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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 Excel adjustments after NetSuite financial report export create significant inefficiencies, including time waste, formula errors, formatting inconsistencies, and outdated data that don’t scale with business growth.
You’ll learn how to transform this manual process into automated financial reporting that maintains professional standards without any manual work.
Create live NetSuite financial reporting directly in spreadsheets using Coefficient
Coefficient eliminates manual adjustments by providing live NetSuite financial reporting directly in spreadsheets with automated formatting and calculations. This transforms financial reporting from a manual, error-prone process into an automated, reliable system that maintains professional presentation standards across all your NetSuite reports.
How to make it work
Step 1. Build pre-formatted financial statement templates.
Create Income Statement, Balance Sheet, and Cash Flow templates with all desired formatting, formulas, and calculations built-in. Include custom subtotals, variance calculations, ratios, and professional styling that matches your organization’s standards.
Step 2. Import live NetSuite data directly into formatted templates.
Use Reports import to pull standard NetSuite financial reports or SuiteQL Query for custom data arrangements. Coefficient imports live data directly into your pre-formatted templates, preserving all formatting, formulas, and calculations across updates.
Step 3. Set up automated refresh schedules for multiple reports.
Configure different update schedules for various financial reports. Set your Income Statement with custom groupings to refresh daily at 7 AM, Balance Sheet with alternative classifications to update weekly, and Cash Flow analysis to pull live transaction data hourly.
Step 4. Build custom calculations that update automatically.
Create Excel formulas for ratios, variances, and custom metrics once. These calculations automatically update with each data refresh, eliminating the need to recreate formulas after each export. Build period comparisons, trend analysis, and KPI calculations that maintain accuracy across refreshes.
Transform your financial reporting workflow
Automated NetSuite financial reporting eliminates the manual export-format-calculate-save cycle, transforming 30+ minutes of manual work into zero minutes of automated updates. Start building your automated financial reporting system today.
