---
title: ReportFYI Reviews
meta_title: 'ReportFYI Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how ReportFYI works for a business like yours.
aggregate_rating:
  rating_value: 3.5
  review_count: 2
  scale: '5'
date_modified: '2025-03-10'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# ReportFYI Reviews
**Vendor:** FYIsoft  
**Category:** [Financial Analysis Software](https://www.g2.com/categories/financial-analysis)  
**Average Rating:** 3.5/5.0  
**Total Reviews:** 2
## About ReportFYI
ReportFYI financial report writer offers a smart, dynamic design to streamline the report generation process end to end. Ideal for CFOs, accountants, and companies of any size, ReportFYI is secure, web-based, requires zero client-side deployment, and is available 24/7 from anywhere. It integrates with Acumatica, Dynamics GP, Sage 300, Flexi, Epicor, StoneRiver, Dexter + Chaney, Restaurant 365, and more. FYIsoft also offers CloudFYI, their cloud-based financial reporting solution.




## ReportFYI Reviews
  ### 1. FYI SOFT REVIEW

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.)

**Reviewed Date:** November 23, 2021

**What do you like best about ReportFYI?**

This software is excellent in filling the need we had to format our report one time, and we are able to generate reports month after month with out reformating.

**What do you dislike about ReportFYI?**

Customer service is sometimes very slow to respond to our needs.

**Recommendations to others considering ReportFYI:**

None

**What problems is ReportFYI solving and how is that benefiting you?**

This has saved out team significant time in reformating reports.


## ReportFYI Discussions
  - [What is ReportFYI used for?](https://www.g2.com/discussions/what-is-reportfyi-used-for)

- [View ReportFYI pricing details and edition comparison](https://www.g2.com/products/reportfyi/reviews?filters%5Bnps_score%5D%5B%5D=3&section=pricing&secure%5Bexpires_at%5D=2026-08-14+07%3A06%3A21+-0500&secure%5Bsession_id%5D=447c58cb-dd26-4e71-8e17-9952523d1755&secure%5Btoken%5D=806b4c5061c8e1ff0c6d7595e87376739630fb534669c6c12458597334f470df&format=llm_user)

## ReportFYI Features
**Budget Creation**
- Data Import
- Budget Hierarchies
- Versioning
- Formulas
- What-If
- Budget Periods
- Real-Time Data

**Data Management**
- Data Import
- Data Consolidation
- Data Validation

**Financial Planning**
- Extended Planning
- Reporting
- Integration
- Self-Service Reporting

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Agentic AI - FP&A (Financial Planning & Analysis) **
- Proactive Assistance
- Decision Making

**Financial Insight**
- Budgeting
- Forecasting
- Planning
- Budgeting/Forecasting

**Budget Management**
- Consolidation
- Adjustments
- Workflows

**Reporting Structure**
- Reporting Hierarchy
- Report Templates
- Report Types

**Data**
- Data Visualization
- Data Analysis
- Custom Reporting
- Reporting Templates
- Real-Time Data

**Forecasting**
- Historical Data
- Reforecast
- Forecast Types
- Rolling Forecasts
- AI
- Generative AI

**Standard Analytics**
- Standard KPIs
- Standard Reports
- Financial Statements
- Drill Down

**Status Communication**
- Collaboration
- Version Control
- Real-Time Data Updates
- Scorecards
- Approval Process Control

**Analytics**
- Variance Analysis
- Forecasts Comparison
- Forward Looking
- Financial Analysis

**Custom Analytics**
- Dashboards
- Custom KPIs
- Custom Reports
- Self Service
- Multiple Entities

**Additional Functionality**
- Predictive Analytics
- Multi-Language
- Generative AI
- Currency Management
- AI Copilot
- User Management
- Project Management
- Risk Management
- Real-Time Analytics
- Audit Trail
- Tax Management
- Investment Management
- Transaction History
- Data Import/Export
- Fixed Asset Management
- Mobile Access
- Transaction Monitoring
- API
- Project Time Tracking
- Projections
- Consolidation/Roll-Up
- General Ledger
- Purchasing & Receiving
- Real-Time Monitoring
- Configurable Workflow
- Dashboard Creation
- Accounting
- Electronic Payments
- Revenue Recognition
- Invoice Management
- Compliance Management
- "What If" Scenarios
- Workflow Management
- Multi-Currency
- Planning Tools
- Visual Analytics
- Cash Management
- Customizable Reports
- Bank Reconciliation
- Invoice Processing
- Multi-Company
- For Investors & Traders
- Expense Tracking
- Purchase Order Management
- Access Controls/Permissions
- Activity Dashboard
- Reporting/Analytics
- Alerts/Notifications
- Billing & Invoicing
- Receipt Management
- Profit/Loss Statement
- Income & Balance Sheet
- Cash Flow Management

**Agentic AI - Budgeting and Forecasting**
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Financial Analysis**
- Cross-system Integration
- Decision Making

**Additional Functionality**
- Data Visualization
- Purchase Order Management
- Expense Management
- Ad hoc Reporting
- Multi-Company
- Profit/Loss Statement
- Workflow Management
- Access Controls/Permissions
- Customizable Reports
- Forecasting
- Dashboard Creation
- Self-Service Reporting
- Multi-Currency
- Financial Management
- "What If" Scenarios
- Asset Lifecycle Management
- Strategic Planning
- Visual Analytics
- Billing & Invoicing
- Real-Time Reporting
- Reporting/Analytics
- Receipt Management
- Scenario Planning
- Alerts/Notifications
- Collaboration Tools
- Version Control
- Activity Dashboard
- General Ledger
- Third-Party Integrations
- Consolidation/Roll-Up
- Drag & Drop
- Income & Balance Sheet
- Multi-Department/Project
- Accounting
- API
- Chart of Accounts
- AI Copilot
- Cash Management

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