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Rapidly expanding chain of convenience stores leverages PDI’s partnership with FYIsoft to bring new efficiencies to financial reporting and FP&A processes.

Download the case study and see why this CFO chose FYIsoft to solve his team’s financial reporting challenges. Benefits discussed: 

  • How FYIsoft’s one-click report distribution feature greatly simplifies this process
  • The power of FYIsoft’s drill-down feature and how it saves a tremendous amount of time for corporate and field employees
  • The ease of making report changes and running ad hoc reports with FYIsoft’s simple drag-and-drop structure 

Previously "it was a lot of manual pushing through this process. We needed a more efficient way to get our monthly reports out to all our store leaders."

Josh Wolfe, CFO

About FYIsoft

FYIsoft's financial reporting, analytics and budgeting solutions cater to finance and accounting professionals ready to drive new levels of productivity. Our powerful software is designed to speed and simplify the financial close and FP&A processes through one unified platform.

Full-Featured Solutions; One Integrated Platform

FYIsoft’s solutions are rich in features and include everything needed for superior reporting, analysis and budgeting, fully integrated so data is always accurate and current.

Easy for Finance to Use Independently

FYIsoft’s technology is designed for proactive teams that need to work quickly without waiting for IT or consultants, with fast implementation and reports that are easy to set up or change.

Enhances Legacy Systems or ERP Investments

Whether cloud or on-prem, FYIsoft is a smart way to modernize legacy systems that lack strong reporting or FP&A capabilities. FYIsoft solutions integrate with one or MANY ERP/GLs.

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