Customer Success Story
Consolidated 22 disparate entity databases and automated complex inter-company transactions across land management, hospitality, and agricultural farming. Roxburghe Estates was able to save 80 hours in its month-end close.
Company
Sunlaws Development Company (Roxburghe Estates)
Partner
Folio3
NetSuite Services
All NetSuite Solutions and Modules
NetSuite Advanced Revenue Management NetSuite OneWorld NetSuite Advanced Financials NetSuite Fixed Asset Management
Application replaced
After implementing NetSuite with Folio3, Roxburghe Estates simplified the complexities of its multi-entity operations. The consolidation of disconnected databases into a single, unified platform and the automation of critical processes resulted in significant time savings.
Saved time to process 2,500 invoices by automating complex transactions
Accelerated the month-end close process and saved hundreds of hours
Automated 35% of total transaction volume and removed manual entry
Consolidated 22 disparate entity databases into a single NetSuite platform
Saved time by automating revenue recognition for rental properties
Removed manual paper filing through ZoneCapture OCR
Roxburghe Estates manages a diverse portfolio of businesses, spanning land and estate management, hospitality, agriculture, renewable energy, property letting, forestry, and sporting activities across the UK. The Estate attracts thousands of visitors every year and is home to Floors Castle, which is at the heart of Roxburghe Estates.
The growth of Roxburghe Estates had outpaced the legacy systems it used to keep track of data and report it to the Duke and the Trustees. The fragmentation created operational risks and delayed strategic decisions.
Complex pass-through transactions between related estate entities were processed manually. This consumed significant capacity of the finance team every single month.
Financial data lived across separate entity databases with no unified view. Producing an estate-wide report required manual data mining that took hours and caused reporting delays.
Rental property revenue recognition was managed through manipulated spreadsheets. This consumed the time of senior finance resources each month that could otherwise go to strategic analysis.
Invoice filing relied on manual paper processing with no systematic duplicate checking, while departmental budgeting depended on fragile, manually linked Excel templates prone to breaking and errors.
Folio3 implemented NetSuite SuiteSuccess Financials First, ARM, OneWorld, Advanced Financials, and Fixed Asset Management as the financial foundation for Roxburghe Estates. The Folio3 team replaced fragmented databases and manual spreadsheet processes with one unified, cloud-based platform. The solution was architected to handle the estate’s unique complexity of multiple entities, interlocking transactions, and strict regulatory reporting requirements.
Deployed as the Roxburghe Estates’ core financial system to replace disconnected entity-level databases and spreadsheets with a single unified platform.
Consolidated 22 disparate entity databases into NetSuite and enabled estate-wide reporting across all business lines from the one source of truth.
Automated complex pass-through transactions between related entities, cut invoice processing time, and freed up the finance team from repetitive manual work.
Automated revenue recognition for rental properties, eliminated manual spreadsheet manipulation, and gave senior finance staff time back for strategic work.
Implemented ZoneCapture OCR with digital approval workflows and systematic duplicate checking. This removed paper filing and reduced the risk of payment errors.
Integrated NetSuite with DataRails to replace fragile, manually linked Excel budget templates with a robust, automated budgeting process.
Roxburghe Estates replaced manual, paper-based, and spreadsheet-driven financial processes with a unified platform. What once required hours of spreadsheet manipulation now delivers estate-wide reports in seconds.
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