Record-to-report

End-to-end reporting and analysis for NetSuite

Get the full financial picture. Zone automates R2R with drillable Excel reporting for finance, tailored Power BI dashboards for business users, and consolidated data pipelines for analysts.

G2 Best Software 2025 Top 50 Analytics Products

Trusted by finance teams at 4,500+ organizations

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Master the record-to-report cycle

Connect directly to NetSuite and get actionable insights, faster. Cut days off your financial close, eliminate copy-paste reporting, and save hours of data analyst time per week.

Tactical Connect: NetSuite data extract
Automatically extract and refresh NetSuite data for use in BI analytics–all while preserving your finance logic and eliminating timeouts.
  • Set up in 15 minutes
  • Schedule extracts for automated, pain-free updates
  • Preserve finance logic via Saved Search extracts
  • Stage data for BI analysis or data backup
Data warehouse: NetSuite data pipeline
Accelerate NetSuite data delivery to your BI or data warehouse. Zone eliminates hours of data engineering work with ETL pipelines that ensure data integrity.
  • Extract and transform NetSuite data into a structured SQL format
  • Easily deploy updated data into your BI reports
  • Manage schema changes, refreshes and monitoring in one place
  • Ideal for bringing NetSuite data into Power BI, Snowflake, and more
ZoneReporting: Power BI dashboards
Get trusted NetSuite insights in Power BI. ZoneReporting delivers consolidated reporting across subsidiaries, currencies, and entities—automating updates to save hours each month.
  • Update Power BI reports automatically with today’s data
  • Join and consolidate data across NetSuite entities and currencies
  • Accurate to the penny, with full drillback to NetSuite transactions
  • Plug-and-play reporting like ARR Waterfall, Churn Prediction and Inventory Management
Solution 7: Excel reporting
With Solution 7, effortlessly build and publish up-to-date financial statements and reports with drill-back to NetSuite.
  • Fast setup via an Excel plugin that provides live NetSuite data
  • Cut days off your monthly close with one-click report updates
  • Full drill down and drill back to live NetSuite data
  • Streamline budgeting by pushing budgets from Excel to NetSuite

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Powerful products for every team

CFOs & finance executives

Empower your financial strategy with real-time insights

Skip data engineering and copy-paste reporting, so you can get right to accurate financial insights. Zone offers tailored data and business intelligence solutions that are designed to streamline complex financial data into clear, actionable insights. With a comprehensive suite of tools—including customizable BI reports, managed data warehousing and intuitive Excel-based reporting—you’ll have flexibility and control to optimize performance and drive growth, all while reducing the time spent gathering and managing data by up to 99%.

Controllers & finance teams

Maximize operational efficiency with automated data solutions

Simplify the record-to-report cycle with automated financial reporting and operational insights. Zone cuts days off your close via Solution 7, which brings live NetSuite data into Excel for rapid reporting. And our other data tools serve up business partners with insights to reduce churn, make smart sales decisions, optimize AP vendor terms, accelerate quote-to-cash, and more. Say goodbye to manual data wrangling and complex queries and take control of your financial reporting with tools that deliver the insights you need, when you need them.

IT & data teams

Unlock scalable data analysis without the overhead

Raw NetSuite data is difficult to use. A direct ODBC connection requires you to manually write SQL logic to join tables, handle NetSuite's throttling limits, and manage schema changes yourself–all of which costs time and resources. But Zone’s Tactical Connect and Data Warehouse accelerate your time-to-value via a prebuilt semantic model. We’ve mapped the thousands of NetSuite data points into a coherent structure, so you don't have to hire a data engineer to figure out how your Invoice Lines relate to your GL Impact.

Business analysts & financial analysts

Transform data into strategy with BI and reporting tools

Manually downloading and importing data from NetSuite is costly and time-consuming. Replace painful extracts with 100% automated, scheduled extracts that feed data where you need it – staged in cloud storage, or directly into your data warehouse or BI solution. Zone allows you to analyze data in the way that best suits your organization’s strategy.

Consultants & implementation partners

Deliver excellence to your clients with a trusted data platform

Help your clients get the most out of their NetSuite data with Zone’s record-to-report solution. Whether clients need NetSuite data in Excel for financial reporting, full-service Power BI reporting, or data extracted, transformed, and delivered to tools like Snowflake, Zone provides the NetSuite-native architecture to help. Become a trusted partner and add value to your clients by implementing tailored solutions that streamline financial operations and accelerate business insights.

Find the integrations you need

Explore hundreds of pre-built and custom connectors, integrations and complete integration apps that allow you to quickly implement, go deep in data analysis and connect workflows.

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Start a conversation with an expert who asks thoughtful questions and shows you how Zone can solve your unique problem.

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