---
description: Learn more about FYIsoft pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: FYIsoft Pricing, Reviews & Features - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Financial Reporting Software](/directory/30050/financial-reporting/software) > [FYIsoft](/software/159627/reportfyi)

# FYIsoft

Canonical: https://www.capterra.ca/software/159627/reportfyi

> Integrated suite for financial reporting, budgeting and analytics. Easy to use, rich in features, ideal for multi-entity reporting.
> 
> Verdict: Rated **5.0/5** by 3 users. Top-rated for **Likelihood to recommend**.

-----

## Overview

### Who Uses FYIsoft?

Multi-entity and high-growth companies such as financial services, hospitality, franchisees, manufacturing, professional services, construction, healthcare, tech, retail, CPG, utilities and more.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 3 Reviews |
| Ease of Use | 5.0/5 | Based on overall reviews |
| Customer Support Software | 5.0/5 | Based on overall reviews |
| Value for Money | 5.0/5 | Based on overall reviews |
| Features | 5.0/5 | Based on overall reviews |
| Recommendation percentage | 100% | (10/10 Likelihood to recommend) |

## About the vendor

- **Company**: FYIsoft
- **Location**: Naples, US
- **Founded**: 2012

## Commercial Context

- **Starting Price**: US$200.00
- **Pricing Details**: Contact FYIsoft for pricing details.
- **Target Audience**: 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Windows (On-Premise), Linux (On-Premise)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Audit Trail
- Budgeting/Forecasting
- Cash Management
- Collaboration Tools
- Consolidation/Roll-Up
- Customizable Dashboard
- Data Connectors
- Data Import/Export
- Data Visualization Software
- Drag & Drop
- Expense Management
- Financial Analysis
- Financial Management Software
- Forecasting
- General Ledger
- Income & Balance Sheet
- Modeling & Simulation
- Multi-Currency
- Multi-Department/Project
- Multiple Data Sources
- Performance Management
- Performance Metrics
- Profit/Loss Statement
- Real-Time Reporting
- Reporting/Analytics
- Search/Filter
- Strategic Planning Software
- Version Control

## Integrations (13 total)

- Acumatica Cloud ERP
- Aptean Distribution ERP
- Aptean Industrial Manufacturing ERP WorkWise Edition
- Dynamics 365
- Dynamics 365 Business Central
- Ellucian
- IFS Cloud
- Infor CloudSuite
- Kinetic
- NetSuite
- PDI
- Plex Smart Manufacturing Platform
- UA Business Cloud

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software
- Phone Support

## Category

- [Financial Reporting Software](https://www.capterra.ca/directory/30050/financial-reporting/software)

## Related Categories

- [Financial Reporting Software](https://www.capterra.ca/directory/30050/financial-reporting/software)
- [Financial Services Software](https://www.capterra.ca/directory/31123/financial-services/software)
- [Predictive Analytics Software](https://www.capterra.ca/directory/30945/predictive-analytics/software)
- [Reporting Software](https://www.capterra.ca/directory/30053/reporting/software)
- [Budgeting Software](https://www.capterra.ca/directory/10003/budgeting/software)

## Alternatives

1. [Sage Intacct](https://www.capterra.ca/software/76/intacct) — 4.3/5 (608 reviews)
2. [Workday Adaptive Planning](https://www.capterra.ca/software/130072/adaptive-insights) — 4.5/5 (230 reviews)
3. [Phocas](https://www.capterra.ca/software/141678/phocas-software) — 4.7/5 (132 reviews)
4. [QuickBooks Online Advanced](https://www.capterra.ca/software/189398/quickbooks-online) — 4.4/5 (1037 reviews)
5. [BOARD](https://www.capterra.ca/software/73473/board) — 4.6/5 (138 reviews)

## Reviews

### "FYIsoft" — 5.0/5

> **Scott** | *November 4, 2019* | Hospital & Health Care | Recommendation rating: 10.0/10
> 
> **Pros**: As a former FRx user I appreciate the ability to drill down into the detail.  I produce financials for over 30 managers on a monthly basis and once I was able to show them they could drill all the way down into the detail they were answering their questions themselves or at a minimum focusing their questions more.

Our CEO loves that he can get his financials over any device, including his phone.
> 
> **Cons**: It really has no printing functionality
> 
> From day one we were able to get financials statements out.  The few times we have had questions or problems FYIsoft has had us back up and running the same day.

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### "Great Financial Reporting Software" — 5.0/5

> **Markos** | *October 23, 2019* | Nonprofit Organization Management | Recommendation rating: 10.0/10
> 
> **Pros**: User-friendly software that generate financial reports in minutes.
> 
> **Cons**: Not able to select all children when clicking on a parent.  It is a minor issue and I am positive that this suggestion will be incorporated into the next FYIsoft software upgrade in the near future.
> 
> The overall experience has been excellent.  The FYIsoft software keeps getting better with each upgrade.

-----

### "Marley Management FYISoft Experience" — 5.0/5

> **Bradley** | *October 24, 2019* | Real Estate | Recommendation rating: 10.0/10
> 
> **Pros**: Easy to use, extremely FAST, very similar to FRx which we used prior to FYISoft.  The ability to combine Row, Column and Organization definitions to create reports is extremely important in that it allows our Company to standardize reporting for similar Companies.  We report on Partnerships, C-Corps, S-Corps, Non-Profit entities as well as Trust Companies.  FYISoft allows us to custom design Board as well as Tax reports that in many cases mirror the tax return being prepared  creating significant review efficiencies.  ConnectFYI works fantastic to allow real-time reporting once transactions are posted in Sage 300.
> 
> **Cons**: Being a browser based application, we sometimes have issues viewing larger Organization definitions.  Part of that is due to the large number (\>200) Companies  that need to be defined for some of our consolidating reports.  We would like a better ability to scroll to see all defined Companies rather than having to use a combination of scrolling and changing browser magnification for large Organizations
> 
> Standardized over 150 partnerhsip reports (Cash Flow) that are generated monthly on schedule; customized reports to mirror tax returns to speed review at tax time; ConnectFYI works fantastic to allow real-time reporting once transactions are posted in Sage 300.

## Links

- [View on Capterra](https://www.capterra.ca/software/159627/reportfyi)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/159627/ReportFYI/> |
| en-AE | <https://www.capterra.ae/software/159627/reportfyi> |
| en-AU | <https://www.capterra.com.au/software/159627/reportfyi> |
| en-CA | <https://www.capterra.ca/software/159627/reportfyi> |
| en-GB | <https://www.capterra.co.uk/software/159627/reportfyi> |
| en-IE | <https://www.capterra.ie/software/159627/reportfyi> |
| en-IL | <https://www.capterra.co.il/software/159627/reportfyi> |
| en-IN | <https://www.capterra.in/software/159627/reportfyi> |
| en-NZ | <https://www.capterra.co.nz/software/159627/reportfyi> |
| en-SG | <https://www.capterra.com.sg/software/159627/reportfyi> |
| en-ZA | <https://www.capterra.co.za/software/159627/reportfyi> |

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