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AccountMate

F9 for AccountMate

Make powerful reports using your financial data.

How it works?

If you use Microsoft Excel, then you already know how useful spreadsheets are for financial reporting. F9 for AccountMate runs in Excel and gives you the most current information with a push of a button, with no exports or manual entries required.

F9 offers an unbeatable feature package including:

  • Flexible cell-based reporting
  • Consolidations
  • Drill down and viewer
  • Budgeting
  • Forecasting (Budget writeback)
  • Multi-currency
  • Report analysis
  • Report wizard
  • Table & Pivot reports
  • Report automation

Features & Benefits

The true value of F9 for AccountMate becomes apparent when you realize the scope of reporting available with this one simple GL formula function. When a GL function is entered once and then copied to other cells, the report grows. New data columns are created by dragging or copying existing columns with Excel. A one-month report becomes a twelve-month report with one copy command, no need to manually rekey numbers or functions.


This report can be used the following year without rebuilding it because the next year is populated in your GL.


Power users of Excel typically pick up F9 within days, and a fundamental training course which can get anyone in the organization building reports the next day.

Add customized reporting, planning, and analytics to AccountMate with the power of F9 V6 features including:

  • Build report templates to sum transactions across date ranges
  • Report on balances using different currencies
  • New report refresh options along with speed improvements (Recalculate: range, worksheet & workbook)
  • New drag-and-drop parameters
  • Expanded server-based reporting capabilities
  • Seamless reports upgrade from F9 V5 to V6
  • Software updates – check for latest F9 version from Excel
  • Revamped F9 serialization/license process (self-service portal available)

See how AccountMate works with F9

Insert GL Function

The GL function is the heart of F9, most of the important F9 results are produced by this function. It lets you hot-link any cell in your spreadsheet to balances in your general ledger.

=GL(Account,Period,Company,Year,Type)

Insert GLTRAN Function

The GLTRAN function calculates transactions over any date range from a single day to multiple weeks and months. Create Transactions reports by different currencies!

=GLTRAN(Account,"StartDate","EndDate",Company,Type,Currency)

Insert Table

New Features
  • Refresh Table: Ability to refresh the rows generated including newly added accounts
  • Table Parameters: Explore the table source parameters
  • Table Slicers: Quickly filter data in the table with ease

Insert Pivot

New Features
  • Refresh Pivot: Ability to refresh the rows generated including newly added accounts
  • Pivot Parameters: Explore the pivot source parameters
  • Pivot Slicers: Quickly filter data in the pivot with ease

Supported Versions

  • AccountMate SQL
Version: 5.x to 10.3

FAQs

How long does it take to build reports in F9?

F9 is extremely easy-to-use, so anyone within the organization can pick it up very quickly. If you are already a power user of Excel, it is an easy transition because you are leveraging a handful of F9 formulas to eliminate the manual process of your reports. There is also optional F9 Fundamental Training, which would get you building reports that day.

How can I see a running demo?

Watch the videos or contact sales for a live demo.

How does the 30-Day Trial work?

F9 Trial for AccountMate accesses your live data, so you can experience all the features of F9 Report Writer, F9 Viewer, and F9 Scheduling Hub. Download 30-Day Trial.

Is training or consulting available?

Absolutely, we have a Fundamental Training via WebEx and consulting to assist with building F9 reports. These are both optional.

What is the ROI or TCO?

Typical clients achieve ROI in less than 6 months. The TCO can be discussed with your Account Manager.

Learn more about how we can help you build report faster,
and analyze financial data better.

Request a Demo Attend a Live Webinar

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