Document Management and Process Automation
For Accountants in Practice
THE ULTIMATE IN
FYI delivers a step change in practice automation and efficiency
It’s a new generation document management platform
developed for the modern practice eco-system.
Transform your practice
Store every email, document and client interaction in the cloud and automate repetitive processes.
Your practice will run smoothly and efficiently and achieve so much more.
Automate the creation and filing of client emails.
Automate the creation and filing of documents.
Search & Retrieval
Access the info you need in seconds.
Keep a record of every client interaction in one place.
Tasks & Comments
Create and delegate tasks with ease.
Jobs & Time
Track all your WIP, simply and easily.
Review and approve documents in a flash.
Discover new efficiencies together.
Work won’t feel like work with this level of automation.
Improve your productivity and client service with the highest security
We’re new on the scene but quietly confident our unique blend of document
management and automation is a game-changer for accountants.
Ensure a smooth transition to FYI. Our proven approach to implementation makes it easy to migrate your data, configure FYI for your practice and onboard your team.
Proven Return on Investment
The FYI platform has been designed to save time, remove manual steps and increase productivity. Automation of workflows and repetitive tasks shaves minutes off every job.
Security and Trust
FYI was born in the cloud and built for enterprise-grade security. Our software is ISO 27001 certified and approved by the ATO as a Digital Service Provider.
Integrate with these market-leading apps… and more!
“God, I love this program!”
"FYI combines email, workflow processing, task management, customer relationship management and more. It will be exciting to watch the progress on this one."
“One of the biggest frustrations we have is people not finding procedures easily and filing documents in different places. FYI's structured filing system solves these problems perfectly. Thanks for putting together such an awesome program.”
"FYI blew me away. It’s more than a document management solution …..it’s a way of re-casting all of your processes internally and automating them. And it’s an absolute game-changer."
"Changing document management systems was a huge call for our practice. It wasn't until we came across FYI that we were able to make the right decision. The roll out and migration of documents was both efficient and cost effective. Our team jumped on it from day one and it has all been very seamless and efficient - we wouldn't go back"
"The transition from MYOBAE to FYI was seamless and the FYI team walked us through every step. We have been using FYI for a week and the time saved already outweighs the initial costs."
"FYI’s jobs board will completely transform the way we manage our workflow, reports and meetings. It’s a real game changer!"
"FYI has been a huge boon for our practice given the challenges around COVID. We are comfortably able to send the majority of our staff to work from home thanks to your great software."
“Having FYI right now to help manage Job Keeper requirements is making my life waaaaay easier”
“FYI’s email integration is the easiest that I have ever used. Transferring our files onto the platform was easy and we have been pleased with the easy access to records and use of templates for standard letter and email generation.”
Want to learn more about using FYI in your practice?