Enhanced Financial Reporting

FINANCIAL STATEMENTS – There is a better way.

Create boardroom-quality, customized financial reports in Microsoft© Excel, quickly and accurately – with no rekeying! Keystone Enhanced Financial Reporting (EFR) delivers integration with F9, a powerful, easy-to-use financial reporting tool that dynamically links General Ledger data to Microsoft© Excel.



If you use Excel, then you already know how useful spreadsheets are for financial reporting. Keystone EFR provides a dynamic link from your GL to Excel and gives you the most current information with a push of a button with no exports or manual entries required.Keystone EFR offers an unbeatable feature package including:

    • Flexible Cell-based Reporting
    • Consolidations
    • Drill Down
    • Budget Reporting
    • Report Analysis
    • Pivot Table Reports
    • Dashboards
    • Business Intelligence Reporting
    • Report Scheduler
    • Publish Reports via email, SharePoint
    • Web Reporting Module

It does all of this while being dynamically linked to the GL, ensuring that all numbers are timely, consistent, and complete.


The true value of Keystone EFR becomes apparent when you realize the scope of reporting functions that become possible with an Excel GL function. When one GL function is entered once and then copied to other cells, the report grows. New data columns are created by copying existing columns and editing the heading. A 1-month report becomes a 12-month report with a single copy command – no need to manually rekey numbers! Report parameters can be changed and the report updated instantly. Everything you know about spreadsheets can be applied to the reports you create. All of Excel’s function and formatting tools are available for use within your financial reports. Add graphs, buttons, and backgrounds. You already know how to use your spreadsheet; therefore, you already know how to use Keystone EFR.


The Report Wizard allows you to go from a blank spreadsheet to a fully formatted, dynamic report in just seconds! Follow a graphical presentation and step-by-step procedure and point and click your way to a finished report complete with formulas, automatically. It is so powerful; it’s the only feature many people need to use.


No financial reporting application would be complete without drill-down capabilities. Drill down lets you analyze any balance by the various account code segments or by the general ledger transactions that created it. You can also make use of the drill results in the body of the report for trend analysis or other purposes. Drill down lets you explore the numbers in your reports to their origins.


Consolidate general ledger information across multiple databases, companies, and departments – all with a push of a button. Consolidations can easily be done for general ledgers that do not share the same account structures or source databases.


Analyze by various criteria such as multi-company or multi-department reports and see which accounts are missing or duplicated.


Many businesses require reporting for other than fiscal periods. With Keystone EFR, you can create reports for any date range you want – a day, a week, or a weekend – whatever makes sense for your particular business.


Utilizing enhancements to the Excel 2010 user interface, Task Panes allow users to interact directly from the Excel spreadsheet for faster output and reporting results. Report menus are accessible from the Excel Ribbon and display as a tab among the functional groups. Reporting Controls display in a drop-down format for quick selection of filters Toolsets provide improved Analyze and Zero Suppress functionality.


Dashboards have become a critical tool for measuring performance at many levels within an organization. Key Performance Indicators (KPIs) you define in your Keystone EFR reports can easily be saved as Dashboard content to get your critical data communicated directly where it’s needed most with no duplicate efforts. Information is displayed in an easy-to-read graphical format that puts the critical data your teams need right in their line of vision for improved performance across your organization.

Data analysis and visualization tools help you analyze information, spot trends, and access your company information more easily. Options in Excel 2007 and 2010 for sorting and filtering, such as multi-select in AutoFilters, sort or filter by color, and “quick filters” for specific data types make Keystone EFR the ideal tool for creating reports to analyze complex business data.Use your Keystone EFR report data to create PivotTables or PivotChart views more easily by using data fields to reorient data quickly to summarize and find the answers you need.Key Performance Indicators (KPIs) are easily added to reports via the Report Wizard, Table and Pivot Tables, GL Paste and Analyze functions. The KPIs dynamically change after calculation and can be layered using preset and custom rules. KPI metrics and other report sections can be easily extracted from your reports for use in browser-based dashboards.



It’s time to discover it. Keystone has the complete, customizable solution for all of your financial reporting requirements. It’s easy to use, easy to deploy, and easy to maintain. Request a demo today.

Leverage your knowledge of Excel to get started immediately.


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