Overview

XAVI Report Builder is a Claude Skill that transforms plain-English requests into fully formatted Excel financial reports powered by live XAVI formulas.

Instead of building reports cell by cell, simply describe the report you need—such as an Income Statement, Balance Sheet, Budget vs. Actual, or Executive Dashboard—and Claude generates the worksheet for you, complete with filter cells, live XAVI formulas, formatting, and a README worksheet explaining how the report works.

The generated reports remain fully editable and continue to retrieve live data from NetSuite through XAVI formulas.

Install the Claude Skill

Watch this video or follow the instructions below to install the CloudExtend Claude Skill.

Option 1

In Claude (web, Desktop, or Cowork):

Open the Customize menu → Plugins tab.
Click "+" → Add marketplace → Add from a repository.
Enter cloudextend/ai-skills.
Install the plugin for the connector you use, e.g. ExtendInsights for NetSuite.

Option 2

In Claude Code / CLI:

claude plugin marketplace add cloudextend/ai-skills claude plugin install extendinsights-netsuite@cloudextend

For Team/Enterprise Claude organizations (org-wide rollout):

An organization owner can add this repository under Organization settings → Plugins → Add plugin → GitHub, with automatic sync enabled so updates reach every member without a manual re-install.

Using the skill

The skill is available inside Claude for Excel.

A link to install Claude for Excel is here.

Once the CloudExtend plug-in has been added and Claude for Excel installed, you may invoke the skill by typing /extendinsights-netsuite/xavi-report-builder into the Claude app followed by what you want to build.

For example, /extendinsights-netsuite/xavi-report-builder y/y comparative income statement by quarter. Claude will ask some clarifying questions and then begin the process of building your report for you.

What You Can Build

XAVI Report Builder can generate a variety of financial reports, including:

Report	Description
Income Statement (P&L)	High-level CFO Flash or detailed report by General Ledger account.
Year-over-Year Comparison	Monthly or quarterly comparisons with dollar and percentage variances.
Balance Sheet	Live balance sheet using XAVI formulas.
Trial Balance	Complete listing of General Ledger accounts with activity.
Cash Flow Statement	Indirect cash flow statement using live NetSuite data.
Budget vs. Actual	Compare NetSuite budgets against actual results or use manual budget placeholders.
Executive Dashboard	Management dashboard with KPIs, summary cards, and trend charts.

Each report includes a filter section for common reporting dimensions such as:

Fiscal Year
Subsidiary
Department
Class
Location

Simply update the filter values to instantly recalculate the report without modifying any formulas.

Prerequisites

Before using XAVI Report Builder, ensure you have:

Access to Claude (Claude.ai, Claude Desktop, or Claude for Excel) with Skills enabled.
ExtendInsights Financial Reporting (XAVI) installed and connected to NetSuite.
The XAVI Report Builder skill file downloaded.

Generate Your First Report

Step 1: Accept the Disclaimer

Each session begins with a brief disclaimer explaining that AI-generated content should always be reviewed before use.

Accept the disclaimer to continue.

Step 2: Describe the Report

Tell Claude what you'd like to build.

For example:

"Build a high-level Income Statement for FY2026."
"Create a Budget vs. Actual report by Department."
"Generate a quarterly Balance Sheet."
"Build an Executive Dashboard."

Claude identifies the report type and requests any additional information needed.

Step 3: Answer the Setup Questions

Claude gathers the remaining information in a few short prompts, such as:

Company name
Report title
Fiscal year
Fiscal year start month

Step 4: Let Claude Build the Report

Claude builds the report in several stages:

Creates the worksheet layout.
Adds report filters.
Inserts live XAVI formulas.
Prompts you to configure NetSuite filter values using the XAVI task pane.
Completes the report.
Generates a README worksheet documenting the formulas used.

Throughout the process, Claude explains the purpose of the formulas and reporting structure in plain English.

Step 5: Review AI-Generated Reports

XAVI Report Builder uses AI to generate report layouts and formulas.

Before using a report for financial analysis, executive reporting, regulatory filings, or external distribution, always:

Verify the report layout.
Review the XAVI formulas.
Confirm report totals.
Validate the results against NetSuite.

The included README worksheet documents the generated formulas and report structure for future reference.

Customizing what's built

Every report generated by XAVI Report Builder is a standard Excel worksheet.

You can:

Add or remove rows and columns.
Apply your own formatting.
Modify report filters.
Add Excel formulas or calculations.
Extend the report with additional worksheets or dashboards.

The embedded XAVI formulas continue retrieving live NetSuite data after your customizations.

Need Help?

🔍 Visit the Help Center: https://www.cloudextend.io/support/
💬 Use the in-app chat
✉️ Email cloudextend-support@celigo.com

XAVI Report Builder: AI-Powered Financial Reports with Claude