INDUSTRY: TRANSPORTATION & LOGISTICS
Simplifying Financial Reporting for Transportation & Logistics
Automate reporting, budgeting, and forecasting without leaving Excel®.
Transportation and logistics finance teams manage fuel volatility, fleet costs, regional operations, and multi-entity reporting. Vivid connects to your ERP and automates reporting in Excel — giving you up-to-date visibility into performance and cost drivers.
- 60+ ERP Integrations
- 20+ Years Supporting Finance Teams
- 6.9/7 Rated Support
See More Before A Demo ➜
Designed for Transportation & Logistics Finance Teams
Fuel costs shift fast, operations span multiple locations, and margins stay tight. Vivid Reports automates financial reporting in Excel® so your team spends less time rebuilding spreadsheets and more time making profitable decisions.
Trucking & Freight Carriers
Track route profitability, manage fuel volatility, and streamline multi-location reporting without manual consolidation.
Logistics & Distribution
Consolidate financials across warehouses and regions while maintaining visibility into cost drivers.
Asset-Heavy Operations
Report on fleet maintenance, capital assets, and depreciation with centralized, drillable financial logic.
Multi-Region & Multi-Entity Companies
Unify financial reporting across divisions — even across different ERPs.
Transportation & Logistics Reporting Is Operationally Complex
Finance teams face constant pressure:
Fuel price volatility
Fleet maintenance and asset tracking
Regional and route-level profitability analysis
Multi-entity consolidation
Margin pressure in competitive markets
Budgeting in volatile conditions
The challenge isn’t just complexity — it’s managing it manually.
Easily Navigate Changing Fuel & Operating Costs
Fuel prices, labor shifts, tolls, insurance, and maintenance costs fluctuate constantly — static reports can’t keep up.
With Vivid, you can:
Drill into cost drivers by route, fleet, or region
Refresh reports instantly with live ERP data
Analyze trends across periods without rebuilding spreadsheets
Simplify Consolidation Across Locations & Entities
Multi-location operations and acquisitions create reporting fragmentation.
With Vivid, you can:
Automate roll-ups across entities and regions
Standardize reporting logic across divisions
Eliminate manual month-end consolidation work
Gain Clearer Visibility Into Route & Regional Profitability
Understanding margin by route, customer, or region is critical — but difficult to see in static ERP reports.
With Vivid, you can:
Drill into profitability at the route and fleet level
Compare performance across periods
Identify underperforming segments quickly
Build More Resilient Budgets in Volatile Markets
Volatility makes spreadsheet-based forecasting fragile.
With Vivid, you can:
Create rolling forecasts inside Excel
Model fuel and labor scenarios
Adjust quickly without rebuilding templates
Reduce Manual Excel Risk
Heavy reliance on copy-paste reporting slows teams down and increases risk.
With Vivid, you can:
Automate Excel reports with live ERP data
Maintain centralized definitions and logic
Keep Excel — without the spreadsheet chaos
From Manual Reporting to Real-Time Visibility
Transportation and logistics finance teams don’t have time for long implementations. With Vivid, many customers go from setup to fully operational in as little as two weeks — leveraging the Excel environment they already know.
Step 1
Connect to Your ERP
Integrate directly with one or multiple ERPs. No exports. No copy-pasting. No rebuilds.
Step 2
Automate Excel Reports
Enhance your existing templates. Pull live data into Excel automatically with one-click refresh.
Step 3
Drill Into Operational Detail
Click any number to explore transactions, route-level profitability, regional costs, and trend data.
Step 4
Plan for Volatility
Build rolling forecasts and scenario models that adjust to fuel, labor, and seasonal demand changes.
Get A Closer Look: See How Vivid Works In Under 10 Minutes
Why Transportation Companies Choose Vivid Reports
Real-Time Visibility Into Cost Drivers
Fuel, labor, maintenance, and route performance directly impact margins. Static reports can’t keep up with operational shifts. Vivid delivers live, drillable insight inside Excel so finance teams can see what’s driving performance — immediately.
Consolidation Across Entities & Regions
Multi-location and multi-entity operations make reporting complex and time-consuming. Manual roll-ups increase risk and delay month-end. Vivid automates consolidation across systems and divisions, keeping reporting consistent and fast.
Excel — Automated, Not Replaced
Transportation finance teams depend on Excel for flexibility and control. Replacing it creates disruption — but manual spreadsheets create risk. Vivid enhances Excel with live ERP data, centralized logic, and drill-down capability — without changing how your team works.
Faster Close. Faster Decisions.
In a margin-sensitive industry, waiting days for accurate reports isn’t sustainable. Delays in reporting slow operational decisions. Vivid shortens reporting cycles so leadership can respond quickly to cost changes and performance trends.
Free Guide
Financial Reporting Best Practices for Transportation & Logistics
Learn how leading truck transportation companies streamline reporting, improve visibility into cost drivers, and reduce manual Excel work.
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, Vivid CPM 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 Vivid CPM 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: Vivid CPM keeps financial visibility intact through every stage of the transition.
1. Bridge Old and New Systems Seamlessly
Vivid CPM 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 Vivid CPM, 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 Vivid CPM 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 Vivid CPM 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 Vivid CPM reports. Changes in your ERP or budget are reflected instantly when you refresh your report.
Can Vivid CPM 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 Vivid CPM?
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.
Related Reading
Financial Reporting Best Practices for Transportation & Logistics Companies
The transportation and logistics industry powers global commerce, but behind the scenes, executive and financial teams grapple with complex challenges—managing rising fuel costs, coordinating multi-entity
5 Tips for Excel-Based Financial Reporting
Nothing replaces Excel for its flexibility and ability to create reports that summarize data into the formats your teams need to make informed decisions. Skilled