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NetSuite Excel Add-in

Connect NetSuite to Excel with our easy-to-use add-in. Point and click through the NetSuite data structure and insert any combination of fields directly into your spreadsheet to quickly build reports and perform analysis, all from within Excel.

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Access your NetSuite Data in Excel

We're not reinventing the wheel, we're making it spin faster

From simple tasks like providing live data to budget holders outside of your NetSuite set-up to building complex multi-company, multi-currency, multi-forecast financial models, our unique bi-directional Excel add-in for NetSuite gives you everything you need to manage your data with ease:

Instant Data Refreshing

Create refreshable reports from live NetSuite data that update with the latest information at the touch of a button.

Edit NetSuite Data in Excel

Our seamless, bi-directional integration lets users instantly push and pull data to and from NetSuite.

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Analyse Every Possible Angle

Create unlimited versions of your budgets and compare them all in one document - with the power of Excel you know and love.

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Award-winning Excel Add-in for NetSuite

Recognised by NetSuite as SuiteApp of the Year, our Excel add-in for NetSuite gives customers all over the world a tool to effortlessly build and publish high-quality, complex, real-time NetSuite reports and financial forecasts with full drill-down and drill-back to NetSuite.

How to connect NetSuite to Excel

Connect via NetSuite ODBC (SuiteAnalytics Connect) 

Easily create dynamic, refreshable reports by connecting NetSuite to Excel using ODBC (SuiteAnalytics Connect). Solution 7's Excel Add-in offers a simple, user-friendly interface with point-and-click functionality for seamless integration.

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Select your NetSuite data from Excel

Whether you use our pre-built templates or create your own custom reports, Solution 7's Excel add-in for NetSuite provides real-time access to the data you need.

 

No matter where your data is located in NetSuite, users simply select the field(s) they want, choose the Excel cells for output, point, click, and refresh - it's that easy.

Edit, Refresh, and Share

With your data selected, simply create the reports you need and whenever you want to see the latest data from NetSuite, just click 'refresh'. Within a few seconds your entire report, dashboard, or pack will be populated with up-to-date information which you can then give access to or share as interactive reports in a PDF.

From foreign currency valuations to advanced cash flow forecasts, the chances are our software is probably already doing what you need for one of our hundreds of customers globally.

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Excel Add-in for NetSuite

What Type of Reports Can I Create?

Whether you are looking to create a monthly Board Pack, complex budgets and forecasts, or have the flexibility to create reports on the fly, Solution 7 gives you everything you need in an interface you know and love.

Typical Reports we Support in Excel

Month-End

  • Consolidated P&L 

  • Balance Sheet 

  • Cash Flow

  • Board Reporting

Regulatory Reporting

  • 10Q & 10K 

  • 1099 

  • Trustee Reporting

  • Annual Returns

Operational Reporting

  • Accounts Receivable

  • Accounts Payable

  • Inventory

Variance Reporting

  • Actual vs Budget 

  • Budget vs Forecast

  • Forecast vs Revised Forecast 

  • Previous Period Comparisons

Multi-dimensional Analysis

  • By Class, Dept, Location

  • Custom Segments

Don't take our word for it

Hear what our happy NetSuite customers have to say about the impact Solution 7 has had on their business.

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Recognised in 2018 by the Financial Times as the UK's #1 Tech Growth Company, SuperAwesome work with some of the world's best known brands to 'make the internet safer for kids'.

 

Take 1 minute to hear what their FD, Thomas Platford, had to say!

What our customers say

“With Solution 7 we have simple to understand, accurate reports that give us the confidence to make sound business decisions based on the facts.”

- Mark Ellis, Group Finance Director, Actegy Health

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Solution 7

Solution 7's award-winning SuiteApp provides finance professionals with all the power and capability of NetSuite’s reporting within the familiar and flexible interface of Microsoft Excel.

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