Solution 7 by Zone: Excel Financial Reporting & Planning

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 with live NetSuite data

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 and budget upload

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: 

1. Create financial templates to your own design 
2. Automatically distribute the templates to budget holders 
3. 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.