Case Study: Leading Canadian mental health and addiction care provider achieves fast, accurate multi-entity financial reporting and automated distribution with FYIsoft

FYIsoft transforms finance department for one of Canada's leading providers of mental health and addiction care

Leading Mental Health and Addiction Care Provider faced slow, cumbersome financial reporting from their Sage 500 ERP that left the finance team struggling to create and distribute accurate statements for 35 divisions and three consolidated entities. The clinical staff lacked accounting or Excel skills to use Sage’s reporting, creating bottlenecks for monthly and year‑to‑date analysis. They selected FYIsoft and its ReportFYI® product to address these challenges.

FYIsoft’s ReportFYI® integrated quickly with Sage, enabling a non‑disruptive rollout and rapid training for roughly 35 viewer users. The solution delivered automated distribution and drill‑down access to transaction details, allowing department heads and the CEO to self‑serve reports, reducing queries to finance and freeing up significant review time. FYIsoft reports that customers see productivity gains of 50% or more, and the Leading Mental Health and Addiction Care Provider experienced a transformative increase in reporting speed, accuracy, and control.