SyteLine Financial Reporting Tool Excel Add-In 2.4

SyteLine Financial Reporting Tool Excel Add-In by Infor Global Solutions

The SyteLine Financial Reporting Tool Excel Add-In is designed to bring trusted SyteLine (Infor CloudSuite Industrial) general ledger and financial data directly into Microsoft Excel. It enables finance teams to build, refresh, and distribute accurate financial statements and operational reports without manual exports or complex SQL, accelerating close activities and improving reporting consistency.

Key capabilities

• Direct connection to SyteLine/CSI financial data from within Excel
• Flexible report creation for income statements, balance sheets, cash flow, and management packs
• Parameter-driven filters for company, site, period, fiscal year, and account segments
• Drill-down from summary balances to underlying transactions for faster variance analysis
• Multi-entity and multi-currency reporting support to streamline consolidations
• Reusable templates and formulas for consistent, refreshable reports
• Security aligned with SyteLine roles and permissions to help protect sensitive data
• Scheduling and distribution options to share reports across stakeholders

Typical use cases

• Month-end and quarter-end financial statements
• Budget vs. actuals and variance analysis
• Departmental and project-level performance reporting
• Audit support with traceable drill-down to source transactions

Benefits

• Reduces manual effort and errors by eliminating export/import steps
• Speeds up the close cycle with refreshable, template-driven reports
• Strengthens control and governance by leveraging SyteLine security
• Empowers finance users to adapt reports quickly as business needs change

Notes

• Requires Microsoft Excel and a supported version of Infor CloudSuite Industrial (SyteLine)
• Actual features and compatibility may vary by deployment and licensing; consult Infor documentation for specifics

This description has been proofread for clarity, accuracy, and readability.

SyteLine Financial Reporting Tool Excel Add-In is developed by Infor Global Solutions and is used by 1 user of Software Informer. The most popular versions of this product among our users are: 1.0, 2.1, 2.3 and 2.4.

You can check Line Sweep Tools, DRPU Financial Accounting, XLTools Add-In for Microsoft Excel and other related programs like Isabel Offline Reporting at the "download" section.