Enhance Your NetSuite Uploading, Reporting, and Analytics with AI and Excel Integration

One-step Excel integration that lets you instantly download NetSuite data with AI and update back to NetSuite without CSVs. Build powerful, accurate, and refreshable reports in Excel and Power BI for the best decision-making possible. Then use two-way sync to write back new and updated data.

Reporting and Analysis for NetSuite that is Built to Support How You Work

Simplified Financial Report Building

Bring live NetSuite data into Excel for income statements, balance sheets, P&L, and more with refreshable query-based reporting that's usable for finance teams, not just developers.

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Drill-Down Capabilities

Validate the data behind the results in any report. Drill down into various segments and view the results in a new workbook tab.

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Replace CSVs

Skip the CSV import / export process and work with data directly in a standard Excel spreadsheet.

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Writeback / Upload

Create, edit, and delete data in Excel, then write back to NetSuite with instant validation—and no CSV upload.

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Background Data Uploads

Upload thousands of lines of data in the background while performing other tasks.

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Saved Search Analysis

Run NetSuite saved searches right in Excel, combine multiple searches to get the data you need, and refresh on a schedule or on demand with a single click.

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SuiteQL + AI Query Generator

Query data using SuiteQL, or add natural language request in the AI Query Generator and let it write the query you need.

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Power BI Integration

Pull the data you need using ExtendInsights, then use Power Query to map to Power BI and populate refreshable dashboards

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Security

CloudExtend apps maintain NetSuite user permissions, so no one can access data through ExtendInsights that they don’t have permission to access in NetSuite.

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Distribution (coming soon)

Coming soon: If you subscribe to financial reporting, you can send your reports to specified recipients.

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Why We’re Different

From Data to Decisions with ExtendInsights

Financials

Work from live NetSuite data, refresh on demand, and drill into the numbers instantly, all in Excel.

Analytics

Query, combine, and analyze NetSuite saved searches for real insight without the complexity.

Data Management

Push updates to NetSuite directly from Excel with instant validation and full control.

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Integrate NetSuite with These Destinations

Microsoft Excel

Power BI

ExtendInsights for NetSuite Features

No hidden costs, AI tokens, or AI credits necessary.

Analytics

Data Management

Financial Reporting

Analytics

Unlimited download sizes Yes

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Schedule unlimited downloads Yes

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Unlimited saved search downloads Yes

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SuiteQL query builder + AI Query Generator Yes

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Power BI integration Yes

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Report drill-down capabilities Yes

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Schedule data pull on regular intervals Yes

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Data Management

Create, edit, read, and delete records— Yes

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Unlimited upload sizes— Yes

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Push unlimited uploads— Yes

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Burst mode upload capabilities— Yes

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Download saved search results— Yes

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Financial Reporting

Excel-driven custom financial reporting—— Yes

Drilldown capability—— Yes

Automatic refresh—— Yes

Filter on subsidiaries, classes, departments, and more—— Yes

Report in multiple currencies—— Yes

Platform & Support

Full administrative control Yes

Store templates in the cloud Yes

Custom-built for NetSuite integration Yes

SSO via Microsoft or Google Yes

SOC2 type 2 report available Yes

Live and on-demand support resources Yes

Supported operating systems: Windows & Mac Yes

Works on Microsoft 365 Desktop and Online Yes

Dedicated support Yes

Free

Professional

Importing/
Downloading
Data into Excel

Access to all data sources Yes

One user account included Yes

Download size (in rows)10,000 rows per downloadUnlimited

Auto download refresh—Unlimited

Connections per source—Unlimited

Collaboration & Admin

Full administrative control— Yes

Multi-user support— Yes

Save templates— Yes

SSO via Microsoft or Google— Yes

SOC2 Type 2 report available— Yes

Platform & Support

Live and on-demand support Yes

Available on Mac, Windows, and online Yes

Dedicated support— Yes

Thousands of World-Class Organizations Rely on CloudExtend

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