Infor F9

Excel-based Financial Reporting, Forecasts & Consolidations


Infor F9 is a powerful financial reporting and analysis solution that provides speed, flexibility, and ease of use all within the environment of Microsoft Excel. Supports QuickBooks Online & Desktop.

Microsoft Excel Reporting

Infor F9 is a user friendly Excel add-in that rapidly presents a real-time view of business information with just the push of a button. F9 formulas calculate anywhere in Excel returning results in seconds. The solution helps to build dynamic reusable reports resulting in more time to analyze results and focus on strategic planning.

Platform support: Windows Vista to Windows 10, Server 2008 to Server 2014 R2.
Browser Support: Internet Explorer, Chrome and FireFox.

Complete Solution

Combined with the seamless cloud integration, F9 provides a rich suite of functionality including wizards to create reports, analyze results and drill into more detail. F9 formulas are fast and support filters specific to QuickBooks including Classes and fiscal periods. Share reports to all levels of the finance team. Optional account security is available for role-based access.

Consolidations and Budgeting

Unlimited connections to companies for consolidation is available with Infor F9. Retrieve existing budget balances from the GL, create new F9 budget scenarios from actuals, and build accurate forecasts within Excel. Compare actuals versus budgets.

Table and Pivot Table Analysis

Unique to F9, live Table and Pivot Table reports are dynamic and calculate with flexible parameters such as Class, Period, Company, and Year. Filter results by columns and drill into pivot rows. Leverage Excel by adding Charts, Slicers, Dashboards and KPIs.

Report Viewer

F9 Viewer is an Add-in that enables managers to view, recalculate and drill down into individualized reports on their own, without having to rely on the finance team to provide the information. With F9 Viewer, decision-makers have access to General Ledger data, empowering them to answer questions on their own and make faster decisions.

Scheduling and Distribution

F9 Report Manager is available as a separate solution to generate and distribute 100’s of reports in one go. Streamline your reporting process by scheduling F9 reports to recalculate on a time or event-driven basis. Pre-schedule reports to run and be distributed automatically on your desired timetable.

Microsoft Excel Reporting
Consolidations and Budgeting
Table and Pivot Table Analysis
Report Viewer
Scheduling and Distribution

Try our FREE 30-day Trial !!!

Connect to QuickBooks Please contact our sales for pricing 999 Our pricing applies to any number of users to suit your company's individual reporting needs.

Technical Support Hours of operation are: 7:30am to 4:00pm Pacific Time. Support requests can be submitted on-line or by telephone.


1 888 284 4232
Online support:


What skills should I have?
If you are familiar with Excel, you are all set.
What versions are supported?
F9 supports these versions of QuickBooks® Online: Easy Start, Essentials and Plus.
If you also have QuickBooks® Desktop for Windows, F9 is also available for a number of versions.
For more details: F9 for use with QuickBooks
How can I see a running demo?
Download the 30-Day Trial, watch the video or contact sales for a live demo.