Find clear answers to the most common questions about SuiteReport. Learn how our NetSuite reporting tool helps finance teams work faster in Excel.
SuiteReport is a native Excel add-in that connects directly to your live NetSuite and bank data. It’s built for finance teams who want the flexibility of Excel with real-time NetSuite data. SuiteReport is a fully AI-powered NetSuite reporting tool that also lets you chat with your Excel and NetSuite data in natural language. You can ask questions like “show top customers last quarter,” or explore anything related to your financials all from within Excel.
SuiteReport connects to NetSuite through the secure NetSuite ODBC connector using your existing login and role-based permissions. Once connected, it pulls live transactional and financial data directly into Excel. There’s no need to export files, write custom scripts, or use middleware. Everything runs securely within your existing NetSuite setup.
Yes, SuiteReport is fully secure and built to meet compliance standards. It connects using NetSuite’s official ODBC connector with encryption via TLS 1.2 or 1.3. SuiteReport is a Microsoft-certified Excel add-in, built to align with compliance requirements. Bank data is also accessed securely using TLS 1.2 or 1.3 encryption. No data is stored on external servers. Everything runs securely within your Excel environment.
Yes, SuiteReport is fully compatible with Mac, Windows, and Excel Online (Office 365). You can access all features, no matter where you're working. It runs smoothly across platforms without needing extra setup or software.
No, you don’t need any technical skills to use SuiteReport. It’s built for finance teams, so you can create reports, run searches, and analyze data right in Excel, without writing codes. If you know how to use Excel, you’ll feel right at home.
Yes, with SuiteReport, your Excel reports stay up to date with live data from NetSuite. No more exporting or copying and pasting. Just open your file, click refresh, and your numbers are current. It's real-time reporting, made simple.
Yes, SuiteReport lets you upload and manage budgets directly from Excel into NetSuite. You can edit, validate, and sync budget data without switching tools or writing any scripts. It’s fast, accurate, and built to work with your existing planning processes.
Yes, SuiteReport offers a 2-week no-obligation trial. You can test live NetSuite-to-Excel reporting with your own data and workflows. Our team can also support you in building reports during the trial using your live NetSuite data in Excel. No setup hassle and no payment required to get started.
SuiteReport offers 7-days-a-week support via email and can also jump on a call when needed. Our team helps you get started with onboarding, including setup, data connection, and building your first reports. Ongoing support is available for report creation, troubleshooting, and optimization. So you’re never left figuring it out alone.