QTrade Teas & Botanicals

QTrade Teas & Botanicals is one of North America's leading specialty tea manufacturers and supply chain partners, serving major beverage brands with private label and custom-blended products across loose leaf, tea bags, ready-to-drink, single-serve pods, powders, and iced formats. Celebrating 30 years of passion and partnership, QTrade runs its business on Oracle NetSuite. Finance owns the daily heartbeat: clean books, accurate forecasts, fast answers when leadership asks. NetSuite holds the data the finance team needs. The question was how to put it in front of them fast enough to act on every day. NetXcel sits on top of NetSuite, giving finance a live Excel surface for reporting and analysis while NetSuite continues to own the data and the transactions.

The workflow needs that led the QTrade finance team to bring in Maayins and adopt NetXcel:

• Analysts were rebuilding the same financial reports in Excel every week from scratch, instead of refreshing a single trusted view
• Cash flow forecasts, working capital views, and income statements took hours to assemble, and were stale before anyone could act on them
• The team needed financial views shaped around how QTrade runs its business, with specific cuts that go beyond what generic reporting covers
• Month-end close pulled finance into report assembly when their time was better spent on analysis
• Reporting inconsistencies between teams led to version drift and time spent reconciling numbers

The finance team needed live reporting that lived where they already worked, in Excel, refreshed on demand, and shaped around how they actually make decisions, with NetSuite still owning the underlying data.

The NetXcel reports and consulting work Maayins delivered for the QTrade finance team:

• A rolling monthly income statement that matches QTrade's internal numbers exactly, refreshed live into Excel from NetSuite
• A weekly cash flow forecast giving the controller clear visibility several weeks out
• Working capital metrics so leadership can read the health of the business at a glance
• Inventory roll forward views for finance that line up with operational reality
• A recurring journal entry library built from QTrade's actual close patterns, identified by walking through every recurring JE pattern in their monthly close with the team

The outcomes the QTrade finance team has achieved with NetXcel and Maayins:

• Roughly 40 hours per month reclaimed across the finance team, previously spent on manual report assembly and reconciliation
• Built a daily reporting habit, with the controller checking financial views first thing every morning
• Income statement numbers in Excel match the team's internal books exactly, removing reconciliation overhead
• A clean, repeatable close process backed by the recurring journal entry library

The reporting work opened the door to a broader engagement. Maayins is now delivering operational automation for QTrade that other specialty manufacturing and distribution businesses on NetSuite will benefit from as well.