Save time and decrease stress by creating live, reliable financial reports directly in Excel! Finsyte’s Excel Add-in creates a bridge between NetSuite and your Excel expertise. Use pre-built functions to access your data on demand to improve your financial reporting and operations. Build your reports, upload journal entries, and create budgets and forecasts, without ever leaving Excel.
Professional-grade features designed to solve your critical financial challenges.
Leverage pre-built templates to build custom balance sheets, income statements, trial balances, budgets, and more.
Use custom parametric Excel functions to pull real-time data directly from NetSuite.
Download, create, and upload budgets directly to NetSuite from Excel.
Download, edit, or create new journal entries then upload directly to NetSuite. All in Excel.
Instantly validate transactional data to your NetSuite instance. Use drilldowns for different segments such as location, class, and department.
Distribute reports to the right people with permissions tied to NetSuite roles.
Create a static copy of any report to share with other users.
Directly access NetSuite data through high-performing Finsyte functions.
Quickly build out custom reports with dropdowns for common segments to query different values. Add formatted tables to your sheets for easy reference.
Run any NetSuite Saved Search directly in Excel. Refresh with one click. Join multiple searches effortlessly using Power Query.
Live NetSuite data in Excel
Native integration with NetSuite for effortless data access
Manage your data with specific NetSuite permissions
Easy download
Fast-track your financials with specialized templates
High-speed access to real-time data
Re-use reports
Expedite your month-end close process
Visualize and improve your financial operations
Create presentation-ready C-level reporting
Standardize your deliverables
At a minimum, you need Excel Desktop 2016, which is currently the last supported Microsoft version. We recommend you use the most up-to-date version of Excel.
Yes! Try the full version of Finsyte free for 15 days. We believe in full transparency, so at the end of the trial there are no surprises.
Finsyte has a dedicated team of professionals ready to help. With over 30 years of experience in Accounting and Finance, we have you covered. Contact us.
