Case Study: Leading nationwide dental company achieves one-click creation of 250+ monthly financial statements with FYIsoft's ReportFYI

Nationwide company with hundreds of dental center locations across the U.S. creates over 250 monthly financial statements with one click of a button

Leading Nationwide Company, a $250M organization operating more than 250 dental centers across nine states, struggled to produce monthly financial statements for each location after implementing Sage—the ERP’s built-in report writer could not handle the volume. To avoid replacing their ERP, the company selected FYIsoft and its ReportFYI product to address high‑volume, multi‑entity reporting needs.

FYIsoft implemented ReportFYI’s component‑based platform (rows, columns, org trees) to automate consolidations and one‑click creation of over 250 monthly statements, simplify adding new locations and reorganizations, support retro adjustments, and tailor reports for different audiences. The solution preserved the company’s Sage investment, enabled a single accountant to manage company‑wide reporting, delivered fast and accurate distribution, and aligns with FYIsoft’s stated productivity improvements of 50% or more.