Solution 7 Excel Financial Reporting & Planning for NetSuite reviews

|

Great product for our financial reporting

We use Solution 7 for all of our excel financial reporting needs. It integrates with NetSuite seamlessly and we are able to make changes in NetSuite, refresh excel and then generate reports quite easily.

Was this review helpful?

|

Expanded the Financial Report Builder

This is good a good option for users who likes very much excel especially the Financial Report Builder is not very handy for a new NetSuite user.

Please make this friendly to a Macbook user too.

Was this review helpful?

|

Unlocks the benefits of NetSuite!

Solution 7 lets you unlock the benefits of NetSuite with the total customization of excel that all of us business users love! I have been using the product for years and the team at solution 7 never disappoints.

Was this review helpful?

|

This program will change your work life!

Having slogged my way through FRx for many years and finding an equally challenging fight on my hands with NetSuite's reporting engine, I figured I was stuck with exporting, cutting, and pasting to get decent reports in Excel.

No more.

Solution 7 gave me the direct, dynamic connection to my data that I can format any way I want. I can quickly change the reports to show different divisions, time periods, etc. It's made report creation and distribution a non-event for me and my team.

The pivot table feature is the other great feature - it allows me to slice and present data in ways I wouldn't have attempted before, simply because the old way of doing things required too large a file in Excel.

The budged import feature, however, has to be the capstone. It saved us hours, if not days, of work. And it makes updating complex budgets (or creating new budgets and forecasts) so simple your head will spin.

This software blew me away. It's powerful, simple, and works as advertised. The team did a fantastic job helping customize the program for our needs. You won't get better support from anyone.

Was this review helpful?

|

Improved Reporting

Being a small non-profit with limited resources, Solution 7 has helped us provide customized financial reporting for our management as well as international regions. Because of the number of Programs and Funds we manage the flexibility of Solution 7 has made reporting a breeze. A simple request to them allowed us to incorporate custom segments from our NetSuite system into our report structure so we can easily match our reporting to our organizational structure.

The support from Solution 7 has always been fast and helpful. We usually get a follow up from them to be sure everything has been resolved and all of our questions have been answered.

Our investment in Solution 7 has been well worth it.

Was this review helpful?

|

Dynamic and User 'Familiar' experience to get what you need

We heavily rely on Solution7 to pull what we need from Netsuite and combine it with the data needed from existing/legacy systems.
Solution7 provides users, particularly new users very familiar with Excel, to have a seemlessly approach to the migration process and extracting data needed to keep the business flowing.

Was this review helpful?

|

Great Product and Support!

We've been utilizing Solution7 for 3 years at this point and couldn't be happier. The product has been a huge success for our organization, shaving multiple hours through our reporting, review and presentation cycles. For the few errors we've encountered throughout our journey, the support team has always been responsive and thorough, working through any issues diligently and quickly to avoid a disruption to our services. Overall a top notch shop and we appreciate the work you guys do!

Was this review helpful?

|

Financial Reporting

The ability to refresh NetSuite data in a complex spreadsheet brings us the daily and monthly reporting we need quickly. Awesome!

Was this review helpful?

|

My Financial Reporting Dept Loves Me Now!

This is a great product with excellent support. Our FP&A team has fought for years to build budgets and report actuals in Excel. You know the drill: Data dump from the accounting system; rework all the data; then populate and build the report templates. No more! We can export the budget templates, fairly quickly create the budgets, then load them back into NetSuite. And we can create a multitude of budgets. The reporting capabilities in Solution 7 far exceeds what we have before. And it's easy to install. Best NetSuite add-on we have. Our team loves this tool!

Was this review helpful?

|

Awesome Product

What a great product! It allows you to easily connect excel to your netsuite. Being able to export and update excel files is a breeze with this tool. It's a great value, especially for a midsize company that needs a no non-sense tool to integrate Excel to Netsuite.

I highly recommend this for anyone looking for a planning and budgeting tool.

Was this review helpful?

|

Saving time month after month

Solution7 is key to financial reporting. The ability to refresh NetSuite data in a complex spreadsheet brings us the daily and monthly reporting we need quickly. Awesome!

Was this review helpful?

|

Solution 7

Solution 7 is an extremely useful NetSuite add on. The product has become integral to our financial reporting. Solution 7's staff is very helpful and easy to work with.

Was this review helpful?

|

Helped Team Efficiency

We found solutions 7 as we wanted to have something that would refresh for us at the click of a button and allow us to minimize wasted time in our monthly reporting process and weekly cash forecasting. We've been blown away with how easy the team has been to work with us and help us get the software set up. We're still in the early stages of using the product, but so far it is has been very promising. We love being able to refresh balance sheets and income statements at the click of a button and quickly maneuver between dates of the reports. Thanks for creating this add in!

Was this review helpful?

|

Efficient & User-Friendly! After 1 year of using this tool, I still LOVE it!

After 3 years of exporting reports from NetSuite and manually reformatting them EVERY MONTH, we knew there had to be a better way... and we were right!

We used to spend countless hours formatting financial statements which resulted in delayed reporting and less time to close the books. We started using Solution 7 in March of 2018. It was easy to set up, easy to learn, and easy to maintain.

We now have all of our financial reporting automated with Solution 7 in addition to our balance sheet reconciliations and other ad-hoc reports. We went from spending hours on financial report preparation to spending seconds. All we have to do is go into Excel, click refresh... and it's done! I should add that my team does accounting for 9 subsidiaries with 2 consolidations, budget reporting, intercompany reconciliations, and foreign currency. All of it is automated with Solution7. I highly recommend this product to all NetSuite users!

Was this review helpful?

|

Great staff and great assistance

We've had a great experience working with Solution 7. The staff were very knowledgeable and very helpful during our Implementation. It is a great program and I would recommend it to others.

Was this review helpful?

|

Empowerment & Efficiency

Solution 7 has empowered users to access, model and expose key financial data in an efficient and effective manner.
Easy to use, manipulate and tailor, this tool has been a great addition to the FP&A function - thanks!

Was this review helpful?

|

Great Reporting Tool and Time Saver

Using Solution 7 in conjunction with NetSuite has made reporting infinitely better and more efficient. We have some very cumbersome Excel spreadsheet reports we use in budgeting as well as our normal financial reporting. Building the templates and having the flexibility to change static information that flows through to, and up from, 43 profit centers, 8 districts and two areas, for reporting purposes, has saved us days, not just hours, at each month end.

I highly recommend Solution7 as an add on, especially for those who may not be great report builders within NetSuite.

Was this review helpful?

|

Good system

Solution 7 connects well with the Netsuite and makes our analysis more efficient and accurate.

Was this review helpful?

|

Great Product

Solution 7 is a great tool to pair with Netsuite. It provides us with the flexibility to customize our financial reports, and update them at the push of a button. It has also saved us a ton of time in putting our budget into Netsuite. The functions are very easy to learn and use to expand your financial reporting.

Was this review helpful?

|

NetSuite Budgeting uploading

We have started using this product recently, it was easy to implement and the budgeting upload function from excel to NetSuite is a fantastic feature and definately a winner!

Was this review helpful?

|

The Budget Uploads are Magical!

Using Solution 7 for our budget upload has saved our team so much time and heartache. We have about 60 budgets to upload (across our departments and subsidiaries) and Solution 7 makes that process easy - it is just the press of a button. No CSV uploads or crazy templates. We have extended the use of the functionality this year to also include budget uploads of items. This will make our variance analysis much easier in the coming year. Thank you Solution 7 for making our lives easier!

Was this review helpful?

|

Solution7 is a software that works!

Solution 7 was very easy to implement. Our colleagues recognized the reporting features immediately. The team should also be commended for understanding the evolution and development cycles at NetSuite. This understanding allows our organization to keep moving with uninterrupted business processes through the NetSuite upgrades. Kudos!

Was this review helpful?

|

Solution 7: Revolutionizing Report Writing and Month End Close

The most life-changing tool has been the addition of an Excel add-on, Solution 7. Solution 7 has made report writing and analytical research as simple as clicking a button. The level of integration Solution 7 offers creates endless opportunities for customization of reports. Our company can attribute tens of thousands of dollars to cost and time management savings by having NetSuite and Solution 7 working together!

Was this review helpful?

|

A "MUST HAVE" for NetSuite accounting users

Been using Solution 7 for several years and this product has been a game changing tool for our accounting department. Solution 7 allows us to use multiple budget formats and create templates for management reporting that suits many needs. We can now create/edit reports in real time with confidence that our numbers are accurate and multiple users are all in sync with most up to date information across our departments.

Customer service is excellent - they are both knowledgeable and responsive to all our needs and have been very easy to work with.

Was this review helpful?

|

Game changer

We recently implemented NetSuite last year and we struggled initially with generating quick and useful reports to present to management. We resorted to manually preparing P&L and other reports outside of NetSuite and the process was littered with errors and would delay reporting period ending reports for weeks.

Once we signed on with Solution 7 it was a totally different experience. We now have the ability to create quick and customized reports and issue our monthly P&L for 7 subsidiaries and can break down each by segment. Additionally, we're able to drill down on any given number a multitude of ways. This allows us to analyze the data quickly and provide value to the users of our financial statements.

Overall, if you're struggling to create customized reports to fit your needs, Solution 7 is the product for you.

Was this review helpful?