NetSuite Financial Reporting & AI-Powered Insights
Effortlessly transform your NetSuite data into real-time dashboards, board-ready reports, and CFO-level insights — in minutes, not days.
Real-Time P&L Analysis
Automated variance reporting with drill-down capabilities
Rolling Forecasts
Dynamic 13-week cash flow and budget modeling
Executive Dashboards
Board-ready KPIs with automated commentary
Scenario Planning
Multi-dimensional what-if analysis and modeling
Revenue Analysis
Profitability Analysis
💬 "Why did gross margin drop last month?"
Board Management Reports
Tell The Story Behind Your Numbers — Professional, Polished Reports In Minutes.
Fast
Create custom management reports in minutes, not hours — ready for board meetings or investor updates.
Automated
Schedule reports to automatically deliver fresh insights weekly, monthly, or quarterly — no manual prep.
Flexible
Blend text, visuals, and key metrics in a fully customizable report builder — no design skills needed.
Board Management Reports
Tell The Story Behind Your Numbers — Professional, Polished Reports In Minutes.
Automated
Schedule reports to automatically deliver fresh insights weekly, monthly, or quarterly — no manual prep.
Flexible
Blend text, visuals, and key metrics in a fully customizable report builder — no design skills needed.
Fast
Create custom management reports in minutes, not hours — ready for board meetings or investor updates.
Online Financial Dashboards
Always-On Visibility Into Business Performance
Real-Time Data
Dashboards update automatically with every close, forecast, or scheduled update from NetSuite.
Drill-Down Views
Go beyond static KPIs — click into subsidiary, department, class, or location views.
Multi-Dimensional Analysis
Customize dashboards to highlight what matters most: revenue, margins, cash flow, growth trends, or operational KPIs.
Direct NetSuite Integration — Fast, Secure, Multi-Entity Financial Reporting
Connect to NetSuite in 15 minutes and unlock full visibility across subsidiaries, currencies, and business dimensions — no spreadsheets, no IT team needed.
Meet Finley — Your AI Financial Advisor for NetSuite
Finley delivers AI-powered financial analysis built directly on your NetSuite data — instant answers to your most important financial questions, anytime.
Example Prompt:
"Explain our margin changes by product line this quarter."
What You Can Ask Finley with AI-Powered Insights:
"Why did gross margin decline last month?"
Finley's AI reviews your live financial data and highlights key drivers behind margin shifts.
"What are our top 3 profitability drivers this quarter?"
Get instant visibility into your most impactful revenue or cost factors.
"How has EBITDA trended over the last four quarters?"
Quickly analyze quarterly performance with AI-generated summaries and trend visualizations.
"Which department had the largest cost variance this month?"
Identify unusual spend patterns or budget variances without digging into reports.
Why Teams Love Finley's AI-Powered Financial Analysis:
AI-Powered Financial Trend Analysis
Get instant trend analysis and pattern recognition across all your financial data streams.
Instant Profitability Insights from NetSuite
Direct connection to your NetSuite data for real-time profitability analysis and insights.
AI-Driven Variance Reporting Across Entities
Automatically identify and explain variances across multiple entities and business units.
Plain English Financial Queries with Real-Time ERP Data
Ask complex financial questions in plain English and get instant answers from your live ERP data.
Get Started with FinanceIQ — Connect Your NetSuite Data in 15 Minutes
Sign up today, connect NetSuite in under 15 minutes, and get real-time dashboards, AI-driven financial analysis, and professional management reports the same day.
