Case Study: Pak-A-Sak achieves faster, more accurate financial reporting and saves 10+ hours/month with FYIsoft

Flawless integration with PDI transforms reporting for multi-store brand

Pak-A-Sak, Inc., a family-owned convenience store chain with 24 locations and 350 employees, was struggling with a slow, error-prone month-end reporting process because their ERP and reporting tools weren’t integrated. CFO Barrett Sims sought a better solution and adopted FYIsoft’s financial reporting suite (ReportFYI® and AnalyticsFYI™) via FYIsoft’s partnership with PDI Enterprises to automate data flow and improve report accuracy.

FYIsoft implemented a seamless PDI integration with nightly data syncs, secure distribution lists and an FRx report conversion that reproduced legacy reports with 99% accuracy, plus AnalyticsFYI dashboards for visual analysis. As a result, FYIsoft eliminated at least ten hours of administrative work each month, enabled report packages to be created and distributed within 24 hours of close, improved data integrity and security, and increased the finance team’s confidence in their financials.

Pak-A-Sak, Inc.

Barrett Sims

Chief Financial Officer