AI-Powered NetSuite Reporting That Lives Inside Excel

No more exports or broken spreadsheets. Experience AI-driven NetSuite reporting and reconciliations in Excel and build reports in minutes, not days.

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Uses of SuiteReport
Real-Time NetSuite Reporting AI-Based Financial Analysis Smarter Financial Planning One-Click Data Export to NetSuite Board-Ready Dashboards Finance Documentation Hub Daily Cashflow Visibility
Features at glance
Empower Your Financial Insights
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Empower Your Financial Insights

Master your NetSuite data with SuiteReport. Effortlessly generate and customize high-impact reports in Excel to study insights, drive strategic decisions, and enhance your NetSuite reporting capabilities.

Build Smarter Reports, Faster Live NetSuite Data, Directly in Excel Automate Recurring Finance Tasks Seamless & Secure NetSuite Integration AI-Enhanced Reporting Visualize and Analyze with Clarity
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Streamline Your Cash Flow Management
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Streamline Your Cash Flow Management

Easily connect your banks with SuiteReport to consolidate all financial data in Excel and automate and optimize your cash flow management for improved efficiency.

Working capital management directly from excel Secure and reliable banking connectivity Connect all your banks Accurate cash management Efficient and automated updates
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Simplify Finance with AI in Excel
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Simplify Finance with AI in Excel

Harness the power of AI to revolutionize your financial processes in Excel. Generate formulas instantly and understand the deep insights to make smarter decisions.

Get a lot more done in less time Generate formula Explain formula Understand insightful information
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Why SuiteReport

The fastest way for finance teams to get accurate, AI-powered reporting in Excel without extra tools or IT support.

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Excel-Native Reporting
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AI That Speaks Finance
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Bank + NetSuite Data in One Place
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Secure by Design
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Proven Time Savings
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Custom Templates You Control
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Built for NetSuite Users
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Easy Setup, No IT Needed
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Real-Time Reporting

Fully Secure Financial Reporting — All Inside Excel

Your data never leaves Excel. Connections use NetSuite’s official ODBC and bank-grade TLS encryption.

Connects using NetSuite’s official ODBC connector

NetSuite connections are encrypted with TLS 1.2 and 1.3

Salt Edge uses TLS 1.2 and 1.3 for secure banking data connections

Plaid enables secure access to bank data, with TLS 1.2 or higher encryption

No background sync, caching, or server-side data storage

Microsoft-certified Excel Add-in to meet compliance standards

GDPR-aligned with data minimisation and full user control

Easy Setup & Smooth Integration
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Easy Setup & Smooth Integration

Connect once and keep your reports running without IT delays. SuiteReport works inside Excel, so FP&A teams can link NetSuite, pull live data, and build models in minutes. With secure bank connections, app integrations, and AI-powered automation, you spend less time preparing data and more time analyzing it.

How SuiteReport Works?
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Export Live Data

Pull real-time fields from NetSuite.

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Organize with AI

Clean, group, and automate inside Excel.

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Visualize Instantly

Build shareable dashboards and reports.

See for Yourself: AI's Impact on Financial Reporting
56%

of finance leaders say they lack the right reporting tech. (Source: Workiva)

SuiteReport closes this gap with Excel-native NetSuite reporting automation.

94%

of business leaders agree AI will define the future of reporting (Source: Workiva)

SuiteReport helps you bring that future into your reporting today.

46%

of finance professionals expect AI to transform FP&A (Source: Vena)

SuiteReport gives teams the tools to act on that transformation now.

SuiteReport helps finance teams move from these challenges to results. See it in action.

Redefining What’s Possible with NetSuite Reporting