Efficientix / Efficientix+ / Portals
Customer and supplier portals native to NetSuite.
Invoice intake, SAT tax validation and approvals without leaving your financial system, plus online statements of account for your customers.
How we help
From challenge to value
The challenge
- Accounts payable run on emails and shared spreadsheets
- Double entry of invoices
- Documents without tax requirements entering the books
- Customers asking for statements and invoices by email
- Slow approvals with no traceability
Our solution
- Supplier portal: centralizes invoice intake
- Validates SAT requirements and CFDI 4.0
- Automates approvals and shows payment status
- Customer portal: statement and invoices online
- No double entry: everything lives in NetSuite
Value for your business
- Only tax-valid documents enter your books
- Less administrative time in accounts payable
- Traceability of approvals and payments
- A better experience for suppliers and customers
- Native tax compliance in your ERP
Product at a glance
How it looks in action
Illustrative screen based on the app modules, with sample data.
What you will find
- Invoice intake with CFDI 4.0 validation
- Approvals and payment status
- Statement of account for customers
More from Efficientix+
Other apps that integrate with NetSuite
POS
Floor operations connected to inventory, invoicing and accounting: ticket, payment and invoice in a single operation.
Learn moreMobile sales
A field sales force always connected to the ERP: quote and take orders from your phone with live catalog, prices and inventory.
Learn moreSuite Fiscal
Integrated, accessible tax information ready to operate: SAT bulk download, CFDI management and reconciliation in NetSuite.
Learn moreIndustries where it fits best:
Use cases by industry
Where Customer and supplier portals is used
Food and beverage
The supplier portal receives and validates raw material and packaging invoices before they enter your books.
Learn moreWholesale and distribution
The customer portal offers statements and invoices online; the supplier portal receives and validates supplier invoices before they are booked.
Learn moreFintech and financial services
The supplier portal validates supplier CFDI and orders approvals before posting.
Learn moreManufacturing
The supplier portal receives and validates raw-material and parts invoices before posting.
Learn moreProfessional services
The customer portal offers statements and invoices online, and the supplier portal orders subcontractors and vendors.
Learn moreLivestock
The supplier portal orders the intake of invoices for feed, medicine and services with tax validation.
Learn moreTransportation and logistics
The supplier portal receives invoices for parts, fuel and services with tax validation.
Learn moreReal Estate
The customer portal gives each tenant a statement and invoices online, and the supplier portal orders maintenance and service invoices.
Learn moreTelecom and cable (FTTH)
The supplier portal orders contractor and installer invoices with tax validation.
Learn moreFAQ
Questions, answered
What is a supplier portal for NetSuite?
It is a native ERP extension that centralizes invoice intake, validates SAT requirements and automates approvals without leaving your financial system.
Does it validate CFDI 4.0?
Yes. Only tax-valid documents enter your books, which protects deductibility.
Does it include a customer portal?
Yes. Your customers can check their statement of account and invoices online.
// NETSUITE
Let's talk about your NetSuite project.
Tell us which system you run today and what you want to solve. We will propose the next step.
Operating in Mexico?
Does your company have a subsidiary in Mexico?
Run it in the same NetSuite as your U.S. headquarters. MX+ localization brings CFDI 4.0, DIOT and electronic accounting built in, with support in English and Spanish.