FYIsoft

5.0 (3)
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Financial Intelligence By Design®

About FYIsoft

FYIsoft enables finance and accounting teams to speed and simplify the financial close and make better data-driven decisions with its integrated platform for financial reporting, budgeting and analytics.

Designed for mid to large enterprises with multi-entity, multi-GL, high-growth or other complex reporting needs, FYIsoft's solutions are easy to use and loaded with automation features not typically found in the mid-market. Highlights include multi-entity/multi-GL consolidations, currency conversion, industry benchmarking, and true data integration across all products.

Available as an integrated suite or individual products, FYIsoft's reporting, budgeting and analytics solutions integrate with nearly any ERP to deliver all the modern reporting and FP&A power needed, without the high cost of replacing current enterprise systems. Most common integrations include Microsoft Dynamics 365 (Business Central, F&O, GP, NAV, AX, SL), NetSuite, Epicor, Acumatica, Sage, WorkWise, PDI. See more on our website.


Key benefits of FYIsoft

Fully integrated suite connects with one or many GLs and ensures speed and accuracy with near real-time data across all products.

Extremely easy to use so accounting and finance teams can self-serve their own reporting needs, without reliance on IT or costly consultants.

Easily adapts to changing business needs like M&A, restructuring and organic growth. FYIsoft is built for high performance and scalability; it is a FP&A solution you’ll never outgrow.

Financial Reporting Software enables all financial statements to be generated, formatted and distributed in seconds. Automation features include multi-entity/GL consolidations, formatting, distribution, as well as RPA-powered apps.

Budgeting Software dramatically speeds planning without chasing down spreadsheets. Fresh, modern and integrated with actual reporting data, time-saving features include workflow management, multiple budget scenarios and more.

Analytics Software is ready-to-use without the need for development, with robust features not typically found out of the box: pre-formulated KPIs and ratios, industry benchmarking, easy ad-hoc analysis and more.


Images

FYIsoft Software - FYIsoft - Integrated Platform for Reporting, Budgeting and Analytics
FYIsoft Software - AnalyticsFYI is financial analytics software designed for finance. Integrated with reporting and ready to use with all the visual performance indicators most CFOs and analysts need.
FYIsoft Software - BudgetFYI is modern budgeting software integrated with reporting and loaded with time-saving features to streamline the budget process.
FYIsoft Software - FYIsoft is ideal for multi-entity or multi-GL environments.
FYIsoft Software - FYIsoft architecture: fully integrated suite for reporting, budgeting, analytics.
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FYIsoft video
FYIsoft Software - FYIsoft - Integrated Platform for Reporting, Budgeting and Analytics
FYIsoft Software - AnalyticsFYI is financial analytics software designed for finance. Integrated with reporting and ready to use with all the visual performance indicators most CFOs and analysts need.
FYIsoft Software - BudgetFYI is modern budgeting software integrated with reporting and loaded with time-saving features to streamline the budget process.
FYIsoft Software - FYIsoft is ideal for multi-entity or multi-GL environments.
FYIsoft Software - FYIsoft architecture: fully integrated suite for reporting, budgeting, analytics.

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FYIsoft

5 (3)
VS.
Highly reviewed

Starting Price

US$200.00
month
No pricing found

Pricing Options

Free version
Free trial
Free version
Free trial

Features

60
50

Integrations

13
No integrations found

Ease of Use

5.0 (3)
4.2 (74)

Value for Money

5.0 (3)
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Customer Service

5.0 (3)
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Reviews

Overall rating

5 /5
(3)
Value for Money
5/5
Features
5/5
Ease of Use
5/5
Customer Support
5/5

Already have FYIsoft?

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Showing 3 reviews of 3
Scott
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 1,001–5,000 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

FYIsoft

Reviewed on 2019/11/04

From day one we were able to get financials statements out. The few times we have had questions or...

From day one we were able to get financials statements out. The few times we have had questions or problems FYIsoft has had us back up and running the same day.

Pros

As a former FRx user I appreciate the ability to drill down into the detail. I produce financials for over 30 managers on a monthly basis and once I was able to show them they could drill all the way down into the detail they were answering their questions themselves or at a minimum focusing their questions more.

Our CEO loves that he can get his financials over any device, including his phone.

Cons

It really has no printing functionality

Alternatives Considered

Solver

Reasons for Choosing FYIsoft

It was no longer supported and very unstable

Reasons for Switching to FYIsoft

We actually purchased a different package before hearing about FYIsoft. We were having issues with the setup and the number of organizations we had in our reporting. We spent 3 months and went through 4 consultants before finally being told the system we had purchased wouldn't do what we wanted. After seeing FYIsoft are troubles were over.
Markos
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 201–500 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great Financial Reporting Software

Reviewed on 2019/10/23

The overall experience has been excellent. The FYIsoft software keeps getting better with each...

The overall experience has been excellent. The FYIsoft software keeps getting better with each upgrade.

Pros

User-friendly software that generate financial reports in minutes.

Cons

Not able to select all children when clicking on a parent. It is a minor issue and I am positive that this suggestion will be incorporated into the next FYIsoft software upgrade in the near future.

Bradley
Overall rating
  • Industry: Real Estate
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Marley Management FYISoft Experience

Reviewed on 2019/10/24

Standardized over 150 partnerhsip reports (Cash Flow) that are generated monthly on schedule;...

Standardized over 150 partnerhsip reports (Cash Flow) that are generated monthly on schedule; customized reports to mirror tax returns to speed review at tax time; ConnectFYI works fantastic to allow real-time reporting once transactions are posted in Sage 300.

Pros

Easy to use, extremely FAST, very similar to FRx which we used prior to FYISoft. The ability to combine Row, Column and Organization definitions to create reports is extremely important in that it allows our Company to standardize reporting for similar Companies. We report on Partnerships, C-Corps, S-Corps, Non-Profit entities as well as Trust Companies. FYISoft allows us to custom design Board as well as Tax reports that in many cases mirror the tax return being prepared creating significant review efficiencies. ConnectFYI works fantastic to allow real-time reporting once transactions are posted in Sage 300.

Cons

Being a browser based application, we sometimes have issues viewing larger Organization definitions. Part of that is due to the large number (>200) Companies that need to be defined for some of our consolidating reports. We would like a better ability to scroll to see all defined Companies rather than having to use a combination of scrolling and changing browser magnification for large Organizations

FYIsoft FAQs

Below are some frequently asked questions for FYIsoft.

FYIsoft offers the following pricing plans:

  • Starting from: US$200.00/month
  • Pricing model: Subscription
  • Free Trial: Not Available

Contact FYIsoft for pricing details.

FYIsoft has the following typical customers:

51–200, 201–500, 501–1,000, 1,001–5,000

FYIsoft supports the following languages:

English

FYIsoft supports the following devices:

FYIsoft integrates with the following applications:

Acumatica Cloud ERP, Aptean Distribution ERP, Aptean Industrial Manufacturing ERP WorkWise Edition, Dynamics 365, Dynamics 365 Business Central, Ellucian, IFS Cloud, Infor Cloud ERP, Kinetic, NetSuite, PDI, Plex Smart Manufacturing Platform, UA Business Cloud

FYIsoft offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support

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