)
Written by
Table of Contents
“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Coefficient provides robust capabilities for connecting multiple NetSuite subsidiary Charts of Accounts into a master Excel workbook, supporting complex multi-entity consolidations with real-time synchronization.
This solution provides enterprise-grade subsidiary COA management directly in Excel, enabling centralized multi-entity financial management while maintaining subsidiary-level security.
Build comprehensive multi-subsidiary COA management
The system supports both consolidated and separate subsidiary approaches, with automatic consolidation updates and subsidiary-specific customizations maintained throughout the process.
How to make it work
Step 1. Set up subsidiary-specific imports.
Create separate sheets for each subsidiary using Records & Lists → Account with subsidiary filter. Apply filter “Subsidiary equals [Specific Subsidiary]” and import the same fields for consistency across entities including currency handling for multi-currency COAs.
Step 2. Choose your consolidation approach.
For single consolidated import, remove subsidiary filter for all-entity view and include Subsidiary field in import, then create pivot table for subsidiary analysis. For multiple linked imports, use separate import per subsidiary with master sheet using VLOOKUP or Power Query consolidation.
Step 3. Structure your master workbook.
Design with Tab 1 as Consolidated COA (all subsidiaries), Tabs 2-n as Individual subsidiary COAs, Summary Tab for rollup analysis, Mapping Tab for subsidiary-specific variations, and Dashboard for cross-subsidiary comparisons.
Step 4. Configure automated refresh strategy.
Schedule all subsidiary imports simultaneously with consistent timing for data integrity. Set up refresh notifications and monitor for subsidiary-specific changes including elimination entries and intercompany accounts.
Master multi-entity financial management in Excel
This approach enables automatic consolidation updates, centralized multi-entity financial management, and Excel-based consolidation without NetSuite OneWorld complexity. Start building your multi-subsidiary COA management system.
