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Customer Success Stories

From a blank spreadsheet to a fully formatted, dynamic report in just seconds.

KSL Resorts

F9 is an essential part of KSL Resorts’ culture. The high-end resort management firm founded in 1992 has used F9 for 15 years, depending on it to provide clear visibility for prudent financial management. The company initially chose F9 for its reporting and budget writeback capabilities, but quickly learned it was able to handle much more, such as consolidations, balance sheet account reconciliations, various ad hoc reports, and monthly forecasting.

The Aspen Institute

The Aspen Institute is an educational and policy studies organization based in Washington, DC. Its mission is to foster leadership based on enduring values and to provide a nonpartisan venue for dealing with critical issues. F9 is used to pull data and perform elaborate calculations and allocations, and then reimport that data into the accounting system.

Clackamas Community College

Clackamas Community College (CCC) provides quality lower division collegiate classes, career technical training, basic skills education, and services for business, industry, and workforce. The combination of F9 and Excel is a real win for all levels of the financial services group.

“With F9, we not only gained greater flexibility in our reporting capabilities, we achieved more than a 50% time savings in generating reports.”

—Matt Ford. Controller
Encore Wire Corporation

Champion, Inc

Champion has grown from a small company selling gravel in 1909 to a multi-division company with annual revenue exceeding $100 million. F9 automated creation and generation of monthly reports and reduced report preparation time from 1 day down to 30 minutes. Also gained the ability to automatically pull transactional data from Infor Distribution SX.e and other General Ledgers directly into reports.

Electrical Engineering & Equipment Company (3E)

Electrical Engineering & Equipment Company (3E) is an industry-leading electrical supplier with diverse capabilities that serve the needs of the electrical industry. F9 improved the company’s ability to identify errors, trends, and anomalies while reducing staff costs and boosting operational efficiency for generating reports.

Encore Wire Corporation

Encore Wire Corporation manufactures commercial and residential building wire. F9 helps them compare and analyze more information from various times. With F9, they achieved more than a 50% time savings in generating reports! F9’s easy-to-use features and ability to maximize accounting personnel results in greater control and enhanced decision-making.

Physicians Formula

Physicians Formula, a leading developer and manufacturer of hypoallergenic cosmetic and skin care products, has streamlined their financial processes with F9. With a quick implementation, they saw results immediately. Their time to produce monthly reports was slashed—from 5+ days to less than 30 minutes. In addition, F9 enables them to get reliable, relevant, and time-sensitive information to business leaders so they can make more informed decisions.

SPI Health and Safety

SPI Health and Safety is a leader in the distribution of occupational health and safety products and services. SPI specializes in product distribution, consulting, training and certification all centered around the safety of workers within their environments. F9 reduced month-end processing of financial statements from approximately 15 hours for 3 companies down to just 1 hour total. The morale of the finance department has improved because the staff has gained additional time each month to do tasks they previously didn’t have time to finish.

Avedis Zildjian

Avedis Zildjian, whose products are used by acclaimed musicians worldwide, stays competitive by managing costs. F9 is a partner in that effort by helping them provide better data faster to the people who need it. That’s especially important today as metal prices soar and competition increases in the music industry. F9 links general ledger data from Infor10 ERP Business (SyteLine), Zildjian’s ERP system, to Microsoft Excel for fast, flexible reports that are “quick gets” for company executives.


Hisco, a leading distributor of electronic and industrial materials, found fast ROI at lowest cost with F9. Based in Houston, TX, the employee-owned company replaced the complex and labor-intensive SAP financial reporting application with F9, and in doing so gained the ability to create a board of directors report template, financial statements, month-end financial reports, and ad hoc reports in very little time with minimal effort and no programming.

Longboat Key Club & Resort

F9 has improved financial visibility, efficiency, and data quality for Longboat Key Club & Resort off the coast of Sarasota, Florida. The 410-acre luxury beachfront resort uses F9 to link general ledger data from Lawson Financial to Microsoft Excel for fast, flexible reports that are “quick gets” for busy hotel professionals. At-a-glance, paperless reports help all departments at the resort achieve great performance. Implementation of F9 took less than a week.

Westbank First Nation

F9 has improved the quality and customization of financial reports for Westbank First Nation – one of 7 aboriginal bands that make up the Okanagan Nation in British Columbia. WFN places high value on the responsible management and protection of its resources, environment, and watersheds. Westbank uses F9 to link general ledger data to Microsoft Excel and in doing so has increased both staff and management satisfaction with a responsive, user-friendly solution.

Precision Tune Auto Care

Precision Tune Auto Care works hard to keep your car on the road with 340 professional service facilities in 7 countries. F9 helps them drive faster, more accurate financial reporting and greatly reduces their time it takes to produce monthly reports. With F9, they are now working with twice as many stores, doing the same thing in 25% of the time or less! F9’s easy-to-use features and ability to maximize accounting personnel is a cost-effective solution that allows them to get the details they need.

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