Case Study: Marley Management Corporation achieves a 30-day reduction in cash flow reporting time with FYIsoft

Shortening the Cash Flow Reporting Process with FYIsoft

Marley Management Corporation, a private partner group founded in 1991 that handles accounting and investment reporting for nearly 200 companies, faced a slow, error-prone month-end process: running cash flow and other formatted reports across multiple bases (book, tax, fair market value) using Microsoft FRx left them delayed about a month and a half after month-end. Their VAR recommended FYIsoft’s financial reporting solution, which Marley evaluated as a possible replacement.

FYIsoft converted Marley’s FRx reports and deployed a familiar Rows/Columns/Organizations structure so users could get up to speed quickly; the implementation reduced 12 monthly cash flow reports to a single real-time report (and consolidated thousands of legacy FRx reports), runs in seconds, and produced accurate results across ~200 entities. As a result, FYIsoft shortened Marley Management Corporation’s reporting cycle by a full 30 days, enabling faster reviews, analysis, and digital archiving.

Marley Management Corporation

Brad Jameson

Senior Director of Finance & IT