Simplify Your Business Central Reporting with FYIsoft: A Seamless Path from Management Reporter

Contributed by FYIsoft, in partnership with Crestwood Associates

If you are a Crestwood client making the move from Dynamics GP and Management Reporter to Business Central, one of the biggest surprises may be what you’re leaving behind: your trusted financial reporting tool.

While Business Central is a powerful ERP, many customers quickly discover that the native reporting options fall short, especially for multi-company reporting. When evaluating alternative reporting solutions, the frustrations mount when customers realize how much they miss the simplistic power they previously enjoyed with Management Reporter. FYIsoft is here to fix that.

FYIsoft for Business Central: The Ideal Management Reporter Replacement

FYIsoft’s solution for Business Central reporting, ReportFYI was purpose-built for finance teams making the move to the cloud. For customers who relied on Management Reporter, our solution delivers the best of both worlds: a familiar experience with modern capabilities — all available through our new partnership with Crestwood Associates.

  • Reliable performance and schedules
  • Consistent quality
  • Alignment with project expectations and organization objectives

Acumatica’s built-in tools provide the data visibility needed to evaluate and strengthen these partnerships.

What makes FYIsoft the smart choice?

  • Familiar rows, columns, and trees: We mirror the “rows, columns, trees” structure you already know from Management Reporter, so there’s minimal retraining.
  • Automated report conversion: You can bring your existing Management Reporter reports directly into FYIsoft — avoiding the weeks of time it would take to rebuild from scratch.
  • Fast onboarding: FYIsoft is an easy integration with Business Central, and most teams are fully trained and operational in just a few short sessions.

As soon as I saw FYIsoft’s demo, I finally knew what I had been missing. It was the ‘trees’ component that no other solution offered. I was sold.

Going Beyond Management Reporter

FYIsoft not only replaces what you had — it adds automation and intelligence that transforms your entire reporting process:

  • Multi-entity reporting and consolidation to easily analyze and report by individual entity, consolidated rollup(s), or anything in between with just a few clicks
  • Automated formatting to save hours of manual work
  • One-click distribution to the right users — securely and instantly
  • Drill-down to transaction-level detail for any org tree level, including scanned invoices
  • Flexible exports (online, Excel, PDF) tailored for every stakeholder
  • Integrated budgeting and analytics that work seamlessly with your reports

"With Management Reporter, there was still a lot of manual work after we ran reports. With FYIsoft, it’s just a click of a button to create and send everything."

A Proven Path for Dynamics GP to Business Central Transitions

This is where our partnership with Crestwood makes all the difference. Together, we offer a streamlined migration experience for clients moving from GP to Business Central — eliminating the pain of lost reporting functionality.

In fact, one Business Central customer managing 80 entities saw their reporting time cut in half after switching to FYIsoft. With Crestwood managing your ERP implementation and FYIsoft powering your financial reporting, your team gets a solution that works right out of the gate.

Ready to See the Difference?

As a Crestwood client, you have direct access to FYIsoft through our partnership — and we’re excited to help you get started.

Contact your Crestwood Customer Success Manager or email sales@crestwood.com about adding FYIsoft to your Business Central implementation

MR reporting

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FYIsoft + Crestwood: Delivering the reporting power Business Central customers deserve.

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Author

  • Chloe

    Senior Marketing Manager & Partnerships Leader at Crestwood Associates | MBA Candidate, University of Miami | ERP, AI & Business Applications GTM Strategy

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