Accounting teams need a fast, flexible way to get data in and out of NetSuite—and out of other platforms driving business, too. ExtendInsights enables direct access to live data from NetSuite, Stripe, Chargebee, Salesforce, and more, all inside the tools teams already work in: Excel, Power BI, and PowerPoint.
With NetSuite as the core, create dynamic income statements, balance sheets, reconciliations, and other financial reports that refresh automatically with full drill-down into the supporting data behind every number. No repetitive exports, no CSV uploads, no manual rebuilds. And when data needs to go back to the source, ExtendInsights can write changes directly back to connected platforms from Excel, with built-in validation and no imports required.*
*writeback currently available for NetSuite and Salesforce only
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.
Store Files, Save Space
Connect SharePoint and OneDrive to NetSuite to share and store a virtually unlimited volume of documents within NetSuite records without using File Cabinet space.
Thousands of World-Class Organizations Rely on CloudExtend
