CalfTech Connects Farm Operations and Finance Across a Two-Phase Digital Transformation

A sequenced platform deployment replaced Summit and QuickBooks with Cattlytics and Oracle NetSuite, giving one of the West Coast's largest calf-raising operations a connected environment for animal data, feeding records, and financial reporting.

CalfTech Connects Farm Operations and Finance Across a Two-Phase Digital Transformation

Summary

CalfTech ran farm operations on Summit and finances on QuickBooks with no connection between them. Every handoff was manual, and no single system tracked animals from arrival to invoice. Folio3 deployed NetSuite for financials and Cattlytics for farm operations, building a Folio3 AgTech Connector that links every animal event to the corresponding financial record.

About

CalfTech Corporation is one of the West Coast's largest custom calf-raising operations, based in Tipton, California. In operation since 1988, the company raises beef-on-dairy calves and is recognized for low incidence of liver abscesses at harvest. CalfTech operates a buy-and-sell program and a contract feeding service, and holds five IMI Global certifications including NHTC and BeefCare.

Solutions Built

Industry

Agriculture — Custom Calf Raising

Geography Served

Tipton, California

Technology

Oracle NetSuite, Cattlytics (Folio3 AgTech), Allflex EID Readers

Measurable Outcomes

5

IMI Global certification programs requiring traceable, audit-ready animal records at every stage of the calf lifecycle

2

Operating models, buy-and-sell and contract feeding, each with separate financial treatment now managed inside a single environment

2

Legacy systems, Summit and QuickBooks, retired and replaced across a structured two-phase transformation

7

Functional areas unified: Finance, Purchasing, Inventory, Sales, Farm Operations, Feed Production, and Milk Production

The Challenge

A Fragmented Operation Running on Manual Handoffs

CalfTech's farm and financial operations ran on platforms that shared no data and no logic. Summit tracked animal movements and QuickBooks processed transactions. Between them, every number moved by hand. As the operation grew and the complexity of managing two distinct business models increased, the manual bridge between systems became the single largest constraint on visibility, accuracy, and control.

A Fragmented Operation Running on Manual Handoffs

Disconnected Systems

Summit handled farm operations, and QuickBooks handled finance. No data moved between them, and every cross-system handoff required manual re-entry.

Untracked Farm Operations

Hutch placements, feeding records, health treatments, and animal movements were tracked on paper or in spreadsheets with no system support.

No Animal-Level Visibility

No real-time view of animal inventory, location occupancy, or cost per head existed across the facility at any point.

Two Models, No Structure

Buy-and-sell and contract-fed animals required separate financial treatment but were managed identically, creating compliance and reconciliation risk.

Our Approach

How Folio3 AgTech Replaced Two Legacy Platforms Without Disrupting the Operation

Folio3 AgTech structured the work in two sequential phases rather than replacing both platforms simultaneously. The financial foundation came first. NetSuite replaced QuickBooks in Phase 1, establishing a stable back-office system before any farm operations work began. Phase 2 then deployed Cattlytics as the farm operations platform and wired it to NetSuite through the Folio3 Connector, so every event recorded in the field creates the corresponding transaction in the ledger automatically.

1

NetSuite ERP Deployment

Replaced QuickBooks with Oracle NetSuite, establishing structured financials covering general ledger, accounts payable and receivable, purchasing, inventory, and financial reporting.

2

Cattlytics Configuration

Replaced Summit with Cattlytics, configuring calf receiving, hutch and pen management, health workflows, movement tracking, and animal shipment operations.

3

EID Reader Integration

Connected Allflex EID readers via USB and Bluetooth to Cattlytics, enabling mobile scanning during receiving, activity recording, and shipment loading.

4

Bidirectional Integration

Built a Folio3 Connector between Cattlytics and NetSuite so animal purchases, feed consumption, and shipments automatically post to the corresponding financial records.

5

Historical Data Migration

Migrated one year of animal records from Summit and spreadsheets into Cattlytics, ensuring operational continuity for field staff from day one of go-live.

The Platform

Two Platforms Built to Function as One

Folio3 AgTech delivered a connected Cattlytics and NetSuite environment where animal events and financial records stay in sync without manual re-entry at any stage. Cattlytics covers the full calf lifecycle from arrival to shipment. NetSuite handles every purchase, invoice, and financial close. The Folio3 Connector keeps both systems aligned so operational data and financial data always reflect the same reality.

Two Platforms Built to Function as One

Calf Receiving and Intake

EID assignment, weight capture, biosecurity logging, and ownership classification are completed in a single intake screen linked to NetSuite purchase orders.

Location Management

Location occupancy tracked in real time across hutches, pens, and corrals. Capacity alerts flag overcrowding before placement decisions are made.

Animal Health and Treatments

Vaccination schedules, treatment records, and withdrawal period compliance tracked per animal. Hospital pen workflows isolate sick animals automatically.

Feeding and Nutrition

Ration assignments defined by age and weight group. Feed consumption recorded per animal and monitored against expected intake targets.

Mobile Field App

iOS and Android app lets field workers log activities, record movements, and scan EID tags directly from the farm floor.

Contract and Sales Management

Three contract types: future purchase, feeding agreement, and auction. Each generates invoices automatically in NetSuite without manual re-entry after shipment.

Folio3 Connector

Bidirectional sync between Cattlytics and NetSuite. Every farm event, from calf intake to shipment, posts the corresponding financial transaction automatically.

Custom Reporting Suite

Over 20 custom reports covering calf flow, commodity inventory, cost per head per day, and contract performance across both platforms.

A Single Source of Truth Across Farm and Finance

With Cattlytics and NetSuite connected through the AgTech Connector, CalfTech's farm and financial operations share a data environment for the first time. Animal events recorded in the field flow directly to the financial ledger. Owned and contract-fed animals follow separate financial paths from intake through invoice, with no manual reconciliation required between the two populations.

What Would One Connected Platform Do for Your Operation?

CalfTech replaced two legacy systems with a unified environment where farm data and financial records move together automatically.

Let's explore what that looks like for your operation.

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Our Expertise

20+ years in the AgTech Industry

600+ projects completed worldwide

A quality management system compliant with ISO 9001, ISO 27001 & 27701

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NetSuite Alliance Partner, NetSuite Success Partner, NetSuite Commerce Partner