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Microsoft Partners: Step Into Your Future with FYIsoft

FYIsoft's suite of financial reporting solutions – including AI-enhanced reporting – bring multiple ways to meet your client's needs and grow your business.

fyisoft microsoft partners

Built on Microsoft Technologies, Loved By Microsoft Customers

FYIsoft’s financial reporting software is natively built on Microsoft technologies, making it an easy, scalable and powerful cloud-based reporting solution for Dynamics customers. Our unique synergy with Microsoft enhances security, speed, performance, usability, and cost efficiency.

For your clients, this means easy-to-use software and the independence to work efficiently without burdening IT. For you, FYIsoft means a reliable partner that focuses on delivering the best financial reporting solution on the market so you can focus on more profitable business opportunities.

Are Your Clients Missing Management Reporter?

With similar functionality, even more power, and an easy transition, FYIsoft is the ideal replacement for your clients. 

  • Familiar “rows, columns, trees” makes it easy to learn and use.
  • Automated conversion of existing reports will save your clients weeks of time.
  • Microsoft customers consistently rave about their partners that introduce them to FYIsoft’s  “no pain transition.”

FYIsoft is the best, easiest migration path for your Management Reporter clients moving to the cloud.

Financial Reporting Solutions for Your Multi-Entity Clients

Solutions for Your Clients

Financial Reporting Software with AI Assistance: ReportFYI

Empower clients to create and distribute perfect financials in minutes, even in multi-entity environments, and:
  • Transition to a  modern reporting solution without business disruption.
  • Leverage a familiar row, column, tree-based report structure to minimize retraining.
  • Harness automation with powerful features like one-click bulk report generation and distribution
  • Gain instant insights and assistance with deeper analysis with Telli, our AI assistant.
Solutions for Your Clients

Integrated Budgeting Software: BudgetFYI

Enable clients to streamline their entire budgeting process with time-saving automation and powerful workflow management tools:
  • ReportFYI + BudgetFYI keeps actual and budget data in perfect sync.
  • Budget templates are mapped directly to financial statements, with reporting structures intact.
  • Starting templates can be pre-populated with actual data, saving time and improving accuracy.
Solutions to Grow Your Business

Grow Your Power BI Business with DataStreamFYI

Fuel your BI practice or AI applications with real-time financial data from DataStreamFYI:
  • Through APIs, we provide access to your client’s multi-entity GL data that is pre-optimized for reporting with easier rollups and consolidations.
  • The data can be integrated with BI tools to greatly accelerate your custom dashboards.
  • Stream balances, journals, and segment metadata from FYIsoft.
  • Embed GL data into your analytics, planning, and operational applications.
 

One Partner, Many ERP Systems

One of the many benefits of working with FYIsoft is that our financial reporting solutions integrate with many ERP systems. Our partners love the flexibility of knowing they can rely on the power of FYIsoft’s solutions no matter which ERP they represent.

FYIsoft Partnership Models

FYIsoft’s partner program offers two opportunities to profit from FYIsoft’s platform. Choose the program that best aligns wtih your desired commitment and reward.
strategic partners

Strategic Partners

Strategic partners are equipped to market and sell FYIsoft solutions to their customers. Strategic partners gain:

  • Expertise in financial reporting and analytics software through FYIsoft’s training program.
  • Full support and access to FYIsoft’s partner portal and demo sites.
  • Generous revenue share on closed deals, along with the ability to drive unlimited revenue through professional services and Power BI practices.
  • A competitive edge that strengthens customer loyalty and provides sustainable growth opportunities.

Referral Partners

Referral partners assist with lead referral introductions and relationship development. Referral partners gain:

  • Reliance on FYIsoft’s expertise on our products and technology.
  • Reliable sales support by FYIsoft’s sales professionals eager to help you close the deals.
  • Revenue through commission on closed deals.
  • Loyalty from clients who will appreciate your advice and referral to FYIsoft for powerful financial reporting and analytics solutions.