)
Written by
Table of Contents
“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 lacks native capabilities to automatically populate live Excel files in shared workspaces with financial report data. Manual exports create static snapshots that require constant maintenance for real-time financial reporting integration.
Here’s how to transform your NetSuite financial reporting with automated Excel population and live data connections.
Automate NetSuite financial reports directly into live Excel files using Coefficient
Coefficient provides comprehensive automation for NetSuite financial reports through its dedicated Reports import method. Your financial data maintains live connections that automatically refresh in shared workspace environments.
How to make it work
Step 1. Complete your NetSuite OAuth configuration.
Your NetSuite Admin handles the one-time setup to establish secure API communication for automated financial report population without manual intervention.
Step 2. Import financial reports using the Reports method.
Access all standard NetSuite financial reports including Income Statement, Trial Balance, General Ledger, and Comparative Income Statement directly into Excel files. Configure reporting periods, accounting books, view modes, and subsidiary selections just like NetSuite’s native reports.
Step 3. Configure timezone-based automated refresh scheduling.
Set up hourly, daily, or weekly refresh schedules to ensure shared workspace files always contain current financial information. The system handles NetSuite authentication and data retrieval automatically for consistent data availability.
Step 4. Store Excel files in your shared workspace environment.
Save your live-connected Excel files in SharePoint, OneDrive, Google Drive, or network drives where stakeholders can access live NetSuite financial data without requiring NetSuite licenses or permissions.
Step 5. Create comprehensive financial dashboards.
Combine multiple NetSuite financial reports in single Excel workbooks for executive-level financial reporting. Use pivot tables, charts, and advanced Excel features to create sophisticated financial models and variance analysis that updates automatically.
Transform financial reporting with live automation
This approach provides enhanced financial analysis capabilities that exceed NetSuite’s native reporting limitations while maintaining automatic updates and enabling unlimited stakeholder access through familiar Excel interfaces. Start automating your NetSuite financial reports today.
