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Excel Integrations, Level III

March 26 | Excel and NetSuite integration for real-world reporting applications

Updated today

Last month was about mastering fundamentals. This time, we’re showing you how to turn Excel into a live reporting engine, because repetitive manual processes are called “survival mode,” not strategy.

This master class is specifically designed for users who want greater control over their workflows through ExtendInsights, NetSuite, and Excel’s advanced transformation tools. It’s time to turn your Excel spreadsheet into a live reporting layer powered by NetSuite data and remove manual effort from some of your most critical processes.

Watch this 45-minute session and learn how use your ExtendInsights Excel and NetSuite integration for real-world reporting applications, including:

  • Leveraging Power Query with ExtendInsights

  • Building a refreshable NetSuite income statement with SuiteQL and AI

  • Performing balance sheet reconciliation with SuiteQL and AI

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