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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.”
Weekly invoice reconciliation between NetSuite and NetSuite and Salesforce typically involves hours of manual Excel work, data exports, and error-prone matching processes.
Here’s how to transform this tedious weekly task into an automated workflow that cuts reconciliation time by 50-70%.
Streamline invoice reconciliation using Coefficient
Coefficient eliminates the manual NetSuite data extraction that makes weekly reconciliation so time-consuming. Instead of downloading CSV files and copying data between systems, you can set up automated NetSuite invoice imports that refresh on your schedule.
How to make it work
Step 1. Set up automated NetSuite invoice import.
Use Coefficient’s Records & Lists import to pull invoice data directly from NetSuite. Select specific fields like customer name, invoice number, amount, date, and status. Apply date filters to focus on your reconciliation period and set up weekly scheduling so the data refreshes automatically without manual intervention.
Step 2. Create your reconciliation workflow in spreadsheets.
Import your NetSuite invoice data into one sheet and add your Salesforce customer data to another sheet in the same workbook. Use VLOOKUP, INDEX/MATCH, or XLOOKUP functions to match invoice customers with Salesforce account information. Set up conditional formatting to highlight discrepancies between systems.
Step 3. Build automated calculations for exception reporting.
Create formulas that identify missing invoices, amount differences, or customer mismatches. Use IF statements combined with your lookup functions to flag records that need manual review. Build summary tables that show reconciliation statistics and highlight areas requiring attention.
Step 4. Schedule weekly data refresh.
Configure Coefficient to refresh your NetSuite data every Monday morning (or whatever day works for your reconciliation schedule). This ensures you’re always working with current invoice information without having to remember to export data manually.
Transform your weekly reconciliation process
Automated NetSuite data imports eliminate the most time-consuming part of invoice reconciliation while keeping you in the familiar spreadsheet environment your finance team already knows. Start automating your weekly reconciliation workflow today.
