What is F9?
F9 is an advanced financial reporting platform designed to seamlessly connect with a wide range of ERP systems, delivering real-time business insights directly within the familiar environment of Microsoft Excel. The solution offers dynamic formulas that allow users to calculate and present financial data instantly, supporting improved strategic planning and in-depth analysis without complicated coding or data extraction processes.
With components like the F9 Report Writer, F9 Viewer, and F9 Scheduling Hub, users can create, share, and schedule extensive sets of reports. The powerful scheduling and distribution features empower organizations to automate reporting workflows, ensure secure role-based access, and streamline collaboration across finance teams, ultimately saving time and enhancing decision-making capabilities.
Features
- Real-Time Data Integration: Instantly syncs ERP general ledger data with Microsoft Excel for up-to-date financial analysis.
- Dynamic Formula Calculations: Utilizes F9 formulas in Excel to rapidly recalculate and generate insights across multiple reports.
- Automated Report Scheduling: F9 Scheduling Hub automates report generation and distribution based on time or events.
- Role-Based Access Security: Supports optional account security for precise control over report accessibility.
- Extensive ERP Compatibility: Integrates with a large array of ERP systems, both on-premise and cloud-based.
- Comprehensive Report Library: Maintains organized libraries of scheduled and distributed financial reports.
- No Coding Required: Allows users to connect and consolidate data without technical programming knowledge.
- Collaboration Tools: Eases sharing and collaboration by enabling batch distribution to all levels of the finance team.
Use Cases
- Streamlining month-end financial reporting for enterprise organizations.
- Automating the generation and distribution of financial statements for multi-company groups.
- Enabling department managers to create and view customized reports without finance team intervention.
- Consolidating ERP data from multiple sources for centralized business analysis.
- Facilitating budget forecasting and scenario planning within Excel using real-time ERP data.
FAQs
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What ERP systems does F9 support?
F9 supports a wide range of ERP systems, including leading solutions such as Microsoft Dynamics, Infor, Sage, Oracle, Blackbaud, and many others. -
Can multiple users collaborate on reports using F9?
Yes, F9 offers features for sharing and distributing reports across teams, with role-based access controls for secure collaboration. -
Does F9 require programming skills to use?
No, F9 enables users to connect, create, and analyze reports without any coding or programming knowledge. -
Can I schedule financial reports to run automatically?
Yes, with the F9 Scheduling Hub, users can automate the generation and distribution of reports based on designated times or events.
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