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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.”
Coefficient offers one of the most effective NetSuite integration solutions specifically designed for automated monthly finance package creation. Unlike generic integration platforms that require extensive configuration, Coefficient is purpose-built for financial reporting workflows.
Here’s how to streamline your monthly financial close with automated package creation that saves hours of manual work.
Create automated monthly finance packages with purpose-built integration
Generic integration platforms force financial data into unfamiliar dashboard formats or require extensive configuration. NetSuite financial data works best when delivered directly to the spreadsheet templates finance professionals prefer.
How to make it work
Step 1. Access comprehensive financial data from NetSuite.
Import from standard NetSuite financial reports including Income Statement, Trial Balance, and General Ledger. Add custom saved searches and records for complete monthly package data.
Step 2. Set up multi-source integration for unified packages.
Combine various NetSuite data sources into unified monthly packages without manual data consolidation. This eliminates the typical copy-paste workflow between different NetSuite modules.
Step 3. Configure automated monthly scheduling.
Set up monthly refresh cycles that align with your financial close calendar. Scheduling runs automatically based on your timezone without manual intervention.
Step 4. Maintain professional formatting for stakeholder delivery.
Consistent spreadsheet formatting stays intact while underlying data updates automatically. NetSuite data populates into your existing Excel and Google Sheets templates.
Step 5. Automate stakeholder distribution.
Deliver completed packages to finance team members and executives through spreadsheet sharing. No manual email distribution or file management required.
Reduce monthly close preparation time significantly
Coefficient delivers live NetSuite data directly into the spreadsheet workflows finance teams rely on, significantly reducing monthly close preparation time. Transform your monthly finance package process today.
