Create great looking financial reports and models, formatted your way, in the financial professional's tool of choice - Microsoft® Excel®. Solution 7 features include:

  • Consolidated P&L and Balance Sheet reporting
  • Budget, Forecast and Cash-flow statements
  • Live drill down and drill back to NetSuite
  • Budget preparation and upload to NetSuite
  • Automated report distribution.

Create great looking financial reports and models, formatted your way, in the financial professional's tool of choice - Microsoft® Excel®. Solution 7 features include:

  • Consolidated P&L and Balance Sheet reporting
  • Budget, Forecast and Cash-flow statements
  • Live drill down and drill back to NetSuite
  • Budget preparation and upload to NetSuite
  • Automated report distribution.

Great Looking Financial Reports and Easy Financial Planning in Microsoft Excel

If you use Microsoft Excel, then Solution 7 is the tool for you. Solution 7 Reporting allows finance professionals to create and publish live management reports, forecasts and financial statements, with full drill down and drill back capabilities, from live NetSuite data and in your tool of choice – Microsoft Excel.

With Solution 7 Planning, create budget templates from live NetSuite data, in the format you need, automatically distribute them via email or the cloud and upload them directly into NetSuite without ever exporting to CSV.

Key Benefits

Solution 7's key benefits include:

  • Supercharge your financial reporting and create great looking reports in minutes
  • Create Consolidated Profit & Loss, Balance Sheet, Multi-company and Multi-currency reports
  • Interactive drill down and drill back to NetSuite
  • Full OneWorld support
  • Actuals vs Budget, Month on Month and Year on Year comparison reporting
  • Total control over layout, formatting and totaling
  • Excel graph, chart and pivot-table integration
  • Automatically distribute reports at no extra cost
  • Prepare budgets and forecasts with upload directly to NetSuite
  • Live data without third party middle-ware or separate data warehouses
  • Requires little or no training, 1 hour implementation.

If you know Excel, you already know Solution 7!

Customer Quote

...as a finance professional and Excel user, Solution 7 is a 'Must Have' tool.

...in areas we are seeing month-end efficiency gains of at least 400%.
- John Adams III, In-Terminal Services

Try Solution 7 Today

Solution 7 is available as a fully functional, completely free, trial to download and try today. For your free trial, click the 'Contact me' button under the 'Built for NetSuite' logo.

Microsoft Excel-based Financial Reporting

Save time, money and effort by using the one tool that all financial professionals already know, Microsoft® Excel®.

With Solution 7 you can quickly create consolidated, department or location based P&Ls, Balance Sheet reports, Cash Flow statements, multi-company and multi-currency reports.  You control all aspects of the report design including currencies, complex calculations, layout, formatting, graphs and charts allowing you to easily create the financial reports your organization demands.

Great Looking Reports

Format your data how you want to see it - that's why you use spreadsheets.  With Solution you can leverage your existing Excel skills to:

  • Lay out spreadsheets how you want them
  • Apply the formatting you want
  • Perform dynamic calculations on live NetSuite data
  • Place totals and subtotals where you want them
  • Create complex consolidation with custom aggregations
  • Build complex what-if scenarios and models
  • Add comments and narrative to your spreadsheets.

Automatically Distribute Financial Reports

Take the pain out of month end report distribution.  Solution 7 features an automated workbook distribution engine that takes on the heavy lifting required to create multi-company, multi-location or multi-departmental reports and plans.

With Solution 7 automation:

  • Automatically create and distribute multi-dimensional, month-end and ad-hoc financial reports
  • Bulk distribute individual management reports and group management packs
  • Email unlimited individuals and groups
  • Send static reports to staff, management and external stakeholders at no extra cost

Easy Financial Planning

Create budget templates from live NetSuite data, automatically distribute them via email or the cloud and upload them directly into NetSuite without ever exporting to CSV.   Solution 7 Planning will help you prepare and publish budget templates in the format you need, saving time and effort, and keeping them in the tool you already know – Microsoft Excel.

With our easy 3 step process, you simply:

  • Create financial templates to your own design
  • Automatically distribute the templates to budget holders
  • Have Solution 7 push the completed templates directly into NetSuite without exporting to CSV

Personalized, Collaborative Planning via Email or Cloud

With Solution 7, we don’t dictate the layout of your budgeting workbooks.  With sophisticated worksheet mapping algorithms, you are free to create new budget templates in the shape you need or simply map your existing templates from previous budgeting cycles.

Automatically publish your budget templates via email or upload them to cloud services like Microsoft OneDrive, Google Drive or Box and host Excel-based interactive team planning sessions.

Solution 7 is a data and financial reporting specialist that helps organizations deliver more from their investment in on-premise and cloud platforms.

Ratings & Reviews

Based on 66 Reviews

Most Helpful Reviews

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Analyst

SmartView is awesome. It empowers us to effortlessly create reports directly off live NetSuite data. With our existing Excel skills, and a little training, we have created full figured financial reports that go well beyond NetSuite’s report writer and saved searches. SmartView performs the “heavy lifting” saving us significant amounts of time creating reports and reduces the frustration of chasing down errors. It has massively simplified our monthly reporting processes and now satisfies most of our fundamental management reporting needs. As a power Excel user, SmartView keeps my life simple and my bosses very happy.

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Accounting Manager

When it comes to monthly financial reporting SmartView has been a game changer for us. I'm excited to explore what other ways we'll be able to leverage this tool. The functionality is exactly what we were looking for and the customer support is superb.

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Financial Reporting Flexibility

Finally, there's a financial reporting product with flexibility to write the reports how I want. Every challenge I've come up with, SmartView has a solution. This is a great product and worth the investment.

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Assistant Controller

SmartView is a wonderful tool to have. We have been using SmartView for more than six months and have not have any issues. The SmartView functionality/formulas are very intuitive and easy to use, and the customer service team at Solutons 7 were readily available to help answer some of the more complex questions. Overall we have been very satisfied with our decision to use SmartView. It's been a great time saver.

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Powerful tool to connect NS and Excel

We recently started using Smartivew as a reporting tool to enable us, FP&A, to create and update insightful and presentation ready financial reports in Excel using NetSuite's live data. Solution7 provides very good personalized support and training. I would recommend the product to other NS users.

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Efficient accurate data at the click of a button

SmartView allows me to quickly bring up-to-date NetSuite data into Excel to create financial statements and ad-hoc reporting. The data provided is accurate and accessible at the click of a button, and provides flexibility in utilizing this data.

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Recommended tool for everyone

The SmartView tool has been an essential part of our intercompany reconciliation process for over 40 entities. This tool is very user friendly and will help streamline your process. Overall, this is an essential tool for anyone who wants ease in producing real-time reports with flexible customization.

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Lifesaver - Perfect for our BvA process

Can't imagine running our monthly close process without SmartView. It easily pulls all our financials to Excel so that we can perform our monthly BvA seamlessly. No more downloading individual P&L by department from NetSuite.

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Smartview Review

Smartview is a very valuable tool for NetSuite users. My team has implemented this tool and uses it during our close and to report our financial statements each month. It's user friendly and robust. We particularly love that it's real time reporting and the drill down capabilities on the journal entries for our analyses. It's been a great solution for my company.

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Can't live without SmartView

How many words do I get to gush about how much I love SmartView...I am sure not enough. NetSuite's reporting capabilities are very powerful for the everyday user but we wanted a simple solution to quickly create easy-to-read financials for our board members and internal leadership team. I love that you do not have to be an Excel guru to learn how to use SmartView, it is very user friendly and straight forward. To date we have generated; Budget to Actual Statements, P&L, Cash Flow Statements, Balance Sheet, Comparative Statements and so much more. Our organization is quite complex in that we have several subsidiaries and many different currencies. With SmartView we can quickly pull a report that shows me for example; how much did I pay for warehouse costs for Subsidiary "x" in their currency and now show me what that same amount is in the USD equivalent. Before SmartView I would manually pull information on historical data and copy that data to Excel, now I can create a report with historical information in minutes without the need to copy and paste. And something that should not be forgotten is the best part of SmartView, the people. The customer service with SmartView is exceptional. It is refreshing to see people truly be excited for the company they work for. Finally, and the crazy thing, I know I am only utilizing the basics - thank you SmartView.

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CIS Smartview Review

Community Intervention Services has been pleased to work with NetSuite and Smartview simultaneously. Our experience with the Smartview software has allowed us to report our financials at a summary and detail level to upper management so they are able to effectively drive our business. We also use Smartview as an option for more robust financial analysis. Additionally, anytime we've had an issue, the Solution7 team is always quick to respond and provide a reasonable solution.

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Life (well work) changer!

We have been using Solution7's Smartview product for quite some time now. It really changed the way that we use NetSuite. We had previously implemented Host Analytics so we could do our financials and budgeting - it proved to be to much and to complicated for our business (60 people) and took more time that it was worth. Enter Smartview! I was easily able to set up our financials in Excel and link them back to NetSuite. They are refreshed with a click of a button and always current - something that didn't happen with Host. We made and use the following reports: Balance sheet, Income statement, cash flow, forecast, budgets, flux analysis, metrics (accross all departments) and much more. I don't know what i would do without it. Also just to say something about Solution7 as a customer service organization - they are amazing! They help whenever I need it right away and actually listen to the suggestions I make for improvements and implement some of them! Amazing! Thanks Solution7!

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Smartview

Love the product! We still run alot of our info through Excel, so this works very well for us!

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Senior Acountant

We currently use SmartView to build custom reports inside of Excel that can not be built in NetSuite. Smart View is easy to use and we have used the product glitch free thus far. SmartView's team is friendly and easy to work with; any questions I have had have been answered in 1 day or less.

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Love the product...Wish for a user manual

This is a fantastic product. Only thing keeping it from 5 stars is a lack of user manual! Great job. Highly recommend.

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Great product, wish for a user manual

Fabulous product. Incredibly useful. Would be 5 stars if they had a user manual!

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Excellent Product

Excellent product for financial reporting with seamless integration to NetSuite. Dedicated client support to walk you through all issues and solutions.Special recommendation to Phil Jose from Solution 7 who is meeting all our requirements for the last three months. This is a must have product and look forward to all the future functionalities for Smartview.

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Eduardo review

Good app

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SmartView Review

We have been currently using SmartView Reporting for about a quarter now and have been really impressed with its ability to automate our business reporting infrastructure at the consolidated level, as well as at our operating unit level with a simple click of a button. The efficiency gained by this allow us more time to dive into the details and perform deeper analytics on our day-to-day operations.

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It just works

Once installed, this bundle just works. The team at SmartView is also one of the best I have worked with (from sales to support). I have purchased this bundle multiple times to use to support our financial reporting process. The data is real-time and the overhead is basically none. This has proven to be as effective as SAP/Hyperion for getting data to excel in a way more admin and user friendly way. The money spent on this product is recovered 10 fold in employee efficiency.

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Financial Miracle

SmartView has definitely helped our company build more robust financial reports. We are now experimenting with sales variance and commission reporting capabilities. We are thrilled at the possibility of what SmartView can offer. The customization makes it so much easier to write reports.

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A robust solution that has forever changed the way we report!

Gone are the days of manually exporting data back and forth from NetSuite to our Excel financial report templates! SmartView has totally automated our reporting process that not all-that-long-ago was an arduous fiddly painstaking process. Further SmartView has now taken a pivotal role in our forecasting models, commercial analysis, budget management, department reporting and month-end checks, extracting GL and Customer level data in only a few button clicks with our reporting templates. We have been able to reduce our month end close by 2 working days now no longer needing to update cumbersome excel spreadsheets allowing more time for meaningful analysis on the data at hand instead of manipulating cumbersome spreadsheets and error checking. Also support from SmartView is second to none - we received all the needed training, speedy responses to all correspondence with straight-to-the-point answers. I look forward to the continued development of this product and would highly recommend as part of any organisation's reporting solution.

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Awesome - Excel Power with Automated Data Retrieval

The SmartView application is an Excel add-on that lets one easily apply all the power of Excel to NetSuite data; which is especially useful in streamlining our monthly financial reporting process. While NetSuite does have a decent built-in reporting function, it is limited in design and extras. In order to get the presentation we wanted we were spending a lot of time each month updating standard reports. With SmartView, build the template once, and then it does the work to update the numbers - automatically. With the time we save we are developing new reports to provide management with better decision making tools - the fun stuff - right? SmartView is very easy to master and is powerful - really only limited by one's expertise in Excel. A simple report can be easily built with only basic Excel knowledge, or a more complex report can be built for those with more Excel expertise. I have an intermediate level of expertise with Excel and after just a few days of playing around with SmartView, I was able to automate one of our most complex reports - which includes monthly, ytd, and budget numbers. We had considered using Crystal Reports to pull data from NS and build reports, but ultimately this was rejected because it requires a programming knowledge that is not common in our organization. With SmartView we are building off an application that is already widely used, and any additional training we might seek out will be universally beneficial, not just applicable to SmartView, but for Excel in general. I love this application, and I am looking forward to SmartView developing it even further over time.

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A Necessity for a Fast & Accurate Financial Closing Process

I've been a user of Solution 7's Smartview product for almost two years, and have found it to be a perfect complement to NetSuite. Setting up a workbook is highly intuitive, and very adaptable to our rapidly changing business. We've built all our financial reporting processes in Smartview for Excel, and reduced the amount of time for our month end closing and reporting processes by over 2/3. By setting up our workbooks to link to single current month cell and using some clever formulas the Smartview team shared, all of our monthly financial reporting and review requirements are completed quickly and accurately. Account reconciliations for all balance sheet accounts are now linked to NetSuite, and after a little manual notation, they are ready for review. Our lengthy and highly customized Board of Directors package used to be nearly a week-long project?now it is updated and ready for comments after a quick refresh. From specific bank financial reports to sales variance trends, each report is always available and up to date. At the end of the day, it's less time preparing reports & entering data and more time performing value added analysis and taking action. Really appreciate how this product has helped us move the business forward!

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Initial Review

Upon initial review of the SmartView Client, I found it fairly easy to install and use. However, I want a deeper understanding before moving to a 5 rating. In my experience, the only downside was the length of time for the demo period. Busy IT professionals in small business might need to ask for an extension.

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