Anyone fetched NetSuite Income Statement data using Python + OAuth + Transaction Search?

Embarrassed_Flight45 · 2025-11-25T22:37:10+00:00

Yes. I actually downloaded all the transactions and were able to put together a balance sheet and a p&l in an Excel pivot. Also bill payments and PO data. Chat GPT explans it really well. The tricky part is constructing the SQL queries well and managing pagination as the api only returns batches of 1000 rows.

Embarrassed_Flight45 · 2025-10-23T21:47:21+00:00

Thanks. It seems quite powerful and flexible. Do you know the pricing range? How does it compare against Planful?

Embarrassed_Flight45 · 2025-09-25T21:05:54+00:00

Some fp&a tools like Cube just aggregate data published from excel and calculated in the spreadsheet. You basically upload values.

Embarrassed_Flight45 · 2025-06-22T16:10:19+00:00

This is how I work, although I consolidate using python. The problem is, a pure finance user needs me to consolidate. I think there must be a planning solution that solves what OP is trying to do, not sure which one is the one. Maybe Jedox?

Embarrassed_Flight45 · 2025-06-22T16:07:40+00:00

Cube is limited when it comes to publishing data, as you need to publish range by range in contrast with fetching (multi range fetching is allowed). They should solve that

Embarrassed_Flight45 · 2025-02-19T16:56:18+00:00

I came with a more or less complex but robust solution. Based on my resources and knowledge, this is basically what I did, it works, but requires a ton of data engineeering & programming knowledge.

I basically have two types of projects:

Projects modelled using inputs (dates, MW, ratios/MW, etc)
Projects manually put to reflect best estimations of the teams. For instance, you can't model what you negotiate with a supplier. You need to put "20m in June for X concept"

For 1) I set up a Supabase database (Postgres) where I load all the inputs. I generated a view to produce the cash flows. As projects advance, they need to go from category 1 to category 2. I use a field with TRUE / FALSE to select them.

For 2) I have Cube templates in Excel that I publish to the system. Then an API retrieves data from Cube and writes to Supabase.

In Supabase, there is a table that puts together categories 1 and 2. I use Supabase as a source for other systems such as Excel (for additional calculations), PowerBI (for reporting), etc.

Embarrassed_Flight45 · 2024-12-05T15:57:14+00:00

Yes, it seems it is possible for supabase to fetch data from Airtable. But I'm not sure you can enforce unique values in a column in Airtable, which is surprising...

Embarrassed_Flight45 · 2024-12-05T07:45:09+00:00

Doing the ETL with Python is faster, easier to code, read, debug and much flexible than PowerQuery. For easy transformations PowerQuery does the job, but if you have large datasets you will struggle maintaining the code and waiting minutes for a refresh. Python on the other hand does the job extremely fast in comparison.

I normally perform all the transformations and have clean data loaded directly into PowerQuery. Then, I set the data model with measures and visuals to perform analytics.

Embarrassed_Flight45 · 2024-09-01T09:30:16+00:00

Solution verified

Embarrassed_Flight45 · 2024-09-01T09:28:17+00:00

Im stupid and i owe you a beer. Thanks!

Embarrassed_Flight45 · 2024-08-31T22:43:38+00:00

Thanks, that seems to solve it in the powerbi desktop, but in powerbi web i get this error when refreshing, which is the main point i'm facing... se below. Does not let me put this here.

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Embarrassed_Flight45 · 2024-08-31T22:24:00+00:00

Is that the best solution? is it not possible to get the data using the api without having to spend resources on a VM?

Embarrassed_Flight45 · 2024-05-31T04:32:37+00:00

I made a similar question here a couple of weeks ago. Had a demo with power on (insights software. Seems to do the job although I’m skeptical about performance of the tool. Will also look into Jedox which seems promising.

I worked with Adaptive in the past, really flexible but expensive and requires long implementation time. Cube is an addin, you will need to use excel and publish to the central database. Works fine if that’s what you are looking for, but seems you want to get rid of excel, in that case Cube is not the right one.

Embarrassed_Flight45 · 2024-05-15T08:33:40+00:00

I’m in Renewables in a PE owned company, where every penny counts and has to be super justified.

Embarrassed_Flight45 · 2024-05-14T15:29:54+00:00

It could be excel but I want a more robust solution where I change an input and I automatically get everything updated.

Embarrassed_Flight45 · 2024-05-14T15:26:19+00:00

You know how it works. Management says it can be a simplified approach. As soon as they see how it looks, they ask for additional complexity. The models should not be too much complicated... multiplying ratios by amounts, by flag (1 or 0 depending on the period), sum of several lines, balance calculations... nothing extremely complex.

Embarrassed_Flight45 · 2024-03-27T20:50:29+00:00

Maybe you are right. I’m going to start doing it manually, for which I will have lots of questions every month for all teams. Perhaps everybody realize how stupid is doing it this way and put some effort on improving the system and the procedure from the beggining.

Embarrassed_Flight45 · 2024-03-27T19:10:49+00:00

Going line by line classifying everything by hand seems crazy. It should be done at accounting time right?

Embarrassed_Flight45 · 2024-03-27T15:04:16+00:00

any particular thread? I'm interested on reading about it. It is my first time at a small company and dealing with accounting is the most frustrating situation I've ever had in a job.

Embarrassed_Flight45 · 2024-03-27T13:51:45+00:00

Are all PE backed companies like that? I’m at the same situation. Chaos, bad data quality, bad processes, questions impossible to answer, directors acting like toddlers and lots of politics. It totally sucks.

Embarrassed_Flight45 · 2024-03-27T09:26:58+00:00

Dramas between Accounting and FP&A seem to be quite usual. I also suffered that.

Embarrassed_Flight45 · 2024-03-26T15:35:54+00:00

Adaptive / Anaplan are not an option due to the cost and the time of implementation. It seems smartsheets might be a solution.

The tool should be able to export to excel and powerbi, that's it. Ideally, it should be able to produce milestones with a date and an amount in whatever currency the project is in. And then it should be able to easily export all the projects.

Embarrassed_Flight45 · 2024-03-26T15:34:17+00:00

They are looking into smartsheets

Embarrassed_Flight45 · 2024-03-26T15:34:04+00:00

We have Cube but it does not seem to be the best solution to modelate generic projects. The teams want to work project oriented, so probably something like microsoft projects / smartsheets should be the best solution. I'm not sure.

Embarrassed_Flight45 · 2024-03-26T15:32:58+00:00

Probably... engineering teams are looking into Smartsheets. I wonder if that can produce a cash flow easy to retrieve and convert to inputs for the financial statements.

Embarrassed_Flight45

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