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Average Ratings 6 Ratings

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Average Ratings 0 Ratings

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Description

Access your bank's or credit union's financial performance from anywhere, anytime. Secure, cloud-based access gives you insight into your bank's financial performance. With a few clicks, you can access margin components, branch performance, forecasts, and more. The Banker's Dashboard and Credit Union Dashboard integrate seamlessly with your core processor. Easy setup allows you to immediately improve your bottom line. Automate reporting and eliminate errors so you can focus on higher-value tasks. Multiple forecast scenarios can be quickly run and revised, allowing you to analyze variances and other strategies. Compare branch performance. For better results, institute best practices and hold branches accountable.

Description

Infor F9 is an intuitive add-in for Microsoft® Excel® that enables users to quickly access a real-time overview of their business data. By simply pressing a button, F9 formulas can perform calculations anywhere within Excel, yielding results in mere seconds. This powerful solution facilitates the creation of dynamic, reusable reports, allowing users to dedicate more time to analyzing outcomes and engaging in strategic planning. F9 is equipped with a comprehensive array of features, including wizards for report generation, result analysis, and detailed exploration. The speed of F9 formulas and their capability to utilize specific ERP filters enhances efficiency significantly. Additionally, finance teams can conveniently share reports while maintaining security through role-based access options. Users can effortlessly create dynamic and reusable reports within Microsoft Excel using the F9 add-in, and they have the option to pre-schedule Excel reports for automatic data recalculation, ensuring timely distribution based on specific events or schedules. This functionality not only streamlines reporting processes but also empowers users to make informed decisions with up-to-date information.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

CoreBank
FPS GOLD Banking Software
Finacle
Finastra Essence
Fiserv
Fiserv Fixed Assets for DNA
Fusion Phoenix
Microsoft Excel

Integrations

CoreBank
FPS GOLD Banking Software
Finacle
Finastra Essence
Fiserv
Fiserv Fixed Assets for DNA
Fusion Phoenix
Microsoft Excel

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Deluxe

Founded

1915

Country

United States

Website

www.deluxe.com/business-operations/bankers-dashboard/

Vendor Details

Company Name

Infor

Founded

2002

Country

United States

Website

www.infor.com/products/f9

Product Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

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