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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 mappings and formatting, forcing you to spend hours manually re-categorizing accounts and adjusting financial statement layouts after every export.
Here’s how to eliminate manual adjustments completely by maintaining custom field mappings automatically through live data connections.
Eliminate manual export adjustments with automated financial statements using Coefficient
Coefficient connects directly to NetSuite without traditional exports, preserving all custom field mappings and categorizations automatically. Unlike NetSuite native exports that lose formatting, your financial statement structure stays intact through every refresh.
How to make it work
Step 1. Set up automated data imports with custom field preservation.
Create Records & Lists imports that include all accounts with custom mapping fields. Schedule hourly, daily, or weekly refreshes so your financial statements update automatically without any manual intervention after initial setup.
Step 2. Build financial statement templates with dynamic formulas.
Create your balance sheet and income statement formats using spreadsheet formulas that reference imported custom field values. Use SUMIFS formulas like =SUMIFS(AccountBalances,CustomCategory,”Revenue”,CustomSubcategory,RevenueTypes) to maintain categorization automatically.
Step 3. Configure output options for stakeholder distribution.
Generate PDF reports directly from your spreadsheet templates, share live Google Sheets links with stakeholders, or export to formatted Excel files that maintain your custom structure. All outputs preserve your custom field-based organization.
Step 4. Set up triggered refreshes for period-end reporting.
Schedule refreshes to run automatically when NetSuite periods close. Create email distribution lists to send updated financial statements to stakeholders immediately after data refreshes complete.
Save hours every reporting period
This automated approach eliminates 10-20 hours of manual work monthly while ensuring financial statements always reflect your custom categorization accurately. Your custom field mappings work automatically without any export adjustments. Automate your financial reporting and reclaim your time for analysis instead of data manipulation.
