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“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.”
Manual NetSuite subsidiary exports create data silos, version control issues, and eat up significant time for financial teams who need separate report generation for each subsidiary.
Here’s how to eliminate exports entirely with live data connections that automatically pull multi-entity data into unified reporting frameworks.
Replace manual exports with automated data connections using Coefficient
Coefficient eliminates NetSuite subsidiary exports through live data connections that automatically pull multi-entity data into unified reporting frameworks. The platform’s automated refresh capabilities ensure consolidated reports update without manual intervention.
How to make it work
Step 1. Configure OAuth connections for each subsidiary.
Set up connections to all subsidiary NetSuite instances through Coefficient’s connection manager. This eliminates the need to manually log into each subsidiary for data extraction.
Step 2. Set up Records & Lists imports for key financial records.
Import Transactions, Accounts, and Customer data across all entities using a single import process. Apply subsidiary-specific filters to segment data while maintaining unified data structure.
Step 3. Create consolidated reporting templates.
Build reporting frameworks with automated calculations and cross-subsidiary analytics that populate automatically as data refreshes. Include variance analysis and performance comparisons across entities.
Step 4. Schedule automated refresh cycles.
Configure hourly or daily refresh schedules to maintain real-time data accuracy. The system handles token management automatically, eliminating the 7-day re-authentication requirements.
Step 5. Build executive dashboards.
Create dashboards that combine multiple subsidiary metrics automatically, providing real-time subsidiary performance monitoring without manual data compilation.
Cut monthly close processes from days to hours
This approach reduces monthly close processes from days to hours while improving data accuracy and eliminating the risk of outdated exported data. Start automating your multi-entity reporting today.
