Financial Reporting Solutions
Learn how our suite of integrated financial reporting solutions bring time-saving automation across all your FP&A processes. Designed for multi-entity and other complex reporting needs.
ReportFYI®
Create and distribute perfect financials in seconds, even in multi-entity environments.
ReportFYI integrates with your ERP and automates time-consuming tasks that slow down the close. AI assistance from Telli provides instant insights.
LEARN MOREBudgetFYI™
Speed and simplify budgeting processes—without the spreadsheet chaos.
With ReportFYI + BudgetFYI, actual and budgeting data is perfectly in sync. All the benefits of cloud software with the familiarity of Excel.
LEARN MOREConnectFYI®
Automate the consolidation of data from multiple sources or GL systems.
ConnectFYI has the unique ability to quickly convert financial data from multiple sources into a data structure optimized for reporting and AI.
LEARN MOREDataStreamFYI™
Fuel your custom BI dashboards with a real-time feed of your financial data.
DataStreamFYI provides access to your multi-entity GL data for integration with BI tools, greatly accelerating your custom analytics dashboards.
LEARN MORECustomer Reviews
"FYIsoft has made reporting so much easier. After an integration with our Business Central, we've reduced reporting time 50%, if not more."
Brandon Malanowski
Controller, Sprenger Health Care Systems
"Our Sage ERP just couldn't handle the volume of reports we needed. But with FYIsoft, it's so easy with just the click of a button."
VP, Controller
National Healthcare Company with 250 Locations
"We can now distribute reports to our 400+ store locations with just one click."
Brook Artz
Controller, Teph Seal
"The implementation process was so smooth. I have never experienced anything like it."
Tanner McKee
CTO, Pak-A-Sak
"Creating and distributing reports had become someone's full time job. With FYIsoft we have saved 152 hours every month."
Chip Ellis
CFO, University Health Partners
"With all of the growth we experienced and so many locations, we needed a more efficient way to create and distribute financials. FYIsoft is amazing."
Corbin Watson
Accounting Manager, Desert De Oro Foods
Financial Reporting Software
Create and distribute perfect financials in minutes, even in multi-entity environments, and:
- Leverage a flexible, easy-to-use “row, column, tree” report structure to speed report creation or changes.
- 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.
Budgeting Software
Streamline your 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.
Real-Time Financial Data for Analytics
Fuel your BI platform or AI applications with real-time financial data from DataStreamFYI:
- Through APIs, we provide access to your 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.
- Embed GL data into your analytics, planning, and operational applications.
Financial Reporting Solutions — Common Questions
FYIsoft automates the tasks that typically slow down the close, like multi-entity consolidations, report formatting and report distribution. This reduces manual work, improves accuracy, and speeds the close.
Yes. FYIsoft maintains SOC compliance, role-based access, and complete audit trails for transparent reviews.
Customers often report a significantly faster close and meaningful productivity gains within the first year due to automation and accuracy. A 50% improvement is commonly reported in case studies.