Dragon Pack® Financials
Simplify Financial Reporting — No External Tools, No Extra Licenses
Dragon Pack® Financials delivers fast, accurate, and intuitive reporting directly inside your CloudSuite Distribution environment — no need for F9, spreadsheets, or disconnected platforms.
From Trial Balance to Income Statement, Balance Sheet, and Cash Flow, Dragon Pack® gives your finance team clear, trusted reports using the Birst platform you already license with CSD.
Whether you’re transitioning from legacy systems or just trying to streamline month-end, Dragon Pack® Financials helps you consolidate systems, reduce manual effort, and improve confidence in your numbers.
Why It Matters:
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Live Trial Balance reporting with zero services required during trial
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Fully embedded in Birst, using your CSD data and security
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Reduces reliance on external tools like F9 or legacy servers
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Fast setup — reports in days, not weeks
Turn your ERP into your financial reporting system — no bolt-ons required.
What You Get
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Standard Financial Statements: Trial Balance, Income Statement, Balance Sheet, Cash Flow.
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GL Drill-downs & Transaction Detail — go from summary-level reporting to full transactional detail without leaving Birst.
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Consolidated Reporting Across Entities / ERP Sources — supports bringing in historical or transactional data from legacy ERP systems (A+, FACTS, SX.e, etc.) into a unified financial view.
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Bank-Ready Reports — formatable to meet financial institution or auditing requirements.
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Out-of-the-Box Deployment — Delivered via your existing Birst license; no need for additional software or licenses. Installation done by Agile Dragon Group.
- Full Configuration Control — Since Birst is a full toolset and platform, almost any report or format is achievable with just the tools you already own. If you do not have time Agile Dragon Group can do it for you.
Why Dragon Pack® Financials Works
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No More Spreadsheets or Disconnected Tools — Financial data stays inside your ERP + BI ecosystem, reducing error risk and complexity.
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Proven for CSD Customers — Built specifically for CloudSuite Distribution, aligning with real-world distribution financial workflows.
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Faster Month-End — Less IT & Finance Effort — Automates reporting, consolidates data, and enables quick access to financial statements and detail.
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Use Your Existing Birst Licensing — No additional licensing fees or third-party platforms required.
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Flexibility & Consolidation — Supports data migration from older ERP systems for full history, enabling consolidated financial oversight across your entire organization.
Who Uses It
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CFOs / Financial Executives — for consolidated financial visibility and trusted numbers
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Controllers & Accounting Teams — for month-end close, GL review, cash flow and bank-ready reporting
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IT & ERP Admins — minimal setup and maintenance required; no additional tools to manage
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Multi-entity Distributors — for combined financials across companies, warehouses, branches, or ERP histories
Built with CloudSuite + Birst
Dragon Pack is built on the architecture you already own: CloudSuite ERP + Data Lake + Birst. Our expertise in Birst lets us deliver financial reporting solutions that extend beyond standard Infor analytics — without forcing you to buy or manage extra software.
We handle the install and configuration, so you can focus on the numbers — not the setup.
Try It Risk-Free
Get started with a free trial of your tenant. We’ll install Dragon Pack® Financials for you and let you test it in your own environment. See the difference — faster, cleaner financial reporting — before you commit.
Dragon Pack®: Operations empowers your business with:
Eliminate Legacy Financial Tools
Stop relying on outdated solutions like F9 or manual spreadsheets. Dragon Pack® Financials provides accurate, audit-ready reports — including Trial Balance, Income Statement, Balance Sheet, and Cash Flow — all from inside your CSD environment.
Built for Finance. Powered by Birst.
Dragon Pack® leverages the Birst platform already included in your CSD licensing to deliver financial reports that are easy to access, secure, and tailored to distribution businesses. No separate platform, no added infrastructure — just results.
Faster Close, Clearer Insight
With financial reports and drillable detail, your team can reduce end-of-month effort and gain confidence in every number. Get real answers faster — and spend less time chasing data.
More information about Dragon Pack®
“When we moved from A+, we wanted to maintain our transactional financial history and not force our controller to log into an aging server just to see historical data. Agile Dragon Group gave us better financial reporting and more complete reporting than the industry standard by seamlessly integrating all our historical GL transactions with our CSD financial data, all in Birst and available in a simple Mingle App.”
Tate Stanaway, Finance/IT Director
A&I Distributors
Channel Partner: Aktion Associates