuite Financial Planning
If you’re ready to unlock the full potential of your organisation, we’re here to help. Discover how NetSuite financial planning can support your growth, enhance efficiency, and drive strategic decision-making.
Contact us today to learn how this innovative platform can transform your financial operations.
