Getting Started

Utilize This Documentation

This website is designed as a place to understand the functionality of every element inside of the Finsyte Excel Add-In for NetSuite. Utilize the different pages inside of the table of contents on the left-hand side of your screen to understand the tool better.

Just received an update on your license, check out What's New to learn more about the latest features.

Download the Finsyte Add-In

The Finsyte for NetSuite Add-In can be downloaded here (opens in new tab).

Minimum Technical Requirements

For the latest minimum technical requirements and NetSuite permissions required to access all needed NetSuite information from Finsyte, refer to our Minimum Technical Requirements Documentation.

Sign into your NetSuite Account

Upon the addition of Finsyte in your Microsoft Excel instance, a user will login to their NetSuite account to ensure permissions are met before returning information. Review the Connectivity section of the ribbon for more information.

Review the Finsyte Academy

Create an account on the Finsyte Academy (opens in new tab) to start learning!

Review the Finsyte YouTube Channel

Visit the Finsyte YouTube Channel (opens in new tab) for tutorials, feature walkthroughs, and tips on getting the most out of the Finsyte Excel Add-In — and don't forget to like and subscribe!

Submit Tickets to Finsyte Support

Visit Finsyte Support (opens in new tab) to submit a ticket and get help directly from the Finsyte team.