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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 saved search execution creates significant bottlenecks in financial close processes, often consuming hours of finance team time each month. Coefficient directly addresses this pain point by automating saved search execution and delivery within financial close workflows.
You’ll learn how to eliminate the manual saved search bottleneck that typically reduces financial close preparation time by 60-80%.
Automate saved search execution for faster financial close
Manual saved search execution creates time-consuming bottlenecks. Finance teams typically execute 10-15 saved searches each month, then copy data and format reports manually. NetSuite doesn’t offer native automation for comprehensive financial close workflows.
How to make it work
Step 1. Connect all critical financial close saved searches.
Import all saved searches used in your financial close process while preserving original criteria and filters. The connection maintains your search logic exactly as configured.
Step 2. Set up close calendar scheduling for automated execution.
Configure automated execution aligned with your financial close timeline, such as the first business day after month-end. Scheduling runs based on your timezone without manual intervention.
Step 3. Coordinate multiple saved searches simultaneously.
Execute multiple related saved searches automatically rather than manual sequential processing. NetSuite data from all searches updates simultaneously.
Step 4. Deliver results to formatted Excel templates.
Results populate directly in formatted Excel templates used in financial close packages. Professional formatting stays consistent while underlying data updates automatically.
Step 5. Automate stakeholder distribution.
Automatic sharing with finance team members and executives eliminates manual email distribution. Stakeholders receive updated packages without additional manual steps.
Transform your financial close efficiency
Automated saved search execution eliminates human error in data extraction while ensuring consistent formatting and reducing financial close preparation time significantly. Streamline your financial close process today.
