Streamlining Healthcare Finance with NetSuite and AI

By - November 20, 2025

In today’s fast-changing healthcare environment, financial operations continue to grow more complex. To keep up, healthcare organizations need to streamline core financials, reduce manual work, and strengthen forecasting and planning. AI in healthcare financial operations plays an important role in helping teams work more efficiently and make better decisions.

At RSM, we understand the challenges healthcare finance teams face. We work with organizations to modernize their systems, improve daily processes, and stay compliant while still focusing on efficiency and long-term growth.


Why AI Matters for Healthcare Finance Teams

AI has the potential to reshape key business functions, from financial reporting to demand planning. When you integrate AI with an Enterprise Resource Planning system like NetSuite, you can:

  • Streamline financials, procurement, and revenue management

  • Reduce manual tasks and improve reporting accuracy

  • Strengthen forecasting, planning, and scenario modeling

NetSuite’s AI-driven tools are designed to support the changing needs of healthcare organizations and give leaders a clearer view of performance.


Improving Financial Management with AI

AI helps finance teams by automating routine tasks such as invoice processing, financial reporting, and compliance tracking. NetSuite’s AI features, including intelligent item recommendations, financial exception management, and automated bill capture, simplify these tasks and improve accuracy.

Generative AI adds another layer of value through enhanced reporting and analysis. Tools like narrative reporting and text enhancement make it easier to produce detailed, insightful reports that support faster and more informed decision-making.


Stronger Operations with Agentic AI and Connected Systems

New innovations in agentic AI allow systems to run with even less manual oversight. NetSuite’s AI connector integrates with platforms like Claude and ChatGPT so users can query data, run reports, and update records directly from their AI workspace. This kind of integration improves productivity and gives teams a more complete view of financial health.

Implementing these tools requires both technical expertise and industry knowledge. RSM brings both to the table. Our teams help clients modernize their systems, adopt new technologies, and develop strategies that support long-term success.


The Benefits of an AI-First ERP

NetSuite’s AI-first ERP experience, built on Oracle technology, helps organizations work with clean, connected data that improves the quality of AI-driven insights. Beyond basic financial management, the platform supports forecasting, operational analysis, and planning activities that help organizations move away from manual processes and improve accuracy and efficiency.


Better Insights with NetSuite’s EPM Suite

NetSuite’s Enterprise Performance Management suite strengthens planning and analysis by bringing together data from systems such as CRM and HRIS. With built-in modeling tools and direct integration with NetSuite ERP, teams can drill into transaction-level details and work with complete transparency.

EPM supports key planning activities like personnel planning, revenue forecasting, capital expenditure planning, and cash flow analysis. User-friendly workflow features help teams stay aligned, and Microsoft Office integrations make it easy to update reports and share accurate information across the organization.


Achieving Better Outcomes with AI and Automation

When healthcare organizations combine automation, AI, and modern ERP systems, they gain a clearer path to more efficient and reliable financial operations. These tools reduce manual work, provide deeper insights, and help finance teams stay focused on high-value analysis.

RSM partners with healthcare organizations to help them navigate this transition. Our experience in audit, tax, and consulting, along with our understanding of the healthcare industry, allows us to guide organizations with confidence.

NetSuite’s AI-driven ERP and EPM solutions offer a scalable and flexible foundation for modern financial management. Organizations that adopt these tools now will be better prepared for future challenges and opportunities.

Contact our team to learn more!

Receive Posts by Email

Subscribe and stay aware of new posts by email.

Please Select Your Interests