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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.”
NetSuite financial reports download as XML files instead of proper Excel workbooks, disrupting accounting workflows and making it difficult to perform analysis or share clean reports with stakeholders.
Here’s how to get your Income Statements, Trial Balances, and General Ledgers in proper Excel format without XML conversion issues.
Import financial reports directly into Excel workbooks
Coefficient imports NetSuite financial reports straight into Excel workbooks, maintaining proper formatting and structure. The data arrives in native Excel format, not XML, so you can immediately build dashboards, create pivot tables, and share professional reports.
How to make it work
Step 1. Select your financial report type.
Choose “Reports” in Coefficient’s NetSuite import options and pick your report type – Income Statement, Trial Balance, or General Ledger. The system connects directly to NetSuite’s reporting engine through the API.
Step 2. Configure report parameters.
Set your reporting period, accounting book, subsidiary selection, and department filters. Coefficient supports comparative periods and multiple subsidiaries, giving you the same flexibility as NetSuite’s native reporting but with better output format.
Step 3. Import to Excel with proper formatting.
The financial data appears in your workbook with proper hierarchies and structure intact. You can immediately perform calculations, create charts, or share the Excel file with stakeholders without any XML conversion steps.
Work with financial data the way Excel intended
Stop dealing with XML files that disrupt your accounting workflows. Coefficient delivers NetSuite financial reports in clean Excel format, ready for analysis and professional presentation. Import your reports and eliminate XML conversion headaches.
