Finance teams spend nearly half their time preparing and updating reports. For many NetSuite users, that still means exports, static spreadsheets, manual updates, and rebuilding reports every time the numbers change.
What if you could skip the rebuild?
Join us for a live look at a faster way to work with NetSuite data in Excel. Build financial reports, from P&L and balance sheet to budget vs. actuals and multi-entity consolidations, with formulas connected directly to live NetSuite data, refresh the numbers in seconds, and drill from summary balances to the transactions behind them.
Then close the loop. Pull NetSuite data into Excel using Saved Searches, SuiteQL, AI-generated queries, or Excel formulas, and write updates directly back to NetSuite, no CSV import required.
Build it. Refresh it. Drill into it. Update it. All from Excel.
If your close still starts with an export, your reports are outdated before they reach leadership, or consolidating across subsidiaries means starting from scratch, this session will show you what your reporting workflow could look like instead.
What you’ll walk away with:
- Where manual reporting is costing your team the most time
- How live NetSuite-to-Excel reporting works in practice
- A better way to evaluate whether your reporting problem is the workflow or the tools behind it
Presenters
Justine Burdo
Head of Sales & Customer Success, CloudExtend
Kevin Ha
Solution Consultant, CloudExtend
