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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 excels at scheduling hourly NetSuite financial data updates to Google Sheets, providing automated financial reporting without manual intervention. This eliminates stale data and ensures your financial analysis always reflects current business performance.
Here’s how to set up automated hourly financial updates and create dynamic financial dashboards that stay current throughout your business day.
Import and schedule financial reports automatically
Manual financial report exports create delays and increase the risk of working with outdated data. Coefficient’s automated scheduling transforms static financial reporting into dynamic, always-current financial intelligence.
How to make it work
Step 1. Choose your financial data import method.
Select from multiple options: Reports Import for standard financial reports like Income Statement and Trial Balance, Records & Lists for transaction records and journal entries, or SuiteQL Query for custom financial calculations and complex reporting requirements.
Step 2. Configure your financial report parameters.
Set up your import with specific parameters like accounting period, subsidiary selection, and department filtering. For Income Statements, configure by period and subsidiary. For General Ledger imports, filter by account type and date range to focus on relevant financial data.
Step 3. Set up hourly refresh scheduling.
After importing your financial data, click the import settings gear icon and select “Schedule refresh.” Choose “Hourly” from the scheduling options and set specific hour preferences if needed. Enable “Send notification on refresh” to receive alerts when updates complete.
Step 4. Create multiple financial data streams.
Set up separate imports for different financial metrics – one for P&L data, another for balance sheet information, and a third for cash flow details. Schedule all imports to refresh simultaneously for consistent financial reporting across all metrics.
Step 5. Build dynamic financial dashboards.
Combine multiple financial imports into a master dashboard. Use Google Sheets formulas to calculate variances between refresh cycles, create period-over-period comparisons with historical snapshots, and build rolling forecasts that update with fresh NetSuite data.
Transform static reports into live financial intelligence
This automated approach eliminates manual export cycles while maintaining audit trails and reducing the risk of working with stale financial data. Get started with Coefficient to enable real-time financial monitoring and alerts for your organization.
