F9 Features

F9 Formulas are cell-based and return financial information back into Excel. Report dropdowns act as filters; data access and accounting business logic is built-in; recalculate balances as well as detailed transactions; filter, drilldown, and layer KPIs.

Report Wizard allows you to go from a blank spreadsheet to a fully formatted, interactive report in just seconds. Follow a step by step procedure; point and click your way to a finished report complete with F9's formulas, dropdowns and formatting automatically.

Table and Pivot Table Reports are easily created with just a few selections and provide dropdown controls, static or embedded formulas for calculation, filtering, KPIs, and styling.

Excel Dashboards are easily built by combining a number of F9 outputs with calculation including formulas with KPIs, Charts, Tables, and Pivot Tables.

Report Analysis
Analyze a multi-company, multi-department, multi-month report and see which accounts are missing or duplicated. Review the calculation performance and statistics.

Drill Down
No financial reporting application would be complete without drill down capabilities. F9's Drill Down lets you analyze any balance by the various account code segments or by the general ledger transactions that created it. You can also make use of the drill results in the body of the report for trend analysis or other purposes. Drill Down lets you explore the numbers in your reports to their origins.

Scheduling
Setup and manage Tasks to automate F9 reports for calculation, saving, publishing, and email easily while in Excel.

Consolidation
F9 can consolidate general ledgers that do not share the same account structures or are from different accounting systems. All with the push of a button.

Publish Reports
Save F9 reports for non-F9 users where formulas are suppressed; publish F9 reports and reporting content to the SharePoint web portal for calculation within the Browser.

Report on Any Date Range
Many businesses require reporting for other than fiscal periods. Manufacturing, distribution, nonprofit organizations, etc. rely on evaluating information from many non-standard date ranges. With F9, you can create reports for any date range you want; a day, a week, a weekend, whatever makes sense for your business.

Speed, Power, Ease of Use
The true value of F9 becomes apparent when you realize the scope of reporting functions that become available with this one simple GL function. Even complex reports grow easily. When one GL function is entered once and then copied to other cells the report grows. New data columns are created by copying existing columns and editing the heading. A one month report becomes a 12 month report with one COPY command!

Report Migration
F9 reports grow with your business. If and when you change your accounting database to another version or product, F9 reports can easily be migrated.

F9 is Customizable
F9 can be custom configured to any accounting or ERP package within a matter of days. Leverage your knowledge of Excel to get started and immediately benefit from this customizable solution for all of your financial reporting needs. If you know Excel, you know F9.

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