Infor F9

Real-Time Financial Reporting in Excel

Free Trial

Description

Infor F9 is a powerful financial reporting solution designed as an add-in for Microsoft Excel, allowing businesses to dynamically link their general ledger or ERP data directly into spreadsheets. With its seamless integration, the tool enables real-time information access and report creation, helping users build and analyze financial reports efficiently within a familiar Excel environment.

Users can leverage features such as report scheduling, role-based security, data connectors for both on-premises and cloud-based sources, and automated distribution to streamline reporting processes. Infor F9 simplifies complex financial reporting tasks, saving valuable time and enabling more strategic business analysis.

Key Features

Excel Integration: Seamlessly links general ledger and ERP data directly into Microsoft Excel
Real-Time Reporting: Instantly updates and calculates reports with F9 formulas
F9 Report Writer: Enables dynamic and reusable report creation inside Excel
F9 Viewer: Allows users to view, recalculate, and drill down into reports independently
F9 Scheduling Hub: Schedules and distributes reports automatically
Broad ERP Support: Connects with a wide range of ERP and financial systems
Cloud and On-Premises Data: Connects to SQL databases, spreadsheets, and cloud applications
Role-Based Security: Offers optional account security for access management
Automated Collaboration: Generates and distributes hundreds of reports efficiently
Wizard-Based Setup: Provides intuitive wizards for report creation and data analysis

Use Cases

Financial reporting for companies using Excel and ERP systems
Consolidating and analyzing budget vs. actual financial data
Automated scheduling and distribution of finance reports
Collaborative report generation across finance teams
Drill-down analysis of general ledger data
Real-time business information presentation
Role-based report viewing for management

Frequently Asked Questions

What ERP systems does Infor F9 support?

Infor F9 supports a wide range of ERP and general ledger systems, including popular platforms such as Microsoft Dynamics, Sage, Oracle, Infor, JD Edwards, and many others.

How does Infor F9 integrate with Microsoft Excel?

Infor F9 adds a user-friendly add-in to Microsoft Excel, enabling direct data integration from ERP or general ledger systems for dynamic report building and real-time calculation.

Can reports be scheduled and automatically distributed with Infor F9?

Yes, Infor F9 allows users to schedule reports to recalculate and be distributed automatically based on time or event-driven criteria.

Is it possible to consolidate budget and actual data from multiple sources?

Infor F9 enables consolidation of data from multiple sources, including on-premises and cloud applications, facilitating comprehensive financial analysis.

Does Infor F9 offer role-based access control?

Infor F9 provides optional account security features to manage role-based access for report sharing and collaboration.