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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.”
Managing trial balances across multiple companies requires constant switching between systems and manual consolidation work. You can eliminate this complexity by connecting all company trial balances to a single Google Sheets dashboard through automated API integration.
This unified approach transforms isolated trial balances into a dynamic consolidated financial dashboard with minimal ongoing maintenance.
Build multi-company dashboards using Coefficient
Coefficient enables powerful multi-company trial balance consolidation from NetSuite into unified Google Sheets dashboards. You can connect multiple subsidiaries within a single NetSuite account or separate NetSuite instances depending on your company structure.
How to make it work
Step 1. Configure multi-company authentication.
For multi-subsidiary NetSuite accounts, complete OAuth authentication once to access all authorized subsidiaries. For separate NetSuite instances, configure OAuth for each account and maintain multiple authenticated connections. Each connection requires NetSuite Admin setup with proper role permissions.
Step 2. Structure your multi-company imports.
Create separate imports for each company using clear naming conventions like “Trial Balance – Company A” and “Trial Balance – Company B”. Use consistent field selection across all companies to ensure proper consolidation and map each import to dedicated sheets within your dashboard workbook.
Step 3. Synchronize refresh schedules across companies.
Set identical refresh timing for all company imports to ensure consolidated reporting accuracy. Configure failure notifications for each import separately and use timezone considerations for global companies with different reporting schedules.
Step 4. Build consolidated analysis with SuiteQL.
For advanced cross-company analysis, write SuiteQL queries that pull data across subsidiaries. Example query: SELECT subsidiary.name as company, account.accountnumber, account.displayname, account.balance FROM account WHERE subsidiary.id IN (1, 2, 3) ORDER BY subsidiary.name, account.accountnumber. This approach works within multi-subsidiary NetSuite environments.
Step 5. Create the master dashboard with consolidation features.
Build real-time consolidation formulas that update automatically as individual company data refreshes. Create comparison analytics for side-by-side company performance and implement drill-down capabilities linking to detailed company sheets. Use data validation for company selection dropdowns and build variance analysis between companies.
Streamline your multi-company reporting
Consolidated dashboards eliminate the need to switch between systems while providing comprehensive cross-company analysis. This approach maintains individual company detail while enabling powerful comparative insights. Start consolidating your multi-company trial balances today.
