# FYIsoft Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about FYIsoft Software - reviews, pricing plans, popular comparisons to other Financial Reporting products and more. Source: https://www.capterra.com/p/159627/ReportFYI --- # FYIsoft Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) FYIsoft ## What is FYIsoft? FYIsoft’s financial reporting software is ideal for multi-entities and other complex environments. Our software connects with any GL and easily accommodates GL-related changes resulting from organic or M&A growth. Quick to implement and user friendly, FYIsoft is proven to cut reporting time 50% or more with automation for multi-entity consolidations, formatting, distribution and more. Create and send perfect financial statements in seconds, with 100% accuracy. NOTE: does not work with QuickBooks ## What is FYIsoft used for? [Reporting](https://www.capterra.com/reporting-software/)[Financial Services](https://www.capterra.com/financial-services-software/)[Predictive Analytics](https://www.capterra.com/predictive-analytics-software/) Top alternative Featured Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $200 Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for FYIsoft?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.fyisoft.com/&name=FYIsoft) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### FYIsoft 5.0 (3) VS. [4.3 (608)](https://www.capterra.com/p/76/Intacct/reviews/) Starting Price $200 Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (3) Ease Of Use 4.2 (534) Value For Money 5.0 (3) Value For Money 4.0 (443) Customer Service 5.0 (3) Customer Service 4.0 (474) ## FYIsoft alternatives [Workday Adaptive Planning](https://www.capterra.com/p/130072/Adaptive-Insights/) [4.5 (230)](https://www.capterra.com/p/130072/Adaptive-Insights/reviews/) Starting price Contact vendor for pricing [Learn More](https://www.capterra.com/p/130072/Adaptive-Insights/) Highest Rated [Phocas](https://www.capterra.com/p/141678/Phocas-Software/) [4.7 (132)](https://www.capterra.com/p/141678/Phocas-Software/reviews/) Starting price $150.00 Per User, Per Month [Learn More](https://www.capterra.com/p/141678/Phocas-Software/) [QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/) [4.4 (1,038)](https://www.capterra.com/p/189398/QuickBooks-Online/reviews/) Starting price $235.00 Per User, Per Month [Learn More](https://www.capterra.com/p/189398/QuickBooks-Online/) [BOARD](https://www.capterra.com/p/73473/BOARD/) [4.5 (138)](https://www.capterra.com/p/73473/BOARD/reviews/) Starting price Contact vendor for pricing [Learn More](https://www.capterra.com/p/73473/BOARD/) [View all alternatives](https://www.capterra.com/p/159627/ReportFYI/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Access Controls/Permissions Define levels of authorization for access to specific files or systems Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Ad hoc Query One-off queries made on an as-needed basis Ad hoc Reporting Generate one-off reports that meet information requirements FYIsoft 62 features Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems One-off queries made on an as-needed basis Generate one-off reports that meet information requirements Software program that continuously adjusts its behavior based on observed data Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws A record of all activities within the system, including user access, changes made, etc. Compare key metrics for the business against prominent players in the industry Create budgets based on historical data and future projections Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Provides a channel for team members to share media files, communicate, and work together Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting Add customized logos and colors to align with company branding Alter the layout and content of dashboards Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Creation and customization of dashboards Connect to big data sources Import and export data to and from software applications Combining data from different sources and providing a unified view Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Translate EDI formats into data suitable for use with company applications. Graphical representation of data Assemble applications and processes by dragging over and arranging pre-built components Plan, pay and track business related expenses. Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Generate reports to assess the financial performance of an organization Form predictions based on past and present data/trends Centralized accounting record which tracks all financial transactions A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making Manage the accounting and financial aspects of multiple locations or companies in a single location Manage and handle various international currencies Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location Allows users to manage data from a number of sources Organize and manage the accomplishments and development of employees or performance of applications or systems A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Predict future data based on historical data sets A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time Reporting on how each user, task or process has advanced since its initiation Receive data and information in real time Active reporting of data and metrics View and track pertinent metrics to find patterns and gain insights from data Set & manage permission levels based on user roles and restrict access to only authorized individuals Develop potential scenarios to identify risks and opportunities Set a time to generate routine reports automatically Search and filter data across systems to locate required information by entering keywords or certain criteria Allow users to create their own reports and financial statements Allow users to access multiple services after entering their login credentials once At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Set up connections to third-party platforms to improve business processes Review data from past periods to reveal recurring tendencies and predict future performance Track revisions and updates made to files and navigate between different versions Interact with data visualization elements, such as charts and graphs, to drill down into data Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 5.0 (3) 5.0 Based on 3 reviews ## Pricing Value for money 5.0 (3) Basic $200.00 Per Month Value for money 5.0 (3) 5.0 Based on 3 reviews ## Integrations [ Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[ NetSuite](https://www.capterra.com/p/135757/NetSuite/)[ Acumatica Cloud ERP](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/)[ Dynamics 365 Business Central](https://www.capterra.com/p/212111/Dynamics-365-Business-Central/)[ Kinetic](https://www.capterra.com/p/249741/Kinetic/)[ Ellucian](https://www.capterra.com/p/135932/Ellucian/)[ Aptean Industrial Manufacturing ERP WorkWise Edition](https://www.capterra.com/p/212157/WorkWise-ERP/)[ IFS Cloud](https://www.capterra.com/p/1238/IFS-Manufacturing/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (3) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (3) 5.0 Based on 3 reviews ## User reviews Overall rating 5.0 Based on 3 reviews Filter by rating 5(3) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent SB Scott B. Controller Hospital & Health Care ### "FYIsoft" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 4, 2019 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. 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 Alternatives considered [Solver](https://www.capterra.com/p/160355/BI360/) Reasons for choosing FYIsoft We actually purchased a different package before hearing about FYIsoft. We were having issues with the setup and the number of organizations we had in our reporting. We spent 3 months and went through 4 consultants before finally being told the system we had purchased wouldn't do what we wanted. After seeing FYIsoft are troubles were over. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BJ Bradley J. Senior Director of Finance & IT Real Estate ### "Marley Management FYISoft Experience" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 24, 2019 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. 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 Reasons for choosing FYIsoft Product works with Sage 300. Also similar to FRx in design, function and use plus ability of FYISoft team to convert all our 3,000 + financial reports with minimal issue. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MM Markos M. Controller Non-Profit Organization Management ### "Great Financial Reporting Software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 23, 2019 The overall experience has been excellent. The FYIsoft software keeps getting better with each upgrade. 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. Reasons for choosing FYIsoft FYIsoft Reporting is most suitable for our organization and has the best features and user interface. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)