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Everything you need to deploy, configure, and start using ExtendInsights for NetSuite

Deploy & Install ExtendInsights

Build dynamic financial reports in Excel using live NetSuite data and XAVI formulas. Create income statements, budget reports, executive dashboards, and custom financial models directly in Excel

ExtendInsights Financial Reporting

The easiest way to find anything related to ExtendInsights for Data Management NetSuite is to search for it here

Data Management NetSuite

Help docs, FAQ's, and more for ExtendInsights for Analytics NetSuite

Analytics for NetSuite

Use the AI Query Generator to build and schedule SuiteQL queries for downloading NetSuite data

ExtendInsights AI Query Generator + NetSuite SuiteQL

Resolve common errors, sync issues, and configuration problems

Troubleshooting

Shared concepts, security, and platform-wide behavior across CloudExtend products

Platform & General Information

Check out this collection to keep you update on what's new!

Release Notes

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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