NetSuite → Power BI · Snowflake · Excel
NetSuite data warehouse reporting, minus the exports.
I build clean, documented data models from NetSuite via SuiteAnalytics Connect or REST API — so your finance team gets live dashboards instead of CSV exports and broken saved searches.
Book a 20-minute intro call →
No prep needed. Bring your messiest reporting problem.
finance workspace
Consolidated P&L
FY26 · all subsidiaries · GBP
Revenue
£48.2M
▲ 12.4% vs PY
Gross margin
61.8%
▲ 1.9 pts
Net income
£9.6M
▲ 8.1% vs PY
J
F
M
A
M
J
J
A
S
O
N
D
Actual
Budget
Drill to transaction →
Sound familiar?
NetSuite runs your business — but getting answers out of it is a second job.
None of this is a NetSuite defect. The ERP is optimized for transactions, not analytics.
01
The export treadmill
Month-end means CSV exports, VLOOKUPs, and a P&L that’s stale by the time it’s formatted.
02
Saved-search ceiling
Cross-record joins, custom KPIs and consolidated views need workarounds or scripting — and the one person who understands the searches is a single point of failure.
03
One version per stakeholder
You maintain five copies of the same report because NetSuite’s access controls can’t slice it by audience.
04
No drill-down trust
A number looks off, and tracing it back to the transaction takes three tools and an afternoon.
The fix
One fixed-scope engagement. You end up with a documented, maintainable reporting stack you own — not a black box.
01
SuiteAnalytics Connect or REST API setup and connection hardening — I check whether you already license it before you buy anything.
02
A documented schema covering complete build
03
2–5 finance dashboards in your BI tool: P&L with drill-to-transaction, cash position, AR aging, revenue by segment.
04
Refresh schedule, error monitoring and a handover doc your team can actually use — plus 30 days of post-launch support.
What launch looks like
Reconciled reports, live in dashboards.
Every model is validated against your native NetSuite financial reports before launch. If it doesn’t tie out, it doesn’t ship.
AR aging · all subsidiaries
By bucket
Receivables aging
£6.41M outstanding
Bucket
Balance
Current
£4.10M
1–30 days
£1.35M
31–60 days
£0.58M
61–90 days
£0.24M
90+ days
£0.14M
Total
£6.41M
Cash position · consolidated
13-week
Cash on hand
4 currencies · GBP equiv.
Available
£12.8M
▲ £0.9M wk
Net burn / wk
£0.31M
▼ 14% vs plan
Projected balance
13 weeks →
Domain depth
NetSuite’s schema is where generalist BI consultants get lost: transaction lines vs. accounting lines, multi-book accounting, consolidated exchange rates, period-vs-date reporting.
I build there every day — so the model is correct at the grain, not patched at the dashboard.
transactionLine
transaction
id
account
id
amount
num
posting
bool
accountingLine
book
id
amountFx
num
rateType
enum
subsidiary
subsidiary
id
currency
iso
elimination
bool
account
account
id
type
enum
segment
id
Already have NSAW?
NetSuite Analytics Warehouse is a solid platform — and if you already run it, I build on top of it rather than ripping it out.
This isn’t an either/or. If you already have NSAW, I model on top of it; if you don’t, SuiteAnalytics Connect plus your own BI tool does the job just as well. Either way, three things tend to matter:
Cost
SuiteAnalytics Connect plus your own BI tool typically runs a fraction of NSAW’s annual subscription — and you’re not locked into another Oracle SKU at renewal.
Ownership & flexibility
Your data lands in a warehouse you control. Blend in Shopify, Salesforce, HubSpot or payroll — and switch BI tools without re-platforming.
Your model, not a template
Prebuilt NSAW dashboards assume a generic business. I model your segments, your custom records, your KPIs.
Where I’ve done this
Recent data and reporting work.
2025 – now
PE-backed green-energy infrastructure manufacturer
Designed and built a layered dbt model, from Fivetran-synced NetSuite data through staging, intermediate and consolidated marts, delivering reconciled balance sheet, income statement and budget reporting in GBP across multiple currencies and subsidiaries. Automated consolidation, including FX, translation adjustments and retained earnings roll-forwards.
dbt · Fivetran · AWS · Trino SQL · Metabase
2024 – 2025
Games studio
Connected NetSuite to SQL Server through SuiteAnalytics Connect and Fivetran and built star-schema models for GL detail and income statement and balance sheet versus budget reporting, cutting month-end close to two days.
SuiteAnalytics Connect · SQL Server · Power Query
2023 – 2024
Global financial certifications body
Led the implementation of NetSuite Analytics Warehouse on Oracle Analytics Cloud, building a line-level trial balance from the NetSuite2.com data model.
NSAW · Oracle Analytics Cloud · NetSuite2.com
2022 – 2023
Pharmaceutical company
Built an actual-versus-forecast trial balance at transaction-line level, combining NetSuite actuals with NetSuite Planning and Budgeting data in Snowflake.
Snowflake · NSPB · Trial balance
Three steps
From scoping call to live dashboards.
1
Scoping call
I review your NetSuite setup, current reporting pain and target stack. You get a fixed quote — and I’ll flag it if you already own SuiteAnalytics Connect.
20 min · free
2
Build & validate
I connect, model and validate against your existing NetSuite reports — so the numbers tie out before anyone sees a dashboard.
Weeks 1–3
3
Launch & handover
Dashboards go live, your team gets the documentation and a working session, and I stay on call for 30 days.
Week 4
Fixed prices
One engagement. No data team required.
Starter
+VAT · €10k–14k / $11k–15k
Multi-subsidiary, single base currency. If parent and all child subsidiaries have the same currency, choose this build.
Reports in Subsidiary & transaction currency only
Outputs : Income Statement, Balance Sheet and Transaction detail
Validation & handover
Scope a Starter build
Core
+VAT · €15k–29k / $16k–32k
Same outputs in Starter
Multi-subsidiary / multi base currency consolidation
Outputs : All in starter plus 5 additional builds i.e. AR, AP, Cash burn etc.
Validation & handover
Scope a Core build
SuiteAnalytics Connect runs ~£500/mo (~€580 / $600) from Oracle — I verify whether you already pay for it before you spend a penny. You don’t incur any additional costs if you decide to use a REST API over SuiteAnanlytics connect.
After launch, most clients keep a light retainer for new reports and model maintenance — from £1,500 +VAT / month. Entirely optional.
Questions
Data warehouse reporting: common questions
Do we need SuiteAnalytics Connect?
Which BI tools do you work with?
Will the numbers match NetSuite?
We have multiple subsidiaries and currencies. Is that a problem?
What happens to the model if we stop working with you?
A 20-minute call is enough to tell you whether this fits.
What it costs, and whether you already own half the stack. No prep needed — bring your messiest reporting problem.
Book your intro call →