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Financial Reporting and FP&A SolutionsIntegrated suite for accurate, time-saving automation across all financial reporting, analytics, and budgeting processes.

Enterprise FP&A Features for Any Size Company

Having a strong financial reporting solution behind our analytics and budgeting software makes all the difference. Data is pulled from its GL source, ensuring that company decisions are based on data that is accurate, timely, and consistent across all reports.

Financial Reporting

Create and distribute perfect financials in seconds, even in multi-entity environments

  • Automated multi-entity consolidation and reporting
  • Automated multi-GL consolidation and reporting
  • One-click automated distribution
  • Presentation-ready formatting
  • Drill down to see all transaction details including scanned invoices
  • Multi-currency conversion
  • Automated transfer of actual financial data into analytics and budgeting modules

Financial Analysis

Ready-to-use analytics software designed for finance professionals

  • Ready out of the box with all the features most finance teams  need, without  heavy coding, IT or consultants
  • Integration with actual reporting ensures data is accurate and immediate
  • Pre-formulated KPIs, ratios, dashboards and templates
  • Industry benchmarking
  • Flexibility to create any ad-hoc reports needed with just a few clicks
  • Evolving AI engine to spot trends and issues

Financial Planning

Faster, more accurate planning without the spreadsheet errors

  • Starting templates  are automatically populated with actual financial data
  • Auto-consolidations  and organizational structures mirror GL
  • Powerful workflow management keeps budgets moving with full accountability
  • Work on multiple budget scenarios simultaneously
  • Auto-publish approved budgets into actual reporting, for automated variance reporting and rolling forecasts
  • Eliminate the risk of version-control issues and manual errors

Integrated Suite for Reporting, Analytics, Budgeting

FYIsoft offers a fully integrated suite for financial reporting, analytics, and budgeting – all  designed to  simplify reporting for complex environments such as multi-entity/multi-company.

This automated data transfer is a game-changer for finance, enabling teams to:

  • Minimize manual work and errors for finance.
  • Minimize maintenance costs and burdens for IT.
  • Minimize the need for consulting dollars.
  • Maximize automation and ROI.

We've earned the trust of these customers and many more.

It would be our privilege to help you as well.


Lighthouse Property Insurance Logo
FYIsoft is light years ahead of the competition. Their automation eliminated the need to manually distribute reports and they also provide on-demand access to our financial statements from any device or location.
Scot Moore, EVP
Lighthouse Property Insurance Corporation
Capital Financial Holdings_FF_crop
FYIsoft significantly streamlines the period-end closing process, saving hours of valuable time as well as offering flexible reporting for our specific requirements.
Elizabeth Colby, CFO
Capital Financial Holdings, Inc.
RIG logo
It saves us an incredible amount of time on completing our financials. I am free to focus on other business-critical tasks.
Meredith Barnes, Chief Accounting Officer
Richard Industrial Group (RIG)
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

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