General ledger reporting in the Microsoft® Excel® environment
Infor f9

Generate strategic insights from Excel

Infor F9 is a powerful financial reporting and analysis solution that provides speed and, flexibility, with 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 dynamically links your general ledger data to Microsoft 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.

Powerful reporting solution that simplifies the complex today and tomorrow

F9 seamlessly connects to +150+ general ledgers and helps build dynamic formulas and reports with a rich suite of functionality that will benefit finance departments from companies of  all sizes, verticals, and industries. Infor is committed to ongoing investment to meet evolving requirements that both new and existing customers need to remain competitive, now and long into the future.

Delivering value to customers across industries


Financial reports that work the way you think

Live real-time access to your GL

Access to real-time GL data means that your reports will always have the most up-to-date information in your reports

Automates manual processes

Having access to live GL data means that you no longer must search for GL entries manually. This saves a considerable amount of report-building time

A user- friendly Excel experience

Because F9 is an Excel add-in, all of the Excel functionalities can be applied to your F9 reports. If you know Excel, this makes F9 a very easy product to get up to speed on

Quick return on investment and low cost of ownership

No exports or manual entries are required, giving finance teams more time to analyze data and focus on other valuable tasks

Minimal IT assistance to set up and maintain

In most cases, F9’s implementation ranges from a quick 20- minutes install to services performed by the F9 services team that doesn’t require IT assistance

Connect to data on-premises or in the cloud

Consolidate data without writing code through a SQL database, spreadsheet, or any data stored in the cloud
F9 Feature 1 Income statement

Powerful and dynamic reporting with ease of use

F9 provides anytime access to real-time data and analytics. Easy to use, it offers a new level of reporting speed and accuracy, giving stakeholders time to plan more strategically and add more value to your organization.

  • F9 streamlines reporting by linking Microsoft® Excel with an organization’s GL
  • F9's business logic interprets technical or database information and converts it into business or financial accounting terminology so that an accounting user can easily design and create reports
  • Users will find fast and intuitive functionality, including recent enhancements to the Scheduling Hub, Insert functions, and Data Refresh capabilities
F9 Feature  2 Annual expenses

Extend your Excel formulas to the next level

F9 enables finance to take advantage of some time-saving features, coupled with leveraging Excel functionality, making F9 an essential tool in financial reporting.

  • Consolidate data in real-time with no more time-consuming month-end close processes
  • Flexible and consistent reporting at any time across multiple budgets, forecasts, and write back to the GL
  • Revise budget values and have these changes reflected quickly in a couple of easy steps using F9’s budget writeback feature
  • Formula utilization is quick, easy, and seamless in Excel’s environment
F9  feature 3 Dashboard

Drilldown, consolidate, analyze, and distribute data within minutes

F9’s scheduling hub allows an organization to run and distribute hundreds of reports while the F9 viewer gives the end user an opportunity to interact with a report by means of drill-down and parameter refresh.

  • Scheduling Hub incudes report tree filtering, ability to output multiple file formats, and to publish to email
  • Enhanced password protection is available for added security
  • Users of the viewer can also utilize slicers for enhanced filtering and check for F9 updates via the F9 ribbon
F9  feature 4 Sales

Efficiency and time savings in financial reporting

F9 reduces reporting time and enables a customer to see the benefits quickly thanks to a seamless implementation.

  • Eliminates the manual creation of reports in Excel, which can be time-consuming and prone to error
  • Replaces the complex and labor-intensive financial reporting process that organizations experience and streamlines this process
  • This translates into more time for finance to work on other priorities

Build 5 Star Financial Reports with F9

5+ days down to 30
to produce financial reporting each month for the accounting department
2 weeks
to master F9 and be fully up and running for new users without formal training
time saved in reports production

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