Blog

Synced Sheets: Spreadsheets That Stay Up-to-Date

Synced Sheets: Spreadsheets That Stay Up-to-Date

Written by

Naman Mathur

Published on

June 30, 2025

Still using offline Excel trackers for reporting? It’s time to upgrade.

With Stacks Synced Sheets, your spreadsheets are now directly connected to your ERP, always accurate, and ready to audit.

This isn’t a new reporting tool. It’s the same Excel you already use, just live.

Real-Time Syncing, Directly from Your ERP

No more downloading CSVs or copy-pasting from dashboards. With Synced Sheets:

  • Your numbers stay fresh

  • Your formulas stay intact

  • And your time gets saved

Every spreadsheet is connected live to ERP data, with automatic refreshes and change tracking.

Out-of-the-Box Reports We Support

We support a growing library of reports that connect directly into Excel:

  • Balance Sheet (monthly + point-in-time)

  • Bank Balance

  • Exchange Rates (monthly + current)

  • Profit & Loss (monthly + point-in-time)

  • Trial Balance

  • Saved Searches

  • SuiteQL queries

Custom Reports? We’ve Got You Covered

Not all reporting needs are off-the-shelf, and that’s fine with us.

With Synced Sheets, you can:

  • Bring your Saved Searches from NetSuite directly into Excel

  • Work with our team to create custom SuiteQL-powered reports

  • Tailor views and queries to match your exact reporting structure

We handle the data structure and syncing so you can stay focused on what matters: telling the story behind the numbers.

Need to slice data by department, location, or class? You can.

Our P&L and Balance Sheet reports allow for:

  • Column breakdowns by dimensions

  • A direct Excel-native workflow that doesn’t sacrifice structure or speed

Why We Brought It to Excel

Other tools build their reporting layers. We didn’t.

As we shared in our blog "Meet Teams Where They Work", the best tools integrate into existing workflows, not replace them.

So instead of creating another in-app reporting dashboard, we brought Synced Sheets to the one tool finance teams already trust: Excel.

Your reporting process stays the same. It just gets better.

Audit-Ready by Design

Synced Sheets don’t just stay accurate, they stay transparent.

Every refresh is traceable. Every number links back to the source. And when it’s time to share with auditors, you’re already ahead.

No export button needed.

Ready to Sync?

If you’re still chasing stale exports, we’d love to show you how Synced Sheets can make your reporting faster, cleaner, and more reliable.

GET DEMO

See how Stacks works.

We'd love to show you how Stacks can help save days by automating your month-end close.

Trusted by fast-growing companies including:

“Since using Stacks, we've reduced the time to financial close by three and a half days, which is material in our case. And more importantly, we've been able to utilize our resources more effectively.”

Ruben A.

CFO at Juni

GET DEMO

See how Stacks works.

We'd love to show you how Stacks can help save days by automating your month-end close.

Trusted by fast-growing companies including:

“Since using Stacks, we've reduced the time to financial close by three and a half days, which is material in our case. And more importantly, we've been able to utilize our resources more effectively.”

Ruben A.

CFO at Juni

GET DEMO

See how Stacks works.

We'd love to show you how Stacks can help save days by automating your month-end close.

Trusted by fast-growing companies including:

“Since using Stacks, we've reduced the time to financial close by three and a half days, which is material in our case. And more importantly, we've been able to utilize our resources more effectively.”

Ruben A.

CFO at Juni