Infor F9 review
A ledger-linked Excel reporting tool for teams that need consolidation and drill-down.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Infor F9 connects general ledger and other financial data to Microsoft Excel, where finance teams and accountants can create reusable reports, analyze balances, and drill into transactions. It is aimed at organizations that want ledger-linked reporting in Excel, including teams consolidating information across companies or accounting systems. The product supports small, mid-market, and enterprise organizations, but its Windows desktop focus makes it a better fit for teams already centered on that environment than for those seeking a platform-neutral reporting workflow.
Its reporting scope extends beyond standard balance sheets: F9 includes budgeting and forecasting, budget write-back to the general ledger, multi-currency reporting, pivot tables, and ad-hoc report creation through a report wizard. Report analysis can flag missing or duplicated accounts. Consolidation spans companies, databases, and accounting systems, while users can drill from balances into transactions. The vendor says F9 works with more than 150 accounting and ERP systems. F9 Viewer lets managers recalculate and drill into individualized reports, and Scheduling Hub can automate report generation and distribution. These functions make it relevant where Excel is the preferred interface for finance workflows; teams that do not want Excel-based reporting should consider a different approach.
Infor offers a free trial and directs prospects to contact sales, while plan prices are not published. The system requirements document Windows, and F9 is an Excel add-in with separate workstation and server components, so deployment involves more than a standalone spreadsheet. The published export formats include XLSX, XLSM, PDF, HTM, and F9 Viewer. Support channels include email and phone. Choose F9 when ledger-linked Excel reports, consolidation, and scheduled distribution are central needs; look elsewhere if browser-based access or a published, self-service pricing path is important.
Infor F9 pros and cons
- Where it wins
- Links financial reports in Excel to general ledger data
- Combines consolidation, transaction drill-down, and budget write-back
- Schedules report calculation, publishing, and distribution
- Where it doesn't
- Windows desktop deployment limits platform fit
- Prospects must contact sales for pricing
- Excel add-in requires separate workstation and server components
Infor F9 fact sheet, pricing and score →
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