FYIsoft Pricing, Features, Reviews & Comparison of Alternatives

FYIsoft

Financial reporting solution for medium to large businesses

5.0/5 (3 reviews)

FYIsoft overview

FYIsoft is a cloud-based financial reporting solution, which helps medium to large sized organizations generate, consolidate, and share financial reports with internal, as well as external, stakeholders. The platform enables managers to handle user access across departments, designations, and locations.

FYIsoft allows managers to create standardized reports by merging multiple entities including ledgers, account charts, currencies, or fiscal calendars. The solution offers a host of features such as a pre-built reports library, side-by-side balance sheet view, account collections, custom security rules, multi-language reports, and more. Its CurrencyFYI module lets users automate calculation as well as conversion of multiple currencies using average rate, month-end, or historical rate method.

The drill-down functionality in FYIsoft enables users to view transaction details and related documents including invoices and sales orders. Plus, it allows organizations to create customized templates with the company logo, and share reports via secure online links, PDFs or spreadsheets. It integrates with various general ledgers and third-party applications such as Acumatica, Infor, IFS, Microsoft Dynamics, NetSuite, Plex, Sage, and more.
www.fyisoft.com

Pricing

Pricing options
Value for money
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Devices

Business size

S
M
L

Markets

United States

Supported languages

English
FYIsoft screenshot: FYIsoft homepage screenshotFYIsoft Explainer Video: Simplify Multi-Entity ReportingFYIsoft screenshot: FYIsoft distribution method screenshotFYIsoft screenshot: FYIsoft request submission screenshot

FYIsoft reviews

Excellent
3

Very good
0
Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  5.0
  5.0
  5.0
  5.0
Bradley Jameson

Marley Management FYISoft Experience

Used daily for 2+ years
Reviewed 2019-10-24
Review Source: Capterra

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Scott Bogan

FYIsoft

Used weekly for 1-2 years
Reviewed 2019-11-04
Review Source: Capterra

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Markos Markou

Great Financial Reporting Software

Used weekly for 2+ years
Reviewed 2019-10-23
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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FYIsoft pricing

Pricing options
Subscription
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Contact FYIsoft for pricing details.

FYIsoft features

Auditing
Customizable Reporting
Data Import/Export
Multi-Currency
Reporting & Statistics

API (214 other apps)
Accounting Integration (146 other apps)
Accounting Management (146 other apps)
Activity Dashboard (163 other apps)
Automatic Notifications (132 other apps)
Billing & Invoicing (147 other apps)
Compliance Management (131 other apps)
Electronic Payments (135 other apps)
Expense Tracking (136 other apps)
Financial Analysis (103 other apps)
Invoice Management (194 other apps)
Invoice Processing (123 other apps)
Real Time Data (127 other apps)
Third Party Integration (147 other apps)
Workflow Management (115 other apps)

Additional information for FYIsoft

Key features of FYIsoft

  • Audit Trail
  • Balance Sheet
  • Cash Management
  • Consolidation / Roll-Up
  • Forecasting
  • General Ledger
  • Income Statements
  • Multi-Company
  • Multi-Department / Project
  • Profit / Loss Statement
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