CloudExtend

Welcome! 🎉 Here you’ll find everything you need to get started, roll out, and master ExtendInsights Financial Reporting — all in one place.

If you’re new to ExtendInsights Financial Reporting, begin with the Admin Setup Guide below to install the NetSuite bundle, configure permissions, and deploy the Excel add-in.

Once setup is complete, you can explore the end-user guides and training resources to help your team work efficiently in Excel.

💡 Tip: Bookmark this page — it’s your quick-access hub for all ExtendInsights Financial Reporting resources.

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Installation &amp; Setup Guides (Admins)

These articles help administrators install, configure, and manage ExtendInsights Financial Reporting

📕 <a href="https://support.cloudextend.io/extendinsights/extendinsights-netsuite/en/articles/14666836-admin-extendinsights-financial-reporting-engine-setup-guide">Complete ExtendInsights Financial Reporting step-by-step setup guide</a>

📕 <a href="https://support.cloudextend.io/extendinsights/extendinsights-netsuite/en/articles/9558121-admin-add-new-users-to-extendinsights-for-analytics-netsuite">Add New Users to ExtendInsights Financial Reporting</a>

Share these guides with users who work in Excel and analyze NetSuite data.

📍 <a href="https://support.cloudextend.io/extendinsights/extendinsights-netsuite/en/articles/6584543-installing-extendinsights-excel-applications-netsuite-editions">Install and Log in Guide</a>

📍 <a href="https://support.cloudextend.io/extendinsights/extendinsights-netsuite/en/articles/14590018-pre-built-reports">Pre-built Reports</a>

📍 <a href="https://support.cloudextend.io/extendinsights/extendinsights-netsuite/en/articles/14590014-xavi-formula-reference">XAVI Formula Reference</a>

📍 <a href="https://support.cloudextend.io/extendinsights/extendinsights-netsuite/en/articles/16056782-xavi-report-builder-ai-powered-financial-reports-with-claude">AI-Powered Financial Reports with Claude</a>

Help users learn at their own pace with guided training resources.

📍<a href="https://support.cloudextend.io/extendinsights/extendinsights-netsuite/en/articles/14590011-end-users-getting-started-with-financial-reporting">Getting Started with ExtendInsights Financial Reporting</a>

✅ <a href="https://ideas-cexl.cloudextend.io/tabs/29-customer-submitted-ideas-up-for-vote/tabs/30-under-consideration/tabs/7-shortlisted-ideas-under-consideration-for-development" rel="nofollow noopener noreferrer" target="_blank">Submit and vote for features here</a>

✅ <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/4487841-whitelist-celigo-com-domain-to-ensure-you-receive-support-emails">Whitelist Celigo.com Domain</a>

Can’t find what you’re looking for? We’re here to help!

📘 <a href="https://support.cloudextend.io/extendinsights/extendinsights-netsuite/en/articles/6300677-learn-how-to-get-support-for-extendinsights-for-analytics-netsuite">Learn How to Get Support</a>

💬 Chat with us: Use the in-app messenger (bottom-right of our support site or inside the app). ✉️ Email us: <a href="https://support.cloudextend.io/extendsync-outlook/en/articles/9347025-find-all-your-important-extendsync-outlook-resources-in-1-place-here" rel="nofollow noopener noreferrer" target="_blank">cloudextend-support@celigo.com</a>

ExtendInsights FRE | Guides and resources to ensure you are set up for success

🔍 Find all your important ExtendInsights Financial Reporting Resources in 1 place here!

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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.

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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.

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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.

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

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

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🔍 Find all your important ExtendInsights Financial Reporting Resources in 1 place here!

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Installation & Setup Guides (Admins)

End-User Resources

🎓 Self-Paced Training

🧩 Miscellaneous

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