In a fast-paced business environment, finance leaders don’t just need accurate reports, they need them instantly, flexibly, and without relying on overburdened IT teams. Yet for many NetSuite users, financial reporting remains time-consuming and overly technical.
Many businesses continue to rely on traditional financial reporting methods, which often lead to inefficiencies, delays, and costly errors. 84% of small businesses still use some form of manual process in their daily operations, such as handwritten invoices or paper-based record-keeping. Even more concerning, 25% of small businesses continue to track their finances entirely on paper rather than using digital tools. These outdated methods increase the risk of mistakes.
That’s where SuiteReport comes in.
SuiteReport is a game-changing, AI-powered reporting tool designed specifically for finance professionals who want to get more from their NetSuite reporting, directly inside the tool they know best: Excel.
What Is SuiteReport?
SuiteReport is a modern, AI-powered Excel add-in designed to streamline NetSuite reporting.
It connects directly to your NetSuite and banking data, letting you build Excel financial reports in real time. No CSV downloads, no data cleanup, and no broken formulas. You can create P&Ls, balance sheets, cash flow statements, and other financial reports directly in Excel, with all data syncing automatically.
Whether you're managing multi-entity reporting, tracking KPIs, or just trying to close the books faster, SuiteReport gives you clean, up-to-date data for where and when you need it.
Who Is SuiteReport Built For?
SuiteReport is made for finance teams and business leaders who need smarter access to their data without jumping through technical hoops.
CFOs and Financial Leaders
SuiteReport helps CFOs make faster, data-driven decisions by eliminating the reporting lag that slows down strategic thinking. With real-time dashboards and AI-driven analysis, CFOs can track performance metrics, model scenarios, and guide the business with confidence.
Finance Managers and Accountants
No more copy-pasting from NetSuite into Excel. SuiteReport streamlines the reporting process for accountants, controllers, and FP&A teams by giving them a seamless way to pull, slice, and automate reports, all within Excel.
Business Unit Leaders and Revenue Teams
For commercial directors and operations leaders, SuiteReport bridges the gap between financial and operational data. With dynamic reporting templates by region, product, or department, revenue-impacting insights are just a click away.
Why SuiteReport Is Different
Let’s be honest, there are plenty of reporting tools out there. But here’s what makes SuiteReport stand out:
- It’s AI-Powered
Forget about memorizing formulas or copying templates. SuiteReport uses built-in AI to write formulas for you, suggest report structures, and surface insights faster. Whether you're building a custom metric or troubleshooting an issue, our smart assistant has your back. - It’s Excel-Native
No new tools. No complicated dashboards. SuiteReport works right inside Excel, the tool your team already knows and trusts. You get full flexibility, no learning curve, and the freedom to structure reports your way. - It’s Built for NetSuite
SuiteReport connects directly to NetSuite reporting and your bank feeds, so your reports are always accurate and up to date. Real-time syncing means you’ll never work off old data again.
The Problems We're Solving Only for You
Every finance team faces the same pain points. Here's how SuiteReport helps you solve them once and for all.
Problem 1: Manual Exports Are Draining Your Time
Are you downloading CSVs from NetSuite, pasting them into Excel, and spending hours formatting them? You're not alone.
Solution: SuiteReport eliminates exports by syncing data in real time. Refresh your reports with a click, no more copy-paste.
Problem 2: Errors in Formulas and Reports
One wrong formula or broken link can cost your team hours or, worse, lead to bad decisions.
Solution: Our AI-powered reporting tool auto-generates correct formulas and checks for inconsistencies before they become costly errors.
Problem 3: Reports Don’t Scale with Business Growth
As your business grows, reporting complexity multiplies. Multi-entity setups, currency conversions, department-level tracking — it gets overwhelming fast.
Solution: SuiteReport supports multi-entity Excel financial reports, letting you consolidate data instantly across subsidiaries, departments, or currencies — all in one sheet.
Problem 4: Data Is Always Outdated
In traditional reporting, by the time you've built the report, the data is already old.
Solution: With real-time syncing from NetSuite and your bank feeds, your numbers are always up to date, giving you confidence in every decision.
Key Features That Make a Difference
- Natural Language Reporting
Type your question and get your answer. No SQL, no formulas, no waiting. Just instant clarity.
Example: “Show me gross margin by product line over the last 6 months.” - Excel Plug-in with Live NetSuite Sync
Stay in Excel, but skip the CSV exports. Data pulls directly from NetSuite in real time. - AI-Powered Analysis
Go beyond reporting, analyze trends, detect anomalies, and identify root causes automatically. - Dynamic Templates
Generate reports by department, cost center, product, or region with reusable templates designed for scale. - Scalable, Secure Architecture
Built for enterprise-grade security, with a low-code/no-code interface that’s easy to deploy and manage. - 24/7 Self-Serve Reporting
Empower your team to build and update reports without relying on IT or analysts.
Real-World Benefits for CFOs and Finance Teams
- Close your books 30–50% faster
- Cut manual reporting time by up to 80%
- Reduce formula errors and inconsistencies by 90%
- Deliver board-ready reports in minutes, not days
- Spend more time analyzing and less time building
- And best of all, your team gets to work in the tool they already love: Excel.
Is SuiteReport Right for You?
Ask yourself:
- Are you using NetSuite and Excel for financial reporting?
- Do you spend too much time exporting, cleaning, and formatting data?
- Do you wish your reports were more accurate, more automated, and easier to share?
If you answered yes to any of these, SuiteReport is the solution you've been waiting for.
Final Thoughts
At the end of the day, your reporting process shouldn’t slow you down, it should empower you to move faster, act smarter, and grow your business confidently.
SuiteReport combines the flexibility of Excel, the power of NetSuite, and the speed of AI into one simple tool built for finance teams like yours. Whether you’re a CFO looking for fast insights or an accountant tired of manual work, this is the upgrade your team deserves.
Don’t just report. Report smarter.
Want to see SuiteReport in action?
Book a demo or start your free trial today and experience the future of financial automation — built for NetSuite and designed for Excel.
