Process Tangent for Excel

Process Tangent for Excel brings your organization's NetSuite-derived accounting data directly into Microsoft Excel — no exports, no copy-paste,

no manual re-keying.

Sign in with your Process Tangent account inside Excel and pull live, read-only financial data into a worksheet:

- General-ledger postings

- Accounts-payable invoices

- Accounts-receivable invoices

- Invoice payments

- Balance-sheet balances

Built for finance and accounting teams who live in Excel. Instead of re-exporting reports every period, drop the data you need into a workbook and refresh it for current numbers — then build your own models, reconciliations, and board reports on top.

Secure by design

- Read-only: it pulls data into your worksheet, never writes back to NetSuite, and never reads the rest of your workbook.

- Per-user sign-in via OAuth (WorkOS). Each user sees only their organization's data.

- Your spreadsheet contents are never sent to Process Tangent.

Requirements: a Process Tangent account with organization membership. Works in Excel on Windows, Mac, and the web.

Learn more at processtangent.ai.