ReportFYI – Financial Report Writer Software

ReportFYI is an automated financial report writing software that increases productivity through a smart and dynamic design that streamlines the report generation process end to end. Ideal for CFOs, accountants, and companies of any size, our award winning report writer is secure, 100% web-based, and available 24/7 from anywhere.

  • Integrates with Excel and all major general ledger systems.
  • Dynamically pulls in data from multiple sources and formats.
  • Auditing component ensures general ledger accounts are not duplicated or missing.
  • Permission controls secure user access to data, report components, and organizational trees.
  • Windows authentication determines access to the application.
  • Reports use familiar concepts like rows, columns, and organizational trees.
  • Centralized templates provide uniformly branded reports.
  • Point-and-click access to summaries, account details, and transactional data.
  • Automated bursting to schedule run times, formats, and recipients.
  • Multi-company consolidations (different currencies, account numbers, and calendars).

General Ledger Software

ReportFYI is deployed on-premises. Learn more about CloudFYI if you are interested in a cloud-based financial reporting and accounting software solution. 

ConnectFYI – General Ledger Integration

ConnectFYI is a web-based solution that helps with the complex task of standardizing data so that ReportFYI can integrate with as many general ledger systems as needed. There are three integration methods available, depending on the general ledger:

  • Data Mart – General ledger data is mapped and transferred into the data mart and can be automatically scheduled or executed on demand.
  • DirectFYIConnect – General ledger data is seamlessly integrated through views or triggers, and is immediately available on any of the FYIsoft reports.
  • Application Program Interface (API) – General ledger data is integrated by a development resource.

ConvertFYI – FRx Report Conversion

Microsoft officially retired its FRx reporting at the end of 2012. ConvertFYI is a solution that provides accurate, efficient conversion of your existing FRx reports to FYIsoft reports, including elements such as catalogs, rows, columns, trees, account sets, font styles, formulas, and more. Our intuitive and user-friendly interface offers a comfortable navigation environment with point-and-click features, drag-and-drop actions, and pull-down menus.

FYIsoft solutions offer the same key FRx benefits that you have come to depend on, plus enhancements that will take your financial reporting to the next level.