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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 exports lose custom field formatting and require hours of manual reformatting every reporting period. You need automated financial statements that preserve your custom categorizations without any manual intervention.
Here’s how to completely automate financial statement generation while maintaining all custom field formatting and categorizations.
Automate financial statements with preserved custom field formatting using Coefficient
Coefficient eliminates traditional NetSuite exports by creating live data connections that preserve all custom field mappings automatically. Unlike NetSuite native exports that lose formatting, your financial statement structure stays intact through every automated refresh.
How to make it work
Step 1. Set up automated data imports with scheduled refreshes.
Create Records & Lists imports that include all accounts with custom mapping fields. Schedule hourly, daily, or weekly automatic refreshes so your financial statements update without any manual work after initial setup. All custom field categorizations remain intact.
Step 2. Build financial statement templates with preserved formatting.
Create balance sheet and income statement templates using spreadsheet formulas that reference imported custom field values. Use conditional formatting rules like =IF(Current
Step 3. Configure automated distribution and output options.
Set up triggered refreshes that run automatically when NetSuite periods close. Generate PDF reports directly from templates, share live Google Sheets links with stakeholders, or export to formatted Excel files. All outputs maintain your custom field-based organization automatically.
Step 4. Create audit trails and version control for compliance.
Maintain automatic snapshots of each refresh for historical comparison. Set up email notifications when refreshes complete successfully. Create variance reports that automatically calculate period comparisons using your preserved custom categorizations.
Save 24-48 hours annually per financial statement
This automation eliminates manual reformatting work while ensuring financial statements always reflect your custom categorization accurately. Your custom field mappings work automatically without any export adjustments. Automate your process and focus on analysis instead of data manipulation.
