Simplify Financial Reporting & Budgeting Without Leaving Excel
Say goodbye to manual exports, endless vlookups, and broken spreadsheet links. Vivid Reports connects directly to your ERP, so you can build, analyze, and share reports with confidence.
Financial reporting software built for finance teams.
Report, consolidate, analyze, and budget directly in Excel®.
Eliminate Manual Reporting Work
Link your existing Excel reports to live ERP data. No more copy and paste errors, exports or version mix-ups.
Consolidate & Close With Confidence
Easily pull everything together across entities, currencies, year ends, and ERPs—so your team can get reporting out on time and feel confident about the numbers.
Analyze & Go Behind The Number
Drill into journal entries, track variances, see invoices and give managers the answers they need instantly.
Accelerate Budget Cycles & Forecasting
Build, revise, and share budgets in hours—not weeks—with real-time visibility, version control, and built-in scenario analysis.
Fix Years of Reporting Pain in Weeks
Customers love how fast Vivid is to implement, many go from setup to fully operational in two weeks.
Set Goals
Assess reporting needs, align stakeholders, and plan your ERP data integration.
Connect ERP Data
Vivid links your financial system to its data warehouse in about 2 hours.
Automate Key Reports
Vivid trains teams using their own reports, automating manual Excel workflows.
Grow Beyond Initial Goals
Expand from reporting to deep analysis and budgeting, without leaving Excel.
Integrations
Vivid integrates with 60+ ERPs and leading tools for multi-entity management and paperless AP.
With You Every Step of the Way
When you choose Vivid, you’re not just getting a product. You’re gaining a long-term partner who listens, responds, and evolves with you.
Rated 6.97 out of 7 for Support
Chat with real people. Vivid’s support team is fast, has deep product knowledge, and a genuine commitment to helping finance teams succeed.
Results That Speak For Themselves
Don’t just take our word for it.
Read how controllers, CFOs, and analysts transformed their financial reporting and budgeting with Vivid.
Financial Reporting Software
Whether you're building reports, managing budgets, or analyzing results, Vivid makes it simple.
Financial Data
Transform Excel into a powerful, secure workspace for financial reporting, budgeting, and analysis with Vivid Reports.
Operational Data
Get direct access to your data from within Excel, so you can build operational reports without the manual export.
Questions finance teams ask about Vivid Reports
What is Vivid Reports?
Vivid Reports is an ERP-agnostic financial data warehouse with native Excel integration that finance teams use for reporting, budgeting, and FP&A. It connects to one or more financial systems, consolidates across currencies, entities, and ERPs, and turns Excel into a live reporting surface where every number is refreshable and traceable, drillable from report line down to account, transaction, trend, variance, and the underlying invoice.
What makes Vivid different?
Vivid holds your financial model once, centrally, in a form that is easy for finance to define. Every report draws from that shared logic instead of rebuilding it. When finance makes one change, like adding a GL account, it flows to every spreadsheet in the company automatically. Define the model once, build it simply, use it everywhere.
Most reporting tools work the other way. They rebuild your financial model inside every spreadsheet cell and every SQL query, so the logic lives in a thousand places. That is why two reports can show different numbers, and why one organizational change means editing reports or dashboards for weeks.
That distinction is powerful because it gets directly to the CFO consequence of the alternatives: with cell references, BI systems, or ERP-based systems, complexity grows with each spreadsheet, visualization widget, SQL query, or report created. With Vivid, the model absorbs the complexity, so reports and the ability to maintain integrity between them stay simple when things change.
Does Vivid Reports replace our ERP?
No. Your ERP stays exactly where it is and remains your system of record. Vivid is the reporting, budgeting, and analysis layer that sits on top of it.
Because Vivid holds the reporting logic, your system data becomes meaningful, and Vivid becomes your single source of truth to power reporting and other communication channels like dashboards, BI tools, PowerPoint, or board decks.
What Vivid replaces is the manual work between the ledger and the report: downloading transactions, pasting them into templates, recalculating, looking things up, QC-ing the result, and redoing it all when something changes. Instead, Vivid pulls the figures straight into Excel, live, and correct everywhere at once.
How is Vivid's approach to budgeting different from other systems?
Two things set it apart. Vivid treats budgeting as an extension of your reporting system rather than a separate one, and it treats budgeting as a collaborative process rather than a governance process.
First, Vivid treats budgeting as an extension of your reporting system, not a separate one. Because budgeting sits on the same architecture as your reports, you reuse the components you have already built and add to them, instead of rebuilding a second model from scratch. That makes the step from reporting to budgeting to scenarios, forecasts, and continuous forecasting far faster. There is no separate consolidation stage, and the templates that collect budget input are often the same ones people already use to report, so it is familiar from day one.
Second, most vendors treat budgeting as a governance process; Vivid treats it as a collaborative one. Other platforms build budgeting as a separate system focused on control and sign-off. Vivid focuses on collecting input from management, together, in a form they already understand. That is why Vivid often runs alongside an ERP’s own budgeting module. ERPs rarely offer a simple way to gather budget input collaboratively, and many fall back on emailed Excel templates. Vivid fills that gap.
Do we keep using Excel with Vivid Reports?
Yes. Vivid runs inside Excel, so your team keeps the flexibility and reports muscle they already have. There is no separate portal to learn and no rebuilding of reports from the ground up in a different system when Vivid is implemented.
This is real native Excel rather than a watered-down export. The difference is what is behind the cells. When Vivid is implemented, reports pull live from your ERP and refresh right in the Excel workbook, so the numbers are connected, not hand-keyed. No copy-paste, no transposition errors. Your team can build models as sophisticated as they want, while we ensure the data underneath stays trustworthy.
Do we have to maintain complex Excel formulas to keep our reports working?
No. You can still use any Excel formula, formatting, calculation, or Excel plugin you want in a Vivid report. That is yours.
What you avoid is what other systems force on you: burying a fragile data-retrieval formula in every cell to pull from the ERP. In Vivid, the reporting logic lives in one place, and you precisely control where data goes into Excel. Logic is not scattered across thousands of cells and dozens of files, nor is data randomly extracted or simply downloaded.
Think of Vivid as making Excel a living extension of your financial system, augmented by centralized logic. Changing an account definition once updates every report at the same time. There are no cell-by-cell formulas to babysit, and no IT ticket needed to make a change. It also means big reports refresh fast, instead of recalculating every cell one at a time.
What ERPs does Vivid Reports work with?
Vivid connects to more than 60 ERPs, and works with both cloud-native and on-premise systems seamlessly.
Supported systems include Microsoft Dynamics GP, Business Central, NAV, and F&O (Dynamics 365), along with SYSPRO, Epicor, Sage Intacct and most members of the Sage family of products, NetSuite, the SAP family of products, various QuickBooks products including QBO, and dozens of industry-centric ERPs.
How does Vivid work with Power BI?
Vivid and Power BI work well together because they do different jobs. Power BI is built to broadcast a fixed view of data to a wide audience. Vivid is built to curate financial data into a trustworthy, finance-owned source of truth, which is exactly what Power BI needs underneath it.
So Vivid often feeds Power BI. Clients push curated Vivid data into it through our integration, or we advise on building client-specific connectors. Seasoned Power BI teams value this, because it hands them a clean, consolidated financial source instead of one they have to construct themselves.
Without that, analytics teams carry the whole burden: building complex DAX and data pipelines, and re-maintaining the roll-ups every time the business changes. Power BI also cannot easily be recombined on the fly, so the moment finance needs to get under an analysis and see what is actually driving a number, they are stuck. With Vivid, Excel becomes that flexible extension: the deep, ad-hoc analysis a broadcast dashboard was never designed to do.
Can Vivid Reports handle a multi-entity business?
Yes, including the genuinely hard version. Vivid consolidates across brands, subsidiaries, entities, and currencies, and even across different ERPs, year-ends, or charts of accounts. Consolidated reporting on an acquisition that is not yet migrated onto one system can be done.
Not every organization needs the complexity of what Vivid can do, but it adds flexibility and scalability right when you need it. Vivid draws everything into a single, consistent view, replacing the manual roll-ups between workbooks that multi-entity teams live with today.
The single source approach matters because every stakeholder needs the numbers cut differently: management, compliance, the executive team, the board, partners, analytics. Yet all of it has to reconcile to one source of truth, with every figure traceable back to where it came from.
The proof shows up in reverse. Most finance teams spend hours re-checking reports against the ERP, hunting for transposition errors they made by hand. Vivid customers describe the opposite: they trust the report enough that when it disagrees with the ERP, they use the discrepancy to find the error in the ERP.
Can I drill into the detail behind a number?
Yes. From any figure in a statement, you can drill straight down to the account balances, the individual transactions, the transaction detail, and all the way to the invoices behind it.
You can follow a variance to the exact transaction that caused it, view the trend over time, look at an individual business unit or consolidated findings, or pivot across departments and divisions, all without leaving one worksheet.
What companies get most value from using Vivid?
Vivid delivers most value to finance teams that run heavily on Excel, because heavy Excel use is usually a symptom of a structural problem. The simplest test is how many of your reports live in Excel.
Heavy Excel use is usually a symptom of one of these:
- ERP data cannot be consolidated or reshaped into the form the business actually needs to consume
- Consolidation is hard because of multiple entities, divisions, currencies, ERPs, or charts of accounts
- Finance has to build and refresh complex Excel models for decision-making, or compliance and covenant reporting, every month
- Many divisions or entities mean manually preparing and distributing reports to each one, every period
If that sounds familiar, Vivid’s value shows up in four ways:
- Confidence in the data. every number traceable to its source.
- Endless recombination. reshape and re-cut without ever leaving a single Excel template.
- Answers on demand. “what’s behind that number?” in a click.
- Future-proofing. against staff turnover, ERP changes, and business change.
And underneath all of it: finance gets its capacity back.
Where is Vivid not going to add value for my team?
Vivid’s value scales with change and complexity. Where there is little of either, it is genuinely hard to justify, and we would rather tell you that up front. A few cases where Vivid probably is not the right fit:
- Your business is genuinely simple. One entity, one currency, one ERP, one division. In that case, the reports straight from your ERP are usually adequate, and a manual process that takes an hour or two a month is not worth changing. If that hour or two has quietly grown into several days, you have likely outgrown it, and that is a different conversation.
- You just want to visualize a static data feed. Vivid makes data dynamically drillable, sliceable, and reusable. That is its strength. If all you need is a dashboard on top of a fixed extract, that is more than you need us for.
- A large IT analytics team already owns your data model. If your technology group is set up to build and own reporting in a warehouse or BI stack, that is their domain. Worth knowing, though: even here, Vivid can feed a system like Power BI with curated views, with the difference that the model stays owned by finance, not handed to IT.
- The other end of the scale. Vivid runs everything from a single financial officer at a school board to serious size: clients with 600+ finance users, 2,200 report variations a month, 70 million GL transactions, publicly traded and SOC 2 Type 2 environments, and some well beyond all of that. But there is a ceiling worth being honest about. We are not going to be the core financial reporting system for a Fortune 100 multinational. Organizations at that scale run bespoke, industrial-grade data infrastructure, and that is a different job than ours. Vivid is built to give finance teams a system they own and control, rather than to replace a bank’s enterprise data platform. If it is too big we will either tell you, or run a proof of concept to prove that it is not too big at all.
How long does Vivid Reports take to implement?
Clients are typically up and running with at least one live, refreshable report within a two-week sprint. Implementation is rapid and iterative rather than one long project.
It is fast because there is nothing to rip out. Vivid works with your existing ERP and inside Excel, so there is no system migration, no big-bang data warehouse, and no re-keying to create data-quality problems in the first place.
With each cycle, your finance team builds reusable reporting components and places them onto reports, turning static spreadsheets into live templates. The result compounds. Every report you build frees up finance capacity to build the next, and each one is faster than the last.
How does Vivid Reports save finance time?
Vivid removes the manual work that eats every close: exporting data, re-keying it, checking it for errors, and stitching spreadsheets together period after period. Reports refresh straight from the ERP and managers pull their own answers, which frees finance to spend its time on analysis instead of assembly.
The effect is measurable. Finance teams using Vivid consistently cut reporting and month-end close times by 50 to 80 percent, and on average 25 percent of the controller’s time is freed as a result.
What is it like to work with the Vivid team?
Two things you can measure. Vivid is rated 4.9 on G2 and scores 6.97 out of 7 on customer effort score, the measure of how easy it is to get what you need in any given interaction. And clients get direct access to expert advice rather than a ticket queue.
It is genuinely low-effort to get things done. That score is not an accident. Vivid is set up for fast access to expert advice with fewer handoffs between departments, so you are not bounced around to get a straight answer. Plenty of vendors claim great support, then take days to reply and ration access to anyone who actually knows the product.
Advice flows freely. Clients routinely call on the Vivid team to talk through what is next: how to tune and improve reporting, plan for an ERP change, or optimize speed. These are deep-expertise conversations, not ticket-queue ones. And rather than getting passed around, every account has a single point person, a quarterback, who stays with you, backed by technical support and client success, to keep your day-to-day improvement on track.
What should I expect from Vivid when I talk to them?
Expect a conversation rather than a pitch. Executives who talk to us tend to notice two things.
We ask real questions, and actually listen to the answers. The questions are not a lead-in to a demo. They are us trying to understand what is really happening in your process. There is always an honest undercurrent of figuring out whether Vivid is right for your situation, and if it is not, we will tell you.
You are talking to an expert, not a closer. Vivid’s salespeople are genuine reporting and budgeting experts, and the person you speak with stays with your account as your primary onboarding resource, trainer, and in some cases your report builder. Which means they have every reason to be straight with you: they are the ones who have to make it work.
Book a personalized demo and discover how VividCPM can streamline your reporting, consolidation, and analysis—without leaving Excel.