We brought this session to the Partner Solutions Stage at NetSuite’s SuiteWorld 2026. Now we’re bringing the full-length version online, with more time to work through real finance workflows and answer your questions.
Financial reporting isn’t slowed down by Excel. It’s slowed down by the hours it takes to build, refresh, and validate the same reports every month. In this session, we’ll walk through the whole workflow: live, auditable financial reports built in Excel with ExtendInsights, wired straight from NetSuite. No exports, broken links, IT tickets, or ODBC drivers. You’ll also see how AI-generated SuiteQL queries can turn a plain-English request into a working report in minutes.
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.
- 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 moves 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
