NetSuite is one of the accounting and ERP systems Filed connects to. Your NetSuite administrator supplies OAuth credentials and an account ID, you sign in with the authorized user, and Filed can then read the records that user's role allows. Use it for reconciliation detail and financial context during prep and review.
Read access is always on. The docs recommend keeping write access off until a test workflow succeeds. With write on, Filed can prepare or run approved updates, and separate connections keep production and sandbox environments apart.
How it works
- Review financial and ERP records
- Pull accounting context into reconciliation and tax prep
- Prepare approved updates with write access
- Separate connections for production and sandbox
Ask Filed, in your own words.
Starting points for this connection. Swap the bracketed details for your client and your dates.
Summarize the NetSuite information for [client name] for [date range].
Find records in NetSuite that need review before [deadline].
With write access enabled, prepare the approved NetSuite update and show the proposed changes first.
The questions firms ask us
An OAuth client ID, client secret, and account ID from your NetSuite administrator, plus a NetSuite role that can access the records Filed should use.
Only what the authorized user's role permits. If data is missing, review the role's permissions rather than creating a duplicate connection.
Only when write access is enabled on the connection. Keep it off until a test workflow succeeds and your firm approves.