FYIsoft B2B Case Studies & Customer Successes

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FP&A software designed to turbocharge your ERP. With a simple connection, our fully integrated suite for financial reporting, financial planning and analytics delivers powerful automation without the need for imports/exports, manual work, or Excel errors. Having a strong financial reporting solution behind our analytics and planning software makes all the difference. Financial data is pulled from its GL source (or multiple sources), ensuring that company decisions across all FP&A functions are based on data that is accurate, timely, and consistent across all reports with no room for error.

Case Studies

Showing 26 FYIsoft Customer Success Stories

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Accounting Link USA achieves 10–14 days of monthly reporting time savings with FYIsoft

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Admix reduces month-end close time by up to 38% with FYIsoft

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Andretti Indoor Karting & Games achieves a no‑pain transition to cloud reporting and major time savings with FYIsoft

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Baldwin Paving achieves faster, consolidated financial reporting and significant time savings with FYIsoft

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City Light & Power achieves faster, error-free multi-entity consolidations and saves hours per close with FYIsoft

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Desert De Oro Foods Inc. achieves 70% time savings and one-click, error-free financial reporting with FYIsoft

Desert De Oro Foods Inc. logo

Feather Petroleum Company achieves a 16–20‑hour/month time savings — cutting report prep from a full day to five minutes with FYIsoft (ReportFYI)

Hallrich, Inc. achieves simplified, fast multi-entity financial reporting with FYIsoft (ReportFYI)

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JX Enterprises, Inc. achieves real-time, automated multi-entity financial reporting with FYIsoft

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

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

Lighthouse Property Insurance Corporation achieves automated, on-the-go financial reporting and time savings with FYIsoft

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

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Marley Management Corporation achieves faster, real-time tax reporting with FYIsoft

Marley Management Corporation logo

Marley Management Corporation achieves fast, accurate multi-basis financial reporting with FYIsoft

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Mutual Insurance Company of Arizona achieves 50% reduction in report completion time with FYIsoft

Mutual Insurance Company of Arizona logo

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

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Nouria Energy achieves an 80% reduction in reporting time with FYIsoft

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

Pak-A-Sak, Inc. logo

Plum Market achieves seamless Management Reporter replacement and faster, automated multi-entity reporting with FYIsoft

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Polymers International achieves a seamless cloud transition and zero-disruption financial reporting with FYIsoft

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Richard Industrial Group achieves streamlined, time-saving financial reporting with FYIsoft

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Royal Farms achieves automated, one-click financial reporting and faster FP&A with FYIsoft

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Sprenger Health Care Systems achieves 50% faster report generation and a seamless Business Central transition with FYIsoft

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Teph Seal saves 6+ hours monthly on financial report distribution with FYIsoft ReportFYI

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University Health Partners of Hawaii achieves 152 hours/month time savings (one FTE) with FYIsoft

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