Case Study: National Oil & Gas, Inc. achieves automated financial reporting for 600 locations and stronger expense oversight with FYIsoft

National Oil & Gas, Inc. - Customer Case Study

National Oil & Gas, Inc., a PDI Enterprise customer that operates over 600 fueling sites across four Midwest states, faced a major reporting challenge: they could only produce a single consolidated P&L after period close and had no efficient way to generate financial statements for each individual location. Producing site-level reports required dumping massive datasets into Excel and manual manipulation, so the company engaged FYIsoft and its ReportFYI® solution to solve the problem.

FYIsoft integrated with PDI Enterprise to pull GL data, automate consolidation, and generate formatted financials for any combination of entities—enabling National Oil & Gas, Inc. to produce 600 individual site reports (or any subset) with a few clicks. The implementation eliminated large Excel workarounds, improved oversight of expenses (allowing quick identification of issues like excess maintenance costs), streamlined acquisitions with drag-and-drop hierarchy changes, and delivered measurable efficiency gains—FYIsoft customers typically reduce reporting time by 50% or more.

National Oil & Gas, Inc.

Nick Baumgartner

Controller