ExtendInsights Financial Reporting

ExtendInsights: Excel Integration for Automated and Customizable NetSuite Financial Reporting

ExtendInsights Financial Reporting from CloudExtend is built for the way Finance actually works—real Excel formulas tied to NetSuite data, and fully drillable to the source records—right inside Excel.

See results in seconds with pre-built reports, then extend them to build exactly what you want. Filter on periods, subsidiaries, classes, departments, and more.

Drill into the supporting data behind any number. Go from summary to sub-ledger to individual transactions in seconds without leaving your workbook. Every number also traces back to the source GL transaction, automatically giving you a full audit trail. The context stays with you the whole way.

ExtendInsights Financial Reporting is also pre-configured with Claude Skills that can dynamically leverage the ExtendInsights Financial Reporting formula to build even more deeply customized reports. Each ExtendInsights/Claude report includes a README file that unpacks how the report works behind the scenes.

ExtendInsights financial reports aren’t a report that needs to be exported, copied, and pasted to Excel, then reformatted. It’s a live connection to your NetSuite data in Excel, built in the exact format you want to see. The way financial reporting should be.

SIMPLIFIED FINANCIAL REPORT BUILDING: Bring live NetSuite data into Excel for income statements, balance sheets, P&L, and more with refreshable query-based reporting that’s usable for finance teams, not just developers.

EXTEND THE VALUE OF THE APPS YOU ALREADY HAVE: ExtendInsights allows your business to increase the value of applications you already own, including Excel and Claude.

REDUCE MANUAL EFFORT / INCREASE AUTOMATION: Eliminate time-consuming, repetitive tasks required to build financial reports. ExtendInsights can automatically pull refreshed data into reports, or users can refresh information on demand with a single click.

STAY SECURE: CloudExtend is part of NetSuite’s Built for NetSuite program. Users log in using native three-step authorization with full support for two-factor authentication and Single Sign On, and all NetSuite roles and permissions are respected.

Key Features

• Import data from NetSuite directly to Excel on demand or on an automated schedule, with no CSV export required.
• Build P&L statements, balance sheets, trial balances, variance reports, and more with real Excel formulas tied to NetSuite data and results that are fully drillable to source records, all using live NetSuite data directly in Excel.
• Validate the data behind the results in any report by drilling down into various segments and viewing the results in a new workbook tab.
• Customize reporting with Claude Skills in Excel to build more complex reports using the Financial Reporting formulas.
• Leverage native data source security to keep data secure.

Prerequisites

• Valid NetSuite, Salesforce, HubSpot, Google Analytics, Chargebee, and/or Stripe Production Account and an active Microsoft 365 subscription.
• Enable Web Services permissions for all roles selected for ExtendInsights.
• Log in to ExtendInsights with the existing data source Production Account credentials.
• Compatible with both Windows and Mac.

Add-in capabilities

When this add-in is used, it:

• Can read and make changes to your document.
• Can send data over the Internet.