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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.”
You need to share financial reports with external partners, but creating NetSuite user accounts for everyone creates security risks and licensing costs.
Here’s how to share live NetSuite financial data through spreadsheets while keeping your system completely secure.
Create secure financial report shares using Coefficient
Coefficient creates a secure bridge between NetSuite and spreadsheets, letting you share live financial reports without giving anyone NetSuite access. Your external partners get current data through familiar spreadsheet interfaces they already know how to use.
How to make it work
Step 1. Set up your NetSuite connection in Coefficient.
Your NetSuite admin needs to configure OAuth authentication once. This creates a secure connection that refreshes automatically every 7 days without exposing your NetSuite credentials.
Step 2. Import your financial reports.
Use Coefficient’s Reports import method to pull standard NetSuite financial reports like Income Statements, Trial Balance, or General Ledger directly into Google Sheets or Excel. You can select exactly which fields to include and exclude sensitive data.
Step 3. Configure automated refreshes.
Set up hourly, daily, or weekly refresh schedules so your external partners always see current data. The spreadsheet updates automatically without any manual work from you or your team.
Step 4. Share with spreadsheet permissions.
Use Google Sheets or Excel’s native sharing features to give external partners view-only access. They can sort, filter, and analyze the data but can’t modify anything or access your NetSuite system.
Start sharing financial reports securely
This approach eliminates security risks while providing better data access than static PDF exports. Your partners get live, interactive financial data without the complexity of NetSuite training. Try Coefficient to set up secure external report sharing today.
