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Financial Reporting and Analytics Software for Private Equity Firms

See why private equity firms recommend FYIsoft to their portfolio companies.

No more excuses. Ensure portfolio companies can quickly report accurate, perfectly-formatted financials.

FYIsoft is a robust yet economical solution that can turn any general ledger into a powerful reporting and analytics engine, giving you an accurate view of financial, cash flow and KPI performance in an instant, 24/7.

Automated Consolidations

Easily consolidate and report on multiple entities, charts of accounts, currencies, or fiscal calendars, with guaranteed accuracy.

Multiple GL Support

Gain efficiencies and cost savings with a single reporting solution that can be used for all portfolio companies, regardless of the ERP being used.

Easy Set Up and Changes

With our unique “building block” approach, users can create any report needed within seconds, without help from IT help or costly consultants.

Presentation-Ready Reports

FYIsoft eliminates inconsistent and sloppy reports. Data is pulled directly from the GL and transformed into perfectly formatted financial statements.

For private equity firms,

Time is money. Waiting is not an option.

At any given time, do you know how your portfolio companies are performing?

If your portfolio companies had FYIsoft, you would have:

  • Accurate financials in an instant: by company, consolidated or any way needed
  • Presentation-ready financial statements to securely share, with just a click
  • A continuous pulse on cash flow and KPIs, no matter how you slice it

Leverage your talent to optimize your investments, not your spreadsheets.

Financial Intelligence By Design® Cuts Reporting and Analysis Time 50% or More

Like most private equity firms, you’ve worked hard to attract top recruits. Leverage that talent for insights and new ideas to drive ROI rather than wasting it on manual spreadsheet work that FYIsoft can automate.

We can have your companies implemented and trained within hours. Schedule a demo and discover why private equity firms recommend FYIsoft to their portfolio companies.

financial analytics projecting revenue

Powerful Reporting and Analytics for Any General Ledger

FYIsoft can integrate with nearly any GL so your portfolio companies can supercharge their reporting power without replacing their ERP.
We’re already integrated with dozens of general ledgers, including these and many more:

Reporting, Analytics, Budgeting in One Platform

FYIsoft's financial reporting and analytics solutions cater to private equity firms ready to drive new levels of productivity from their portfolio companies. Our AI-powered software is designed to speed and simplify the reporting and FP&A processes through one single platform.

Financial Reporting

Create and distribute large volumes of financial reports in seconds.
  • Instant consolidation and reporting
  • One-click automated distribution
  • Presentation-ready formatting
  • Drill down to see all transaction details
ReportFYI enables faster, more accurate financial statements, even in multi-entity and fast-growing environments. Learn more.

Financial Analytics

Loaded with everything needed to fully understand portfolio performance.

  • Pre-formulated KPIs, ratios, dashboards and templates
  • Industry benchmarking
  • AI to spot trends and issues
  • Ready to use out-of-the-box

AnalyticsFYI uniquely provides your analysts with the power to proactively make sound decisions. Learn more.


Faster, more accurate planning without the spreadsheet errors.
  • Pre-populated starting templates with actual or AI data
  • Auto-consolidations mirror GL
  • Approval engine for workflow
  • Simultaneous budget scenarios
BudgetFYI empowers all budget owners to securely participate, while eliminating risk of errors or version control issues. Learn more.


With all of the growth we experienced and so many locations, we needed a way to distribute individual financial statements in a manner that was efficient, automated and reliable… [FYIsoft] is absolutely amazing.
Corbin Watson, Accounting Specialist
Desert De Oro Foods, Inc.
FYIsoft helped us convert 3000 FRx reports that we use for our customers’ tax preparation. The reports are quick and easy to prepare and distribute – we are thankful this product exists.
Brad Jameson, Director of Finance and IT
Marley Management Corporation
The ability to drill down into detailed information, right from the financial statement without having to go to the GL saves me so much time. Also, their support and training was hands-on – I found it to be priceless.
Yasmin Jafroodi, Administrative Manager
GroLink Plant Company
The reporting that came with [our ERP] is basic and wasn’t working well for us. FYIsoft’s support team did a great job implementing the solution. We really like the ability to drill down to account details and see invoice information. And the distribution options make it easy to send each cost center reports containing their own financial information, not everyone else’s too.
Rick Wehling, Senior Cost Accountant
Rhino Foods
Excel is flexible but corruptible, which makes it dangerous. FYIsoft was the right alternative. It’s efficient and effective, is super easy and just works the way you need it to. We cut the completion cycle for reports by 50%.
Becky Roth, Financial Reporting & Systems Analyst
Mutual Insurance Company of Arizona
It takes only seconds to run a report with real-time financial information. No other financial reporting solution even comes close to FYIsoft.
Brad Jameson, Director of Finance and IT
Marley Management Corporation
City Light and Power
We’ve nearly doubled in size and I save so much time with FYIsoft. When we make changes, the reports are automatically updated. FYIsoft solved our reporting challenges and helped me step into a more strategic role.
Rachel VonSiebenhoven, Controller
City Light & Power
The ability to generate financial statements for selected divisions, with the ability to customize consolidated reports, is why we chose FYIsoft. We’ve seen a huge difference in the ease with which we can now create our financial reports.
John Friedel, CFO
Baldwin Paving

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