Manual subsidiary consolidation processes create bottlenecks during financial reporting cycles and make real-time performance analysis across business units nearly impossible. You can automate multi-entity reporting to deliver comprehensive subsidiary data directly into Google Sheets with scheduled refreshes and consolidated views.
This approach eliminates manual consolidation while providing real-time visibility across your entire organization.
Automate multi-subsidiary reporting with consolidated analysis capabilities using Coefficient
Coefficient provides comprehensive NetSuite subsidiary reporting automation that delivers multi-entity financial and operational data directly into Google Sheets. You can create subsidiary-specific filtering, consolidated reporting, and automated refresh schedules that eliminate manual consolidation processes.
How to make it work
Step 1. Configure multi-subsidiary access with appropriate filtering capabilities.
Set up OAuth connection with multi-subsidiary permissions and apply subsidiary-specific filtering during import configuration. Department and location filtering within subsidiary structures enables detailed business unit analysis.
Step 2. Set up automated subsidiary financial reporting workflows.
Configure subsidiary Trial Balance imports with automated period selection, consolidated Income Statements for multi-subsidiary revenue analysis, and inter-company elimination data preparation for consolidated financial statements.
Step 3. Create operational subsidiary dashboards with automated refresh scheduling.
Build sales performance tracking by subsidiary with territory analysis, inventory levels and turnover by location, and customer analysis segmented by subsidiary operations. Schedule refreshes around monthly close processes and executive reporting cycles.
Step 4. Enable advanced multi-entity features for comprehensive analysis.
Set up automated currency conversion for multi-currency subsidiary data, create comparative analysis with side-by-side subsidiary performance metrics, and build executive dashboards with key subsidiary KPIs for board reporting.
Transform complex multi-subsidiary reporting
Automated subsidiary reporting eliminates manual consolidation processes while providing real-time visibility and comprehensive business intelligence across your entire organization. Start your multi-entity automation today.