F9 is a financial reporting software application that dynamically links general ledger data to

Microsoft Excel Microsoft Excel is a spreadsheet developed by Microsoft for Windows, macOS, Android and iOS. It features calculation or computation capabilities, graphing tools, pivot tables, and a macro programming language called Visual Basic for ...

through the use of financial cell-based formulas, wizards, and analysis tools to create spreadsheet reports that can be calculated, filtered, and drilled upon. The F9 software is developed, marketed, and support by an organization also called F9, a division of Infor Global Solutions (Canada) Ltd. which is headquartered in

Vancouver Vancouver ( ) is a major city in western Canada, located in the Lower Mainland region of British Columbia. As the most populous city in the province, the 2021 Canadian census recorded 662,248 people in the city, up from 631,486 in 2016. Th ...

British Columbia British Columbia (commonly abbreviated as BC) is the westernmost Provinces and territories of Canada, province of Canada, situated between the Pacific Ocean and the Rocky Mountains. It has a diverse geography, with rugged landscapes that include ...

History

F9 - The Financial Reporter was originally developed by Synex Systems Corporation, a subsidiary of Synex International (Symbol SXI,

TSX The Toronto Stock Exchange (TSX; french: Bourse de Toronto) is a stock exchange located in Toronto, Ontario, Canada. It is the 10th largest exchange in the world and the third largest in North America based on market capitalization. Based in th ...

). First announced in 1988 as Acclink for

Accpac Sage 300 is the name for the mid-market line of enterprise management and accounting applications (formerly Sage ACCPAC), primarily serving small and medium-sized businesses. Since 2004, Sage 300 is developed by Sage. In 2012, Sage renamed ACCPA ...

as a

Lotus Lotus may refer to: Plants *Lotus (plant), various botanical taxa commonly known as lotus, particularly: ** ''Lotus'' (genus), a genus of terrestrial plants in the family Fabaceae **Lotus flower, a symbolically important aquatic Asian plant also ...

1-2-3 1-2-3; 1, 2, 3; or One, Two, Three may refer to: Brands * 1-2-3 (fuel station), in Norway * Lotus 1-2-3, a computer spreadsheet program * .123, a file extension used by Lotus 1-2-3 * Jell-O 1-2-3, a dessert Film, TV and books * '' One, Two, Thre ...

Add-in for

DOS DOS is shorthand for the MS-DOS and IBM PC DOS family of operating systems. DOS may also refer to: Computing * Data over signalling (DoS), multiplexing data onto a signalling channel * Denial-of-service attack (DoS), an attack on a communicat ...

and released under F9 name later in 1989. Subsequently F9 was developed for the

Spreadsheet A spreadsheet is a computer application for computation, organization, analysis and storage of data in tabular form. Spreadsheets were developed as computerized analogs of paper accounting worksheets. The program operates on data entered in ce ...

Platform. F9 was developed to allow a non-technical user, typically an accountant, to create a dynamic, customized general ledger financial report using a spreadsheet that is 'hot-linked' to an accounting system's general ledger. Initially, the user interface used the same syntax as Accpac for specifying the reporting period. This was soon replaced by a simpler to understand and more flexible generic

natural language In neuropsychology, linguistics, and philosophy of language, a natural language or ordinary language is any language that has evolved naturally in humans through use and repetition without conscious planning or premeditation. Natural languag ...

interface that used a temporal trinary (three part) phrase parsing syntax composed of a modifier, a period specifier, and a temporal index. For example: "starting balance last quarter" is broken down to 'starting balance' (modifier) + 'last' (temporal index) + 'quarter' (period). The temporal index can be relative or absolute and the modifier can determine if the value returned is differential or cumulative. The first F9 addin was a significant software effort in that it used a coding trick to break the small memory model limit 1-2-3 imposed on addins and allowed F9 to be run as a compact memory model program. This allowed F9 to be written in C (using a Microsoft C

compiler) rather than assembler allowing easier changes and debugging. An F9 addin was developed for Excel in 1989 and with the lack of a 1-2-3 version that supported Windows and problems with the Lotus Programming Language (LPL) the Excel version of F9 soon far outsold the 1-2-3 version. On or about the year 2002 F9 was renamed 'F9 - Financial Intelligence.' In 2002, Synex Systems was acquired by privately owned Lasata Software of

Perth Perth is the list of Australian capital cities, capital and largest city of the Australian states and territories of Australia, state of Western Australia. It is the list of cities in Australia by population, fourth most populous city in Aust ...

, Australia. In 2005, Lasata was acquired by UK based Systems Union. In 2007, Systems Union was acquired by privately held

Infor Global Solutions Infor is a multinational company headquartered in New York City that provides industry specific, enterprise software licensed for use on premises or as a service. , Infor's software had 58 million users, and 90,000 corporate customers in ...

, a

U.S. The United States of America (U.S.A. or USA), commonly known as the United States (U.S. or US) or America, is a country primarily located in North America. It consists of 50 states, a federal district, five major unincorporated territor ...

company that specializes in

enterprise software Enterprise software, also known as enterprise application software (EAS), is computer software used to satisfy the needs of an organization rather than individual users. Such organizations include businesses, schools, interest-based user group ...

. What was Synex Systems Corporation now operates as an independent business unit (IBU) within

called F9. As of 2012 F9 was used by over 30,000 financial accounting professionals in more than 20 countries worldwide and was named one of Accounting Today's "Top 100 Software Products" for 2001.

Features

* Financial Spreadsheet Formulas * Use of natural language (English) accounting period specifiers * Dynamic Report Filters * Report Wizards * Table and

Pivot Table A pivot table is a table of grouped values that aggregates the individual items of a more extensive table (such as from a database, spreadsheet, or business intelligence program) within one or more discrete categories. This summary might include ...

Reporting * Drilldown to Transactions *

Budget A budget is a calculation play, usually but not always financial, for a defined period, often one year or a month. A budget may include anticipated sales volumes and revenues, resource quantities including time, costs and expenses, environme ...

Reporting and

Write Back * Consolidations * Report Analysis * Web reporting and

dashboards For business applications, see Dashboard (business). A dashboard (also called dash, instrument panel (IP), or fascia) is a control panel set within the central console of a vehicle or small aircraft. Usually located directly ahead of the driver ...

* Over 150 different accounting/ ERP systems are supported.

Competition

The major competitor of F9 is Microsoft's FRx. However starting in 2011 FRx is now in a state of phased discontinuation. and Microsoft's official FRx replacement is Management Reporter. Other reporting systems competing with F9 are Alchemex, Bizinsight, Renovofyi and SmartView by Solution 7.The Changing Face of Financial Reporting for Middle Market ERP
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References

{{Reflist

External links

F9 official site

Infor Global Solutions

CYMA Accounting Software
Reporting software

History

Features

Competition

See also

References

External links