Setting up automated NetSuite financial reporting workflows for monthly packages

using Coefficient excel Add-in (500k+ users)

Automate NetSuite monthly financial packages with scheduled workflows. Eliminate manual data extraction and formatting for faster month-end close.

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Coefficient excels at automating NetSuite financial reporting workflows for monthly packages by eliminating the manual data extraction and formatting bottlenecks common in traditional financial close processes.

You’ll learn how to set up automated monthly workflows that reduce close time and ensure consistent financial package delivery.

Build automated monthly financial packages using Coefficient

Manual monthly financial packages consume hours of finance team effort each month. NetSuite requires repetitive saved search execution, data copying, and formatting tasks. NetSuite doesn’t offer native automation for comprehensive financial package creation.

How to make it work

Step 1. Connect your key NetSuite financial data sources.

Import standard financial reports like Income Statement, Trial Balance, and General Ledger. Configure reporting periods and accounting book selection to match your monthly close requirements.

Step 2. Set up multi-source data integration.

Combine multiple NetSuite data sources including saved searches, records, and reports into unified monthly packages. This eliminates manual data consolidation across different NetSuite modules.

Step 3. Configure monthly refresh schedules.

Schedule refreshes for the first business day after month-end to align with your financial close calendar. The automation runs based on your timezone without manual intervention.

Step 4. Maintain consistent formatting and distribution.

Professional spreadsheet formatting stays intact while underlying data updates automatically. Set up automated distribution to stakeholders through spreadsheet sharing features.

Reduce your monthly close time significantly

Automated financial package workflows typically reduce monthly close preparation time by 60-80% while eliminating human error in data extraction. Transform your financial close process today.

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