From Backlog to Boardroom-Ready: Best Practices for NetSuite Financial Reporting

Finance teams spend nearly half their time preparing reports, while manual processes and inconsistent data continue to limit strategic analysis. Yet many NetSuite reporting workflows still rely on CSV exports, static spreadsheets, and saved searches that quickly become outdated.

In this session, Brandt Kucharski, CAO @ Ethos Life, Chris Corcoran and Justine Burdo from CloudExtend will show how finance teams are modernizing reporting with live Excel connection to NetSuite. Learn how to pull real-time data into Excel using formulas, saved searches, SuiteQL, and AI-generated queries. Reducing manual imports and reporting delays. You’ll also learn:

– Where manual reporting is costing your team time

– How real-time NetSuite-to-Excel reporting works

– How to identify reporting issues from processes or tools

Watch now: