Access your NetSuite Data in Excel
We're not recreating 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 creating 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:
Instant Data Refreshing
Create refreshable reports from live NetSuite data which populate with the latest information at the touch of a button.
Edit NetSuite Data in Excel
Our seamless, bi-directional integration enables users to easily push and pull data to and from NetSuite, instantly.
Analyse Every Possible Angle
Create as many versions of your budgets as you need and compare them in one document with the power of Excel you know and love.
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)
To start building refreshable reports, you can connect NetSuite to Excel using ODBC (SuiteAnalytics Connect). Solution 7's Excel Add-in tool provides a user-friendly, point-and-click interface.
Select your NetSuite data from Excel
Whether you use one of our pre-built reports or want to create your own, Solution 7 Excel add-in for NetSuite gives you live visibility of the information you need.
No matter where your data is located in NetSuite, users simply select the NetSuite field(s) they want in their report, the cells they want those fields to appear in, point, click, refresh data and they’re off.
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.
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
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Consolidated P&L
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Balance Sheet
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Cash Flow
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Board Reporting
Regulatory Reporting
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10Q & 10K
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1099
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Trustee Reporting
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Annual Returns
Operational Reporting
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Accounts Receivable
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Accounts Payable
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Inventory
Variance Reporting
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Actual vs Budget
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Budget vs Forecast
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Forecast vs Revised Forecast
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Previous Period Comparisons
Multi-dimensional Analysis
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By Class, Dept, Location
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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.
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
