Role: Accounting/Finance

Analysis with Speed, Power, and Flexibility for Accounting and Finance Teams

Say goodbye to manual copy/paste routines and hello to integrated, automated reporting in Excel and Power BI.

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Accounting teams require a fast and efficient way to get data in and out of NetSuite and other data sources, such as Stripe and Chargebee. That’s where ExtendInsights, formerly CloudExtend Excel, comes in. With ExtendInsights, you have the best of both worlds: the speed, power, and flexibility of Excel and the ability to quickly access data in NetSuite or other sources for accurate analysis. Export NetSuite, Stripe, Chargebee, Salesforce data and more to Excel and visualize it in Excel, Power BI, and PowerPoint. Even upload changes back to the source data from Excel*

*Upload currently available for NetSuite only

Build and Automate the Perfect Reporting for Business Needs

Stay Up to Date

Export hundreds of record types including vendor bills, sales orders, invoices, and inventory adjustments from NetSuite or other data sources.

Bring Your Data to Life

Create dashboards, reports, and visualizations by connecting NetSuite or other sources to Excel and Power BI, then embed any report in live interactive PowerPoint presentations.

Faster ERP Updates

Create and edit budgets and journal entries in Excel, then push to NetSuite with a single click, uploading up to 10,000 lines per transaction.

Reduce Time to Close

Bypass the NetSuite UI and upload credit card statements and orphaned bank charges directly from Excel.

Information Where It’s Needed

In addition to Excel integration, with CloudExtend’s CRM integration, you can automatically attach relevant emails and events to NetSuite records, and link large files from OneDrive, SharePoint, or Google Drive.