Founded in 2015 and based in Anaheim, California, The Legacy Printing is a leading provider of custom-printed retail packaging boxes. Serving sectors like manufacturing, electronics, and retail, the company is known for high-quality production, eco-friendly practices, and modern print technology
As business expanded, The Legacy Printing’s finance team struggled with operational inefficiencies that limited visibility, slowed down reporting cycles, and created compliance risks. Despite using NetSuite, their reporting processes were still heavily manual and reactive.
Manual NetSuite Exports
Finance teams repeatedly pulled raw data into Excel, increasing workload and error risk
Repetitive Report Building
Each month required manual formatting, formula updates, and validations from scratch
Automated Templates
Standardised Excel templates now generate reports instantly using live NetSuite data
Real-Time Financials
Data updates in real time—no lags, no re-exports, no version issues
Strategic Finance Visibility
Live dashboards and dynamic forecasts support faster, data-backed decisions
Even with NetSuite in place, The Legacy Printing’s finance team faced major inefficiencies that slowed decision-making and strained resources.
The Legacy Printing adopted SuiteReport to eliminate manual reporting, gain real-time visibility, and bring strategic agility to finance while continuing to work in Excel.
Manual, disconnected workflows
Manual ExportsNetSuite data was pulled manually, causing delays and version control issues.
Repetitive Report BuildingTeams spent days formatting and validating Excel reports each cycle.
Static ForecastingForecasts were rigid, with limited scenario planning capabilities.
Automated, real-time intelligence
Live NetSuite IntegrationReal-time data access in Excel with no exports or manual syncing.
Standardized TemplatesPre-built Excel reports enabled consistent outputs across the company.
Dynamic ForecastingRolling forecasts and variance tracking powered by real-time updates and AI.
Three powerful capabilities that transformed The Legacy Printing’s financial operations
Direct data flow from NetSuite into Excel, reducing time spent exporting, cleaning, and validating.
Automated templates for income statements, balance sheets, and cash flow reports updated in real time.
Customizable reports and real-time variance analysis help the finance team make data-driven strategic decisions faster.
SuiteReport delivered measurable improvements across all key finance operations
Manual Reporting
Significant reduction in month-end close effort
Report Preparation
Standardised templates cut turnaround time
NetSuite Data
Finance team always works with current numbers
Budget vs Actuals
Consistent tracking across departments
Rolling Forecasts
Enabled proactive scenario analysis
Traceable Data
Drill-down access improved transparency
Finance Team Capacity
Freed up time for strategy, not spreadsheet checks
" We now have a finance team that’s not just operational—but strategic. SuiteReport gave us the visibility and control we needed to support smarter, faster growth."