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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.”
Real-time NetSuite data sync for financial modeling is possible with minimal IT involvement beyond initial OAuth setup. You can maintain live connections that automatically refresh your Excel models with current NetSuite data without manual intervention.
This approach ensures your financial models always reflect the latest data while preserving Excel’s calculation environment and your existing formulas.
Enable real-time financial modeling with Coefficient
Coefficient enables real-time NetSuite data sync specifically designed for financial modeling needs. The platform offers automated scheduling options including hourly, daily, and weekly refreshes, plus manual refresh capabilities through on-sheet buttons.
How to make it work
Step 1. Import your financial data sources.
Connect to General Ledger data, Trial Balance reports, Income Statements, and custom financial datasets directly in Excel. You can filter by date ranges, subsidiaries, and accounting books to get exactly the data your financial models need.
Step 2. Set up automated refresh schedules.
Configure your imports to refresh automatically on hourly, daily, or weekly schedules. This ensures your Excel financial models always incorporate the latest NetSuite transactions and adjustments without any manual data updates.
Step 3. Build your models around live data feeds.
Create complex forecasting models, variance analysis, and budget comparisons in Excel while the underlying NetSuite data refreshes automatically. Your Excel calculations, scenario modeling, and sensitivity analyses remain intact while the data stays current.
Step 4. Maintain the connection.
The only ongoing maintenance required is re-authentication every 7 days due to NetSuite’s token refresh policy. This brief process keeps your live data connections active and secure.
Build better financial models
Real-time NetSuite data sync transforms static financial models into dynamic planning tools that always reflect current business conditions. You get the calculation power of Excel with the data accuracy of live NetSuite feeds. Start building your real-time financial models today.
