Build NetSuite Models in Excel with Claude — and Audit Every Number
Add the free Finsyte skill to Claude and let AI build your financial reports inside Excel. Claude builds them with live Finsyte functions, so every figure traces back to NetSuite — verifiable, refreshable, and yours to audit.
Claude and Finsyte, working together in your spreadsheet
Claude runs in the Excel side panel. Finsyte connects Excel to NetSuite. Add the Finsyte skill and Claude understands every Finsyte function and special account — so you can ask for a report in plain language and watch it plan the build.
Here Claude is assembling a Profitability by Department report: it lays out a labeled parameters block, pulls the department list, calculates net income per department, then adds totals, ranking, and a chart — each number a live Finsyte function you can drill into.
A number you can't trace isn't an answer
Connect an AI model to your data through an MCP server and you can ask it for a figure — “What was Q3 net income?” — and get a number back. But that number lands in your workbook as a static value. You can't see how it was calculated, which accounts and periods it covered, or whether it's still current tomorrow. For finance, that's not good enough: a value you can't verify is a value you can't use.
Reporting has to be defensible. Auditors, controllers, and CFOs need to follow a number to its source — not take an AI's word for it.
Claude writes formulas, not answers
With the Finsyte skill, Claude builds your report the way a careful analyst would — with live Finsyte functions wired to NetSuite. The model is the deliverable, and you can verify every cell in it.
Traceable
Right-click any number and drill down to the NetSuite transactions behind it — the full detail, right inside Excel. Every figure traces to its source.
Refreshable
Because the cells are live formulas, the report re-pulls from NetSuite on demand. It's never a stale snapshot of a moment Claude happened to answer.
Auditable
The skill teaches Claude finance-grade conventions — labeled parameter cells and clean, consistent formulas. The result is a workbook a controller can review and trust.
Use AI for the speed of a first draft — then keep the rigor finance requires. With Finsyte, the two aren't a trade-off.
Add the skill to Claude in four steps
The skill is a small file you upload to Claude once. After that, it's available whenever you work in the Claude Excel add-in.
Download the Finsyte skill
Grab the skill file below — it's a free, .zip packaged skill.Enable code execution in Claude
In Claude, open Settings → Capabilities and turn on “Code execution and file creation.” On Team and Enterprise plans, an admin enables this under Organization settings → Skills. Requires a Free, Pro, Max, Team, or Enterprise plan.Upload the skill
Go to Customize → Skills, click the + button → Create skill → Upload a skill, and choose the file you downloaded. Toggle it on.Build in the Claude Excel add-in
Open the Claude add-in in Excel, load the skill, and ask Claude to build a report. It builds the report with live Finsyte functions straight into your cells.
Ask Claude. Get a model you can stand behind.
The skill covers the full Finsyte function library and special accounts — so Claude can build the reports finance teams actually need.
Financial statements
Build a balance sheet, income statement, or cash flow from scratch — laid out to mirror the matching NetSuite report so you can validate the totals side by side.
Budget vs. actual analysis
Pull budgets and actuals into one view with variance columns, ready to refresh as the period closes.
Special-account reporting
Net Income, Retained Earnings, and the asset, liability, equity, income, and expense categories — Claude knows the dedicated functions and NetSuite sign conventions for each.
Trailing and comparative views
Trailing-12-month trends, multi-period comparisons, and departmental breakdowns — parameterized so a single cell change re-runs the whole report.
Download the Finsyte Claude skill
Free to download and use. Upload it to Claude once and start building auditable NetSuite models in Excel.
You'll need Finsyte installed in Excel to run the formulas Claude writes.
New to Finsyte?
Start a 30-day free trial and connect Excel to your live NetSuite data. Full access to every feature. No credit card required.