When most people think about system integrations, they imagine something simple: download an app, click a few buttons, and everything just works. And in many cases, that’s true - especially for standardized use cases like HR, payroll, or basic costing systems. These "out-of-the-box" integrations are designed for businesses that largely follow the same structure. After all, most companies have:
- Employees with salaries
- Vendor payments
- Marketing spend
- A way to accept payments
Because the structure is so uniform, a one-to-one field mapping works just fine.
But revenue? Revenue is different.
Every company sells differently - especially in B2B. Terms are negotiated, billing schedules vary, and invoicing logic is often event-driven or milestone-based. These aren’t exceptions; they’re the norm in B2B sales. And that’s exactly why connecting Salesforce to NetSuite (or any billing/ERP system) isn't as easy as installing an app.
Here are just a few of the complexities we’ve seen:
- A subscription business might need to update an existing subscription rather than create a new one when a renewal or upsell happens.
- Some deals require credit memos to be automatically issued as part of the negotiation.
- First invoices may follow one schedule, while subsequent ones operate under completely different terms.
- Triggers like go-live dates, usage milestones, or contract signatures can drive billing events - but Salesforce doesn’t track these by default.
- Product SKUs often don’t match between Salesforce and NetSuite, meaning you may need many-to-one or one-to-many mappings with business logic baked in.
- PO numbers might exist in several fields, and you’ll need to search across them dynamically to find the right one.
- You may need to extract special terms like auto-renewal clauses, annual uplift percentages, or minimum commitments buried in the contract.
This level of variability requires more than a drag-and-drop connector. It calls for a real ETL (Extract, Transform, Load) solution - something that not only moves data but transforms it based on your specific billing logic, contract structure, and business rules.
That’s where Dimely (YC) comes in.
We built Dimely because we saw too many finance teams forced to choose between rigid, “set-it-and-forget-it” integrations or building and maintaining custom pipelines that require engineering support every time a sales process changes.
With Dimely, we bring AI and flexibility into the equation - allowing you to configure complex flows (like auto-applying credits, mapping non-standard products, or detecting renewal logic) without having to write code or hire a full-time integration team.
The reality is: revenue is the lifeblood of your business, and it deserves tooling that can adapt to it - not the other way around.
If you're trying to bridge the gap between Salesforce and NetSuite and finding it harder than expected, you’re not alone. Let’s talk.