# FYIsoft Software Reviews, Demo & Pricing - 2026

> Review of FYIsoft Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Source: https://www.softwareadvice.com/accounting/fyisoft-profile

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FYIsoft

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Overview

# FYIsoft 2026: Benefits, Features & Pricing

Wondering if FYIsoft is right for your organization?

Our Financial Reporting Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   Integrations
    
-   User Reviews
    

## Overview

FYIsoft

5.0

[(3)](https://www.softwareadvice.com/accounting/fyisoft-profile/#reviews)

Pricing

Starting at $200.00 per month

### 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 systems.

Benefit highlights include:

-   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, restr...
    

ucturing 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.

Wondering if FYIsoft is right for your organization?

Our Financial Reporting Software selection experts can help you in 15 minutes or less.

## FYIsoft User Interface

## Popular FYIsoft Alternatives

Main Product

FYIsoft

5.0

[(3)](https://www.softwareadvice.com/accounting/fyisoft-profile/#reviews)

Ratings Breakdown

-   5.0Ease of use
-   5.0Value for money
-   5.0Customer support
-   5.0Functionality

Pricing

Starting at $200.00 per month

Get Price

Alternative Product

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4.3

[(687)](https://www.softwareadvice.com/accounting/intacct-accounting-profile/reviews/)

Ratings Breakdown

-   4.20Ease of use
-   4.00Value for money
-   3.99Customer support
-   4.23Functionality

Pricing

Available upon request

Get Price

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Ratings Breakdown

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Pricing

Available upon request

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Ratings Breakdown

-   4.55Ease of use
-   4.62Value for money
-   4.62Customer support
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Pricing

Starting at $150.00 per month

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Ratings Breakdown

-   4.35Ease of use
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-   4.08Customer support
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Pricing

Starting at $235.00 per month

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Ratings Breakdown

-   4.50Ease of use
-   4.60Value for money
-   4.75Customer support
-   4.60Functionality

Pricing

Available upon request

Get Price

## FYIsoft Pricing and Plans

Starting price: $200.00 per month

Free Trial

Free Version

Basic

$200.00

per month

No plan information available

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

## FYIsoft Features

-   Popular features found in Financial Reporting
    
    Bank Reconciliation
    
    Billing & Invoicing
    
    Cash Management
    
    Consolidation/Roll-Up
    
    Data Import/Export
    
    Expense Tracking
    
    Financial Analysis
    
    Multi-Currency
    
    Reporting/Analytics
    
-   More features of FYIsoft
    
    Access Controls/Permissions
    
    Accounting
    
    Activity Dashboard
    
    Activity Tracking
    
    Ad hoc Query
    
    Ad hoc Reporting
    
    AI/Machine Learning
    
    Audit Management
    
    Audit Trail
    
    Benchmarking
    
    Budgeting/Forecasting
    
    Cash Flow Management
    
    Collaboration Tools
    
    Customizable Branding
    
    Customizable Dashboard
    
    Customizable Reports
    
    Customizable Templates
    
    Dashboard
    
    Dashboard Creation
    
    Data Connectors
    
    Data Integration
    
    Data Synchronization
    
    Data Transformation
    
    Data Visualization
    
    Drag & Drop
    
    Expense Management
    
    Financial Management
    
    Financial Reporting
    
    Forecasting
    
    General Ledger
    
    Income & Balance Sheet
    
    Key Performance Indicators
    
    Modeling & Simulation
    
    Multi-Company
    
    Multi-Department/Project
    
    Multiple Data Sources
    
    Performance Management
    
    Performance Metrics
    
    Predictive Analytics
    
    Profit/Loss Statement
    
    Progress Tracking
    
    Real-Time Data
    
    Real-Time Reporting
    
    Role-Based Permissions
    
    Scenario Planning
    
    Scheduled/Automated Reports
    
    Search/Filter
    
    Self-Service Reporting
    
    Single Sign On
    
    Strategic Planning
    
    Third-Party Integrations
    
    Trend Analysis
    
    Version Control
    
    Visual Analytics
    
    "What If" Scenarios
    
    Workflow Management
    

## FYIsoft Integrations

Aptean Distribution ERP

Integration rated undefined from -1 review

Ellucian

Integration rated undefined from -1 review

NetSuite

Integration rated undefined from -1 review

Plex Smart Manufacturing Platform

Integration rated undefined from -1 review

Infor CloudSuite

Integration rated undefined from -1 review

Kinetic

Integration rated undefined from -1 review

See all 11 integrations

## FYIsoft User Reviews

Overall Rating

5.0

Ratings Breakdown

5

100%

4

0%

3

0%

2

0%

1

0%

Secondary Ratings

Ease of Use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

Have you used FYIsoft and would like to share your experience with others?

SB

Scott B.

Verified reviewer

Hospital & Health Care

1001-5000 employees

Used weekly for less than 2 years

Review source

Reviewed November 2019

FYIsoft

5

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.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

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

Reasons for choosing 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.

Reasons for switching to FYIsoft

It was no longer supported and very unstable

Read More

MM

Markos M.

Verified reviewer

Non-Profit Organization Management

201-500 employees

Used weekly for more than 2 years

Review source

Reviewed October 2019

Great Financial Reporting Software

5

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

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

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.

Reasons for choosing FYIsoft

FYIsoft Reporting is most suitable for our organization and has the best features and user interface.

Reasons for switching to FYIsoft

FRx software is not longer suitable for our needs. Took at least an hour to generate a large financial report.

Read More

BJ

Bradley J.

Verified reviewer

Real Estate

11-50 employees

Used daily for more than 2 years

Review source

Reviewed October 2019

Marley Management FYISoft Experience

5

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.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

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

Reasons for choosing FYIsoft

Product works with Sage 300. Also similar to FRx in design, function and use plus ability of FYISoft team to convert all our 3,000 + financial reports with minimal issue.

Reasons for switching to FYIsoft

Microsoft ended partnership with Sage software to continue integration between the software. We desired a solution that had features like FRx in order to expedite conversion of over 3,000 financial reports that we used to manage over 200 Companies as well as expedite training for users

Read More

Showing 1 - 3 of 3 Reviews

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