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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 GL balance exports for audit lead sheets eat up valuable time and introduce errors that can derail your audit process. You need live data connections that keep your audit workpapers current without constant manual updates.
Here’s how to set up automated GL balance imports that refresh on schedule and maintain audit trail integrity throughout your review process.
Create live GL connections that update automatically
Coefficient provides a direct NetSuite connector that automates GL account balance imports into Excel audit lead sheets. The connection eliminates manual data entry while preserving your existing audit workpaper structure and formulas.
How to make it work
Step 1. Install Coefficient and configure NetSuite OAuth connection.
Download the Coefficient add-in for Excel and complete the one-time OAuth setup with your NetSuite admin. This creates a secure connection that allows automated data imports without compromising system security.
Step 2. Set up GL account balance imports using Records & Lists method.
Select Account records from the import options and choose balance fields like current balance, period balance, and any custom fields needed for audit documentation. Apply filters for specific account types, subsidiaries, or departments to match your audit scope.
Step 3. Configure automated refresh schedules aligned with audit timelines.
Set refresh frequencies that match your audit workflow – daily during fieldwork, weekly during planning, or hourly during critical testing phases. The 7-day re-authentication requirement aligns perfectly with typical audit review cycles.
Step 4. Structure your audit workpapers with live data references.
Create a master data sheet with Coefficient imports, then reference this data in your individual lead sheet tabs using Excel formulas like =XLOOKUP(A2,GLData[Account],GLData[Balance]). This maintains your audit workpaper structure while ensuring all schedules pull from the same live data source.
Transform your audit efficiency with automated data flows
Automated GL balance imports eliminate manual export errors and keep your audit lead sheets current with real-time NetSuite data. Start building your automated audit workpapers today.
