ZoneUnplugged: Solution 7 — Live NetSuite Reporting in Excel | October 2026

October 22, 2026

Discover how Solution 7 simplifies financial reporting by connecting live NetSuite data directly to Excel, eliminating manual exports and reducing time spent rebuilding reports. This session covers creating reusable, automatically refreshed reports, streamlining multi-entity reporting and consolidations, drilling into transaction details, and simplifying budgeting and forecasting. Plus, see how Claude can help build Excel reporting templates that work alongside Solution 7 to make financial reporting more efficient.

Transcript

Haley Ashe

00:03 - 00:52

Good morning, good evening, or good night, depending on where you're joining us from today for this episode of Zone Unplugged. Solution 7, live NetSuite reporting in Excel.

We have a jam packed session in store for you all today. So we're gonna go ahead and kick off so we can make sure that we get through all of it for you.

So first up, we're gonna just do a couple quick intros. So again, welcome everyone, to Zone Unplugged.

I'm Haley Asch, director of customer marketing here at Zone and Co. I am the person behind the scenes a lot of time helping to bring our customers, our prospective customers, more resources like Zone Unplugged, our Zone monthly newsletter, and so much more.

I will be your host for today alongside some of my friends on the Zone team that I'm gonna pass it over to have them introduce themselves. So, Chet, over to you.

Chet Sekhon

00:52 - 01:35

Awesome. Thank you, Haley.

Hi, everybody. My name is Chet Sekon.

I'm gonna be your solution consultant walking through today's demo. It's a pleasure to have you all here today to really just to talk through how we can simplify your life with S7 within Excel reporting, all getting your data from NetSuite.

My experience actually comes from working at NetSuite myself, so I can appreciate all the layers and the and the streamlined visibility it can provide around your financial statements and your reports. But some of the elements that are still missing from a reporting side that now we can go ahead and address head on both with custom fuels, custom segments report, and a live real time refresh that allows you to truly templatize it moving forward.

So we appreciate your time and excited to showcase it live.

‍

Brett Bechter

01:36 - 02:13

My name is Brett Bechter. I am an account executive here at zone.

Really excited to be on this suit. Solution 7 demo today.

I was asked to join because I am the biggest Solution 7 fan, as my colleagues will tell you. Solution 7 is a live two way data bridge between NetSuite and Excel.

It is a fantastic product. It works extremely well for what it does.

Very easy to set up. We have over 1,500 customers on NetSuite using Solution 7 today.

It's got a five star rating on SuiteApp, and I'm gonna be here answering and routing questions as necessary.

Haley Ashe

02:13 - 04:29

Amazing. Thank you both.

So excited to have you here with us for today's session. I did just wanna do a couple quick housekeeping notes for today.

The chat has been disabled, but we're gonna be popping a couple things in there. You'll be able to react to it as we go, thumbs up, hearts, all of that good stuff, as well as our q and a feature.

So, I've already seen a couple people asking questions. So to clarify, this session is being recorded.

So great questions already, but keep them coming. If you have other questions, we'll we'll try to answer them, respond to them as we go throughout the the session.

But we do also have a dedicated portion of today's call exclusively carved out for q and a. So be sure to have that come through, as we go.

And then we do have a raise hand option that you should see in the bottom right hand corner of your screen. If you wanna come on and ask a question to the team live, we promise we won't bite.

We're super friendly bunch. We would love to have that have that happen too.

So if you wanna come off, mute, come on the stage and ask a question and interact with Chet, myself, and Brett, we would love to have you do that. So just raise your hand, if you'd like to do that at any point.

And then we will also be running a couple polls during the session. So be sure to keep an eye out for those two.

Those are gonna be on the right hand panel as well. And then just another reminder, the session is being recorded.

Again, and you'll receive the recording via email in the next two to three days. Okay.

And then don't forget, by joining us here today, there's some free money on the table. And who doesn't like a little bit of free money? Am I right? So be sure to stay till the end of the call if you can, and that is where we'll draw the winner for today's episode.

Alright. So just to quickly cover what we have in store for everybody, Brett's gonna give you all a quick introduction to the full zone ecosystem of solutions for anybody joining us today that doesn't know all the things we do here at zone.

Followed by Chuck giving us a look at one of zone's reporting solutions that I think everybody on here is excited to hear and learn more about, and that is Solution 7. Then like I said, we wanna hear from you.

So we'll jump into that short designated q and a portion of today's call, and then we'll close out with a few zone updates. And finally, we will wrap with our drawing winner for today's episode of Zone Unplugged.

So we're gonna go ahead and dive on in. Over to you, Brett.

Brett Bechter

04:29 - 05:41

Thanks, Ellie. Yeah.

For anybody that isn't familiar with Zone, we build NetSuite native solutions that help finance team run their operation end to end with AI built into the platform. It's not bolted on.

We have over 4,500 customers globally. We have a team of 250 people across three continents.

We have over twelve years of experience focusing exclusively on NetSuite. Our platform covers four key areas of finance, quote to cash, procure to pay, treasury, and record to report.

That includes zone billing, which handles complex billing scenarios in NetSuite. We have zone capture and zone approvals that help streamline the AP process.

We have AP payments for vendor payments, zone reconcile, which is our card and bank reconciliation tool, and what we're talking about here today, Solution 7, which is live Excel reporting directly, from NetSuite. Underneath all of that is Zoe.

That is our AI layer. It brings secure enterprise grade AI agents into the NetSuite workflow while keeping NetSuite as your system of record.

Chet Sekhon

05:41 - 05:42

Alright. So.

Brett Bechter

05:42 - 05:45

I'm gonna. head back over to Chet.

Chet Sekhon

05:45 - 07:58

Perfect. Thank you very much, Brett.

So what exactly is S7? First and foremost, it's an add on that's gonna be built directly within Excel. So why does that make such a difference right now as we're talking to you today? It's gonna allow you to truly build real time refreshable reports.

And that's where earlier, I talked about templatizing your reporting needs moving forward. This is where Solution 7 brings it all together because you're able to do so without leaving Excel itself.

And that means once you set up the Excel report, now you can automatically stay updated based on your live data that's feeding it from NetSuite. Therefore, any new journal entries, any corrected invoices, any new GL accounts that are created, those are going to be pushed immediately into your month end reports because, again, once that template is set up, it's gonna be refreshing on your behalf.

And that means when it comes to your FP and A needs, so anything around your forecasting, your planning, and really getting those updates on both sides, remembering the fact that NetSuite stays your single source of truth. Right? And that's the theme of what we love operating within that system.

But now your updates of your data are gonna pull from NetSuite automatically, and you can push your budgets back into NetSuite as well. So you can imagine, especially from a truing up, your variance reports, your forecast between both layers, it's gonna expedite your month end on a faster and faster process.

And this is where the best part brings everything together because we're not only supporting it from a native standpoint, but any of your custom fields from your environment, any of your custom segments, any specific subsidiaries, departments, context around your variables in NetSuite, they're all gonna be supported out of the box. So this is where your budgeting, your forecasting, and the macro data between your custom layers in your environments are all going to be updated within your templates, giving you a scalable, collaborative, automated report right off the get go.

And that actually leads us to our first poll of the day. I'm gonna pass it back to Brett.

Brett Bechter

07:58 - 08:20

Yep. So quick question.

How many hours are you. Week are you spending building or exporting Excel reports from NetSuite? Is it less than five hours, five to ten hours, ten to twenty hours, or are you just looking forward to lunch?

Chet Sekhon

08:20 - 09:03

And you know what? Clearly, one person or a couple of people have my heart because lunch definitely sounds pretty good at this moment in time, and I can imagine talking about Excel just gets people hungrier at the end of the day. Wow.

The votes are really coming through. I know we have over a 100 people here on the call today potentially, so please don't be shy.

And please, again, feel free to ask questions as we're talking through these layers, even if it is about the build out of the reports as you go ahead and do your vote.

Haley Ashe

09:03 - 09:23

Alright. So I think we have a a a front runner.

So five to ten hours seems to be the resounding theme. So we're gonna go ahead and and close that poll now officially, and we're gonna get back over into what we have to share with you all today.

So back over to you, Chet.

Chet Sekhon

09:23 - 11:29

Awesome. Thank you very much, Haley.

And that poll tells us a lot because first and foremost, seeing whether you were less than five hours, whether you were between five and ten hours, or even above those thresholds, at the end of the day, it's eating up so much time that it starts complicating your workflow. It starts complicating your finances.

And when you're trying to get to your visibility, your financial health, and your reports off the get go, everything actually starts with what we see other customers dealing with like yourself. So our main points that we're gonna address today starts with disconnected spreadsheets and manual rework because that's a huge layer when you're taking into account those five to ten hours, if not more, that eventually loses.

Leads you to lose time across the business, manually reworking your inaccurate data instead of focusing on the reports that you can. And then because you have these manual reports coming through from NetSuite to Excel, you have delays in producing your timely reports, which ultimately then, again, following the dominoes, at least a limited visibility across your team.

So, ultimately, when you are taking into account those five, ten, fifteen, twenty hours potentially on a monthly basis that you are contributing towards building these reports. Now those financial reports are also difficult to maintain.

So even once you've contributed that time, it's impossible to to distribute your metrics in a reliable manner to different teams for the different views, and you have to reformat it each and every time for the audience and, again, on a routinely basis. So that's what brings us to S7 at last because we're gonna address all these issues real time without having to leave Excel anymore.

So without further ado, I'm gonna start sharing my screen. And just in about ten seconds, we want to confirm everybody's able to see Excel.

Alright. So now I wanna confirm everyone sees Excel on your side.

Alright. Beautiful.

And anyone that's already leaned into the interactions that I love, we see those thumbs up coming through. We see hands coming across.

You wanna send fireworks. I'm all about it.

At the end of the day, please feel free to keep this interactive as you want. I know we're in a webinar.

I love that people are leaning into the fireworks. So I appreciate that y'all are listening through.

And without further ado, let's talk through what we are looking at today. Welcome S7.

Welcome to Solution 7. And most importantly, welcome to Excel.

Because as mentioned already a few different times, everything you're gonna be seeing in today's demo is within Excel itself, and that's what brought you all to the call today. And when we're looking at the menu ribbon across the top, you have your layers that you're already accustomed to, the home button, your insert, the the ability to draw and edit your layout and your formulas and all the different layers that you enjoy within the application.

And now when we bring your attention all the way to the far right, you're gonna see Solution 7 as a separate menu section. And this is where all of your functionality is going to live around the ability to automate your connection from NetSuite.

Because when you open this up for the very first time, you actually won't even see all these icons initially. All you're gonna see is your configure button, the about, and then the very first button is actually gonna say connect.

And that's where it's gonna tap into your NetSuite login, which is set up in the back end configuration, or any single sign on application you need to support. Because with our newest enhancements that have been released with S7, now we support single sign on through that process as well.

So regardless of what direction you need to utilize, that's going to be the core piece that pulls you into Excel and having SuiteAnalytics connect. That's the foundation of what allows you to bring it together.

So once you know that stage is complete, then it unlocks all of the actual functionality that you see within the menu of Excel and S7. But what exactly are we looking at within the workbook? Right? I'm gonna go through the menu here in a second or just in a couple of minutes.

But first, I want to talk through what's in front of you because we have a complete workbook that has various different sheets around my balance sheet, my income statement, my trailing twelve month revenue, comparing year over year, and even a variance report that's now giving me context comparing my actuals versus budget between a couple of different years. And as all these layers come together, it also leans into a rolling forecast, which is something we're gonna come back to a little later.

But, again, when you're looking at any of these reports, why is this different from what you're doing today? First and foremost, when I'm looking at this report itself, right now, it's giving it to me in a consolidated view. And that's because I have a filter that's applied here through Solution 7 that we're gonna come back to just in a couple of minutes.

But this filter is tied to cons. My consolidated subsidiaries.

So if I hit my drop down menu here, it's gonna actually open up a window with all of the subsidiaries that are visible from my NetSuite, ecosystem. So this is where that login through NetSuite, number one, is only going to provide visibility to the the end user that has, access to those subsidiaries, to those departments, to those locations.

And then knowing that those security permissions are, again, already taken care of through NetSuite, they're going to now be able to work through their actual data from their environment. So let's say instead of looking at this report from my consolidated subsidiary, I wanna now look at it for The US specifically.

I can see the data refreshing real time, pulling in the data for that specific subsidiary, and even collapsing and expanding the corresponding rows that have data visible for me to see as the end user. So it's the subtleties within your reporting context, within your templates that when you are operating within your data, it's going to go ahead and collapse the layers that you do need to see and that you don't need to see.

And, of course, you can absolutely expand it and look back at it. But you can see here right off the get go that they have no layers of data that's actually coming through for that context.

So that's one piece right off the get go. Additionally, when I wanna operate between different timelines, right, looking at 2025 and switching to 2024, now it's gonna bring all of the data to that specific context for the subsidiary in that year.

And these are just a couple of different examples. Right? Being able to slice and dice amongst the data, amongst the context, amongst the timeline, amongst any layer that I want to utilize from NetSuite, it's up to me.

And the beauty here is that once you set it up and now as we start looking at the cells and the formula bar, it can tie back to the criteria that it's using. I know the first word or the letters might look a little unfamiliar, and that's because that's a function that we use in S7.

So that's what we're about to showcase here just in a minute or so as we're gonna build out a report from scratch. But I wanted you to be able to see how it's actually pulling that data, how it's tying it to the segments, to the account, to the subsidiary, to the layers that I wanted to tie to.

And just like anything else as you operate with Excel, I I have it changing as it's operating within the actual sheet. So now every single time I open this, it's gonna go ahead and refresh and pull that context accordingly.

I wanna pause here just for a brief moment, see if there's any questions in the chat, anything before we go ahead and transition to building one out from scratch.

Haley Ashe

17:04 - 17:08

Yeah. We have.

We don't have any right now, Chad, but just another reminder.

Chet Sekhon

17:08 - 17:10

think you're muted, Hailey. Sorry.

Haley Ashe

17:10 - 17:43

Oh, sorry. No.

I was saying we don't have anything right now, but just another friendly reminder to the audience. Keep the questions coming.

We would love to we would love to make sure that we're answering everything as Chet goes live, and he can react in real time and show anything. Oh, as we speak, Robert has a question.

So Robert asked, is there anywhere to filter by department slash cost centers? And, Chet, not sure if you you heard that question yet.

[Audio issues among the speakers]

Chet Sekhon

18:18 - 18:39

Yes.

You're absolutely able to do that. So just how we have the subsidiary, for example, here, it can be a department instead.

It can also be a cost center, whether that's a default account or it's actually something we can use through pivot tables that we're gonna be showing here just in a few minutes. You have a couple of different options there.

It's a great question.

Haley Ashe

18:39 - 18:56

Perfect. And then Brock just asked as well, is the connection user specific? For example, if some users have access to only one cost center, can we limit them to only see reporting on that one cost center or subsidiary?

Chet Sekhon

18:56 - 32:54

Yeah. Again, great great question.

So it's gonna lean into the NetSuite permissions around that. So presuming that they only have access to said call center, they'll only be able to see that.

And then any additional permissions that you wanna have can also be leaned into from a read or write standpoint, so they might be able to see it versus be able to modify it. And the last layer I'll say there is, which I'll show towards the very end of the demo, is being able to share these reports.

Right? So end users that are logging in will lean into those permissions. But similarly, when you share or distribute these reports, then at that stage, you can leave the formulas, lock the formulas, or just have the values so the end users can only see, the information that's there in that report when it's distributed.

So a few different answers there, but hopefully that gives some context to to proc there. Alright.

If there's nothing else, I'm gonna go ahead and keep rolling forward now. So at this stage, we've shown a couple of different layers on how we can slice and dice and build it out.

Now we're gonna go ahead and do so from scratch with a brand new sheet. And as we open it up, the.

Now we're gonna go ahead and also give you context on what this menu is saying at the top. So first and foremost, you have your refresh button.

So I'm sure one of the questions are peep. That's probably on people's minds is how often is it refreshing? It's pretty much refreshing instantly.

And what I mean instantly is that when you are adjusting a filter or you're changing any context of what you wanna see, it's refreshing it in that moment. So that connection is happening, is live all the time.

However, if you did want to trigger a manual refresh in the workbook, particular sheet, particular cells, you can do so with a click of a button. Similarly, in the options, you can also select whether you want it to refresh or not based on your preference for that specific report.

Now within that, you're gonna have your listed table manager that leans into your actual data that you're gonna operate within the actual, report once you build it out. And the context of how you build it comes to these two fundamental points, your list and your functions.

These are the two things that make up a seven and truly the bread and butter across the process. First and foremost, you're gonna have your functions.

These are gonna be how you can actually pull in your data around your GL context into your report. So right off the get go, we have the option with Netspeed balances, and you're gonna see that formula we we saw within our workbook just a couple of minutes ago, n s g l a val.

This is gonna return a GL account balance based on the account number. Furthermore, as I scroll down, I can also pull it based on the account name or the account type.

So there are a few different ways I can pull the actual data from NetSuite based on the context I need to see. Along with that, you can see the options between budgets, advanced balances that expanded into custom segments and custom fields along with a combination of criteria, like your date or your statistical context, your nonposted context.

And then as I scroll down even further, you can see the same elements applied on advanced budgets. And one of my favorite parts is even leaning into your currencies.

So when you are operating within multiple different subsidiaries, multiple different currencies, now you can pull your consolidated rate or that specific currency rate based on the effective rate of a particular date and that particular subsidiary because, again, that connection is built within NetSuite. So we just lean into it.

Right? It's gonna pull the context, pull the layers from NetSuite on your behalf for that specific report, and then you can even expand it into your lookup functionality like you would within Excel, but now based on returning any array of these contexts, just like someone was asking a second ago, around your departments. So that's a little bit of around your functions, and we're gonna use this to kick this off just in a minute.

But before I do that, we have to talk about the second thing that makes up S7. Those are gonna be your lists.

Your lists are gonna have the same options for all three of these icons between your columns, your rows, and your pop ups. And within the options themselves, you're gonna have your accounting context, like your account types, your books, your account names, account number, and your different categories around your budgets, periods, sub saturates, items, and your transaction types.

Along with that, you're also gonna have your classifications. So you're gonna have the different components like your classes, departments, locations.

So going back to the question earlier, you can see right out of the box, you can filter by department. And then along with that, your different relationships that exist.

Now, of course, I can appreciate that the question's gonna be there of what if one of the options you wanna build a filter on or you wanna query data from is not visible here. That's no problem.

These are the options that are built out of the box within the data queries. But as alluded to earlier and I'm gonna show here later in the demo, you can also build it out through pivot tables.

And pivot tables allow you to pull anything at all that lives in the NetSuite ecosystem directly into your reports. So within rows, within pop ups, we have all the same options.

So now we're gonna go ahead and build it out. And the first stage of building it out is gonna be using our function, using NetSuite balances, and we're gonna use NetSuite GL Abel to query our data.

As we do so, you're gonna see a dialogue box pop up just like you're accustomed to seeing within Excel today. And as it pops up, now I'm gonna have my subsidiary, my account, and my posting period I want to pull my data from.

So as I go ahead and lean into my lookup functionality, once again, I'm gonna see all this. All of the subsidiaries that live in my specific environment and that I have access to.

So for this theme of today's demo, I'm gonna go ahead and do the consolidated subsidiary. And as I do so, now we're gonna go ahead and lean into the second stage, which is my account.

And for my account this time, when I go ahead and look it up once again, I can see a complete list of all the geo accounts that live in my system. And this is where I have the luxury of selecting one or multiple different accounts based on the context I wanna see.

Let's say I wanna pull in a specific account like my sales data and I wanted to filter to that number. You can see here by typing 4,000, it's gonna pull in that specific account.

But let's say I wanna take a step back and I wanna pull all the accounts that start with the number four. I can type in a wildcard like I would in Excel, and I.

With that asterisk, now it's going to pull all of the accounts that I want to go ahead and pull based on that specific information. And let's say instead, I just wanna go ahead and select particular accounts based on my specific needs.

Right? I just wanna go ahead and pick particular accounts around it and have that flexibility. I can do so.

I have the full flexibility on however I wanna build it out. But for the sake of the demo, I'm gonna go ahead and do account 4,000 to open it up.

And now all that's missing is my actual posting period. And quite literally within less than a minute, you can see here that it's pulling in my actual data from NetSuite.

And because I can see that it's pulling in as a negative, it's telling me how real the value is because it's coming through as a credit. So since that information is coming through as a negative, all that's missing is me adding a negative sign at the beginning of the formula.

And now I've got my value. I've got my information based on my context coming live from NetSuite based on the criteria that I've selected so far.

So that's the first stage of it. And And I know we have a couple of questions coming in.

As soon as I get through this stage of it, I'm gonna go ahead and open it up and address the ones that we have. Now as the context is there, currently, the information is pulling in, which is great.

So now I wanna go ahead and pull in some actual criteria. And for the criteria, I'm gonna go back to Solution 7.

And this time, I'm gonna use my column option. And within my columns, I'm gonna pull in a list of my actual accounts by number.

And as I do so, I have my dialogue box once again so you can kinda pick up on the pattern and the theme of today's demo here where now as the context is coming through, I'm gonna look it up one more time, follow my consolidated subsidiary. But this time, I'm gonna use that asterisk I talked about where where I'm gonna type in a four, a wild card of the star, and that's it.

And as I hit okay this time, I want you to see how all the accounts that start with the number four are coming in. And the beauty here is that not only is it pulling in the accounts that exist today, but let's say an account 4005 was created.

By the time I'm done with this sentence, it would literally refresh and pull that information in. And not only would it pull it in, it would shift those rows automatically down, ensuring the template of my report doesn't mess up.

And now whether it's any new departments, any new accounts, any new subsidiaries that are created in the future, you can ensure that the template of your reports are now going to pull that information in, truly future proofing your reports without you having to go in, adjust your Jira account, and work through that manually as we've seen some of our prospects deal with, and it can really turn into a really cumbersome process. So as we have the accounts coming in now, there's only three steps left.

Alright? I don't know if anyone's timing me, but you'll be able to see genuinely how quickly we can make this report from scratch. Because once you have both of those components coming through, now we're gonna go ahead and pull in our filter.

So we're gonna go in our pop up. And for this demo, I'm gonna go ahead and pull a filter for my subsidiaries.

And this time, I'm just gonna hit okay. I'm gonna leave it as is because I want it to allow me to select any subsidiary I want.

So, again, going back to the question earlier, I can pull any element of these data or these fields or these segments as a filter around my, specific point of view and what I wanna see from my report. And all that means is that my year is left to actually tie this out along with my actual columns for the report template that you might be seeing is now starting to come together.

So at this stage, so far, what have I done? I used my function to pull in my actual data. Along with that, I used my list to pull in my accounts and my subsidiary while manually typing in my year.

All of that was through S7. But now I'm actually gonna use Excel formulas to build out the rest.

Because at this stage, I wanna be sure that my date is gonna be consistent with the layers and the format that I need to see. So we have our date, year, and time.

Along with that, we also wanna be sure the format of the actual date is gonna be consistent the way I need to see it and be operated. So in order to make sure that's consistent with my NetSuite format for my reports, I'm gonna go ahead and tie it out to the month and the year, making sure that, again, my format stays consistent.

And at that stage, all that's missing is one last function, which is my edate. Excuse me.

Formula from Excel, which is my edate. With my edate, as I tie it out, I'm gonna ensure that as it makes its way forward and it follows the format that we need, it's going to stay consistent as I extrapolate this for the complete year.

And now all of a sudden, you can see that I have my complete year of the posting period and the dates set up. I can have that visibility across all the layers I need.

And in a perfect world, as I click and drag this formula across, it should update to that data, but currently, it's not. And that's because when we set this up, you might remember, it was currently static.

It's only tied to that. The consolidated subsidiary, only tied to that one account and only tied to that one posting period.

So what do I need to do now? What I need to do is let me take that formula that I just built through the function of S7. And, again, keep in mind, I haven't left Excel yet.

Right? All I'm doing now is jumping back into the formula in the dialogue box. And at this stage, I'm gonna go ahead and link the subsidiary I had to the filter I created.

And as I tie it to the filter, I'm gonna go ahead and lock it down using the dollar signs for that specific range. Similarly, I'm gonna go ahead and tie my account to the list of accounts.

So that way, not only is it going to adjust based on the actual row, but as mentioned, any new accounts that are creating. Be created, this is gonna ensure that that data is also gonna get picked up.

And all that we use at that stage is my actual posting period. Well, now I'm gonna go ahead and lock it down to the actual column.

And right here in front of your eyes, you can see this report updating real time, pulling my data from NetSuite on my behalf all within minutes. And at this stage, if I wanted to go ahead and even change the parameters in this report as is, I can do so.

Taking my 2025, looking at my 2023 data, taking my subsidiary from my consolidated standpoint, now looking at it for The US in 2023 instead, pulling in the context and the layers that I need to see around the data in my workbook all from NetSuite on my behalf without me having to lift a finger past this automated report being built. And really at this stage, it's just about beautifying it.

I can go ahead and maybe remove the grid lines. Maybe I wanna go ahead and create a summation of it.

Right? And maybe I wanna make it bold and add an actual label for total sales. I wanna do the same with my column, and you can kinda see the layers coming together.

Now keep in mind the structure. Keep in mind this foundation of this actual report and how it looks because now what I'm gonna do is go to one that's been built out completely with the beautification I was just speaking to.

And now, similarly, as you were looking at, I have this updated report showing me the context using that NSG label formula I was speaking to. And I can ensure that anytime I'm operating within this, my visuals, my charts are also updating real time on my behalf.

At last, I will pause here and open it up for the questions.

Haley Ashe

32:54 - 33:05

Yeah. We have a couple, actually.

So, Brock asked, does Solution 7 support SuiteQL and SQL?

Chet Sekhon

33:05 - 33:21

It has layers of it. Yes.

So it's something we can definitely take as a follow-up and talk more about it. There are layers of it that are supported within the solution, and then there are other pieces that are available through some customization.

So happy to take that as a follow-up and and chat more.

Haley Ashe

33:21 - 33:41

Perfect. And then Laurie asked, does your budget versus actual reporting work with custom segments? In NetSuite, you have to use analytics for budget versus actual for custom segments.

Also, does this have the ability to see different accounting books when adjustment book is used and or full multi book?

Chet Sekhon

33:41 - 34:09

happy to say yes to both elements. And I'm saying I'm happy to say that because multi book support is one of the other enhancements that we've just released with S7.

So, with that foundation already established in your NetSuite ecosystem, we're able to support multi book around, your reporting needs around that as well. And yes to the question about the custom segments around your budgets and your forecasting around that layer.

And you'll see it as well when we get to the pivot table stage here just in a few minutes.

Haley Ashe

34:09 - 34:21

Beautiful. Okay.

And then I think we could take one more, from Robert. Robert asked, is this a plug and play when you sign up, or is there an implementation?

Chet Sekhon

34:21 - 35:18

That's a wonderful question, and I know something that Breck is really excited about, talking about as well, which I do believe we actually have another poll queued up. So I'll speak to it a little bit.

I'm I'm happy to let him, speak on it more. But implementation is almost a plug and play.

And I say almost because it essentially has an hour long implementation. Genuinely, the implementation is taking into account your suite analytics connect, right, as your foundational component.

And then at that point, it's just the configuration. It's any elements around a custom adapter for your custom segments that need to be supported.

And really beyond that, it's just the bandwidth and and the wait time for implementation team depending on how many prospects are looking into it at that time. But let's say if someone was interested by the end of this demo, you would be up and operating on S7 potentially by the end of next week.

So hopefully that sheds some light, some context there. Happy to see if Brett wanted to add anything because I do believe we have a poll coming up next.

Is that right?

Brett Bechter

35:18 - 35:19

Yeah. I was.

Haley Ashe

35:19 - 35:19

Yep.

Brett Bechter

35:19 - 35:20

Regarding plug and play option, it it is about a one hour implementation time. I have seen, former S7 users that have purchased this at another company set it up themselves.

I would recommend if this is your first time using S7, just follow our team, and we'll set it up for you within the hour.

Haley Ashe

35:41 - 35:53

Beautiful. Alrighty.

Thank you both. And then I do think we have one quick slide before our next poll.

So I'm gonna cast it back up on the stage and then pass it back over to Chet.

Chet Sekhon

35:53 - 37:15

Absolutely. Yep.

Now just wanna do a quick recap on what did we just do. At the end of the day, first and foremost, we talked about the issues that we're dealing with upfront between the disconnected reports and inaccurate data that is getting in the way of you actually operating within the reports themselves and having reliable data within that as well.

And you can see real time how we were able to build out the actual report using S7 context. And by building it out, now you can save at least three to five hours every single week validating and, from validating and fixing those report errors that you might be accustomed to doing today because now all of your data will stay up to date from NetSuite on your behalf.

And that's why when it comes to the manual data exports and the limited visibility that we also spoke to, this is where the maintenance and distribution delays are also gonna be addressed firsthand because S7's able to come in head first, most importantly, providing you a true peace of mind moving forward with automated real time reporting within actually NetSuite. So we are gonna jump back into the demo, but just like Haley mentioned, we do have a poll to showcase here first.

So that brings to the second poll of the day.

Brett Bechter

37:15 - 37:32

Yep. Are you actively using pivot tables today as part of your Excel reporting? Yes, no, or are you hungry?

Haley Ashe

37:32 - 37:42

I think people are getting a little bit more hungry the longer we're on, it seems. We have some more some more yeses to lunch.

Chet Sekhon

37:42 - 38:05

And you know what's my favorite part about all this is that think about all that time you're gonna get back to have maybe an extended lunch or if you've said the lunches here and there, and you can really, really enjoy that time getting back. And look at that.

I think the votes just doubled from three to six as far as one's lunch. So, hopefully, that's.

This is satisfying some version of appetite for what you wanted to see in today's webinar so far.

Haley Ashe

38:05 - 38:24

Yeah. I think we got some some confetti reactions too.

So people are people are hungry. But I think overwhelmingly, though, the answer is yes in terms of if they're actively using pivot tables today.

So I'm gonna go ahead and close that poll out and stop sharing and pass it back over to you, Chet.

Chet Sekhon

38:24 - 53:28

Awesome. Thank you very much, Hailey, and thank everybody for participating on that because it's exactly what we tend to see with, again, prospects that are considering S7 today.

And why I asked specifically around pivot tables is that it's a twofold element. One piece is that once we've set up the report itself, of course, the.

A part of the question that comes into play is whether or not you can get to the back end of the data. Right? So you are able to see this from a high level standpoint, seeing the front end piece of the data itself.

But what about being able to see the data that's making up my 1,900,000 here in this cell, for example? This is where the beauty of S7 and the connection to NetSuite comes full circle. Because it's not only pulling the data upfront, but as I right click on any cell within any report, I'll have a drill down option at the very bottom.

And this drill down option will allow me to then drill into that number by location, by department, by class, account, subsidiary, or the transactional detail. And, again, these are the options that are available right out of the box through the formula driven drill down capability, and you're gonna see here just in a couple.

Just in a minute or so on the pivot table side of that as well. But the beauty of this connection with NetSuite and drilling down with this right click approach is that now, let's say, when I go ahead and open up the transactional detail, not only is it giving me a line by line breakout of what makes up that number as I see hearts coming in, which definitely is music to my ears.

But along with that, you also see the link of the transactions pulling to NetSuite. So the beauty again of this real time connection is not just giving it to you from the surface level, but giving it on the back end side of them literally being able to click on the actual hyperlink, taking me into my NetSuite screen to log in, open the transaction, and then view it directly myself.

So I can imagine, especially when you have a variety of end users, you might have c suite executives, and you have peep. People that are more boots on the ground.

This allows you to lean into the transactions, not just from a financial side, but also take into account inventory snapshots, elements around your manufacturing process, elements around your service contracts, your project context. Right? It leans into, again, tying to that transaction and that invoice and now give you that visibility from the beginning to the end of your process.

So, again, literally got warm and fuzzies from all those hearts coming in. So, I think I literally found myself speechless there for a second.

So with that, hopefully, now, I would like to say this next part with a little bit of a caveat. The caveat here is that if you are currently standing, maybe you should take a seat.

Not to overdramatize this, but I do think this is genuinely one of the parts of Solution 7 that people really start to, not just get excited about, but. I know.

Hear me out. This is gonna sound a little crazy, but you start.

You're able to have fun with Excel again. And I know it's a little bit of an oxymoron.

It doesn't really make sense sometimes. Fun and Excel going into the same sentence.

But by having those layers of the functions coming through, the list coming through, and having these templatized and now giving that workflow from the top down and bottom up, with pivot tables, it takes it a step further. You can see we have pivot table available right off the get go as a separate icon.

And within the pivot tables, I can go into my budgets, my inventory snapshot, my age transactions, my non posted transactions, and my posted transactions. So for the sake of the demo, I'm gonna go ahead and do posted transactions.

We're gonna go ahead and fill up our dialogue box with the same exact context we've been working with today. We're gonna have our context for my account, my actual posting period that I wanna focus on.

Oops. And then I'm gonna go ahead and actually close out the posting period to give me the complete year.

And as it looks up this information, as it looks up the accounts that I want to focus on, two things are gonna happen behind the scenes. Number one, I'm gonna have a pivot table builder, which you're already accustomed to seeing what you're already used to seeing.

Right? A huge element of S7 is that we're not trying to reinvent the wheel. We're just trying to lean into the pieces that you're already doing in Excel, but with your data from NetSuite that is now available real time.

And the beauty here is that, let's say, I wanna go ahead and click and drag my account name into my rows, my period ended into my columns, and my actual amount for my values. You can see the exact same report that I actually built out with my formula is now available to me within seconds of the pivot table builder.

So I can go ahead and see this information. I can drill down with a double click to get into the back end information again.

Only caveat here is that the invoice isn't linked. Because it's through the pivot table, it shows you the reference of it, but it's not directly linked versus how it does with the functions of S7.

So I can imagine you all looking at this and going, okay. I might have hacked this up too much.

Why does it make much of a difference? Bear with me. Because when we come back to this pivot table, now when I right click on it.

And mind you, I don't even have to have anything selected. I could just have the pivot table builder there, bare bones, and I can right click on it.

And here, I'm gonna have a Solution 7 table option at the bottom. And within here, I can edit my table, refresh it, reset it, or choose columns.

And this is where I gave my warning just a minute ago. If you are standing, your knees may buckle when you see this, and the fun side of Excel is really about to show off.

Because when I hit choose columns, now you're going to get a view of every single field and segment that lives in your NetSuite environment available for you to pull in, rename, and now have an updated report around the context that you wanna see. And the beauty here is as I expand this further and further and further and I see the party signs coming in, this is where you can determine how macro or micro do you want this report to be provided on.

Right? Maybe you wanna have a comparison on your average cost versus your adjusted level cost versus the the cost that lives today. And along with that, when you are working with so many versions of full name in NetSuite, right, you have your item full name, you're gonna have your vendor full name, you're gonna have all these different contexts of the information coming through.

The beauty here is that when you pull in anything you want, again, I can expand this getting as as, granular into the details as I want to, getting the terms of the vendor, the discount percentages, the days till the discount expires. Right? Anything you can think of.

If it lives in NetSuite, if it's a custom field, if it's a native field, if it lives in your environment, it will be visible here as an option to report on. There are some caveats, very few, but there are some caveats, but about 98.

3% of everything we've ever seen is able to be visible here. And that's kind of where when you take all this information into account, not only is it being presented, but now as I mentioned, you can rename it.

So depending on who this report's being built for, you can adjust the nomenclature, adjust the names, adjust what the layers are that you need to see for the audience within the report that's gonna be built. And the beauty here is as you do go ahead and rename it to whatever you want, now it's still going to have the source context of where this data was being pulled from.

So even though you're renaming it or you have that context coming through, you can always trace it back to the source, which then, bring your attention all over the top because I can also pull in any formulas. And this again leans into using Excel.

I can build out the context around the formulas I want, lean into the type of summations, averages, metrics I wanna create, and, again, start having fun with Excel building out this layer. I wish I had a pull for this.

I didn't think about it beforehand, but I am curious if I did overdramatize that. It's okay.

You are welcome to hit a troll button or whatever there might be. Otherwise, if that was worth the hype, I do hope you got the value in the choose columns and the custom segments and dis visibility that S7 can provide for your pivot tables, moving forward.

Now as we come to the last ten, fifteen minutes here or so, I do wanna be sure that I give a couple of different layers on context, and I'll open it up for questions one more time as we wrap things up here at the end. The two things I wanna close out.

Actually, three things I wanna close out with, but we'll start with two here, are around sharing a distribution of these actual reports and then the budget and forecasting side that we alluded to at the beginning. So as I come back to the Solution 7 menu, and at this stage.

Actually, I'm gonna show you one of my favorite buttons as well. Since S7, again, has been built to keep it as user friendly as possible, you can see here with a single click of a button, I can delete my drill downs and get back to my OCD state that I like to keep my Excel as clean as possible, and it gets me back to the sheet that I started with and instead removes all the additional layers that I might be drilling down, opening up, and the mess that gets created in between.

So it gets me back to that clean state. Along with that, as mentioned, it's about budgets and forecast and then distribution of your actual reports moving forward.

So in this workbook example that I have here, we have a, a summary tab around all the context for the actual, inventory of this particular company, honey. Honeycomb Manufacturing.

Then along with that, we have a separate dedicated tab to a particular location for San Francisco. So the beauty here is that within one workbook, I can have different tabs associated to the high level context or the department oriented, location oriented, subsidiary oriented context, and everything can live in one workbook.

The beauty here within that is that, again, it's updating real time. You don't have to create multiple different sheets manually because I'm able to create, a copy of this and then have the filter accordingly pulling that particular information.

So whether I want to adjust it within a filter, have multiple tabs that are set to it, have a multiple workbooks that are set to it, no limitation. Right? Within that, now as I go to Solution 7 and I go to email sheets, this is where you will be able to see not only the ability to select which sheets do you wanna distribute or share to team members or individuals that you're utilizing within S7, but you can determine whether you wanna leave the formulas, drop the formulas, or lock the formula values.

And this is where the visibility side of S7 really brings a full circle because you can determine when you are sending this information, what type of access to the original data does that audience need to have. And along with that, if you do need it to refresh within the formulas, they're still able to do so.

The only context that I wanted to draw your attention to is that when you are emailing it, you can also draft the body so you can have that context giving visibility either as an Excel or a PDF file. Even though these are.

This is all within Excel workbook, we can lean into sending one multiple different reports as PDF or Excels and password protecting them. The only thing end users cannot do if they're receiving this report is drilling down.

So how we saw getting into the back end data, that's. Requires an S7 user license and getting a real time refresh because that is the only other element that requires a license.

Beyond that, you're able to send this as often as you want. Right? Once a day, once a week, and you're still able to distribute an automated real time refresh report without having to do anything else but lifting a finger, hitting that email button, and hitting okay.

So that's one piece on the distribution side. Along with that is budget and forecasting.

And this is where I have a budget template that, number one, not only is. Have been created for the demo, but one thing I wanted to speak to is the fact that this full reporting pack with all these sample sheets that we have here will be available to you.

So this is an example of different templates and different elements we have as a part of implementation that you could get trained up on, use as a template, and use as a kickoff point. But before I do disconnect with you today, I'm also gonna speak to and show you high level how you can use Claude to build out your foundational templates and then have S7 update it using placeholders.

So just in the little bit of an Easter egg, just in case someone's running late for another meeting, I will give you a quick snippet of something like that before we disconnect. Now within that, as mentioned, budget and forecast is a huge component.

So coming back to the budget template, this is where we're gonna have the ability to map our actual worksheet to any context within NetSuite. And this is again the one exception of that connection with S7.

Everything else is pulling from NetSuite. This is the one element you're allowed to push back into NetSuite, and that is because it can support multiple different budgets and budget categories within this mapping.

And because it can be mapped to your custom classes, department, location, customers, projects, items, and any elements, you can see here it says optional fields and segments. So keep in mind, in my demo environment, we just don't have that many custom pieces, but in your own environment, if it's a field or a segment, it will live and exist here right on this screen.

And once you have these layers mapped accordingly to the budgets, to the multiple layers you need, then quite literally with a click of a button, you're able to upload it back to NetSuite, which then allows you to have that trued up forecasting that now brings the full circle. Because that's why I clicked within these cells.

Now it might make a little bit more sense to you as far as how it's doing this comparison. Because as I go back into the formula bar, you can see NetSuite GLABell pulling my balance data.

Along with that, we have NetSuite GLABell pulling my budget data. And then between having this comparison, having my conditional formatting, having my different formulas from Excel, again, using the best of both worlds here, giving me different ways that I can have my checks, compare the context around the actual budget, and then give me the visibility around my actual or my forecast accordingly.

And as it's doing this analysis, it's doing this element. Again, it's updating on my behalf without me having to worry about where this information is coming from and it being reliable moving forward.

Now I know we're here on the last five, six minutes, so I wanna pass it back to my teammates before I do my last part of the demo here in couple couple of minutes. I'm gonna go ahead and glance at the questions, answer them in the meantime, but I hope you've enjoyed everything around the session so far before we close things out with Claude and S7 here at the end.

So I'll pass it back in the meantime.

Haley Ashe

53:28 - 54:04

Amazing. Such a fantastic demo, Chet.

And like Chet said, we do have about six minutes left. We have a little bit more in store we might go over.

So if you can stay with us, please do. But if you don't.

If you can't, for any reason, you have another meeting or you need to go to lunch, you can you can get the recording afterwards. But we would love to have everybody stay with us for the full time.

So. Yeah.

So as Chet mentioned, we're gonna go on to the next portion, which actually is gonna be back over to you, Chet. Just rounding out the last couple of slides on our presentation.

So back over to you, Chet.

Chet Sekhon

54:04 - 56:39

Absolutely. Yep.

And really it's just about recapping how we started our call. Right? We started it with a few of these different challenges around the disconnected reports, inaccurate data.

You saw on the first half of the demo how now you're able to get those five, ten, fifteen, twenty hours back, which I'll let you do the math on figuring out how valuable that time really is for you, not just getting it back for your business, but being able to use that time and energy with a fraction of the cost of what this offer will probably be, and having a peace of mind moving forward. And then along with that, the next layer is also within those manual data exports, the limited visibility, and now being able to see live NetSuite reporting giving you instant up to date details automatically and allowing you to drill down to the back end of that data as well.

And that's what brings us to the very last point that we opened up with. That's an issue we see with prospects time and time again that is difficult to maintain.

And at least the delays in your distribution. And that's where now, as I mentioned with that ROI, we see customers time and time again, we're happy to send up a.

Set up any referrals that you need, saving thousands and thousands on a monthly basis around the rework, around that energy and that time that needs to get reinvested back in the company, but now they have a trued up templatized reporting format that's also user friendly. Right? I know sometimes when we get caught up in all these wonderful tools that live out here in the ecosystem of today, they can be overwhelming.

And the beauty around how this has been built is to keep it as simple as possible but as valuable as possible without doing too much. And that's where we're also happy to acknowledge that.

Right? Sometimes when people need something above and beyond whatever that you're seeing here today, understood. But in that same manner, understanding the ROI of that time and that ease and that peace that comes with the prospects that we see today and our customers that are operating with it today, As Brett mentioned, it's one of our favorite solutions to sell also because people rarely are disappointed with it.

They rarely are leaving it. We.

It. It's something that we hang our hat on, and that's just taking into account everything that it can do today and not taking into account how Claude can now amplify it for you even more moving forward.

Before that, I did wanna let Brett speak to the implementation side a little bit more as we have some context we wanted to share, And I'll close it out with Claude and S7 and our enhancements around S7 here just shortly. Brett, I'll pass it back to you.

Brett Bechter

56:39 - 57:49

Yeah. Thanks, Chet.

Haley, are we kick. Clicking the next slide? Yeah.

Here we are. So, Solution 7, like I said already on this call, it is a one hour implementation.

Generally happens, you know, basically as fast as our onboarding team can get to you, so that's typically the same week or the week after, signing up with Solution 7. On average, we see about two days saved by finance teams that are leveraging this so that they're not exporting their data from NetSuite and then rebuilding that in, in Excel today.

Like I said, 1,500 customers using Solution 7 today and does have a five star rating. I believe there's over 90 reviews now on sweetapp.

com. So if there is any interest in taking a look or a deeper dive on Solution 7, you can connect with me on LinkedIn or submit a demo request on our website, and we will happy.

Be be happy to get you in touch with the right people from our end.

Chet Sekhon

57:49 - 57:50

Perfect.

Brett Bechter

57:50 - 57:53

I will pass it back to you, Chet, for Claude.

Chet Sekhon

57:53 - 59:38

I got you. Yeah.

Absolutely. Now, this is where I know everyone might be a little bit on the edge of the receipt to get this last piece that I've plugged a couple of times.

What about Claude? What about all these different layers you can take advantage of today? Beauty of Claude is that we work in tandem with it. It's something that we're really proud to be able to take advantage of because now by having this layer with Claude, it can build out your actual report templates to where Solution 7 can run the report from NetSuite for you.

So between both of them, it can streamline your data visibility to your specific custom fields and segments all while staying in Excel. And this is how it can really fit for your month end reporting.

And you're gonna notice that I have the first letter of all of these capitalized because it all spells out bare. It's really about keeping it at the bare minimum because Claude can then build the latest report that you need as a template for every metric visualization in your KPIs.

Then with a capital a, it's gonna automate your functions and lists, linking your segments and fields to update real time. And then it's gonna have your refresh, which will allow you to drill into the back end of the information, your NetSuite transaction behind it.

And along with that, it'll come back to Claude where now you can compare and analyze how you report from one month to one week to one day is looking because both of them are, again, are available to you real time. And, again, that's where we just wanna keep it to the bare minimum because Claude is gonna be great at answering those questions and building out your templates, and Solution 7 will automate it, allowing you to have real time Excel based reporting within Excel from your NetSuite without you having to leave the system.

I know it says we have thirty seconds left here, so will it take everybody out at the end of this, Hailey?

Haley Ashe

59:38 - 59:48

I think that there's a chance that there might, but we can keep. going.

But I do wanna make sure we let the audience that's still here with us know that I'm gonna go ahead and skip real quick ahead to a. couple.

Chet Sekhon

59:48 - 59:48

Go ahead.

Haley Ashe

59:48 - 01:00:24

We do have a very special offer that we wanted to offer to all of you watching this webinar live or if you're watching it on demand, a Black Friday special, if you will, which is 10% off Solution 7, if you mentioned this webinar and if you sign by 11/27/2026. So we'll share more information on that in the follow-up communications, but wanted to make sure if anybody does need to jump, doesn't seem like we will be kicked off seemingly from the webinar tool that we're using, but, just in case, wanted to make sure we got that that out to the audience that's with us still.

Chet Sekhon

01:00:24 - 01:00:24

Fantastic.

Haley Ashe

01:00:24 - 01:00:25

Alright.

Chet Sekhon

01:00:25 - 01:03:13

Appreciate that, Hailey. Awesome.

Alright. So thank you, anybody that's staying for the actual couple of minutes.

This will be a quick element of just showing you the foundation of how it can get set up. So I'm gonna start sharing my screen here once again.

And this time, when I share my screen, you're gonna notice something slightly different, and that is that it's not on Excel anymore. Now we're on Cloud.

And within Cloud, I have a prompt that I put together where it's gonna ask the system to create an Excel file as a template for calculating cash flow with standard NetSuite fields and segments that would be beneficial for a potential finance report with someone interested in building a template with Solution 7. And then go ahead and update the worker to have placeholders where functions and lists can be inputted.

Now as I go ahead and submit that, you can see it building out a layer for a template. And this is, again, just another side of how you can start having fun with Excel again because the beauty here is that it's gonna give you a foundational component.

And, of course, you can go through the trial and error process, modifying it accordingly to the way you wanted to see it. But along with the templates that we will have available with implementation, along with our partners that we have that can build your specific reports for you on your behalf through that process as well.

There are different layers that you can take advantage of that. Again, Brett can speak to more after the call.

But within these elements, within these pieces, especially as you wanna take advantage of something like Claude and these different solutions that are out there now, the beauty is that you can have fun with building out your core templates, your core baseline of your reports. And as it builds out those layers, as it builds out that context, not only is it going to give you the information you need from a NetSuite side in the Excel format that can be supported, but along with that, you'll be able to take advantage of where you need to input your functions, where you need to input your list, where you can use it as a kickoff point.

And And as I see a question coming in as far as cloud license and S7 license to use this, absolutely, you would need to have your cloud license, which isn't anything I believe we have any connection with. It's more so making sure that as a question comes up often or not, how do we compare to using Cloud? Instead of us comparing with them, it's more about using the best of both worlds that they can provide you templates in a in a starting point.

And then along with that, we're. You're able to input the list and the functions where you need to as it gets built out.

So as usual, it's gonna take a minute or a couple of minutes or so to actually build out the corresponding workbook. But once it's ready, I'll go ahead and show you all how it can be displayed.

In the meantime, let's go ahead, and share the screen on the enhancements one more time, Haley, and I can just speak to that as we close things out.

Haley Ashe

01:03:13 - 01:03:19

Perfect. Let me queue it up right now.

Chet Sekhon

01:03:19 - 01:06:38

Awesome. So something we already spoke to a little bit earlier on the call with the great questions that we've had, token based authentication is one of the biggest elements that we have in our newest release and multi book accounting.

Both elements of these components are able to take care of your multifactor authentication, single sign ons, whether you're using Okta or any of the options that you might be accustomed to today. Both of those can now be supported directly through S7.

And along with that, multi book accounting. So presuming that you are already operating on multi book or considering using multi book, once you have the adjustment layers built in, then, again, we can lean into those components where it can support your secondary book, transactions and and geo structure that you need to have within the enhancements themselves.

And, again, these are just a couple of different layers on how it can provide you that information in that context, but really excited to be able to offer this now to our customers moving forward. And now I have our workbook ready.

So I'll share my screen one last time, and I'll pass it back to my teammates. Very grateful for everyone staying on just a few minutes late.

And hopefully, this was worth the wait. Because now as I share my screen once again, you're able to see the feedback that I've gotten from Claude.

And it's gone ahead and built a cash flow template using the context, instructions, parameters, mapping that I need to take into account. So what exactly does that look like? In the workbook itself, you're gonna see it gives me instructions in the first tab.

It's giving me tabs, context for each tab and what I'm looking at. It's giving me the actual baseline for the layers that are gonna go into the actual template.

And as I start looking into the different options, the different ways that it can build these pieces out, it again starts giving you, examples on where you can plug in a function, where you can plug in the actual list, where this information can tie back to the type of report that you want to see. And at that stage, when you're operating within them and and moving forward, you're gonna be able to have different components in that actual workbook that's now visible.

Because now once you have it downloaded, you can see here that in the example template that's there, it's gonna give you visibility as an option of, okay. Now in this example, it's pulling from our particular account.

This is hard coded. Now I can replace it with a list.

Similarly, in these cells, it's gonna have a function as a placeholder because now it can go in and use my function to pull in the context. And then, again, this is just giving me to a particular example.

So as you have your cloud potentially tied to your NetSuite and you start having all these elements connected, you can start to envision the streamlined way of your templates, of your context, of your parameters, and how it can pull in that information for you. Again, leaning into the list that you're gonna be utilizing, linking it back to the workflow.

And again, it just it just being an example of how you can take advantage of it moving forward. Without further ado, I wanna pass it back to my teammates.

I I hope you've enjoyed today's demo. Thank you again for staying a few minutes extra.

I know we have our grand prize that everyone's very eager about and your lunch that I know you're very eager about. So apologies for keeping you from that, and we'll get you right to it.

I'll pass. it back.

Thank you, guys.

Haley Ashe

01:06:38 - 01:08:04

Yes. Yes.

Thank you, Chad. So exciting, seeing the Power Solution 7 and Cloud together.

So super eager for for you to try it firsthand. But like like Chad said, we did run over.

Apologies for that, but there's so much good stuff to share with you all. We wanna make sure that we made time to share it all.

So I do have the will of names that I wanted to share. So I'm gonna go ahead and spin that now and, we can make sure we we at least close out with our drawing winner for today.

So we'll give this just a second to spin and see who today's lucky winner is. Alright.

Okay. Vladislav.

I don't know if I pronounced that right. But I will coordinate with you following today's session and make sure that you get your gift card.

Alright. So, again, thank you everybody for staying on.

I know we went about eight minutes over, but hopefully you walked away learning something new about zone, about Solution 7, and the power of Solution 7 with Claude. So keep an eye out on your inbox like I said.

You'll receive a follow-up email in the next couple of days with this recording if you'd like to revisit anything we covered here today. And then be on the lookout.

We have some other episodes that are gonna be dropping soon for zone unplugged, a very special episode coming up on zone billing, and the power of AI that we have within zone billing as well. So be on the lookout for more information on that to hit your inbox.

But, otherwise, thank you again for staying with us. We hope everybody has a great rest of their day.

See you next time.