ConnectFYI®: Financial Data Consolidation—Simplified

Automate Data Integration for Reporting, Analytics and AI with Zero IT Effort

Stop Cleaning Data. Start Using It.

ConnectFYI is FYIsoft’s purpose-built ETL engine that automates the integration and standardization of data from your general ledgers—no matter how many entities or systems you manage. Designed for finance teams and Microsoft Partners who need accuracy and speed, ConnectFYI transforms fragmented financial data into a single, trusted source for reporting, analytics, and AI—so you can finally stop cleaning data and start using it.

Put Data Consolidation on Autopilot

ConnectFYI automates the complex task of standardizing and integrating financial data across multiple general ledger systems—ensuring your data is always ready for reporting, analytics, and AI. 

Here’s how it works:

Integration

ConnectFYI integrates directly with one or more general ledger systems.

Transform Data

The solution transforms your financial data into a standardized, reporting-ready format.

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Secure Storage

Transformed data is stored securely in FYIsoft’s Reporting DataMart, where it can be instantly accessed by ReportFYI or used for budgeting, analytics, and AI models.

DataStreamFYI

This multi-entity GL data can also be integrated with BI tools through DataStreamFYI for advanced visualization and analysis.

Simplify consolidation and reporting of multi-entity data—with technology that understands the complexity of accounting. 

Consolidate Complex Financial Data in Minutes

Unlike generic ETL tools, ConnectFYI was built for finance. It understands accounting structures, entity hierarchies, and intercompany relationships—automating the extraction, transformation, and normalization of data with unparalleled speed and accuracy.

Whether you’re a Microsoft customer managing complex consolidations or a Partner integrating multiple systems for clients, ConnectFYI delivers the flexibility you need through three integration methods:

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FYIsoft DataMart

Map and transfer GL data directly into the FYIsoft DataMart. Automate transfers on a schedule or execute them on demand for real-time visibility.
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DirectFYI Connect

Enable seamless integration through database views or triggers, giving you immediate access to live financial data in FYIsoft reports.

Cloud API

Connect general ledger data through an API for seamless integration by your development team or Microsoft Partner. 

Experience the difference of an ETL engine designed for financial intelligence—not just data movement.

Built for Microsoft End Users and Partners

FYIsoft’s financial reporting platform integrates seamlessly with Microsoft Dynamics GP, Business Central, and other ERP systems. ConnectFYI ensures your data flows effortlessly between systems—empowering you to deliver faster, more accurate reporting and analytics.