We brought this session to the Partner Solutions Stage at NetSuite’s SuiteWorld 2026, and now we’re bringing the full-length version online. Financial reporting isn’t slowed down by Excel. It’s slowed down by the hours spent building, refreshing, and validating the same reports every month.
Many finance teams are turning to AI to speed that up. AI can answer a NetSuite question in seconds. A month-end report has to do more: refresh next month, reconcile to the ledger, and hold up in an audit.
In this session, we’ll show you how to get both. Claude Skills will build reports on ExtendInsights’ purpose-built XAVI formulas, wired straight from NetSuite, with no exports, broken links, IT tickets, or ODBC drivers. Every report refreshes the same way, drills down to the source transaction, and documents how it was built, so AI speeds up the work, and every number stays traceable.
You’ll learn how to:
- Report: Build income statements, balance sheets, and variance reports with real Excel formulas that refresh on demand and drill down to source transactions in seconds.
- Analyze: Bring NetSuite saved searches and SuiteQL results together with data from your other business systems in one refreshable view, without exporting anything.
- Automate: Ask in plain English and let Claude Skills build the report for you, using the same live formulas your team already trusts.
- Compare: See where Claude connected with NetSuite works well on its own, and where recurring financial reporting needs a stronger foundation.
- Manage: Push journal entries, inventory adjustments, and sales orders back to NetSuite directly from Excel, and catch errors before they hit NetSuite.
- Stay audit-ready: Keep every number traceable to its source, so reviews and close move faster.
See reporting and analysis that finally move as fast as your team does. Bring your NetSuite reporting questions. We’ll save time for live Q&A.
Presenters
Justine Burdo
Head of Sales & Customer Success, CloudExtend
Kevin Ha
Solution Consultant, CloudExtend
