A budgeting and forecasting software that integrates with Microsoft Excel. It features financial reporting, budgeting, dashboards, and KPIs.

Product Overview

Vivid Reports is a budgeting and forecasting software integrated with Excel that features financial reporting, budgeting, dashboards, and KPIs. The two main components, Vivid CPM and Vivid Flex, cater to different aspects of business intelligence - from financial management to operational reporting. The software integrates with over 50 ERP systems like Acumatica and Microsoft Dynamics 365 Business Central.


  • Integrates with over 50 ERP systems
  • Seamless integration with Microsoft Excel
  • Multicurrency support


  • Learning curve for users unfamiliar with Excel-based tools
  • Pricing requires consultation call

Target Market

Small to large businesses that need advanced reporting and budgeting integrated with Microsoft Excel.

About Vivid Reports

Vivid Reports is a Microsoft Excel add-in that integrates with an ERP system’s general ledger accounts, balances, and transactions.

Vivid Reports Key Features

  • ERP Integration: Compatible with over 50 different ERP systems.
  • Efficient Statement Setup: Quick and straightforward setup and modification of statements.
  • Account Structure Compatibility: Works with existing accounting system structures and segments.
  • Flexible Reporting: Allows for easy creation, filtering, and consolidation of reports and statements.
  • Drill-Down Capability: Enables detailed analysis by drilling back to the transaction level in reports.
  • Customizable Column Filters: Includes segment values, fiscal year, data types (actual, budget, statistical, etc.), period types (YTD, Change, Quarter, Half, Open), and accounting periods.
  • Excel Functionality: Utilizes Excel’s features for additional calculations, charts, and graphs.
  • Advanced Data Analysis: Offers tools for in-depth examination by drilling down and across report data.
  • Multicurrency Support: Facilitates reporting in multiple currencies.
  • Security: Provides security at various levels including account, segment, user, database, and window.
  • Account Management Tools: Built-in utility for identifying missing or duplicate accounts.
  • Automated Report Distribution: Allows for easy sharing of reports via email or network saving.
Price Range Learn More
   $     $     $     $     $   
   $     $     $     $     $   

Product Overview

Related Products

  • Planning Maestro
    A budgeting application designed by Centage.
  • Limelight
    Financial planning and reporting platform from Limelight Software
  • OnPlan
    Use your data for better forecasting and budgeting decisions
  • Budgyt
    Formerly Budget Pro.
  • Board Intelligent Planning
    A Management Intelligence software that combines Business Intelligence software with Corporate Performance Management.

User Reviews of Vivid Reports

Submitted on November 13th, 2018 by Mark Marlatt

Vivid allows us to blend GP data with our ERP data all in one place with ease. Simplifying much of our Management reporting needs.

The Good…

Leveraging Excel to present, expand and manipulate data to fit our reporting needs has been wonderful!

The Bad…

That we didn’t implement it sooner.

Submitted on May 16th, 2018 by Anonymous

The solution is simple and inexpensive, the partner we were connected with did good demos. We are just about to implement the solution