Cloud Financial Reporting Built For Dynamics

The perfect replacement for Management
Reporter that is easy to use and easy to buy.

A computer screen displays financial data and charts with Telli, an AI assistant, appearing in a speech bubble: Hi, I'm Telli, your AI Assistant. How can I help you? Experience cloud-based reporting with instant integration.

Transform Your Financial Reporting with FYIsoft

FYIsoft delivers cloud-based financial reporting that integrates seamlessly with Microsoft Dynamics ERP systems, including D365 Business Central, GP, NAV, and Finance. Automate accurate, multi-entity reporting with one-click distribution, transaction-level drill-downs, and AI-driven insights for visual analysis and interpretation. Built on Microsoft technologies and designed with a familiar Management Reporter-like structure, FYIsoft streamlines financial reporting from start to finish.

Experience the future of financial reporting with FYIsoft—your trusted partner for Microsoft Dynamics financial solutions.

FYIsoft’s financial reporting software is natively built on Microsoft technologies, making it an easy, scalable and powerful cloud-based reporting solution for Dynamics customers. Designed to automate complex financial reporting with a familiar “rows, columns, trees” structure, FYIsoft streamlines the transition from Management Reporter or FRx while delivering even greater automation power.   With seamless integration, minimal learning curve, and proven results—reducing reporting time by 50%
or more—FYIsoft optimizes your Microsoft investment. Its unique synergy with Microsoft enhances
security, speed, performance, usability, and cost efficiency, minimizing IT burden and maximizing financial reporting efficiency.

Financial Reporting Software that Replaces Management Reporter

If you’re a Microsoft Dynamics user affected by the discontinuation of Management Reporter, FYIsoft is your ideal replacement.

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Seamless Integration

Effortlessly integrates with your existing Microsoft Dynamics ERP system, ensuring a smooth transition without disrupting your current workflows.
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Multi-Entity Reporting

Automate the consolidation of financial data across multiple entities, even with different charts of accounts or currencies, simplifying complex reporting structures.
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Automated Report Distribution

Distribute accurate, presentation-ready financial statements to stakeholders with a single click, reducing manual effort and the risk of errors.
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Enhanced Drill-Down Capabilities

Empower your team to access transaction-level details directly from reports, facilitating informed decision-making and efficient issue resolution.
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No Learning Curve

FYIsoft is so similar to Management Reporter that no learning curve is required! Users will find it intuitive to get started.
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Automated Conversion Tool

No report recreation required! FYIsoft has an automated conversion tool that can migrate your existing reports so you’re set up for success quickly.

Get Started with FYIsoft

Transitioning to FYIsoft is straightforward

Request A Demo

Experience our software firsthand by scheduling a personalized demo with our experts.

Implement with Support

Our dedicated support team will guide you through the integration process, ensuring a hassle-free deployment tailored to your organization's needs.

Convert Reports with Automation

Utilizing our Report Conversion Tool, our team will help you migrate your existing Management Reporter report. With an average accuracy of 80-90%, this conversion saves you significant time and effort.

Case Studies

FAQs

How does FYIsoft automate financial report generation in the cloud?

FYIsoft leverages Microsoft API’s to pull data from Microsoft Dynamics GP and Business Central, automatically generating consolidated financial statements and management reports. This eliminates manual exports, spreadsheet errors, and repetitive formatting tasks, allowing teams to produce accurate reports in seconds.

FYIsoft connects natively with both Microsoft Dynamics GP and Business Central through secure APIs. This ensures seamless synchronization of your general ledger, subledger, and entity-level data—no middleware or flat file uploads required. Integration updates occur automatically, so financial reports always reflect your most current data.

Yes. FYIsoft’s agentic AI assistant, Telli, is available to conduct deep financial analysis and suggest relevant KPIs, operational action plans, and trend insights. Telli identifies anomalies or variances across entities, helping finance teams spot potential issues before closing periods.

Absolutely. FYIsoft is built for complex organizations managing multiple entities, divisions, or currencies. The platform automatically consolidates results and applies currency translation rules, so global finance teams can deliver accurate consolidated reports with full audit trails.

FYIsoft is hosted in a SOC-compliant Azure cloud environment with role-based access controls, data encryption in transit and at rest, and multi-factor authentication. This ensures your financial data is protected while maintaining compliance with industry and corporate security standards.