Infor F9

Open Excel, link to your ledger, and start answering the questions you get in meetings. Infor F9 lets you build live financial worksheets without leaving your workbook. Point F9 to your database or cloud app, pick the company, period, and department, and pull balances with functions that recalc on demand. Build a P&L in minutes: insert account ranges, add subtotals, and set parameters so one template serves every entity or month. When someone challenges a variance, drill from summary lines to journals and transactions, then pivot by division or project to see what changed. Save the file as a reusable template for your team.

Turn actuals into a working plan fast. Import last year’s results and current budget balances, define drivers (headcount, units, price, FX), and create scenarios like Base, Stretch, and Downside. Switch scenarios with a dropdown to see the impact on revenue, margins, and cash. Use rolling periods to keep forecasts current; a single refresh updates all linked tabs. Build a 13‑week cash model by mapping inflows and outflows directly to GL categories and timing rules. Lock logic in one place, then let contributors adjust only the inputs they own.

Give leaders what they need to manage performance daily. Assemble KPI sheets that read from the same source as your reports: gross margin, DSO, inventory turns, CAC, churn—whatever matters to your business. Tag KPIs with thresholds so exceptions stand out. For divisional reviews, filter the same report by cost center or region and compare trends side by side. Pull in external tables from SQL or compatible cloud apps to layer industry or market context next to your internal numbers. Use the risk view to stress test key assumptions and see which accounts move first under pressure.

Automate the last mile. Schedule a refresh and distribution burst that sends PDFs to executives, Excel workbooks to analysts, and a view‑only version to budget owners. Route deliveries to email, shared drives, or SharePoint. Apply security tied to GL dimensions so each person sees only their area without maintaining multiple files. Keep an audit trail with drill links back to source detail. When close day arrives, swap the period and hit recalc; the entire board pack, cash flow, and KPI pages update at once, freeing time for analysis instead of copy‑paste.