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Infor F9

General ledger reporting in the Microsoft® Excel® environment

Generate strategic insights from Excel

Infor F9 is a user-friendly Microsoft® Excel® add-in that rapidly presents a real-time view of business information. With just the push of a button, F9 formulas can calculate anywhere in Excel—returning results in seconds. The solution helps to build dynamic reusable reports, which gives users more time to analyze their results and focus on strategic planning.

Highlights

  • Dynamically links general ledger data for user-defined, custom financial reports in Excel
  • Allows managers to view, recalculate, and drill down into individualized reports
  • Maintains a library of all scheduled and distributed F9 reports
  • Multi-currency support
  • Integrated with more than 150 financial systems
  • Rapid deployment and familiar Excel interface delivers immediate ROI
  • Intuitive report building wizard in Excel means no programming or IT support required

Features & Benefits

Complete financial reporting

F9 provides a rich suite of functionality, with wizards to create reports, analyze results, and drill into more detail. F9 formulas are fast and support specific ERP filters. The finance team can share reports, while role-based access delivers optional account security. Build dynamic reusable reports in Microsoft Excel with the F9 add-in. Pre-schedule Excel reporting to recalculate data for distribution automatically on a time or event-driven basis.

Connect to more data

Connect to data on-premises or in the cloud through a SQL database, spreadsheet, or cloud app like QuickBooks™. Consolidate data without writing code. Retrieve existing budget balances from the general ledger, create new F9 budget scenarios from actuals, and build accurate forecasts within Excel.

A reporting solution that simplifies the complex

Infor F9 is a powerful financial reporting and analysis solution that provides speed, flexibility, and ease of use to more than 30,000 customers worldwide using over 150 general ledgers. Infor F9 dynamically links your general ledger data to Microsoft Excel. No exports or manual entries are required, giving you more time to analyze data and focus on strategic planning.

Report writer

  • Report on multiple budgets and forecasts, and write back to the GL
  • Consolidate GLs with different structures or from different systems
  • Analyze by various criteria such as multi-company or multi-department reports
  • Easily add graphs, buttons and backgrounds to your reports

Report viewer

  • Recipients can independently view, filter, and analyze report data
  • Drill into any cell-based formula and analyze individual balances and transactions.
  • Change parameters to recalculate formulas across any range
  • Dynamic links to GL data insures data is timely and accurate

Scheduling Hub

  • Schedule and pre-schedule reports on a time or event driven basis
  • Output reports with multiple formats
  • Generate new reports from a source report’s filters and conditions
  • Built-in support for SMTP servers for email notifications

User account security

  • Restrict data access based on users' roles
  • Control F9 functionality for specific users
  • Set security based on GL dimensions by company, division, department, year or balance type.

Consider Infor F9 if you are a customer of:

  • Infor ERPs
  • Sage ERPs
  • Microsoft ERPs
  • Exact ERPs
  • Blackbaud
  • StoneRiver
  • Oracle ERPs
  • SAP ERPs
  • CYMA
  • SS&C
  • AccountMate
  • QuickBooks
Let’s Connect

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