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,...
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FYIsoft - Integrated platform for reporting, budgeting and analytics. 24/7 access to financial data from any device.

FYIsoft User Reviews

OVERALL RATING

Showing 3 reviews

Scott

Company size: 1,001-5,000 employees

Industry: Hospital & Health Care

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

November 2019

FYIsoft

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

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

Markos

Company size: 201-500 employees

Industry: Non-Profit Organization Management

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

October 2019

Great Financial Reporting Software

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.

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.

Bradley

Company size: 11-50 employees

Industry: Real Estate

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

October 2019

Marley Management FYISoft Experience

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

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