AI can generate a spreadsheet. But can it defend the numbers? For finance teams, that question matters more than any other. Reports need to be accurate, current, and traceable, not just well-formatted. That’s what ExtendInsights was built for.
In this live session on how AI is working inside ExtendInsights to do something most tools can't: build board-ready financial reports in Excel, connected to live NetSuite data, with built-in drilldowns to the source NetSuite transactions.
We'll walk through two capabilities that are changing how finance teams work. First, the AI Query Generator: Type what you want in plain English, get a SuiteQL query, and pull any data from NetSuite. Then, the XAVI Report Builder: A Claude Skill that lets you describe the report you need—Income Statement, Budget vs. Actual, Executive Dashboard, and more—and then Claude builds it for you using live XAVI formulas, filter cells for subsidiary, department, class and location, and a README documenting everything Claude built.
This is AI-powered reporting you can actually stand behind. Join us and see it live.
What You'll Learn:
How the AI Query Generator turns plain-English prompts into SuiteQL queries with no SQL expertise required
How the XAVI Report Builder Claude Skill builds fully formatted Excel reports with live NetSuite data in minutes
Which report types XAVI can generate: P&L, Budget vs. Actual, Balance Sheet, YoY, Cash Flow, and more
How to slice any report by fiscal year, subsidiary, department, class, and location instantly
How accounting periods work with XAVI formulas, including custom fiscal calendars
How built-in drilldowns trace every number to the source transaction, and how the README makes every report maintainable
How to build AR aging in Excel