FYIsoft AI features and pricing (October 2026)

FYIsoft makes financial reporting, budgeting and data integration software for companies on mid-market ERPs. Its AI financial analyst Telli reads ReportFYI reports, writes commentary with recommended actions, answers questions in chat and flags anomalies.

The suite consists of ReportFYI for financial reporting, BudgetFYI for budgeting, DataStreamFYI for analytics and ConnectFYI for data integration. FYIsoft connects to Microsoft Dynamics, NetSuite, Acumatica, Epicor, Infor, Sage, PDI Enterprise and Aptean WorkWise, and runs a separate site for Microsoft customers. The company is based in Naples, Florida. Telli, the AI financial analyst, currently works with ReportFYI reports and runs within the customer's designated tenant, according to the vendor.

• Analyzes whole financial reportsTelli reads a ReportFYI financial report as a whole and understands rollups, consolidations and hierarchies down to GL, segment and entity level. Controllers can compare locations, departments and entities without building each comparison by hand.
• Drafts commentary with actionsFor each finding, Telli writes commentary that explains what it found, why it matters, the impact and a recommended action. The monthly management report gets a first narrative that finance reviews instead of writing from scratch.
• Answers questions in chatTelli Chat lets users hold a real-time conversation with their financial data. Managers who need one figure or one explanation ask directly instead of waiting for finance to run another report.
• Flags anomalies and tracks KPIsTelli identifies abnormal values and tracks KPIs, metrics and financial health indicators, and it exports results to Word, Excel, PDF, PowerPoint or a dashboard. Unusual figures reach the finance lead before the report is distributed.

• Connects to a wide set of mid-market ERPs, including Epicor, Infor, Acumatica, PDI Enterprise and Aptean WorkWise, next to Dynamics and NetSuite.
• Telli runs within the customer's designated tenant and does not train public AI models, according to the vendor.
• Reporting, budgeting, analytics and ETL come from one vendor as separate modules.

FYIsoft is based in Naples, Florida, and connects mainly to ERPs common in the United States, such as NetSuite, Acumatica and Microsoft Dynamics.

Telli is currently limited to ReportFYI customers, so the AI features require the reporting module. FYIsoft says it is SOC 2 certified but does not state the report type or hosting region, so ask for the report and the data location. Check that your ERP is on the supported list, and ask which language model powers Telli and under which contract terms.

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