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FAQs and Help

Frequently Asked Questions (FAQs)


Can I use FYIsoft with my general ledger?

FYIsoft can connect with virtually any GL accessible via SQL or ODBC. We’re already pre-integrated with many ERPs which can be viewed on our website.


Is the full suite required?

FYIsoft’s products are most beneficial as an integrated suite, but users do have the option of purchasing only the module needed. Our reporting, analytics and budgeting products are modular and scalable and can easily be added as business needs grow.


Do I need to know how to code?

No. A benefit of FYIsoft is that our software is designed to be easy to use for our customers, without the need for any assistance from IT or consultants. Our software uses a unique “building block” architecture which means reports can be setup or changed with a simple drag-and-drop.


How long does it take to implement?

Implementation is quick, particularly if we are already integrated with your GL. If you’re ready, we are too. Training takes just a couple of thirty-minute phone calls.


I’m a customer and need help. Who do I contact?

Customers needing immediate assistance can contact our support team at or 877.450.1440 (option 3 for support). Our customer login portal can be accessed here.

Please note that customer support is available on weekdays, 9:00 am – 6:00 pm Eastern. All inquiries outside of these hours will be promptly responded to the next business day.

Need Help?

Get Customer Support

Customers needing assistance may contact our support team at:
(877) 450-1440 ET (option 3)
(239) 298-5700 ET (option 3)
Weekdays, 9am - 6pm Eastern

Talk with Sales

We'd love to learn more about your business and explore ways that FYIsoft can simplify reporting. Contact our sales team.

All Other Inquiries

Please visit our contact page to submit a secure, online form or email for assistance.

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