NetSuite Excel tool​ for on-demand reporting and planning

Using a NetSuite Excel tool gives finance teams the power and flexibility of Excel without losing the accuracy, controls, or real-time visibility that come from keeping NetSuite as the single source of truth. Rather than exporting static spreadsheets or relying on fragile integrations, tools like Solution 7 create a secure, direct connection to your NetSuite data so you can build, refresh, and distribute reports with confidence.

With an approach like our Excel integration, your financials remain governed by NetSuite while your team works in the environment they know best. That means no manual exports, no broken formulas, and no version-control chaos. Just accurate, refreshable reporting that stays aligned with your ERP.

What this helps you achieve:

• Real-time reporting in Excel using live NetSuite data
• Faster monthly close by removing manual spreadsheet prep
• Stronger financial controls—NetSuite stays the system of record
• More flexible reporting & modeling for FP&A, controllers, and accounting
• Elimination of manual exports and data discrepancies

In short: you get the speed and usability of Excel with the accuracy and governance of NetSuite without introducing a traditional “integration” that moves or duplicates ERP data.

Solution 7 by Zone is an Excel plugin that creates a bi-directional data flow between Excel and NetSuite. Teams can easily navigate the entire NetSuite data structure, live, in Excel to create plug and play refreshable reports. This allows non-NetSuite users to view and query critical information.

Most organizations are fully set up within an hour. Solution 7 by Zone installs natively into your Excel environment. You can leverage your existing NetSuite and Excel skills to create high quality financial reports in minutes.

A wide variety of financial reports, forecasts and statements can be built with Zone’s NetSuite Excel tool. Examples include: Consolidated P&L, Balance Sheet, Cash Flow, multi-company and multi-currency reporting.

Yes. With Excel’s inherent flexibility to draw data from multiple data sources, you can build complex formula-driven forecasts and models based upon non-financial data not typically stored in the General Ledger. There is also the ability to use Microsoft Excel graphs, charts and pivot tables.

Before Solution 7, one of the best NetSuite Excel integration tools for efficiency was copying and pasting data by hand. Finance teams had no choice but to stitch together spreadsheets, rebuild formulas, and hope yesterday’s exports didn’t break today’s model.

Solution 7 changes that completely. Designed specifically for advanced planning and reporting, Solution 7 connects live NetSuite data into structured Excel models so FP&A and accounting teams can run complex logic, multi-sheet calculations, and dynamic scenario planning without ever fighting stale numbers or manual prep work.

This makes it easy to manage:

• Rolling forecasts
• Multi-entity consolidations
• Revenue waterfalls and allocation scenarios
• Multi-step drivers and advanced formulas
• Rapid re-forecasting during month-end or board cycles
• All with speed, accuracy, and total confidence in the numbers.

Although you can still export data from NetSuite when needed, Solution 7 eliminates the traditional pain of exports entirely. Instead of rebuilding models every month, your existing Excel logic stays intact while the data underneath refreshes—letting your team focus on insight, not reconciliation.

Yes, Solution 7 makes planning and budgeting dramatically easier by letting your team work entirely in Excel while still using real NetSuite data. Instead of exporting static numbers or rebuilding templates every cycle, you can pull in up-to-date actuals, forecasts, and transactional detail with the Excel NetSuite integration tool’s automatic data refresh.

This means your planning and budgeting process stays fast, accurate, and flexible without requiring a separate planning system or complex integrations.

What teams typically automate with Solution 7:

• Refreshing actuals and variances directly from NetSuite
• Updating rolling forecasts and working budget models
• Building scenario analysis using live ERP data
• Eliminating manual exports and version-control issues

Solution 7 doesn’t attempt to replace enterprise planning platforms. It enhances the tools your team already knows. You get Excel’s full modeling power paired with NetSuite’s real-time data, giving finance teams a practical, streamlined way to budget and forecast without adding another system to the tech stack.

Yes. Zone’s Excel-to-NetSuite connection fully supports multi-entity and worldwide financial reporting needs, making it ideal for organizations operating across regions. With built-in capabilities to automate NetSuite invoice data to Excel, consolidate multi-currency actuals and streamline sharing report results, teams can deliver accurate, consistent insights for worldwide financial reporting without relying on manual processes.

Solution 7 by Zone uses NetSuite's native SuiteAnalytics Connect module to connect securely to your NetSuite data. NetSuite's permissions are honoured by this connector and data flow is purely between your users' machines and the NetSuite servers. None of your NetSuite data is transferred to, or via, Zone's/Solution 7's servers or infrastructure.