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Simplified Financial Reporting for Any Industry
Finance teams across industries rely on Vivid Reports to automate financial reporting, improve visibility, and streamline budgeting — all within Excel using their existing ERP data.
- 60+ ERP Integrations
- 20+ Years Supporting Finance Teams
- 6.9/7 Rated Support
Automate Existing Financial Reports
Because Vivid enhances Excel instead of replacing it, finance teams can automate the reports they already use. With 60+ ERP integrations and flexible reporting logic, Vivid supports a wide range of industries — even those with unique or custom financial reports.
Manufacturing
Automate production, cost, and operational reporting while gaining real-time visibility into margins and performance across plants and product lines.
Learn MoreHealth & Long-Term Care
Streamline financial reporting and budgeting while gaining better visibility into program costs, funding, and operational performance.
Learn MoreMunicipal & Public Sector
Simplify fund accounting, improve transparency, and deliver accurate financial reporting to councils, boards, and stakeholders.
Learn MoreNonprofit Organizations
Track grants, funds, and programs with clear financial accountability while delivering accurate reports to boards, donors, and leadership.
Learn MoreSecurity
Automate financial reporting for monitoring, installation, and service operations while gaining clear visibility into recurring revenue, service contracts, and operational performance.
Learn MoreConstruction & Building Materials
Track branch performance, inventory-driven margins, and commodity cost shifts while automating reporting across locations, product lines, and entities.
Learn MoreTransportation & Logistics
Monitor route profitability, operational costs, and regional performance while automating financial reporting across locations.
Learn More….And many others!
From professional services to distribution, Vivid adapts to your existing financial models and reporting structures.
Financial Reporting & Budgeting Can Be Complex
Finance teams across industries face similar challenges:
Manual Excel reporting processes
Delayed financial insights due to disconnected systems
Difficulty consolidating data across locations or entities
Time-consuming budgeting and forecasting cycles
Limited visibility into operational performance
The challenge isn’t just complexity — it’s managing it manually.
Easily Navigate Changing Financial Data
Financial data changes constantly — new transactions, updated forecasts, and shifting operational conditions mean static spreadsheets quickly fall out of date.
With Vivid, you can:
Refresh reports instantly with live ERP data
Drill down from summary reports to transaction-level detail
Analyze trends, variances, and performance across periods without rebuilding spreadsheets
Simplify Consolidation Across Entities & Systems
As organizations grow, reporting often spans multiple companies, locations, or ERPs — making consolidation slow and error-prone.
With Vivid, you can:
Consolidate financial data across entities and departments
Maintain consistent reporting logic across every report
Generate consolidated reports instantly with one-click refresh
Improve Visibility Into Financial Performance
Leaders need fast access to reliable financial insights to guide decisions across the organization.
With Vivid, you can:
Analyze performance by department, product, project, or business unit
Drill into variances to understand what’s driving results
Deliver timely financial insights to managers and leadership
Build More Reliable Budgets & Forecasts
Budgeting and forecasting often require significant manual work when built entirely in spreadsheets.
With Vivid, you can:
Automate Excel-based budgeting workflows
Consolidate departmental budgets automatically
Compare actuals vs budget vs forecast in real time
Reduce Manual Excel Risk
Manual spreadsheet processes introduce version control issues, inconsistencies, and unnecessary rework.
With Vivid, you can:
Centralize reporting logic across all spreadsheets
Ensure consistent definitions across reports
Maintain Excel flexibility while adding structure and control
From Manual Reporting to Real-Time Financial Visibility
Finance teams don’t have time for complex implementations. With Vivid, organizations can go from setup to fully operational in as little as two weeks — leveraging the Excel environment their teams already know.
Step 1
Connect to Your ERP
Integrate directly with your ERP or accounting system.
No exports. No copy-pasting. No rebuilding reports.
Step 2
Automate Excel Reports
Enhance your existing templates. Pull live data into Excel automatically with one-click refresh.
Step 3
Drill Into Financial Detail
Click any number to explore transactions, departments, projects, locations, or operational drivers.
Step 4
Plan with Better Budgets
Build budgets and forecasts while comparing actual performance instantly using live ERP data.
Get A Closer Look: See How Vivid Works In Under 10 Minutes
Why Finance Teams Choose Vivid Reports
Financial Transparency for Leadership & Stakeholders
Finance teams must deliver clear, accurate reporting to leadership and stakeholders. Vivid makes it easy to generate reliable financial reports and dashboards directly from your ERP data.
Clear Visibility Into Financial Performance
Understanding what’s driving performance is critical. Vivid allows finance teams to analyze results by department, location, project, or operational driver with drill-down visibility.
Excel — Automated, Not Replaced
Finance teams rely on Excel for flexibility and control. Vivid enhances Excel with live ERP data and centralized reporting logic while preserving the workflows teams already trust.
Faster Budgeting & Planning
Budgeting and forecasting shouldn’t require rebuilding spreadsheets every cycle. Vivid streamlines planning so finance teams can compare actuals to budgets instantly and adjust plans with confidence.
Case Study
Cut Your Reporting Time from Weeks to Days
See how organizations like DSS Protection reduce reporting cycles from weeks to days with Vivid Reports.
Vivid Products
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.
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.
Frequently Asked Questions
How is VividCPM different from traditional reporting tools?
Unlike traditional BI or static reporting tools, VividCPM works natively in Excel, combining the flexibility finance teams love with automated data integrity from your ERP, and scalability to handle exceedingly complex situations. It’s fast to deploy, easy to learn, and built specifically for finance professionals.
Vivid’s Corporate Performance Management software is also distinctive in the depth of Excel integration. Where other tools generate pages in Excel, export to Excel, or use complex cell formula to get data into Excel, Vivid is true native Excel where a user can build any format they wish.
Does VividCPM work with MY accounting or ERP system?
Yes. Vivid integrates with leading systems such as Microsoft Dynamics (GP, NAV, BC, F&O, D365), Epicor, Sage (Intacct, 300,500, X3, PFW), Acumatica, NetSuite, SAP, SYSPRO – Vivid has well over 60 integrations in our VividSync Library. Configuring and testing Vivid for a new customer typically takes about 2 hours – with Vivid located on-prem, in a private cloud or as a Vivid hosted cloud solution.
If your ERP is not already in VividSync we are constantly working with customers that have bespoke needs to get them the outcome they need.
I'm building a business case, what are the proven gains from implementing Vivid?
From customer quotes – the provable gains of Vivid are:
1. Faster Reporting and Close Cycles
Finance teams using Vivid consistently cut reporting and month-end close times by 50–80%. Automated updates and real-time ERP connections eliminate the need for manual data exports, copy-paste work, or multiple spreadsheet versions. On average, 25% of the controller’s time is freed as a result of Vivid.
2. Dramatic Time Savings in Budgeting
Organizations report reducing their budget cycles from six weeks to one week. Shared templates, centralized data, and built-in audit tools remove the inefficiencies of email-based spreadsheets. With this dramatic reduction in time, Vivid enables companies to consider advanced or continuous forecasting where this would have been unapproachable before.
3. Total Confidence in Data Accuracy
Every report in Vivid is connected directly to your accounting database – and – Vivid centrally manages the account definitions so numbers are always correct and traceable. Users gain a single version of the truth that eliminates reconciliation errors and manual refreshes – and – every spreadsheet across the customer shows the right information. Unlike other solutions, Vivid is first and foremost designed for bullet-proof period reporting of complex consolidated financial data.
4. Financial Self-Service
In a survey of Vivid customers, we found that 10% of the finance team’s time is consumed by answering questions that users could answer for themselves. User self service through Vivid increases financial acumen across the company, reduces the load on finance teams, radically improves the budgeting process and makes financials a forward-looking management tool rather than a historical reporting function.
Who benefits most from Vivid?
Vivid scales well from the single-person in finance at a school board or not-for-profit up to thousands of users or a dozen currencies without performance degradation. For small teams – it’s about getting more done with less, automating rather than being reliant on only one person knowing how to do reports, and having simple, approachable tools to respond quickly to inquiries.
Mid-sized and large Vivid customers typically have multiple entities, or multiple currencies, or acquisitions, or multiple ERP, or large reporting trees, or a lot of change, or complexity in the segment analysis – something makes the manual effort of producing reports time consuming. For these customers, the gains are 1) “speed!” – significant time savings in preparing financials as well as the time to close ; 2) Bullet-proof financials even in the face of severe complexity; 3) Decentralization, visibility and operational alignment – Vivid enables far more participation in using financial statements and participating in budgeting; and 4) future-proofing financial operations – Vivid makes organizations far more adaptive to change.
We're considering an ERP migration, what happens with Vivid?
Stay confident in your numbers before, during, and after your ERP transition
Migrating to a new ERP system is one of the most disruptive projects a finance team can face. Reporting, consolidation, and budgeting often stall while systems are being reconfigured — but they don’t have to. Vivid is fully transferable, your first call should be to your Vivid team solutions consultant who can help you significantly reduce risk and stress through the systems change.
Remember: VividCPM keeps financial visibility intact through every stage of the transition.
1. Bridge Old and New Systems Seamlessly
VividCPM connects directly to multiple ERP databases, so you can report and consolidate from both your legacy and new systems in a single view. That means you can continue producing management reports, board packages, and budgets — even while data is being migrated or validated.
Combine financials from old and new ERPs during parallel runs
Validate balances and trial data between systems in real time
Maintain consistent chart-of-account structures across both environments
2. Accelerate ERP Implementation, Data Validation and Reconciliation
Migrating to Vivid prior to an ERP change requires very little time – however – it frees significant amounts of time for the finance team juggling monthly closing while also doing the work of an ERP migration. This increase in availability not only significantly de-risks ERP implementation, it means the finance team is not learning both the new ERP and a new reporting platform simultaneously.
Additional gains – Vivid is part of your validation plans
Data migration errors are one of the top causes of ERP project delays. With VividCPM, finance teams can verify migrated data instantly by running side-by-side comparisons of GL accounts, entities, or periods — directly in Excel.
Detect missing or duplicated accounts, confirm that balances tie out, and sign off on migration accuracy faster and with full audit transparency.
3. Preserve Reporting Continuity
Most teams lose months rebuilding reports after a system change. Vivid eliminates that downtime. Your existing Vivid reports and templates remain usable — they simply point to the new ERP once its connection is established. This doesn’t mean that you don’t have remapping to do if the underlying chart of accounts changes – but the time to be live with comparative year-over-year reports is hours or days, not months.
This means your standard Income Statements, Balance Sheets, and department reports stay consistent before and after go-live, with no rework required on the base report layouts.
4. Enable Budgeting and Forecasting Mid-Migration
ERP changes don’t stop business planning. With Vivid’s centralized budgeting tools, you can continue your forecast and budget cycles without waiting for the new ERP to be live.
Budgets can even be mapped across old and new account structures, keeping your planning data consistent for year-over-year comparisons.
5. Reduce Risk and Dependence on IT
Because Vivid operates independently of the ERP’s native reporting tools, your finance team can keep working confidently while IT manages the migration.
No waiting for new cubes or reports to be built. No dependency on consultants. Vivid becomes your continuity layer for reporting and control.
Real-World Outcomes
Maintain uninterrupted monthly reporting throughout ERP transitions
Verify and reconcile migrated data in hours, not weeks
Eliminate report rebuild costs and delays
Preserve trusted KPIs and board reports from day one of go-live
Does VividCPM support multi-company or multi-currency reporting?
Yes. Vivid CPM handles hundreds of entities, dozens of currencies, and even multiple fiscal years with ease. It automatically applies exchange rates and consolidates results. Vivid can also:
- easily manage complex nested reporting trees.
- manage sophisticated segmentation and show 10 segments on a single report
- use control panels on reports to easily flip between views of any of the the above in within the same report template.
What is Vivid Budgeting?
Vivid Budgeting is an add-on to VividCPM that lets you create, manage, and analyze budgets directly in Excel using your live financial data. It connects to your ERP data to populate budget templates with historical data, and let’s managers enter their budget data into the familiar excel templates they’ve always used. Behind the scenes, Vivid manages version control, data validation, input consolidation, auditability, comments and assumption management, while also providing managers with powerful tools to support the budgeting process.
Can I budget at different levels of detail?
Yes. You can budget at any level — from summarized departmental totals to detailed account-by-account planning — or functional budgeting, or product-based, or project based, at any level of granularity you choose. Vivid’s team will help you set up the filters and templates that align with your needs, and show you how to evolve toward increasingly sophisticated and accurate budgets.
How does Vivid Budgeting handle manager collaboration?
Multiple users can work in parallel using controlled access and user-level security. Budget data is entered into Excel, Vivid collects and stores inputs into a central SQL database, and executives have consistency and auditability while eliminating spreadsheet version chaos. Version control, iteration locking and template distribution are all managed by Vivid.
Clients can have 1 person entering all budget details – or hundreds of participants in a fully distributed budgeting process… you are in control and decide the level of collaboration.
Can I compare actuals to budget in real time?
Absolutely. Actuals, budgets, and forecasts are all available side-by-side in VividCPM reports. Changes in your ERP or budget are reflected instantly when you refresh your report.
Can VividCPM Budgeting support dynanic forecasting?
Yes. Vivid supports rolling forecasts, quarterly updates, and scenario modeling — allowing you to plan continuously throughout the year, not just at budget season. Customers can have as many budgets, scenarios, plans or stored models as they wish.
Vivid is exceptional for dynamic forecasting – supplying the functionality Excel specifically needs to blend budget, actual, and dynamic planning data into a single spreadsheet that automatically updates. No more rebuilding spreadsheets each month – just push refresh to advance the month.
How secure is my financial data in VividCPM?
For our customers demanding the highest level of security – your data never leaves your environment. Access is managed through SQL security, Windows authentication, and user-level role-based permissions — ensuring that users only see what they’re authorized to view.
For customers using Vivid cloud-based systems, Vivid’s hosted environment on Azure is secured using Microsoft’s enterprise-grade controls — including network isolation, encrypted data storage, and continuous security monitoring. Access is tightly governed through Vivid’s role-based access, and SOC 2–aligned operational practices.
How is user access control managed
Vivid has fine grained user access management to organize user access by any combination of:
- Segment / Dimension
- Account
- Drill-down rights
In this method a user could be restricted to only their divisional information, or not have drill-down rights on payroll accounts, or only see product related information or only their information on a function within a department within a company.
Vivid’s secure access provides clients control over access to financial data.
How do I manage access to financial reports?
Vivid can work in a number of ways:
- Access is controlled by your corporate file system access or Microsoft password files governance.
- Data access is controlled by Vivid. A template might be generally available on a report server, but anyone looking at the file only sees the information they are allowed to see.
- File access is controlled by Vivid. For board or other governance reports, Vivid has an additional layer of security to ensure core reports are centralized and secure.
- Multi-Divisional Management. Larger clients look to Vivid to provide multi-dimensional management where certain account definitions and reporting remain standardized across the company or group of companies, while others are owned at the company level. MDM assures governance of standards alongside the flexibility of localization.