Float people and clients become NetSuite employees and customers.
The names on the schedule are the names finance already bills against, so nobody reconciles two lists by hand.
Integration
NetSuite to Float integration.
Connect Float resource planning signals to the NetSuite workflows your team uses to staff work, understand project context, and keep finance moving.
What moves
What actually moves between Float and NetSuite.
People, clients, projects, tasks, and logged time — arriving in NetSuite ready to cost and bill.
Planned work lands where it gets costed.
Float projects become NetSuite customer projects and Float tasks become project tasks, so the plan has a real destination in the system that bills it.
Logged time arrives ready to bill.
Time converts to NetSuite time records with the employee, customer project, task, service item and billable flag already resolved.
Nothing fails quietly.
Records stage before they convert and keep a status. Anything that fails is held, visible and re-runnable rather than dropped.
Workflow diagram
Float to NetSuite, and back.
A practical lane view of how Float activity lands in NetSuite, and what goes back.
Float
Financial system of record
Capabilities
Built to handle the details generic syncs miss.
Float is where the work gets planned and logged. NetSuite is where it gets billed and costed. The integration moves it across on your rules, not on a fixed template.
- Float clients, people, projects and tasks become NetSuite customers, employees, customer projects and project tasks.
- Each entity runs on its own schedule and its own switch: off, import only, import and convert, or convert only.
- Logged time becomes a real NetSuite time record, with the employee, customer project, task, service item and billable flag resolved on rules you set.
- Billable handling is yours: follow Float, force billable, force non-billable, or leave NetSuite's own default alone.
- Nothing converts blind. Records stage first and carry a conversion status, so a failure is visible and re-runnable rather than lost.
- New customers and projects created in NetSuite can push back into Float, per record, so planners are not re-keying them.
Why Catalyst
Built around the handoff, not just the connection.
Catalyst plans integration work around the way NetSuite has to run after the data arrives: billing, service operations, finance review, exception handling, and day-to-day visibility.
- API-to-API integration work grounded in real NetSuite operating context.
- A workflow-first approach to records, transactions, billing signals, and exceptions.
- Experience connecting PSA, CRM, distributor, billing, and operational systems into NetSuite.
- A senior team that can stay with the details when the workflow is more nuanced than a basic sync.
Bring the workflow
Bring us the Float workflow everyone keeps working around.
We will help turn the planning signal, the NetSuite destination, and the review step into a workflow your team can trust.
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