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!
FYI is 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.
Rob Stone, Director of Operations (Australia & New Zealand) –
Want to see FYI in action?
Book a demo or start a 30-day free trial today.