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ReportFYI

ReportFYI

Overview

What is ReportFYI?

ReportFYI is designed to increase productivity through a smart and dynamic design that streamlines the report generation process end to end. The vendor says this solution is ideal for CFOs, accountants, and companies of any size. The vendor’s value proposition…

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Pricing

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What is ReportFYI?

ReportFYI is designed to increase productivity through a smart and dynamic design that streamlines the report generation process end to end. The vendor says this solution is ideal for CFOs, accountants, and companies of any size. The vendor’s value proposition is that their report…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is ReportFYI?

ReportFYI is designed to increase productivity through a smart and dynamic design that streamlines the report generation process end to end. The vendor says this solution is ideal for CFOs, accountants, and companies of any size.

The vendor’s value proposition is that their report writer is secure, 100% web-based, requires zero client-side deployment, and is available 24/7 from anywhere.

According to the vendor, key business benefits include:

  • Integrates with Excel and all major general ledger systems.
  • Dynamically pulls in data from multiple sources and formats.
  • Auditing component ensures general ledger accounts are not duplicated or missing.
  • User-friendly interface allows reports to be created by finance professionals instead of IT.
  • Permission controls secure user access to data, report components, and organizational trees.
  • Windows authentication determines access to the application.
  • Reports use familiar concepts like rows, columns, and organizational trees.
  • Centralized templates provide uniformly branded reports.
  • Single-click access to summaries, account details, and transactional data.
  • Automated bursting to schedule distribution run-times, formats, and recipients.
  • Multi-company consolidations (different currencies, account numbers, and calendars).


ReportFYI Features

Reporting & Analytics Features

  • Supported: Standard reports
  • Supported: Custom reports

Customization Features

  • Supported: API for custom integration
  • Supported: Plug-ins

Security Features

  • Supported: Role-based user permissions
  • Supported: Multi-factor authentication
  • Supported: User-level audit trail

Additional Features

  • Supported: Financial Reporting
  • Supported: Automated Report Distribution

ReportFYI Screenshots

Screenshot of ReportFYI streamlines the report generation process end to end, and is ideal for CFOs, accountants, and companies of any size.Screenshot of Distribute reports based on permissions, interests, departments, and locations at designated dates and times.Screenshot of Customize reports by relevant content, format, and delivery method so management has the information they need, the way they want it.

ReportFYI Integrations

ReportFYI Competitors

ReportFYI Technical Details

Deployment TypesOn-premise
Operating SystemsWindows
Mobile ApplicationNo

ReportFYI Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)0%
Mid-Size Companies (51-500 employees)50%
Enterprises (more than 500 employees)50%
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Comparisons

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Reviews

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