FYIsoft Features

FYIsoft

Financial reporting solution for medium to large businesses

5.0/5 (3 reviews)

FYIsoft Feature Summary

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

Competitor Feature Comparison

"What If" Scenarios
API
Access Control
Activity Dashboard
Ad hoc Analysis
Ad hoc Reporting
Audit Trail
Auditing
Automatic Formatting
Balance Sheet
Cash Management
Consolidation / Roll-Up
Content Library
Currency Conversion
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Event Triggered Actions
Forecasting
General Ledger
Member Account Access
Multi-Channel Distribution
Multi-Company
Multi-Currency
Multi-Department / Project
Multi-Language
Multiple Format Support
Multiple User Accounts
Profit / Loss Statement
Project Notes
Real Time Reporting
Reporting & Statistics
Role-Based Permissions
Scheduled Reporting
Search Functionality
Summary Reports
To-Do List
User Management
Learn moreCompare App
"What If" Scenarios
API
Access Control
Activity Dashboard
Ad hoc Analysis
Ad hoc Reporting
Audit Trail
Auditing
Automatic Formatting
Balance Sheet
Cash Management
Consolidation / Roll-Up
Content Library
Currency Conversion
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Event Triggered Actions
Forecasting
General Ledger
Member Account Access
Multi-Channel Distribution
Multi-Company
Multi-Currency
Multi-Department / Project
Multi-Language
Multiple Format Support
Multiple User Accounts
Profit / Loss Statement
Project Notes
Real Time Reporting
Reporting & Statistics
Role-Based Permissions
Scheduled Reporting
Search Functionality
Summary Reports
To-Do List
User Management
Visit WebsiteCompare App
"What If" Scenarios
API
Access Control
Activity Dashboard
Ad hoc Analysis
Ad hoc Reporting
Audit Trail
Auditing
Automatic Formatting
Balance Sheet
Cash Management
Consolidation / Roll-Up
Content Library
Currency Conversion
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Event Triggered Actions
Forecasting
General Ledger
Member Account Access
Multi-Channel Distribution
Multi-Company
Multi-Currency
Multi-Department / Project
Multi-Language
Multiple Format Support
Multiple User Accounts
Profit / Loss Statement
Project Notes
Real Time Reporting
Reporting & Statistics
Role-Based Permissions
Scheduled Reporting
Search Functionality
Summary Reports
To-Do List
User Management
Visit WebsiteCompare App

FYIsoft Feature Reviews

3 reviewers had the following to say about FYIsoft's features:

Bradley Jameson

Marley Management FYISoft Experience

2019-10-24

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

ConnectFYI works fantastic to allow real-time reporting once transactions are posted in Sage 300.

Cons

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

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Markos Markou

Great Financial Reporting Software

2019-10-23

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

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Scott Bogan

FYIsoft

2019-11-04

From day one we were able to get financials statements out.

Pros

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.

Cons

It really has no printing functionality

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more