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
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 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
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