Start working from one place without jumping between systems. ExtendInsights connects your business data across NetSuite, Salesforce, HubSpot, Google Analytics, Stripe, Chargebee, and more directly into Excel. There, you can analyze, update, and report on live data without time-consuming exports, CSV processes, or manual rework.
Instead of exporting from each system and stitching data together manually, ExtendInsights lets you access everything in one place—live, connected, and ready to go. Writeback is also available for NetSuite, Salesforce, and HubSpot. Whether you’re building live financial reports, updating records in bulk, analyzing saved searches or queries, combining multiple data sources, or creating executive dashboards, ExtendInsights eliminates manual steps and accelerates every part of your workflow.
ExtendInsights brings analytics, data management, and financial reporting together in a single Excel-based experience. Create, edit, and update records in NetSuite, Salesforce, and HubSpot while simultaneously analyzing live data, all without switching tools or relying on CSVs. The result is faster workflows, fewer errors, and more time spent on insights instead of data preparation.
Your team already works in Excel. Now they can do everything there.
Key features:
Visualize data using dynamic pivot tables and charts
Build fast, accurate, and auditable financial reports
Leverage data source security to keep data secure
CloudExtend empowers users to make faster, more insightful decisions by creating innovative, user-friendly applications that integrate workplace productivity tools with platforms they use every day to automatically add emails, events, and files to NetSuite from Gmail and Outlook, or use Excel and Power BI to improve reporting and analysis capabilities for popular data sources. Our integration apps eliminate hundreds of hours of manual work, significantly reduce data import times, and provide a 360-degree view of customer activity.
Average Rating: 4.5/5.0
Total Reviews: 48
How Do G2 Users Rate ExtendInsights?
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Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.2/10)
Who Is the Company Behind ExtendInsights?
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Seller: CloudExtend by Celigo
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Company Website:
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Year Founded: 2007
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HQ Location: Redwood City, US
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Twitter: @cloudextendIO
253 Twitter followers
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LinkedIn® Page: www.linkedin.com
16 employees on LinkedIn®
Who Uses This Product?
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Top Industries: Accounting, Retail
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Company Size: 54% Medium, 42% Small
What Do G2 Reviewers Say About ExtendInsights?
AI-generated summary from verified user reviews
Pros
- Users praise the ease of use of ExtendInsights, appreciating simple uploads and efficient data management.
- Users find the integrations with Excel and other platforms enhance convenience and efficiency in data management.
- Users value the ease of use and efficiency of ExtendInsights for managing data and simplifying tasks.
- Users value the accuracy of information provided by ExtendInsights, facilitating effective data-driven decisions.
- Users value the efficient data analysis capabilities of ExtendInsights, dramatically reducing report preparation time.
Cons
- Users find the complexity of creating templates frustrating, with unclear field usage and slow error reporting.
- Users face data retrieval issues, as ExtendInsights sometimes doesn't read configured data, affecting overall efficiency.
- Users find form design challenging, experiencing confusion over fields and slow error reporting during uploads.
- Users find the learning curve steep, especially in selecting templates and understanding technical aspects.
- Users note that slow data loading hampers efficiency, especially with limited data exposure in SuiteQL.
What Are G2 Users Discussing About ExtendInsights?
