FYIsoft is focused on simplifying even the most complex financial environments with software designed to streamline and automate the financial reporting and FP&A processes. Our AI-powered solutions for reporting, analytics and budgeting enable finance and accounting teams to speed and simplify their financial close cycle and make better data-driven decisions, with the reliability and convenience of one unified platform.

FYIsoft’s solutions are designed to be easy to use and fast to implement, whether deployed in the cloud or on-premises. All of our solutions are loaded with time-saving features including flexible general ledger integration, single sign-on, multi-entity consolidation, and multi-currency translation for multi-national companies.

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VP Sales

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FYIApp: Org Tree is powered by UiPath's Intelligent Automation Platform.  It streamlines and accelerates the Organization Tree feature within FYIsoft’s ReportFYI solution.  ReportFYI provides customers with the ability to create, consolidate, package, and distribute perfectly formatted financial reports within seconds - even in complex, multi-entity and multi G/L environments.  ReportFYI streamlines and accelerates multi-entity reporting by providing the ability to consolidate and report on multiple companies, locations, or departments with disparate GL data sources, chart of accounts, or fiscal calendars – even providing the ability to drill down into any account and view transaction-level details, 24/7 from any device.

Organizational Tree is a feature within ReportFYI that saves tremendous time whenever new reports are needed or reports need to be changed, which is frequently for many rapidly growing companies. However, for larger organizations with many entities, the initial set up of up this “Org Tree” structure requires an up-front time investment that customers may not be willing to make, which severely limits their ability to fully leverage the power of FYIsoft.  With this FYIApp, FYIsoft customers can easily set up reports independently, with the help of UiPath Bots, with very little learning curve, thus gaining the full time-saving advantages of ReportFYI.

This FYIApp unburdens the accounting staff from having to manually design, set up and maintain the organizational trees structure within ReportFYI - a UiPath Bot does the heavy lifting for them. The FYIApp provides automated workflows built on UiPath to save significant time and resources during the initial setup of the ReportFYI solution. Additionally, it is a valuable tool for viewing your organization’s financials in different ways, facilitating frequent company reorganizations, and easily accommodating merger and acquisition reorganization activities.

With the org structure in place, ReportFYI users can now make any changes with drag-and-drop ease.  For example, if Territory A moves from Branch Manager Sam to Branch Manager Sue, users simply drag the folder for Territory A from Sam’s hierarchy to Sue’s, and All Financial reports are instantly updated.  The same can be done if the chart of account changes: the new or changing account code can be “dragged” under its proper parent account grouping and all reports are instantly changed.

Please see a short video presenting the FYIApp https://youtu.be/m9Mr0mXu5bE.

This first FYIApp: Org Tree leverages UiPath Bots to make it easy to quickly set up and/or change organizational hierarchies, account codes, reports or structures within FYIsoft's ReportFYI.  This is especially beneficial for fast-growing, complex, multi-entity and multi G/L company environments.

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Visual Basic

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Initial report(s) set up to reflect the organizational structure. The app relies on the UiPath bots to set up the Org Tree feature within ReportFYI for near-instant report setup.

Report changes. With the org structure in place, any changes to reports, account codes or structures can be made in an instant.

Adhoc requests and Excel users. Users gain tremendous time savings with the ability to adapt to change, slice and dice reports, adjust for acquisitions, all with drag & drop ease.

The FYIApp, Org Tree, makes it easy for accountants to set up or change reports, account codes or structures within FYIsoft's financial reporting software, ReportFYI.

With the Org Tree structure in place, users can fully leverage the time-saving benefits of this feature with the ability to instantly change reports to reflect new accounts, acquisitions or organizational restructurings through a simple drag-and-drop.

Report Setup: Organizational Tree is a feature in ReportFYI that customers love. It saves tremendous time whenever new reports are needed or reports need to be changed, which is frequently for many companies. There is an upfront time investment needed to set up the initial structure. The Org Tree RPA automates much of this process.

Report Changes: Anyone charged with financial reporting knows that a simple change or ad hoc request can mean hours of work. The problem is compounded for Excel users. These types of changes are very time consuming and can be riddled with manual errors. With the ReportFYI Org Tree structure in place, these changes can be made instantly with a simple drag-and-drop.

FYIsoft’s leading financial reporting and FP&A solutions team with UiPath Bots to deliver intelligent automation designed to speed the financial close process.

Instantly Set Up or Change Financial Reports

FYIApp: Instantly Set-up or Change Financial Reports

FYIApp: Instantly Set-up or Change Financial Reports