NetSuite

Oracle NetSuite is a cloud ERP covering accounting, inventory and operations for growing and multi-subsidiary companies.

With Amalgam, you can two-way sync data into Excel and Google Sheets, or enable your AI tools to take direct actions without hand-holding.

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Spreadsheets

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Routines

ReportsRecords

Category: Accounting
Connects By: Client ID and Sign-In
Reports: 10
Resources: 7
Website: netsuite.com

What You Can Do With NetSuite

In a Spreadsheet

Pull data into Excel or Google Sheets, and refresh it whenever you need current numbers. Or upload data from the sheet straight into NetSuite.

See How It Works

In an AI Chat

Connect your AI tool to Amalgam, and it can run NetSuite reports to answer your questions and create records when you let it.

See Amalgam for AI

On a Schedule

Set a routine to fetch data on a schedule and deliver it to your shared drive, inbox, or directly into a document.

See Routines

How to Connect

Create an integration record in NetSuite, enter its Client ID and Client Secret in Amalgam, then sign in to NetSuite to approve access. Each account you connect becomes its own connection in Amalgam, and you can add as many as you need.

Read the Connection Guide

Reports10

Pull any of these into a spreadsheet, a chat or a routine, for one NetSuite account or every account you connect.

A/P Aging Detail

NetSuite AP Aging showing outstanding payable transactions grouped by vendor with age in days and open balance.

Options: As Of, Subsidiary

A/P Aging Summary

NetSuite A/P aging summary: one row per vendor with open balances in Current, 1 - 30 Days, 31 - 60 Days, 61 - 90 Days and 91+ Days columns, a Total column, and a final Total row.

Options: As Of, Subsidiary

A/R Aging Detail

NetSuite AR Aging showing outstanding receivable transactions grouped by customer with age in days and open balance.

Options: As Of, Subsidiary

A/R Aging Summary

NetSuite A/R aging summary: one row per customer with open balances in Current, 1 - 30 Days, 31 - 60 Days, 61 - 90 Days and 91+ Days columns, a Total column, and a final Total row.

Options: As Of, Subsidiary

Balance Sheet

NetSuite Balance Sheet showing assets, liabilities, and equity with accumulated balances per period.

Options: Start Date, End Date, Show periods details, Range period, Subsidiary, Start Date (as date), End Date (as date), Report By Transaction Date

Balance Sheet PaginatedBeta

NetSuite Balance Sheet, the same as the standard Balance Sheet but run in several steps so it finishes for large accounts that would otherwise time out.

Options: Start Date, End Date, Show periods details, Range period, Subsidiary, Start Date (as date), End Date (as date)

General LedgerBeta

NetSuite General Ledger showing all transactions posted to each account with debit/credit amounts, grouped by account.

Options: Start Date, End Date, Only Posting, Subsidiary, Entity, Hide Headers, Hide Totals, Account [1], Account [2], Account [3], Account [4], Account [5], Account type [1], Account Type [2], Account Type [3], Start Date (as date), End Date (as date), Extra Column (1), Extra Column (2), Extra Column (3), Report By Transaction Date

P&L

NetSuite Profit & Loss showing income, COGS, expenses, and other income/expense for a date range with optional period breakdown.

Options: Start Date, End Date, Subsidiary, Show Period Details, Range Period, Start Date (as date), End Date (as date), Report By Transaction Date

Trended P&L by DepartmentBeta

NetSuite trended profit and loss with operating expenses broken down by department: account rows in their NetSuite parent and child hierarchy, one column per month, quarter or year, and a Total column.

Options: Start Date, End Date, Range Period

Trial Balance

NetSuite Trial Balance listing all accounts with debit/credit or net balance for a specific period.

Options: As of, Subsidiary, Debit/credit, As of (as date)

Resources7

Records you can read from NetSuite and write back to it, one at a time or in bulk.

Resource	What It Does	Download	Upload	Delete
Accounts Chart of Accounts: GL accounts with account number and type.	Chart of Accounts: GL accounts with account number and type.Fields: ID, Number, Name, Subaccount of, Type, Currency +16 more
Customers Customer records.	Customer records.Fields: Name, Customer Id, Is Inactive, Primary Subsidiary, Is Individual, Primary Contact +17 more
Invoices Sales invoices.	Sales invoices.Fields: Date, Document Number, Name, Status, Subsidiary, Location +12 more
Journal Entries Journal entries: manual debit/credit adjustments.	Journal entries: manual debit/credit adjustments.Fields: Date, Journal #, Currency, Subsidiary, Memo, Line Description +7 more
Transaction Loader NetSuite Transaction Loader where each row is one simple two-line journal entry: Date, Journal #, Amount, Currency, Subsidiary, Memo, an Origin Account and a Destination Account.	NetSuite Transaction Loader where each row is one simple two-line journal entry: Date, Journal #, Amount, Currency, Subsidiary, Memo, an Origin Account and a Destination Account.Fields: Date, Journal #, Amount, Currency, Subsidiary, Memo +2 more
Transaction ReclassifierBeta NetSuite Transaction Reclassifier listing existing journal entries, invoices, vendor bills, expense reports, purchase orders, credit card charges and deposits, one row per transaction line with type, date, number, amount, account or item, entity, department, class and location.	NetSuite Transaction Reclassifier listing existing journal entries, invoices, vendor bills, expense reports, purchase orders, credit card charges and deposits, one row per transaction line with type, date, number, amount, account or item, entity, department, class and location.Fields: ID, Type, Date, Subsidiary, Currency, Number +12 more
Vendors Vendor/supplier records.	Vendor/supplier records.Fields: Name, Vendor Id, Is Inactive, Primary Subsidiary, Is Individual, Primary Contact +16 more