FYIsoft Financial Reporting for Dynamics 365 Finance

Create and distribute perfectly formatted financial statements in seconds, with 100% accuracy.

FYIsoft solutions provide Microsoft customers with enterprise-level features, without the complexity and costs of high-end enterprise solutions.

• For finance and accounting professionals, ReportFYI® delivers powerful automation that reduces financial reporting time 50% or more, yet is extremely easy to use with a familiar "rows, columns, trees" structure. This combination gives finance teams the ability to self-serve all their own reporting needs and instantly create and change any report(s) needed. ReportFYI integrates with D365 F&O (or other ERP) and is ideal for businesses with multiple entities (e.g., departments, divisions, companies) or growing companies with frequently changing reporting demands. Available in the cloud or on-premises.
• For IT professionals, FYIsoft solutions solve the challenges of consolidating financial data from different sources. When consolidating entities with different COAs, general ledger systems, calendars, or currencies, our ConnectFYI® technology uniquely transforms this disparate data into standardized reporting formats. With FYIsoft, there is no longer a need for IT departments to be distracted with financial reporting tasks during month-end close processes.

Problems That ReportFYI Solves

• Does it take too long for your team to create, format, and distribute all your financial report packages following financial close? With FYIsoft, this is accomplished in minutes.
  
• Are your reporting processes riddled with error-prone manual work, like importing/exporting files, juggling massive spreadsheets, tracking down formula errors, or emailing reports? With FYIsoft, the process is automated and error-free.
• Is it difficult and time consuming to change reports to reflect new accounts, reorganizations, or acquisitions? With FYIsoft, these changes are made in an instant with drag-and-drop ease.
• Do you wish you could spend more time contributing strategic insights instead of compiling data? With FYIsoft, "data to insights" time is nearly instantaneous, freeing finance leaders to proactively guide the business forward.
• Is IT frequently pulled away from their mission-critical responsibilities to address financial reporting needs? FYIsoft is designed for finance to use independently.

Automation Features

• Automated consolidation of financial data from multiple entities (e.g., departments, divisions, locations, companies), GL systems, or currencies.
• Automated report distribution sends all financial report packages to all the right people with just one click.
• Automated formatting creates presentation-ready financial statements with no manual editing required.
• Automated visualization of financial data with robust, pre-formulated dashboards, KPIs, ratios, and trends when combined with our fully integrated AnalyticsFYI module.
• Automated integration of budgets, preparation of rolling forecasts, and new budget scenarios when combined with our fully integrated BudgetFYI module.

Could you benefit from results like these?

• "Reporting used to be someone's full time job. Now it takes just a few hours. We've saved 152 hours every month." -Chip Ellis, CFO
• "I've already saved up to 20 hours of time every month, and that doesn't even include the savings for everyone else." -Ryan Johnson, Director of Finance
• "Our ERP couldn't handle the volume of reports we needed. FYIsoft is a life saver and saved our ERP investment." -Anonymous, CFO
• "We can now distribute all reports to all 400+ stores with just one click. It's a huge time saver especially during close." -Brook Artz, Controller
• "Excel is flexible but corruptible, which makes it dangerous for financials. We've reduced reporting time 50% with FYIsoft." -Becky Roth, Financial Analyst

Learn more about our financial reporting for D365 F&O and contact us for a personalized demo.

Supported Editions: This app supports Microsoft Dynamics 365 Finance (D365 F&O) as well as other Dynamics ERPs.

Supported Countries: United States and Canada (multi-national support for US based companies).

Supported Languages: This app is available in English (United States).