When it comes to budgeting and forecasting, finance teams know the drill: long hours, scattered spreadsheets, version control nightmares, and the constant back-and-forth between Excel and NetSuite. It's one of the most essential yet time-consuming responsibilities for CFOs, controllers, and FP&A teams.
What if there was a way to simplify the process, reduce manual effort, and speed up delivery?
That’s where SuiteReport steps in.
The Budgeting Headache in Traditional NetSuite Workflows
If you’ve been using NetSuite for budgeting, you already know the limitations. Pulling actuals into Excel to start a budget cycle often involves CSV exports, manual data mapping, and double-checking for accuracy. Then there’s the hassle of uploading budgets back into NetSuite through clunky import tools.
Forecasting is no better. Without real-time data and scenario modeling, it often feels like driving blind.
SuiteReport: Excel + NetSuite, Combined
SuiteReport transforms Excel into a live NetSuite-connected workspace. It allows you to:
- Pull live NetSuite data directly into Excel using drag-and-drop Table Ranges.
- Use custom formulas via Data Function to extract exactly the numbers you need.
- Create and save reporting templates that preserve Excel formatting and logic for reuse.
- Upload budgets back to NetSuite without leaving Excel, using structured and controlled inputs.
This eliminates manual exports/imports and ensures that you're always working with the most current data.
Forecasting with AI: A New Era of FP&A
The SuiteAI Assistant in SuiteReport takes things even further. Imagine asking Excel:
"Create a 2025 forecast based on this year's actuals and 10% YoY growth."
And getting a fully modeled forecast within seconds.
- Analyze trends from your NetSuite data
- Run scenario planning with natural language prompts
- Create new forecast sheets instantly based on historicals
This is AI in finance done right: not replacing the human element, but enhancing it.
Real-World Use Case: 2024 Budget in 2 Days, Not 2 Weeks
One of our mid-market clients used SuiteReport to streamline their entire 2024 budgeting cycle. Previously, it took 2-3 weeks just to consolidate and align spreadsheets from different departments. With SuiteReport:
- Department heads used shared templates pre-linked to NetSuite
- The finance team ran validations and zero suppression for accuracy
- Budgets were uploaded directly from Excel
They completed the process in just 2 days.
Why This Matters to Finance Leaders
Budgeting and forecasting aren’t just monthly or quarterly tasks, they’re strategic pillars. Tools like SuiteReport empower CFOs and FP&A teams to:
- Spend less time compiling data and more time analyzing it
- Increase accuracy with live NetSuite connections
- Accelerate decision-making through AI-assisted modeling
If you’re ready to modernize your budgeting process and bring automation to the core of your finance operations, SuiteReport is the FP&A tool your team deserves.
Interested in seeing it in action? Request a demo or start your free trial for SuiteReport today.
